# Program Portal JAD Meeting

**Date:** March 25, 2002

**Time:** 1:00--2:45 p.m.

**Location:** NGIT, 1700 Research Blvd., 3^rd^ Floor Conference Room

**Next Meeting**: April 22, 2002, 1:00 p.m., NGIT, 4^th^ Floor
Conference Room

## Action Items

-   (JAD Members) Send comments on the scope document to Krishna.

-   (Carlos) Meet with CIT to coordinate access to Outlook contact lists
    from the Program Portal.

-   (Developers) Make generic notepad available at all phases of grant
    lifecycle.

-   (Developers) Make all portlets customizable.

-   (Developers) Enable each user to add personal links to resources.

-   (Developers) Provide option to customize display by hiding columns.

-   (Developers) Separate the single PI, PO and SRA name fields into
    separate last name and first name fields.

-   (Developers) Enable users to generate Pre-SRG list by PCC codes
    other than their own. Enable selection of uncoded applications by IC
    and applications by RFA or PA.

-   (Developers) Provide ability to create and store views (e.g.,
    Pre-SRG list by SRG).

-   (Developers) Make SRG title more prominent by displaying it on left.

-   (Developers) Create pop-up with email address when user clicks on
    PI/SRA name.

-   (Developers) Create pop-up with PO name and contact information when
    user clicks on dual IC.

-   (Developers) Incorporate a separate scroll bar for the report so
    that all portlets do not scroll at the same time.

## Status Update

Krishna informed the group that the Program Portal initiative is
progressing according to schedule. Developers have created a prototype
based on requirements gathered in the JAD sessions last fall. Today, the
Pre-Submission and Pending SRG functions will be presented for feedback.
The JAD will begin meeting again on a monthly basis to review the
remaining phases of the grant lifecycle: Pending Council; Post Council;
and Post Award.

There will be a demo of the Program Portal prototype at the eRA
Symposium on May 10 at the Natcher Center. A pilot is planned for next
September; the portal is expected to go "live" in October.

Krisha requested comments on the scope document, which he recently
emailed to JAD members. He intends to send out the use case for
Pre-Submission very shortly.

Krishna then introduced the members of the technical team: Michael
Martin (team lead); Christo Andonyadis (portal expert); Johnnie Pearson
(consultant); Ranesh Chatterjee (developer); Carlos Caban (advocate);
and Krishna Collie (analyst).

## Pre-Submission and Pre-SRG Functionality

Krishna said that developers were unable to create requested links to
pertinent ARAs, RFAs and PAs because there is no way to map them to the
username (logonid). It should be possible to link to ARAs in the future,
once electronic ARAs are implemented. In the current prototype,
selecting ARA, RFA, or PA brings up the NIH Guide. Carlos suggested
linking to the Early Notification System (ENS) or to the NIH Guide
search screen. Della pointed out that Program Officials could track
their own ARAs using the portal's notes facility. There was consensus
that a generic notepad be made available at all phases of the grant
lifecycle. Christo suggested that user notes display where they were
created (e.g., in the Pre-Submission phase).

Izzy inquired about the possibility of accessing his Outlook contact
list. Christo responded that the NIH portal does provide this
capability. To implement, the portal server needs to be trusted by the
Outlook server. Carlos will coordinate with CIT.

Krishna then pointed out links to requested sources of information
(e.g., standard forms, human and animal subject guidelines, CSR study
sections list). Izzy asked if it possible for users to add their own
resource links. Christo answered "no" as currently configured; however,
users can add links to "favorites".

Izzy's question led to a discussion about customization. First, Christo
demonstrated how to customize the portal by adding or removing a
portlet. If an individual portlet is customizable, it will have a
"customize" link within. Only some of the Program Portal portlets
currently are customizable.

Carlos asked to see a portlet that is customizable. Christo used Pre-SRG
as an example, showing how to change the title, sort order and output
format. Richard asked if it were possible to hide columns in order to
display one line per record. Christo responded that a hide option could
be added. In response to a question about moving columns, Christo said
it would be best to handle as a print report capability.

Another user asked about the printing the Pre-SRG list. Christo noted
the browser print function; however, since the entire page is configured
as one frame, all of the portlets (not just the report) will print. It
is possible to program a print report button.

In response to a question about downloading the Pre-SRG list to a
spreadsheet, Christo showed how to select an output form (e.g., Excel),
and then to cut and paste selected text. Andy remarked that the
requested download functionality is available in ICSTORe, which is
accessible via QuickView. He reminded that group that the first version
of the Program Portal is to be built on existing IMPAC II technology.
For example, if you click on the grant number, it links to the IMPAC II
Grant Folder facility.

The JAD made the following recommendations regarding the Pre-SRG report:

-   Separate the single PI name field into two fields: last name and
    first name. Do the same for PO name and SRA name.

-   Although the system is designed to select based on the user's PCC
    code (the default), there should be an option to select another PCC
    code or a broader range of applications (perhaps using wildcards).
    There should also be a way to select uncoded applications by IC and
    applications by RFA or PA.

-   There is a need to create and save alternate views (e.g., sorted by
    SRG).

-   SRG title is buried. Display on left.

-   Create pop-up with email address when user clicks on PI name or SRA
    name.

-   Cathy noted that dual ICs display, but only one PO. If user clicks
    on dual, create pop-up with PO and contact information.

-   Incorporate a separate scroll bar for the report so that all
    portlets do not scroll at the same time.

## Attendees

Andonyadis, Christo, Oracle

Caban, Carlos, OD

Chatterjee, Ranesh, NGIT

Collie, Krishna, RNSolutions

Duncan, Rory, NIAID

Fisher, Richard, NEI

Greenleaf, Andy, NGIT

Hann, Della, OD

Jacobs, Gail, NIAID

Lederhendler, Israel, NIMH

Martin, Michael, Oracle

Monheit, Madeline, LTS/OCO

Musson, Robert, NHLBI

Pearson, Johnnie, Z-Tech

Serrano, Jose, NIDDK

Strasburger, Jennifer, NCI

Tartakofsky, Mike, NIAID

Walker, Cathy, OD

Wehrle, Janna, NIGMS

Winsky, Lois, NIMH