# Presentation: 379412

## User Group Presentation – User Interface UpdatesJuly 6, 2006

## Overview – User Interface Updates

**New Look for Advisories**
**Dropdowns on tabs**
**New Site Preference and Task Preference Features**
**Bread Crumb Trail**
**Workflow History**
**Additional Extracts to Excel**
**Attachment Download**
**Grant File and Award File Dropdown options**
**Revised PO Checklist**
**Three Requirements to Enable Expanded Authority**
**ASAP Workflow**
**Applications with Invalid Signature**
**Award Tracking Updates**

**Notes:**
Topics to Cover in this User Group Meeting

## New Advisory Screen

**Notes:**
Advisory audience now has a dark blue background and date/time stamp is bolded.

## Dropdown box on Tabs (Live Demo)

**Notes:**
The new dropdown box allows for one-step navigation to a sub-menu item under a different tab.  Move cursor with a smooth movement to avoid losing the dropdown box.

## New Site Preferences (Live Demo)

**Notes:**
The “New Features” link highlights the changes on any particular screen.  Under the “Site Preferences” section the “+” will expand the box to give an explanation of each new feature, “-” will remove the explanation. (Explanations are automatically removed when page is saved, or when you navigate off the page.)
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## New Task Preference Functionality (Live Demo)

**Notes:**
New interface makes it easier to select which columns you would like to be displayed in your inbox as well as the column order.

## Bread Crumb Trail (Live Demo)

**Notes:**
Point out Bread Crumb trail at the top of the main panel.

## Bread Crumb Trail cont.

**Notes:**
Preference is currently set for maximum of 4 Bread Crumbs at top of page.

## Workflow History Link (Live Demo)

**Notes:**
Workflow History Link is more prominent on page.

## Workflow History Link cont.

**Notes:**
Clicking on Workflow History Link opens up Workflow history inside of the current launch page.  Note Export to Excel option.  Allows user to format the spreadsheet to fit workflow info on one printed page.

## Export to Excel Option (Live Demo)

## Other Excel Exports on Launch Pages

**Notes:**
The Excel export option is now available for all Launch Page Sub Documents and Associated Documents.  This is a great way to get a list of applications for a particular RFA.

## Attachment Link (Live Demo)

**Notes:**
Attachments are no longer at the bottom of the Launch Page.  They are now under the workflow link.

## Attachment Link cont.

**Notes:**
Clicking on the Attachments link will display the attachments within the launch page.

## Attachment - Download All Feature (Zip file) 

**Notes:**
Clicking the “Download All” button will enable you to create a zip file of all attachments which can be unzipped on your own computer.

## Grants File Dropdown

**Notes:**
Allows users to navigate to navigate to screens for creating Award Action Requests or for viewing Award personnel without going back to search for award again.  NOTE:  

## Actions now on Grants File Dropdown

**Notes:**
In the next release the “Create Amendment” and “Partially Fund this Award” Options will also be available in the Grants File Dropdown

## Award File Dropdown

**Notes:**
These actions were added mostly for users like OIG, OLIA, and PA who are mostly interested in the FAIS sheet.

## New PO Checklist Question – HSPD-12

**Notes:**
This is a mandatory field added to comply with HSPD-12.

## Three Requirements to Enable Expanded Authorities Link

**The Grants Online System will enable the Expanded Authorities link for a Grantee on a particular award when ALL of the following three conditions have been met:**
**The PO Checklist for the original Award states that the Award supports research**
**The Recipient Organization associated with the Award is an applicant type which is authorized for Expanded Authority (See next slide.)**
**The Recipient Organization has not been identified in the system as a high risk organization **
**NOTE: *****To check the Organization’s Grants Online profile, click on the Org_ID number on the Award Search results. (Demo)***

