gran ts onlin e ystem navigation view only acce ss) · over (pos gran view & s t-award ve j ts...
Post on 07-Sep-2019
1 Views
Preview:
TRANSCRIPT
Over(Pos
Granrview & St-Award
VeJ
nts OnlinSystem NView On
ersion 4.13uly 2014
ne Navigationly Acces
on ss)
Version 4.13 P a g e | 2
This page intentionally left blank
Grants Online Overview – View Only Access
Version 4.13 P a g e | 3
Table of Contents Grants Online Overview ......................................................................................................................................................... 5
Grants Online Software ...................................................................................................................................................... 5
Accessing Grants Online ........................................................................................................................................................ 7
Sign In to Grants Online ......................................................................................................................................................... 8
Grants Online Navigation ....................................................................................................................................................... 9
Other User Interface Features ............................................................................................................................................... 10
Pop-Up Short Cuts ............................................................................................................................................................ 10
Breadcrumbs ..................................................................................................................................................................... 10
Help Tab ............................................................................................................................................................................... 11
Inbox Tab ............................................................................................................................................................................. 12
Account Management Tab .................................................................................................................................................... 13
User Preferences ............................................................................................................................................................... 13
User Password .................................................................................................................................................................. 15
User Profile ....................................................................................................................................................................... 17
Awards Tab .......................................................................................................................................................................... 20
Grants File ........................................................................................................................................................................ 24
Action Dropdown Menu ............................................................................................................................................... 24
Attachments .................................................................................................................................................................. 26
Grant Information ......................................................................................................................................................... 26
Sub-Documents ............................................................................................................................................................ 27
Associated Documents ................................................................................................................................................. 30
Correspondence & Federal Reports .............................................................................................................................. 33
Supplementary Information .......................................................................................................................................... 36
Financial Reports .......................................................................................................................................................... 37
Progress Reports ........................................................................................................................................................... 43
Award File ........................................................................................................................................................................ 44
Action Dropdown Menu ............................................................................................................................................... 45
Workflow History ......................................................................................................................................................... 49
Attachments .................................................................................................................................................................. 50
Pending Actions ............................................................................................................................................................ 50
Award File Header Information .................................................................................................................................... 51
Sub-Documents ............................................................................................................................................................ 51
Associated Documents ................................................................................................................................................. 60
Attachments to Award File and Sub-Documents .......................................................................................................... 61
Grants Online Overview – View Only Access
Version 4.13 P a g e | 4
Reports Tab .......................................................................................................................................................................... 62
Award Tracking Report .................................................................................................................................................... 62
Guidelines for Retrieving Data & Generating Reports ......................................................................................................... 63
Grants Online Data – Legacy and Current ............................................................................................................................ 63
Additional References .......................................................................................................................................................... 63
Grants Online Overview – View Only Access
Version 4.13 P a g e | 5
Grants Online Overview Grants Online is an E-Government initiative that supports the grant evaluation, award, management, and operations process. Grants Online significantly streamlines and unifies grants processing throughout all of NOAA and most of the Department of Commerce. The software permits agencies to process awards more efficiently and therefore facilitates their ability to meet mission goals. Grants Online provides the following benefits:
An interface with Grants.gov that enables applicants to apply for grants electronically.
Standardized business processes that contribute to a more efficient and effective use of resources.
Reduced processing time by facilitating seamless workflows between Federal Program Officers (FPO), the Grants Management Division (GMD), the Financial Assistance Legal Division (FALD), and Reviewers.
A direct interface to other Commerce systems such as Commerce Business Systems/Automated Standard Application for Payment (CBS/ASAP) and WebDocFlow.
Grants Online Software
Grants Online is a web-based software product that can be accessed anywhere and anytime using an Internet browser. To access the software, each user must register with the authority designated by his/her agency and have a unique username and password. Internet Explorer and Google Chrome are the preferred browsers for PC users; Mozilla Firefox is the preferred browser for MAC users.
Grants Online Overview – View Only Access
Version 4.13 P a g e | 6
This page intentionally left blank.
Ge
Ob
A
etting Starte
bjectives:
Accessing G
1. Click t
2. Enter https:/
3. The G
4. Beforecan acOnline
ed: This modfeel of th
At the coaccompl
Ob Sig Ide Ma Up Loc
Grants Onli
the Internet
The Internopens.
the following//grantsonlin
Grants Online
e signing intoccess the Pue Training pa
dule explainhe software,
onclusion of ish the follow
btain a passwgn in to Granentify Grantsanage the Inbdate the Usecate Award
ne
Explorer ic
et Explorer b
g URL in thee.rdc.noaa.g
e Home pag
o Grants Onublic Searchage).
s the basicsnavigation,
this section,wing actionsword nts Online Online screbox er Profile Information
con or the St
browser or a
e address bagov; then pre
e/sign in scr
nline, from thh page and o
Gran
s of using Grand custom
, the user shs:
een features
tart button.
a box where
ar of the browess the Ente
reen display
he screen imother useful l
nts Online O
rants Onlineizations.
hould know h
you can spe
wser or the ser key.
ys.
mage shown links (e.g., th
Overview – V
– the look a
how to
ecify the file
search box:
above, the uhe Grants
View Only Ac
VersionP a g
and
user
ccess
n 4.13 g e | 7
G
VeP
S
Grants Online
ersion 4.13 a g e | 8
Sign In to G
1. If you contac
2. On theclick th
3. The N
4. Read
button
e Overview –
Grants Onlin
have not alrcting the app
e Grants Onhe Enter bu
Warning!
