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User Group Presentation – Release 2.9 August 17, 2006

This release includes global changes, search page updates, workflow history link, notifications on non-amendment actions, program office reviewer role, attachments for provisional orgs, inbox task management, and more.

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User Group Presentation – Release 2.9 August 17, 2006

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  1. User Group Presentation – Release 2.9August 17, 2006

  2. Overview – Release 2.9 • Global Changes • Search Pages • Workflow History Link • Notifications on Non-Amendment AAR actions • Program Office Reviewer Role • Attaching Documents for Provisional Orgs • Inbox Tab – Manage Workflow Tasks • RFA Tab • Selecting Official’s Recommend Apps page • Application Package page • Application Tab • OLIA/OLA Tasks • Minimum Requirement Check – App Unlocked • Deleting Attachments – Need Help Desk Ticket • PO Checklist – Final Reports section • Reassign Applications

  3. Overview – Release 2.9 Continued • Award Tab • Grants File Header • Grants File Dropdown • FPO links removed • Notification language for Approved Awards • AAR Details Page • Financial and Progress Reports Header • Award Tracking Report • Award Action Status column • Custom Template

  4. GLOBAL CHANGES • Search Pages – Search criteria will be retained for the following tabs: • RFA • Application • Award • Workflow History Link • Only displayed if workflow actually exists on a document (mostly pertinent to migrated awards)

  5. GLOBAL CHANGES: Review Event Launch Page – Workflow History

  6. GLOBAL CHANGES: Notification and Workflow History - Recipients

  7. GLOBAL CHANGES: Workflow History – Recipient View

  8. GLOBAL CHANGES: Workflow History – NOAA View

  9. GLOBAL CHANGES • Program Office Reviewer Role • This role is a modification of the original Line Office Reviewer Role. Users who need to review awards for all program offices within a line office will be given a “Program Office Reviewer” role for each Program Office in the Line Office. • The Program Office Reviewer role is not needed for a user who already as a role of Federal Program Officer in the same Program Office. • Attachments on Provisional Orgs • Attachments can now be added to a new “provisional” organization that is created during “Conduct Negotiations”. Note: Once the application is locked, no further attachments can be added to the provisional organization by the FPO. The Grants Specialist can add attachments when doing their review (via the GMD Checklist).

  10. INBOX TAB: Manage Workflow Tasks

  11. RFA TAB: Cancel Button on Application Package

  12. APPLICATION TAB • New OLIA/OLA mandatory tasks – Grants Specialist must forward Award File to OLIA/OLA for clearance if threshold amounts are met. Current threshold is $1M for both OLIA and OLA, current time is 48 hours until automatic release for actions without a “hold”. • Minimum Requirements Check – Applications are now unlocked and can be edited just like “Conduct Negotiations” task. • Deleting Attachments – Attachments cannot be deleted from Applications page; use care when uploading attachments for paper applications. Help Desk ticket will be needed for removal. Attachments sent via Grants.gov will not be removed.

  13. APPLICATION TAB: PO Checklist – Final Progress Reports Section

  14. APPLICATION TAB: Reassign Program Officer (Applications)

  15. AWARD TAB: Grants File Header

  16. AWARD TAB: Grants File Dropdown

  17. AWARD TAB: FPO Links Removed

  18. AWARD TAB: Notification for Approved Awards When a Grants Officer approves an award (new or amendment) the notification to the Federal Program Officer includes the following language: “This notification is for internal use only. The recipient should not be notified until all CBS, ASAP, and Finance Office tasks are complete and the recipient has the task in their inbox (or until the Mail Award task is complete for non-electronic recipients).”

  19. AWARD TAB: AAR Details Page

  20. AWARD TAB: Progress Report Header

  21. AWARD TRACKING REPORT – Award Action Status Descriptions See Separate Spreadsheet.

  22. AWARD TRACKING REPORT: Customizing a Template

  23. AWARD TRACKING REPORT: Customizing a Template – cont. 1

  24. AWARD TRACKING REPORT: Customizing a Template – cont. 2

  25. AWARD TRACKING REPORT: Customizing a Template – cont. 3

  26. AWARD TRACKING REPORT: Customizing a Template – cont. 4

  27. AWARD TRACKING REPORT: Customizing a Template – cont. 5

  28. Additional Resources • Go to the Grants Online PMO Website at www.ofa.noaa.gov/~grantsonlineto Access: • Grants Online Training/Support Resources • Frequently Asked Questions • GrantsOnline.QandA@NOAA.gov

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