## Applicant Types Eligible for Expanded Authority

**Independent School District**
**Public/State Controlled Institution of Higher Education**
**Nonprofit with 501C3 IRS Status (Other than Institution of Higher Education)**
**Nonprofit without 501C3 IRS Status (Other than Institution of Higher Education)**
**Private Institution of Higher Education**
**Individual**
**For-Profit Organization (Other than Small Business)**
**Small Business**
**Hispanic-serving Institution**
**Historically Black Colleges and Universities (HBCUs)**
**Tribally Controlled Colleges and Universities (TCCUs)**
**Alaska Native and Native Hawaiian Serving Institutions**
**Non-domestic (non-US) Entity**

## Award Workflow - Post Grants Officer Signature (Funded Actions)

**         **

_**Electronic -yes, ASAP-yes:**_
**1.   Grants Officer --> Approve (Sign) Award     **
**2.   CAMS 1st Approver -->    1st approval in CBS**
**3.   CAMS 2nd Approver -->   2nd approval in CBS**
*** 4.   CAMS 1st Approver -->     ASAP Authorization**
*** 5.   Finance Office -->   ASAP Certification**
**6.   Recipient --> Accept Award**

_**Electronic-no, ASAP-yes:**_
**1.   Grants Officer --> Approve (Sign) Award    **
**2.   CAMS 1st Approver -->    1st approval in CBS**
**3.   CAMS 2nd Approver -->   2nd approval in CBS**
*** 4.   CAMS 1st Approver -->     ASAP Authorization**
*** 5.   Finance Office -->   ASAP Certification**
*** 6.   CAMS 1st Approver --> Mail Award**

_**Electronic-yes, ASAP-no:**_
**1.   Grants Officer --> Approve (Sign) Award    **
**2.   CAMS 1st Approver -->    1st approval in CBS**
**3.   CAMS 2nd Approver -->   2nd approval in CBS**
**4.   Recipient --> Accept Award**

_**Electronic-no, ASAP-no:**_
**1.   Grants Officer --> Approve (Sign) Award    **
**2.   CAMS 1st Approver -->    1st approval in CBS**
**3.   CAMS 2nd Approver -->   2nd approval in CBS**
*** 4.   CAMS 1st Approver --> Mail Award**

**NOTE:  Non-Electronic Recipients will return a signed paper copy of the award document to GMD.  GMD will then enter the counter-signed date into Grants Online.**

## Award Workflow – Post GO Signature (Flowchart)

**FPO**
**Notification**

**GOSD**

**Funded****?**

**CBS 1****st**** Approval**

- CBS 2nd Approval

- ASAP?

- ASAP Authorization

- ASAP Certification

**Electronic?**

- Grantee

- Mail

- Yes

- No

- Yes

- No

**Yes**

**No**

## Application with Valid Signature

**Notes:**
To ensure that an application was submitted through Grants.gov you will always find a Grants.gov Tracking Number, Authorized Representative printed name in box 18.d, and the dated signed in box 18.e.  If those fields are not completed, the application was not submitted through Grants.gov and should be rejected.

## Award Tracking Report Updates

**Non-Amendment Actions**
- Amendment Number will have “NAA”
- Only Non-Amendment Actions that have workflow are shown
**Funded Actions**
- Any action that has an application will have a Federal-Share (sometimes $0).
- Uses application amount if approved amount not available.
**Missing Actions Restored**
- Very long Project Descriptions caused disruption of output resulting in about 40 missing actions.

## Award Tracking Report Updates cont.

**Type of Action **
- New Column
- Possible values:
- AAR - Amendment:   AAR type (e.g. Change in Scope)
- AAR - Non-Amendment:  AAR type (e.g. Equipment Purchase)
- Administrative Amendment
- Application
- Application - Amendment
- Application - Initial Processing
- Application - New Award
- Partial Funding
**New Award Tracking Report Template**
- The New Award Tracking Report Template has been uploaded onto the Grants Online PMO Training website

## Award Tracking Report  - New “Type of Action” Column

## Additional Resources

**Go to the Grants Online PMO Website at **_**www.ofa.noaa.gov/~grantsonline**_ **to Access:**
- Grants Online Training/Support Resources
- Frequently Asked Questions
_**GrantsOnline.QandA@NOAA.gov**_