Notice to Use
the disclaimn.
– View Only
ne
ready done spropriate aut
line sign in stton.
If the the usunsucuser oto unl
ers screen di
mer and indic
Access
so, request athority in you
screen, ente
username aser will see accessful atteout. S/he muock his/her a
isplays when
cate concurre
a username ur agency.
er your usern
and/or passwa red error m
empts to signust contact thaccount.
n the user su
ence with th
and passwo
name and pa
word are entmessage. Afn in, the systhe Grants O
uccessfully s
e rules by c
ord by
assword and
tered incorrefter three tem locks th
Online Help D
signs in.
licking the O
d
ectly,
he Desk
OK
Gr Acuse Sc
WhInb
rants Online
ccess to certer is granted
creen Layou
Docum
screen
hen the userbox Tab. Gra
Tabs: navigat
NavigascreenTab. C
Navigation Pa
e Navigation
ain Grants Od a level of a
ut
ment Pane: . This is whe
r has succesants Online
Highlighted te to the diffe
ation Pane: . The optionlick on the d
ane
n
Online featuraccess suita
Highlighted ere most of t
ssfully signeis divided int
by a red boerent areas
Highlighteds displayed
desired comm
res is determble to accom
by a black bthe data in G
d into Grantto several co
rder at the toof Grants O
d by a green in the Navig
mand to go t
Doc
Gran
mined by themplish his/he
border locateGrants Onlin
ts Online, theontent areas
op of the scrnline.
border on thgation Pane to that conte
cument Pane
nts Online O
e user’s role.er assigned t
ed in the mide is displaye
e system wis:
reen. Use th
he lower leftare determi
ent area of G
Tabs
Overview – V
. Each registtasks.
ddle of the ed for input.
ll default to t
he Tabs to
t-hand side oned by the a
Grants Online
View Only Ac
VersionP a g
tered
the
of the active e.
ccess
n 4.13 g e | 9
Gr
VeP a
Ot Po
B
rants Online
rsion 4.13 a g e | 10
her User In
op-Up Short
Breadcrumb
Overview –
terface Fea
t Cuts Whes/henavito a
bs ThevisitTraishou
Warning!
View Only A
atures
en the user pe will see a pigation panecontent are
Grants Onlted since s/hl” of those puld be used
Please doOnline. UsGrants On
Access
places the cpop-up menue for that tabea without firs
ine system khe last signepages at the
instead of th
not use thesing the brownline.
Bre
cursor over au that contai. This allowsst having to
keeps track d on. The sotop of the Dhe “Back” bu
browser’s “wser’s “Back
eadcrumb Trai
a tab at the tins the sames the user toclick the tab
of the pagesoftware puts
Document pautton.
Back” buttonk” button ma
il
top of the sce links as theo navigate dib.
s the user has a “Breadcruane. This fea
n in Grants ay sign you o
reen, e left irectly
as umb
ature
out of
He Than
Whof the
elp Tab
he Help Tab d a link to th
hen the userthe screen s
e Grants On
provides infohe Grants On
r clicks the Hshows the Hline Training
ormation regnline Trainin
Help Tab, thelp Desk co
g website clic
garding howng.
e following sontact informck on the lin
Gran
w to contact t
screen will dmation and ho
k at the bott
nts Online O
the Grants O
display. Noteours of availtom of the sc
Overview – V
Online Help D
e that the riglability. To acreen.
View Only Ac
VersionP a g
Desk
ht side ccess
ccess
n 4.13 e | 11
Gr
VeP a
Inb Ad
BeArcon
rants Online
rsion 4.13 a g e | 12
box Tab
dvisories
ecause the Achived Notife of those li
Overview –
Upon succeconsent to tscreen shotdisplay in thcreated by
Agency Viewications, Notnks from the
View Only A
essfully signthe terms oft below showhe Advisoriethe system a
w role does ntifications, o
e Inbox Tab,
Access
ing into the f use, the usws an examp
es Documentadministrato
not have taskr Tasks links the messag
system and er is directedple of the typt pane. The
or and canno
ks, the user s on the Inboge “Nothing f
clicking the d to the Advpe of messaadvisory me
ot be edited
does not neox Tab. If thfound to dis
OK button tvisories pageage that mayessages are by users.
eed to use the user clicksplay” is visib
to e. The y
he s on ble.
Acc TheSincDel Use
1.
count Mana
e Account Mce the Agenegations link
er Preferenc
. From th
agement Tab
anagement ncy View rolek.
ces
e Account M
b
Tab allows te does not h
Management
the user to vave any task
t Tab, click t
Gran
view his/her ks, there is n
he My Prefe
nts Online O
Preferencesno need to u
erences link
Overview – V
s and Profileuse the My
k.
View Only Ac
VersionP a g
e.
ccess
n 4.13 e | 13
Gra
VersP a
2.
3.
4.
ants Online O
sion 4.13 g e | 14
. The Use
. On the U
of breadfunctionof the ef
. When fiof the scis shown
Overview – V
er Preferenc
User Preferedcrumbs, theality of the wffect of modi
nished makicreen and cln below.
