User Group Presentation

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User Group Presentation Release 2.9August 17,
2006
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Overview Release 2.9

• Global Changes
• Search Pages
• Workflow History Link
• Notifications on Non-Amendment AAR actions
• Program Office Reviewer Role
• Attaching Documents for Provisional Orgs
• Inbox Tab Manage Workflow Tasks
• RFA Tab
• Selecting Officials Recommend Apps page
• Application Package page
• Application Tab
• OLIA/OLA Tasks
• Minimum Requirement Check App Unlocked
• Deleting Attachments Need Help Desk Ticket
• PO Checklist Final Reports section
• Reassign Applications

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Overview Release 2.9 Continued

• Award Tab
• Grants File Header
• Grants File Dropdown
• FPO links removed
• Notification language for Approved Awards
• AAR Details Page
• Financial and Progress Reports Header
• Award Tracking Report
• Award Action Status column
• Custom Template

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GLOBAL CHANGES

• Search Pages Search criteria will be retained
  for the following tabs
• RFA
• Application
• Award
• Workflow History Link
• Only displayed if workflow actually exists on a
  document (mostly pertinent to migrated awards)

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GLOBAL CHANGES Review Event Launch Page
Workflow History
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GLOBAL CHANGES Notification and Workflow History
- Recipients
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GLOBAL CHANGES Workflow History Recipient View
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GLOBAL CHANGES Workflow History NOAA View
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GLOBAL CHANGES

• Program Office Reviewer Role
• This role is a modification of the original Line
  Office Reviewer Role. Users who need to review
  awards for all program offices within a line
  office will be given a Program Office Reviewer
  role for each Program Office in the Line Office.
• The Program Office Reviewer role is not needed
  for a user who already as a role of Federal
  Program Officer in the same Program Office.
• Attachments on Provisional Orgs
• Attachments can now be added to a new
  provisional organization that is created during
  Conduct Negotiations. Note Once the
  application is locked, no further attachments can
  be added to the provisional organization by the
  FPO. The Grants Specialist can add attachments
  when doing their review (via the GMD Checklist).
  

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INBOX TAB Manage Workflow Tasks
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RFA TAB Cancel Button on Application Package
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APPLICATION TAB

• New OLIA/OLA mandatory tasks Grants Specialist
  must forward Award File to OLIA/OLA for clearance
  if threshold amounts are met. Current threshold
  is 1M for both OLIA and OLA, current time is 48
  hours until automatic release for actions without
  a hold.
• Minimum Requirements Check Applications are now
  unlocked and can be edited just like Conduct
  Negotiations task.
• Deleting Attachments Attachments cannot be
  deleted from Applications page use care when
  uploading attachments for paper applications.
  Help Desk ticket will be needed for removal.
  Attachments sent via Grants.gov will not be
  removed.

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APPLICATION TAB PO Checklist Final Progress
Reports Section
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APPLICATION TAB Reassign Program Officer
(Applications)
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AWARD TAB Grants File Header
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AWARD TAB Grants File Dropdown
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AWARD TAB FPO Links Removed
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AWARD TAB Notification for Approved Awards

• When a Grants Officer approves an award (new or
  amendment) the notification to the Federal
  Program Officer includes the following language
• This notification is for internal use only. The
  recipient should not be notified until all CBS,
  ASAP, and Finance Office tasks are complete and
  the recipient has the task in their inbox (or
  until the Mail Award task is complete for
  non-electronic recipients).

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AWARD TAB AAR Details Page
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AWARD TAB Progress Report Header
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AWARD TRACKING REPORT Award Action Status
Descriptions

• See Separate Spreadsheet.

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AWARD TRACKING REPORT Customizing a Template
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AWARD TRACKING REPORT Customizing a Template
cont. 1
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AWARD TRACKING REPORT Customizing a Template
cont. 2
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AWARD TRACKING REPORT Customizing a Template
cont. 3
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AWARD TRACKING REPORT Customizing a Template
cont. 4
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AWARD TRACKING REPORT Customizing a Template
cont. 5
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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_at_NOAA.gov