online data collection oldc
Download
Skip this Video
Download Presentation
Online Data Collection (OLDC)

Loading in 2 Seconds...

play fullscreen
1 / 19

Online Data Collection (OLDC) - PowerPoint PPT Presentation


  • 121 Views
  • Uploaded on

Online Data Collection (OLDC). Working with ADD Forms October, 2004. Contents (click title to see that section or hit any key to proceed to the next slide). ADD Forms OLDC Menu Selection Screens Report Form Sections Summary Report Form Sections Report Forms Report Clone Help.

loader
I am the owner, or an agent authorized to act on behalf of the owner, of the copyrighted work described.
capcha
Download Presentation

PowerPoint Slideshow about 'Online Data Collection (OLDC)' - leon


An Image/Link below is provided (as is) to download presentation

Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author.While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server.


- - - - - - - - - - - - - - - - - - - - - - - - - - E N D - - - - - - - - - - - - - - - - - - - - - - - - - -
Presentation Transcript
online data collection oldc

Online Data Collection (OLDC)

Working with ADD Forms

October, 2004

contents click title to see that section or hit any key to proceed to the next slide
Contents (click title to see that section or hit any key to proceed to the next slide)
  • ADD Forms
  • OLDC Menu
  • Selection Screens
  • Report Form Sections Summary
  • Report Form Sections
  • Report Forms
  • Report Clone
  • Help
add forms
ADD Forms
  • The ADD forms covered in this tutorial include:
    • DDC Program Performance Report
    • DDC State Plan Reports (OLDC deployment date Summer 2005)
    • P&A Program Performance Report
    • P&A SGP
oldc menu
OLDC Menu

Select “Report Form Entry” from the OLDC Menu

selection screens
Help is available on every screenSelection Screens

On the “Grantee Selection” screen, use the drop-down lists to select the Program, Grantee, and type of report. Click “Enter”

selection screens6
Selection Screens

On the “Report Selection” screen, use the drop-down lists to select the Funding Period, Report Period, and Action*

*Action types are defined on the next slide of this presentation

The Report Display is already selected to best present the particular form or form section

After the three step selections are made, click “Enter”

selection screens7
Selection Screens

The “Select Action” drop-down list provides the following options:

  • New/Edit/Revise Report –opens report form for data entry
  • View/Print/Status Report –opens Status page where you can read, print, or determine the form’s workflow
  • Print Latest Version (HTML) –prints a formatted paper copy of the report form
  • View Latest Report – displays a quick view option
  • **Clone Report is only available under certain circumstances—see Section 5
report form sections summary
Report Form Sections Summary
  • ADD report forms are presented in sections
    • Each section’s data is entered separately
    • A blank copy of a section may be created for multiple versions
    • Some section’s titles may be edited
    • Sections may be saved individually
    • The report status reflects the entire report, not just individual sections
report form sections
Report Form Sections

The top of the Report form shows the program, grantee, dates, and status of the report

Any messages specific to this form are displayed under the Report Sections information

Basic instructions and information about this form is also listed under the Report Sections data

report form sections10
Report Form Sections

The middle of the screen contains action buttons such as add attachments, validate the form, and save section notes. The buttons that display depend upon an individual’s roles and the report status

Sections of the ADD form are listed below the action buttons

report form sections11
Report Form Sections

Form sections are listed toward the bottom of the Report Sections screen. Sections that allow name changes or the option to create a blank copy of a section have the “create” action available

  • Perform Action types include:
  • Create a blank copy of a section
  • Clear section information
  • Delete a section (the final section of a group may not be deleted)
  • Edit section data
  • Print the section
report form sections12
Report Form Sections

“Create” action produces a blank copy of a section. Notice that the original section is automatically listed as “0” and the duplicate section is automatically listed as “1”.

Enter a desired name in each section’s name field.

report forms
Action ButtonsReport Forms

The top of the Report form shows the program, grantee, dates, and status of the report

The Report Progress bar shows the status of this form in relation to the entire workflow.

Any messages particular to this form are displayed under the Report Progress bar

report forms14
Report Forms

Information about the Grantee and grant may already be entered from the database

Open cells are available for data entry. Unavailable cells automatically calculate their values. Text boxes for narrative may allow between 2,000 and 4,000 characters

report forms15
Use the breadcrumbs, or path, at the top of the page to navigate through OLDC

The Report Progress Bar shows where this report is in the workflow

The “Previous Section” and “Next Section” buttons move to another section, without having to return to the Report Sections screen

Report Forms
report clone
Report Clone

A special Action option is available--Clone Report--on the Report Selection screen. Cloning a report means to copy the report format and all report data to a current report period.

report clone17
Report Clone

After completing Steps 1-3 of “Report Selection”, for the report to receive the cloned information, click “Enter”.

Steps 4 and 5 appear

Select the funding period and report period for the original report

Click “Clone”

report clone18
Report Clone

The special conditions required when cloning a report are:

  • Only a report from a different funding period can be cloned to the current funding period. Clones cannot be made from reports within the same funding period
  • Only submitted forms may be cloned. Forms with a status of saved, validated, or certified cannot be cloned
  • Forms may only be cloned as the first report of a funding period. Revisions cannot be a clone
slide19
Help
  • Grant Partners – contact your ACF Grants Office
  • ACF staff – contact your ACF Central Office Lead or call the IT Service Center
ad