View Only A
ces screen is
ences screee look and feworkflow warifying each d
ing changeslick the Save
Access
s displayed.
n the user caeel of the scrrning. In thedropdown op
s to the Usere button. An
an customizreen, and th screen aboption.
r Preference image of th
ze the page se amount of
ove, there is
s section, sche bottom po
size, the numf detail and a brief expla
croll to the bortion of the
mber
anation
bottom screen
Use
1.
2.
3.
er Password
. Slightly labeled existing
. While on
mandatonew pas
. Click thescreen w
d
below the UChange Paspassword.
n the Changory fields – tssword. Plea
e Submit buwithout chan
User Preferenssword. Clic
ge Passwordthe old passase follow th
utton to updanging the ex
nces (Site Pck the Chang
d screen, theword, the ne
he Password
ate the passisting passw
Gran
Preferences)ge Passwor
e user must eew passwordd Guidelines
word or clickword.
nts Online O
section, therd button to
enter data fod, and a con, as indicate
k the Cance
Overview – V
ere is blue bumodify the
or three nfirmation of ed, on the sc
el button to e
View Only Ac
VersionP a g
utton
the creen.
exit the
ccess
n 4.13 e | 15
Gra
VersP a
4.
ants Online O
sion 4.13 g e | 16
. Since th
no need
Overview – V
he Agency Vd to modify th
View Only A
View role doehe Notificatio
Access
es not have aons Preferen
any notificatnces or Task
tions and task Preference
sks, there is es.
Use
1.
2.
3.
er Profile
. From th
. The Ma
. When thupdate v
e Account M
nage Profile
he user clickvarious profi
Management
e screen disp
ks the Edit linile fields.
t Tab, click t
plays. Click t
nk, the Mana
Gran
he My Profi
the Edit link
age Profile s
nts Online O
ile link.
k.
screen will a
Overview – V
llow you to
View Only Ac
VersionP a g
ccess
n 4.13 e | 17
Gra
VersP a
4.
5.
ants Online O
sion 4.13 g e | 18
. Make th
button toto the pr
. To upda
Details
Overview – V
he necessaryo capture threvious scre
ate the organlink.
View Only A
y changes. We changes; c
een or click t
nization, pho
Access
When all chaclick the Savhe Cancel b
one, address
anges have ve and Retubutton to exit
s, and/or em
been made,urn to Maint without sav
mail informati
, click the Sabutton to re
ving change
ion, click the
ave eturn s.
e
6
7
8
6. The Aff
7. When t
variousentry. Creturn t
8. Click th
filiation scre
the user clics fields. RemClick the Savto the previo
he Done but
en will displa
ks the Edit lmember, all fve button to ous screen w
tton to finish
ay. Click the
ink, the Affilifields with a capture the
without savin
editing the u
Gran
e Edit link.
iation screenred asterisk changes or
ng changes.
user profile.
nts Online O
n allows the k (*) indicate r click the Ca
Overview – V
user to updmandatory
ancel button
View Only Ac
VersionP a g
ate data
n to
ccess
n 4.13 e | 19
Gr
VeP a
Aw ThFroAp
1
2
rants Online
rsion 4.13 a g e | 20
wards Tab
he Awards Taom this tab,
pplication an
1. From th
2. The Seshown field s/hhas bestring.
Overview –
ab allows ththe user wild Request fo
he Awards T
earch Awardin the screehe is asking en entered. Click the Se
View Only A
e user to locl be able to vor Applicatio
Tab, click the
s page will den image bel
the system The user ma
earch button
Access
cate any awaview the awaon (RFA) from
e Search Aw
display. Enteow. If the usto match theay use “%” t.
ard/grant in ard informatm which the
wards link.
er data for atser enters dae values in ato indicate th
the Grants Otion and nav
e award was
t least one oata into moreall fields for whe wildcard i
Online systevigate to the
initiated.
of the fields e than one which data in a search
em.
3
4
3. The Se
page w
4. Below
earch Resultwith the recip
is a screen t
ts will displaypient organiz
that shows a
y. If the userzation’s basi
a portion of t
Gran
r clicks the lc informatio
the organiza
nts Online O
ink in the Orn is visible.
ation’s inform
Overview – V
rg ID column
mation.
View Only Ac
VersionP a g
n, a
ccess
n 4.13 e | 21
Gr
VeP a
5
rants Online
rsion 4.13 a g e | 22
5. After ex
Numbe
Overview –
xecuting theer column, th
View Only A
e search (stehe Grants Fi
Access
ep 2), if the ule screen is
user clicks thvisible.
he link in thee Award
6
6. The scFile – wa pape
reen below dwhether the r application
displays an information
n.
electronic vewas exporte
Gran
ersion of theed from Gran
nts Online O
e Grants Onlnts.gov or en
Overview – V
line Grants ntered from
View Only Ac
VersionP a g
ccess
n 4.13 e | 23
Gr
VeP a
Gr StapreordAsFin
Ac
rants Online
rsion 4.13 a g e | 24
rants File
arting at the evious pageder: Action ssociated Donancial Repo
ction Dropd
1. View A a. T
a b. C
c. T
NOTE:
Overview –
top, we will . The contenDropdown M
ocuments, Corts, and Pro
own Menu
Accounting D
The first optiomount disbu
Click the Sub
The screen b
For securitmanual.
