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Grants Online Management Workshop: Recipient Roles & System Navigation

Explore recipient roles, system functionality, and workflow processes in the NOAA Grants Online Program Management Office. Learn to manage awards, recipients, and post-award actions effectively.

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Grants Online Management Workshop: Recipient Roles & System Navigation

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  1. Grants Business Process Re-EngineeringGrants Management Workshop 2006Grants Online Recipient Functionality Lillian Barnes and Steve Drescher NOAA Grants Online Program Management Office

  2. Overview • Recipient Roles • System Screen Shots • Login and Inbox • Viewing and Accepting an Award • Managing Recipient Users • Post Award Actions • Award Action Requests • Progress and Financial Reports • Additional Resources • Appendix A: Navigating around Grants File • Appendix B: Workflow Process Maps

  3. Grantee Roles in Grants Online

  4. NOAA Grants Online Home Page –https://grantsonline.rdc.noaa.gov

  5. Advisories - Default Page for Inbox Tab

  6. Recipient’s Inbox with Task to Accept Award

  7. Recipient Administrator – Task Management

  8. Award Package Launch Page – View Award Details

  9. Award Details Page (New Award)

  10. Award Details Page cont.

  11. Award Package Launch Page – Accept Award

  12. Accept Award Page – Identify Recipient System Administrator

  13. Recipient Administrator Inbox Task to Manage Award Users

  14. Manage Award Users Screen (Award Specific)

  15. Manage Recipient Users Screen (Org-Wide)

  16. Manage Recipients Results Screen - top

  17. Manage Recipients Results Screen - bottom

  18. Org-Wide Award Access Report

  19. Recipient Investigator (PI) – Award Search

  20. Award Action Request (AAR) Index Page

  21. Reprogram or Rebudget AAR Screen

  22. Grants File Launch Page – Associated Documents

  23. Progress Report “Launch Page”

  24. Progress Report Details (top)

  25. Progress Report Details (bottom)

  26. Grants File “Launch Page” with Progress Report

  27. 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

  28. Appendix A – Navigating around Grants File • Top Level: Grants File • Level 2: Award Package, Award File, Progress or Financial Reports (select Grants File from “Associated Documents” • Level 3: Amendment (select Award File from “Associated Documents”, Go to Level 2 NOTE: Use links under “Associated Documents” on Launch Pages to go back to previous Level; use links under “Sub Documents” to go forward to next Level.

  29. Appendix B – Workflow Process Maps • Workflow Overview – Accepting the Award / Managing Users • Accepting the Award: Role of Recipient Authorized Representative • Managing Award Users: Role of Recipient System Administrator • Workflow Overview – Award Action Requests • Award Action Requests: Role of Recipient Users • Award Action Request: Role of Recipient Authorized Official

  30. 2 3 4 5 6 7 1 Done Approve Accept Award Accept Recipient System Recipient NOAA Grants Office Manage Award Award File and Obligate Funds Award/Confirm Administrator Authorized Users Recipient System Official Administrator 9 8 Manage Award Manage Award Users Complete Screen, press Done Button 1. Workflow Overview – Accepting the Award/Managing Users

  31. 2. Accepting the Award: Role of Recipient Authorized Representative STEP 1 STEP 2

  32. 3. Managing Award Users: Role of Recipient System Administrator STEP 1 STEP 2

  33. 4. Workflow Overview – Award Action Requests

  34. 5. Award Action Requests: Role of Recipient Users STEP 1 STEP 2

  35. 6. Award Action Request: Role of Recipient Authorized Official STEP 1 STEP 2

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