# Presentation: 547724

## Grants.Gov System-to-System Portal

## Grants Portal

## Login Page

- The user is required to enter their “User Name” and “Password.”  The user may choose from the Quality Assurance database for practice or the Production database for live updates

## Application Selection

- After successfully logging into the system, the user is brought to this screen and is given two options:  “Grants.Gov” (for connecting to the Grants.Gov site and enabling the download of applications) and “Grants Portal” (for viewing downloaded applications, adding or modifying users, or viewing system data)

## Grants.Gov

- Once the Grants.Gov link is selected, a security alert screen appears.  Simply click on the “Yes” button in order to complete entering the Grants.Gov web application

## Grants.Gov Main Page

- After logging into the system, the tool defaults to displaying all available grants packages specific to your agency account

## Grants.Gov Query

- Two drop down query boxes are available for the users to narrow their search for grant applications appearing on the Grants.Gov site.  Applications remain on the site for retrieval, confirmation, and agency tracking number assignment for 180 days

## Grants.Gov Features

- “Agency Tracking Number Assigned” means the package has been “Retrieved,” “Confirmed,” and been “Assigned” a number by Grants Portal

- If a Grant Package has been “Validated,” then it has been approved by Grants.Gov and is ready for Retrieval by Grants Portal.  Grants.Gov validates the application package against the standard XML schema

**Notes:**
Grants.Gov validates the application package against the standard XML schema

## Grants.Gov Features

- “Rejected with Errors” means that the application package was denied by Grants.Gov and would not be downloaded into the Grants Portal

- Once the package has been downloaded to the Grants Portal application, it is confirmed at Grants.Gov with status “Received by Agency”

## Coming Enhancements to the Main Menu

- -Future message board for important system information

- -Future links to documentation such as a User’s Guide

## Navigational Menu Detail

- This is a magnification of the Navigational Menu.  Clicking on each word (or phrase) triggers an action.  Clicking on the “Main Menu” brings the user back to the Welcome screen.  “Logout” ends the user’s session and closes the Grants Portal Application Window

## Applications Detail

## Query Application Form

- Selecting the “Applications Detail” feature from the Navigational Menu will bring a Query Application form

## Query Status Options

- There are four available search parameters on this form:
- - Govt Tracking#:  Grants.gov assigns this to a user’s application
-  CFDA#:  (Catalog of Federal Domestic Assistance).  This is the  government assigned CFDA for the Grant Application
-  Agency Tracking #:  This number is assigned by the Grants Portal  application after download and confirmation from Grants.Gov
-  Status:  Allows for the dropdown selections detailed above

## Query Results With No Data

- Should the user perform a query with parameters that do not meet any record requirements, they will receive the above message

## Application Data

## Application Data

- This is the view seen when records meet the query parameters entered.  Three actions can be performed from this feature:  Accept the application, Reject the application, or View the details of the application.

## Accept Verification

- Before the form opens, the message box above appears verifying that you are ready to accept the application selected.  Once you have selected “OK,” an email form will become available

## Accept Application

## Accept Application

- This is the email form seen once you verify that you are ready to accept the application selected.  The form defaults with the text displayed, but is completely modifiable.  The “To” destination is the email address of the applicant and the “From” destination is the email address of the user currently logged into the system

## Accept Application

- If you hit the “Close” button instead of the “Send” button, you will see the pop up message below.  Selecting “Cancel” gives you another opportunity to send the email - clicking “OK” closes the form. Regardless of the choice, the Application will be accepted.

## Accept Verification

- Once the “Reject” button is clicked, the user has the capability to cancel out of the action prior to proceeding to the email form

## Reject Application

- Similarly, the “Reject Application” feature leads you to an email form with standard text that is modifiable by the user

## View Details Link

## View Details Description

- All of the documents listed in the package can be viewed here. Simply click on the desired link to view a specific file

## Add User

## Add User Form

## Add User Details

- Fields with a red asterisk (*) are required to complete adding a new user account.  There are 5 required fields at this time, which are displayed in the picture to the left.
- The “Set Password” button picks a random temporary password that is forwarded on to the user via email upon completion of creating their account.

## Modify User Roles

## Query User (Modify User Roles)

- Clicking on the “Modify User Roles” feature opens a query form.  The three optional query parameters are shown above.  If no parameters are entered, then all system users will be returned in the query

## Modify User Roles Query Results Details

- Select a User name (click on the name and it will highlight blue).  Then simply click on the roles that you wish the user to have and save them by clicking on the “Save Changes” button.  Roles can be added or expanded in the future as illustrated with the final role:  “Role id 7 For future”

## Modify User

## Query User (Modify User)

- The same query box as seen when using the Modify User Roles feature appears when using the Modify User feature.  The resulting form, however is specific to the tool selected from the Navigational menu

## Modify User Query Results and Form

## Modify User Query Results Details

- All fields can be modified here except for the Username.  The current password cannot be seen, but if the “Set Password” feature is used, then the new password will be displayed.