View Only A
discuss eacnt of the GraMenu, Attachorrespondenogress Repo
Details
on on the Acursed for eac
bmit button.
below is disp
ty reasons, a
Access
ch section ofants File screhments, Grance & Federorts.
ction dropdowch correspon
layed.
accounting in
f the Grants een will be dnt Informatioral Reports,
wn menu allnding amend
nformation is
File screen discussed in on, Sub-DocSupplement
lows the usedment.
s excluded f
displayed othe followin
cuments, tary Informa
er to view the
from the trai
n the g
ation,
e
ning
2
2. View/M
a. Tp
b. C
c. T
Manage Awa
The second oersonnel tha
Click the Sub
The following
rd-related P
option on theat have been
bmit button.
g screen is d
Personnel
e Action dropn granted ac
isplayed.
Gran
pdown menuccess to the
nts Online O
u generates award.
Overview – V
a list of the
View Only Ac
VersionP a g
ccess
n 4.13 e | 25
Gr
VeP a
A
Aa.a
1
2
3
Gr Thinfoaw
rants Online
rsion 4.13 a g e | 26
Attachment
Any documeand availabledocx) forma
added.
1. When aentry:
2. Click th
3. Pleaseof large
rant Informa
he screen shormation as
ward (i.e., the
Overview –
s
ents (memose for printing
ats. When the
adding an atFilename an
he Save Atta
see the Lare is network
ation
ot shown besociated witere is no sys
View Only A
s and correspg. Typically te user clicks
ttachment, thnd Descriptio
achment bu
rge File Guidependent)
elow provideh the Grant
stem-to-syste
Access
pondence) ahe attachmes the [+] in th
here are twoon.
utton to retai
idance link f attachment
es a quick suFile. This exem interactio
associated wents are in thhe screen be
o fields that r
n informatio
for assistancts.
ummary of soxample repreon between
with the Awahe .pdf, .txt, elow, attach
require man
n entered.
ce in adding
ome of the iesents a NoGrants Onli
ard file are viMS Word (.ments can b
ndatory data
large (defin
mportant n-Interfacedne and CBS
sible doc, be
nition
d S).
Su UnSpXX
1
ub-Documen
nder this heapecial AwardX (Amendme
1. Award a. Clic
scre
b. Clicis d
nts
ader, there ad Condition Rents).
Package
ck the ID linkeen shot be
ck the Go todisplayed.
are typically fReport, Awa
k beside the low.
o Award Pac
four types ofrd File 0 (Or
Award Pack
ckage Detai
Gran
f documentsriginal Award
kage and the
ils Page link
nts Online O
s; the Awardd), Award Fi
e user is dire
k and the scr
Overview – V
d Package, le 1 – Award
ected to the
reen shot be
View Only Ac
VersionP a g
d File
elow
ccess
n 4.13 e | 27
Gr
VeP a
2
3
rants Online
rsion 4.13 a g e | 28
2. Specia
a. ClicSpeis a
b. On left-file
3. Award
a. Clic
disp
Overview –
l Award Con
ck the ID linkecial Award available for
the screen -hand side ofor viewing.
File 0 (Origi
ck the ID linkplays.
View Only A
ndition Repo
k beside the Condition doviewing.
below, locatof the task ba
inal Award)
k beside Aw
Access
ort
Special Awocument is d
te the pdf indar. Click the
ard File 0 an
ard Conditiodownloaded
dicator, typicSpecial Aw
nd the scree
on Report an to the user’
cally locatedward.pdf but
en shot on th
nd a copy of ’s computer
at the bottotton to open
he next page
f the and
om n the
e
4
b. On
the
4. Award
a. Clicpag
b. EacStacolu
page 44 of Award File
File 1 – Awa
ck the ID linkge is visible.
ch Award Filarted, Acceptumn may be
this documesection is pr
ard File XX (
k beside Aw
le usually hated, In Progr
e blank.
ent, a detaileresented.
(Amendmen
ard File 1 an
as a Status iress, Withdr
Gran
ed discussion
nts)
nd the scree
n the far righrawn, Reject
nts Online O
n of the com
en image on
ht-hand coluted, or the d
Overview – V
mponents on
the next
umn: Not ata for this
View Only Ac
VersionP a g
ccess
n 4.13 e | 29
Gr
VeP a
As Unan
1
rants Online
rsion 4.13 a g e | 30
c. Aw
ssociated D
nder this head the Organ
1. Award a. Clic
b. Clic
Overview –
ard File 1 is
ocuments
ader, there anization Profi
d Action Req
ck the ID link
ck the Go to
View Only A
shown belo
are typically tile Change R
uest
k beside the
o Award Act
Access
ow.
two types ofRequest.
Award Actio
tion Reques
f documents
on Request.
st Details Pa
; the Award
age link.
Action Requ
uest
c. TheRep
d. The
Clic
e following sport button.
e Award Actck the AAR.
screen will be
ion Requestpdf button to
e displayed.
t Report is do open the f
Gran
Click the Aw
ownloaded tfile for viewin
nts Online O
ward Action
to the user’sng.
Overview – V
n Request
s computer.
