Comprehensive Continuous Improvement Plan (CCIP) Training Module 1 General System Functions

Agenda System Goals System Prerequisites Functional Overview Email Notifications Accessing the Site Creating Users & Roles CCIP Training Module 1

System Goals Reduce the administrative burden placed on Local Education Agencies (LEAs) when applying for grant funding. Increase transparency of grant activities to ensure funds are spent in accordance with federal and state guidelines. One project that will consolidate the planning and application process to reduce duplication of information across the state. CCIP Training Module 1

System Prerequisites Internet Access Recommended Browsers Today we will be using the Training database cciptest.schools.nc.gov/training Using current data and budgets What happens in Training, stays in Training! Recommended Browsers IE v7.0 or above Firefox v2.0 or above Safari GOOGLE Chrome Valid NCID User ID This does not allow automatic entry into CCIP CCIP Training Module 1

AUTHORITATIVE DATA SOURCES Functional Overview AUTHORITATIVE DATA SOURCES For Title I Building Eligibility CCIP Training Module 1

Accessing CCIP In order to edit or approve applications in the system you Must have a valid NCID user account and be “known” To CCIP. To become “known”, you must contact your organization’s User Access Administrator (in LEAs, historically, the Title I Funding Application contact) and provide your NCID user ID so the appropriate roles can be assigned. Public Access: The application allows anyone to visit the site and view Approved applications without a login. Please remember that you must have a valid NCID user ID and be given the appropriate access to make edits, start budget revisions, and make submissions for approval. CCIP Training Module 1

NCCCIP Sign In Click the NCCCIP Sign In button at the bottom left of the CCIP home page. CCIP Training Module 1

NCCCIP Sign In Enter your NCID User ID and NCID Password and click Submit. Having a valid NCID does not automatically gain you entry into CCIP, you must be assigned a role in CCIP CCIP Training Module 1

Home Screen Once signed in, the application populates the system with your associated LEA. CCIP Training Module 1

Create User User Access Administrators Only: Click Administer, then User Access from the left hand menu. CCIP Training Module 1

Create User The User Access page allows you to modify roles for existing users and create new users. To create a new user click the Create User link. CCIP Training Module 1

Create User Enter all appropriate information and click the Create button. CCIP Training Module 1

New User Email The new user will receive a confirmation email once their login has been added to the system. CCIP Training Module 1

Administer Roles A user that has been assigned no roles is considered inactive. You can never delete a user, just delete the roles associated with them. Click the Create Role link to provide system access to the selected user. CCIP Training Module 1

Administer Roles Make sure the appropriate role is selected and click the Create button. Please see role descriptions on next slide. CCIP Training Module 1

CCIP Roles Role Name Description User Access Administrator Allows the user to create, update, and delete users/roles for an organization. This role does not give the user any access to edit the Funding Application or Planning Tool. Data View Allows the user to view unapproved Funding Applications for an organization. This would be an appropriate role for the Homeless Liaison. “Look, but don’t touch” Data Entry Allows the user to edit the Funding Application for an organization. Planning Tool Data Entry Allows the user to edit the Active Plan for an organization. Fiscal Representative Allows the user to mark an application Fiscal Representative Approved and inherits all permissions from the Data Entry role. Chief Administrator Allows the user to mark an application Chief Administrator Approved and inherits all permissions from the Data Entry role. Only role that can copy a Plan forward. CCIP Training Module 1

Administer Roles Once a role has been added you will be redirected to the Administer Roles page, displaying all of the selected user’s roles. To remove a role, click the trash can icon directly right of the role. To add additional roles, repeat steps from previous slides. CCIP Training Module 1

Modify Existing User To modify an existing user, fill in at least one of the search criteria boxes, and click the Search button. To modify one of the search results click on the Edit link under the Administer Roles column next to the appropriate user. CCIP Training Module 1

Activity Create a new user account and assign roles Log into the system with your training ID. Format is train_OrgCode, e.g., train_010 Create a new CCIP user For NCID use “Yourname_test” ex: “JohnDoe_test”. (FYI - the Training database does NOT validate against NCID) Use your actual email address Assign the user the roles of Data Entry & Treasurer Search for your new user through the User Access screen and delete their role of Treasurer. CCIP Training Module 1