View Only Ac
VersionP a g
ccess
n 4.13 e | 31
Gr
VeP a
2
rants Online
rsion 4.13 a g e | 32
2. Organiz
a. Clic
b. Clicthe
c. Thi
Overview –
zation Profil
ck the ID link
ck the Go toscreen imag
s page is loc
View Only A
e Change R
k beside the
o Organizatige below is
cked for edit
Access
Request
Organizatio
ion Profile Cvisible.
ting.
on Profile Ch
Change Req
hange Reque
quest Detai
est.
ls Page link
k and
Co Ungrain t
1
d. Wh
but
e. Clic
orresponden
nder this heaant, is availathis example
1. Click th
hen the user ton, a file is
ck Request.
nce & Fede
ader any typeable for viewe: a Memo fo
he ID link be
scrolls to thdownloaded
pdf to open
eral Reports
e of corresping. By way or Record an
eside the Me
e bottom of d to the user
the file for v
s
ondence, reof example,nd an Email
mo for Reco
Gran
the screen ar’s computer
viewing.
elative to rec, two types o.
ord line item
nts Online O
and clicks thr.
ceiving and pof document
.
Overview – V
he Print
processing thts are includ
View Only Ac
VersionP a g
he ed
ccess
n 4.13 e | 33
Gr
VeP a
rants Online
rsion 4.13 a g e | 34
a. TheSta
b. Theinfo
c. Thebut
d. A fiope
Overview –
e following sart Date, and
e user can inormation ent
e user can aton as show
le is downloen the file fo
View Only A
screen displad Title or Sub
nclude addititered, please
also create awn at the bott
oaded to the r viewing.
Access
ays and inclubject. These
ional text in e be certain
formatted retom of the sc
user’s comp
udes the Typare the man
the Commeto click the S
eport. To docreen image
puter. Click C
pe (of documndatory data
ents box. To Save button
o so, click thee above.
Correspond
ment), Date oa fields.
retain n.
e Run Repo
dence.pdf to
or
ort
o
2
2. Click th
a. The
Sta
b. The
info c. The
but d. A fi
ope
he ID link be
e following sart Date, and
e user can inormation ent
e user can aton at the bo
le is downloen the file fo
eside the Em
screen displad the Title or
nclude addititered, please
also create aottom of the
oaded to the r viewing
mail line item
ays and incluSubject. Th
ional text in e be certain
formatted rescreen imag
user’s comp
Gran
.
udes the Typese are the
the Commeto click the S
eport. To doge above.
puter. Click C
nts Online O
pe (of docummandatory d
ents box. To Save button
o so, click the
Correspond
Overview – V
ment), Date odata fields.
retain n.
e Run Repo
dence.pdf to
View Only Ac
VersionP a g
or
ort
o
ccess
n 4.13 e | 35
Gr
VeP a
Su UnrecInfvie
rants Online
rsion 4.13 a g e | 36
upplementa
nder this heaceipt and proformation is ewing.
Overview –
ry Informat
ader, the useocessing. In comprised o
View Only A
ion
er will find adthe example
of User Manu
Access
dditional infoe used for thuals. The re
ormation asshis documensulting file is
sociated withntation, the Ss available fo
h the award Supplementaor opening a
ary and
Fin Un27relCosufroscr
nancial Rep
nder this hea2); and for cated to Cas
ommerce Bubmitted to N
om the CBS. reen shot of
1. SF-269
ports
ader there arcurrent awarh Receipts
usiness SysteNOAA, the re
To familiarizf each form i
9 (Use: Lega
re several dord files (SF-4and Federaem (CBS) fo
eport fields aze the user ws included.
acy Award F
ocuments: f425 and SF-2al Funds Auor NOAA Aware locked anwith the con
Files)
Gran
for legacy aw270). When
uthorized is wards only. And informatio
ntent of the S
nts Online O
ward files (Sa report is gretrieved fro
After the repoon is no longStandard Fo
Overview – V
SF-269 and Sgenerated, dom the ort has beenger pulled dorms (SF-XXX
View Only Ac
VersionP a g
SF-data
n own X), a
ccess
n 4.13 e | 37
Gr
VeP a
2
rants Online
rsion 4.13 a g e | 38
2. SF-272
Overview –
2 (Use: Lega
View Only A
acy Award F
Access
Files)
3
3. SF-4255 (Use: Currrent Award FFile)
Grannts Online OOverview – VView Only Ac
VersionP a g
ccess
n 4.13 e | 39
Gr
VeP a
4
rants Online
rsion 4.13 a g e | 40
4. SF-270
Overview –
0 (Use: Curr
View Only A
rent Award F
Access
File)
5
5. To nav
SF-270 a. Clic
Rei
ForTypReqpos
b. Clic
Det
vigate to the 0, follow the
ck the ID linkimbursemen
r the Financipe, ID, Perioquested. Thssible values
Accepted –
Not Delinqready to be
Delinquentdate. ThougOnline.
Withdrawnwithdrawn f
Replaced -with a new
ck the Go totails Page li
screen imaginstructions
k beside the nt.
al Reports sod Start, Perie status is os are explain
– The report
uent – A pla submitted.
t –The reporgh late, the r
n –The reporfor correction
- The originareport.
o SF-270: Rnk.
ge that showbelow.
SF-270 line
screen imageiod End, Due
one of the moned below:
t has been s
aceholder ha
rt was not sureport can st
rt was accepn.
al report crea
Request for A
Gran
ws the type o
e item: Requ
e, the colume Date, Statost importan
ubmitted an
as been crea
ubmitted to Ntill be submi
pted by NOA
ated was wit
Advance or
nts Online O
of data conta
uest for Adva
mns are as fotus, and Amont columns a
nd accepted
ated and the
NOAA by thetted to NOA
AA but subse
thdrawn and
r Reimburse
Overview – V
ained in the
ance or
ollows: ount
and its
by NOAA.
e report is
e report dueAA via Grants
equently
d replaced
ement
View Only Ac
VersionP a g
e s
ccess
n 4.13 e | 41
Gr
VeP a
rants Online
rsion 4.13 a g e | 42
c. The
dat
d. Clic
Overview –
e following sa; click the P
ck SF270.pd
View Only A
screen is dispPrint Repor
df to open th
Access
played. To grt button at th
he file for vie
generate a che bottom of
ewing.
copy of the fof the screen
orm and its .
Pro
1
ogress Rep
1. Perform a. Clic
b. TheID, Staexp
c. Clic
d. Theviewsub
ports
mance Progr
ck the ID link
e columns bPeriod Start
atus column planation of t
ck the Go to
e following sw staffing infbmitted to da
ress Report
k beside the
eneath the Pt, Period Enare the samthose values
o Performan
screen displaformation an
ate.
Performanc
Progress Red, Due Date
me as for Finas on page. 4
nce Progres
ays. The docnd identify th
Gran
ce Progress
eports headine, and Statusancial Repo
41.
ss Report D
cument is loche progress
nts Online O
Report.
ng are as fos. The valuerts. Please r
etails Page
cked but thereports that
Overview – V
llows: Typees for the reference the
e.
e user can have been
View Only Ac
VersionP a g
e,
e
ccess
n 4.13 e | 43
Gr
VeP a
Aw
Tothepa StafolAwAw
rants Online
rsion 4.13 a g e | 44
ward File
o navigate toe instructionsge) click the
arting at the lowing order
ward File Heward File and
Overview –
the Award Fs for items 3
e ID link next
top of the scr: Action Droader, Sub-Dd Sub-Docum
View Only A
File section,3a and 3b). Ut to the Awa
creen, we wopdown MenDocuments, Aments.
Access
see the scrUnder the Surd File 0 line
will discuss enu, WorkflowAssociated D
een imagesub-Documene item.
ach section w History, AttDocuments,
on page 28nts header (
of the Awartachments, Pand finally A
8-29 (referenshown on th
rd File in the Pending ActAttachments
nce hat
tions, s to
Ac
1
ction Dropd
1. Manag a. The
bee b. Clic
c. TheroleRepRepPer
own Menu
e Award Re
e first optionen granted a
ck the Subm
e resulting ses (those thapresentativep, Additionarsonnel.
cipients
on the Actioaccess to com
mit button.
creen showsat may be inve(s), Principal Key Person
on dropdownmplete tasks
s the Grantsvolved in pro
al Investigatonnel, Recipie
Gran
n menu disps associated
s Online-regiocessing theors-Project Dent Administ
nts Online O
plays the perd with proces
istered userse RFA): AutDirectors, Butrator, and O
Overview – V
rsonnel that ssing the aw
s for the follothorized usiness/FinaOther Key
View Only Ac
VersionP a g
have ward.
owing
ance
ccess
n 4.13 e | 45
Gr
VeP a
2
rants Online
rsion 4.13 a g e | 46
2. View A
a. Thethe
b. Clic
c. The
NOTE:
Overview –
Accounting D
e second opamount dis
ck the Subm
e screen bel
For securitmanual.
View Only A
Details
tion on the Abursed for th
mit button.
ow is visible
ty reasons, a
Access
Action dropdhe Award.
e.
accounting in
down menu a
nformation is
allows the u
s excluded f
ser to view
from the training
3
4
3. View D
a. Theinfo
b. Clic
c. The
ent
4. View F
a. The
b. Clic
Declined Awa
e third optionormation and
ck the Subm
e following sry.
ederal Assis
e fourth optio
ck the Subm
ard Commen
n on the Actid comments
mit button.
screen is disp
stance Inform
on on the Ac
mit button.
nts
ion dropdowassociated
played. This
mation Shee
ction dropdo
Gran
wn menu allowith a declin
s screen is lo
et (FAIS)
own menu al
nts Online O
ows the userned award, i
ocked for ad
lows the use
Overview – V
r to view if applicable
ditional data
er to view th
View Only Ac
VersionP a g
.
a
e FAIS.
ccess
n 4.13 e | 47
Gr
VeP a
5
rants Online
rsion 4.13 a g e | 48
c. The
5. View R a. The
rep b. Clic
c. The
Overview –
e following s
Reporting Fre
e fifth optionporting freque
ck the Subm
e following s
View Only A
screen displa
equencies
on the Actioencies asso
mit button.
screen shot i
Access
ays an exam
on dropdownciated with F
s visible.
mple of a FAI
n menu allowFinancial and
IS Sheet.
ws the user d Project Pr
to view the rogress Repo
orts.
Wo
1
2
3
orkflow His
1. Click thdetails date re
2. Click thproviderelated
3. A file isthe file
tory
he Workflowassociated
elated to that
he Print Awaes a consolid to a single A
s downloadefor viewing.
w History linwith each stt specific doc
ard File Hisdated workfloAward file.
ed to the use
nk. The user tep of the gracument.
story buttonow history re
er’s compute
Gran
is presentedant processi
(available oeport of wor
er. Click Wor
nts Online O
d with a timeing that has
only on Awarkflow action
rkflow Histo
Overview – V
eline of the occurred to
rd files). Thiss on all docu
ory.pdf to op
View Only Ac
VersionP a g
s button uments
pen
ccess
n 4.13 e | 49
Gr
VeP a
Att
1
2
Pe Mothe
In exastepre
rants Online
rsion 4.13 a g e | 50
tachments
1. Click th
2. Any dobe visibWord (
ending Actio
oving down te green chec
the screen sample, the Pep where theerequisite fo
Overview –
he Attachme
ocuments (mble and avai.doc, .docx)
ons
the screen, tck mark, the
shot below, aProcuremente document r sending an
View Only A
ents link.
memos and clable for prinformats.
the next heaere are no pe
a red “X” is st Request anis forwardedn Award file
Access
correspondennting. Typica
ader referencending action
shown besidnd Commitmd to the Budgto the Grant
nce) associaally the attac
ces Pendingns.
de the Pendiment of Fundget Officer fots Specialist
ated with thechments are
g Actions. As
ing Actions hds is pendingor his/her sigt) has not be
e Award file in the .pdf,
s is indicated
header. In thg. The workfgnature (the
een complete
would .txt, MS
d by
his flow
e ed.
Aw Thass(i.e
Su OncutheChInf
ward File He
he next sectiosociated wite., there is n
ub-Documen
n the screen rrently assoce following ohecklist, Procformation Sh
eader Inform
on provides h the Awardo system-to
nts
image belowciated with t
order: Appliccurement Reheet, and Or
mation
a quick sumd File. This e-system inte
w, the user ihe Award Fi
cation, CD-4equest and Crganization P
mmary of somexample repreraction betw
is presentedile. A brief d
450, PO CheCommitmenProfile.
Gran
me of the imresents a Noween Grants
d with a list oiscussion of
ecklist, NEPAt of Funds, F
nts Online O
mportant inforon-Interfaceds Online and
of the Sub-dof each will beA DocumentFederal Ass
Overview – V
rmation d award
d CBS).
ocuments e conductedt, GMD istance
View Only Ac
VersionP a g
in
ccess
n 4.13 e | 51
Gr
VeP a
1
rants Online
rsion 4.13 a g e | 52
1. Applica a. Clic
b. On
c. Theon infoscreedit The
Overview –
ation
ck the ID link
the resulting
e SF-424 is the form and
ormation coneen imagested.
e top portion
View Only A
k beside the
g screen, cli
displayed bed the need tontained in thi. Please not
n of the SF-4
Access
Application
ck the Go to
elow. Becauo give the usis form, the se, the docum
424
line item.
o Applicatio
se of the quser a comprscreen has bment is locke
on Details P
uantity of inforehensive viebeen divideded and cann
Page link.
ormation ew of the d into two
not be
2
The
2. CD-450
a. Clic
b. On
e bottom por
0
ck the ID link
the resulting
rtion of the S
k beside the
g screen, cli
SF-424
CD-450 line
ck the Go to
Gran
e item.
o CD-450 De
nts Online O
etails Page
Overview – V
link.
View Only Ac
VersionP a g
ccess
n 4.13 e | 53
Gr
VeP a
rants Online
rsion 4.13 a g e | 54
c. The
d. To exaformindpro
e. TheclicaboFineith
Overview –
e screen ima
download thample abovem and the Sividually or s
oduces a zip
e user can gcking the appove). When tnance Repoher CD450.p
View Only A
age shown b
he individuale, the two itepecial Awards/he can clicfile that con
enerate a Cpropriate butthe user clicrt button, a f
pdf or Award
Access
below is visib
files (attachems (.pdf) avd Conditions
ck the Downntains all atta
CD-450 Repotton at the bo
cks either thefile is downlod_{Award N
ble.
hments), clicvailable for ds. The user cload All but
achments as
ort or an Awaottom of thee CD-450 Reoaded to the
Number}.pdf
ck the filenadownloadingcan downloatton. Clickingssociated wit
ard Financee screen (seeeport buttone user’s comf to open the
me link. In t are the CD-
ad the files g download th the CD-45
e Report by e the image n or the Awamputer. Clicke file for view
he -450
all 50.
ard k wing.
3
3. PO Ch a. Clic
b. On
c. Wh
the
ecklist
ck the ID link
the resulting
hen the user next diagra
k beside the
g screen, cli
clicks the linm. The user
PO Checkli
ck the Go to
nk, a portionr will not be a
Gran
st line item.
o PO Check
n of the resulable to edit o
nts Online O
klist Details
lting screen or modify da
Overview – V
Page link.
image is visata on this sc
View Only Ac
VersionP a g
sible in creen.
ccess
n 4.13 e | 55
Gr
VeP a
4
rants Online
rsion 4.13 a g e | 56
4. NEPA
a. Clic
b. On
c. The
Overview –
ck the ID link
the resulting
e screen ima
View Only A
k beside the
g screen, cli
age shown b
Access
NEPA line i
ck the Go to
below is visib
item.
o NEPA Det
ble.
tails Page li
nk.
5
6
5. GMD C a. Clic
b. Sub
6. Procure a. Clic
line
Checklist
ck the ID link
bsequently,
ement Requ
ck the ID linke item.
k beside the
the screen i
uest and Com
k beside the
GMD Chec
n the image
mmitment of
Procureme
Gran
klist line item
below is vis
f Funds
nt Request a
nts Online O
m.
sible.
and Commit
Overview – V
tment of Fun
View Only Ac
VersionP a g
nds
ccess
n 4.13 e | 57
Gr
VeP a
rants Online
rsion 4.13 a g e | 58
b. On
Co
c. Thepor
d. Wh
butDoccan
Overview –
the resultingmmitment o
e screen shortion of the in
hen the usertons. Click ecument Repn click the ap
View Only A
g screen, cliof Funds De
own below isnformation a
r scrolls to theither the Awport button. ppropriate fil
Access
ck the Go toetails Page
s displayed.associated w
he bottom ofward FinancA pdf file is ename and
o Procuremlink.
The screen with the conte
f the screen ce Report bdownloadedthe file is op
ment Reques
image repreent area.
s/he shouldutton or the d to the taskpened for vie
st and
esents only a
d see two Award
k bar. The usewing.
a
ser
7
8
7. Federa a. Clic
b. The
8. Organiz a. Clic
b. On Pag
al Assistance
ck the ID link
e screen ima
zation Profil
ck the ID link
the resulting
ge link.
e Information
k beside the
age shown b
e
k beside the
g screen, cli
n Sheet (FA
FAIS line ite
below is the
Organizatio
ck the Go to
Gran
IS)
em.
result of clic
on Profile line
o Organizat
nts Online O
cking the FA
e item.
tion Profile
Overview – V
IS ID link.
Details
View Only Ac
VersionP a g
ccess
n 4.13 e | 59
Gr
VeP a
As
1
2
3
rants Online
rsion 4.13 a g e | 60
c. The
scre
ssociated D
1. Click th
2. The fol
Only thto page
3. The bo
the Gra
Overview –
e screen beleen.
ocuments
he ID link be
lowing screehe top portioe 24 of this d
ottom portionants File, is s
View Only A
ow is visible
eside the Gra
en is the resn of the scredocument fo
n of the screeshown on th
Access
e when the u
ants File line
sult of clickineen is shownr guidance i
en, visible we next page
user clicks th
e item.
g the ID linkn in the imagn navigating
when the usee.
he link on the
k for the Grage below. Plg the Grants
er clicks the
e previous
nts File. ease return File.
ID link for
Att ThareCo
Cliacc
tachments
he screen ime two pdf fileonditions; an
ick a filenamcomplished
to Award F
age below des – the Officnd a zip file o
me and the fby clicking t
ile and Sub
displays the cial Accepteof the origina
file is downlothe filename
b-Document
Attachmentsd CD-450 an
al file, Award
oaded to thee.pdf, filena
Gran
ts
s to the Awand the Acce
d File 0.
user’s comame.doc, or
nts Online O
ard File. In thpted Specia
puter. Openfilename.zi
Overview – V
he example,al Award
ning the file isip.
View Only Ac
VersionP a g
there
s
ccess
n 4.13 e | 61
Gr
VeP a
Re
Aw ThtwoApthe
1
2
3
rants Online
rsion 4.13 a g e | 62
eports Tab
ward Tracki
he Award Trao (2) hours.
pplications, ae instructions
1. Click th
2. On the
3. As shofields (iEnd Fisto custo
Overview –
ing Report
acking RepoUpdates to
and Award As below:
he Reports T
next screen
wn in the scindicated byscal Year. Somize the re
View Only A
ort is generatthe Award T
Action Reque
Tab.
n image, clic
creen image y a red asteripecifying da
eport. Click t
Access
ted directly fTracking Tabests. To acce
ck the Award
on the next isk (*)). Spec
ata for other the Run Rep
from a table ble are basedess the Awa
d Tracking R
page, therecify data for fields in the
port button.
and is re-pod upon Awa
ard Tracking
Report link.
e are two mathe Start Fisreport afford
opulated eveard Files, Report, follo
andatory datascal Year ands the user
ery
ow
a entry nd the flexibility
Grants Online Overview – View Only Access
Version 4.13 P a g e | 63
Guidelines for Retrieving Data & Generating Reports Data entry for a field restricts the amount of information returned. If data is not specified for a field, all possible data for that field will be returned. For example, specifying a Recipient State returns only information for the specified Recipient State; not specifying the Recipient State returns data for all states. Grants Online Data – Legacy and Current The fiscal year refers to the fiscal year of the Grants Officer’s signature on award actions. For all awards that were active in FY 2003, when data was migrated from the old system, the fiscal year defaults to 2005. Some of those award actions predate 2005 and may have occurred as early as 1995. Additional References For a detailed guide to the Award Tracking Report please refer to Item #3 on the Federal Program Officer’s Training page under the Grants Online Program Management Office website.
top related