National Oceanic and Atmospheric Administration Grants Business Process Re-Engineering Grants Management Workshop 2006 Grants Online Recipient Functionality Lillian Barnes and Steve Drescher NOAA Grants Online Program Management Office

Page 2 Overview  Recipient Roles  System Screen Shots Login and Inbox Viewing and Accepting an Award Managing Recipient Users Post Award Actions — Award Action Requests — Progress and Financial Reports  Additional Resources  Appendix A: Navigating around Grants File  Appendix B: Workflow Process Maps

Page 3 Grantee Roles in Grants Online FUNCTIONALITY / ROLE Recipient Administrator Recipient Authorized Representative Recipient Business/Fina ncial Representative Recipient Investigator (PI/Co-PI) Recipient User (Additional Key Personnel) Access All Awards for OrganizationXXX Access Specific Awards for Organization XX Manage Organization User ProfilesXX Manage Organization User System AccessXX Reassign TasksXX Initiate Award Action RequestsXXXX Initiate Financial and Progress ReportsXXXX Submit Award Action Requests X Submit Financial and Progress Reports X

Page 4 NOAA Grants Online Home Page –

Page 5 Advisories - Default Page for Inbox Tab

Page 6 Recipient’s Inbox with Task to Accept Award

Page 7 Recipient Administrator – Task Management

Page 8 Award Package Launch Page – View Award Details

Page 9 Award Details Page (New Award)

Page 10 Award Details Page cont.

Page 11 Award Package Launch Page – Accept Award

Page 12 Accept Award Page – Identify Recipient System Administrator

Page 13 Recipient Administrator Inbox Task to Manage Award Users

Page 14 Manage Award Users Screen (Award Specific)

Page 15 Manage Recipient Users Screen (Org-Wide)

Page 16 Manage Recipients Results Screen - top

Page 17 Manage Recipients Results Screen - bottom

Page 18 Org-Wide Award Access Report

Page 19 Recipient Investigator (PI) – Award Search

Page 20 Award Action Request (AAR) Index Page

Page 21 Reprogram or Rebudget AAR Screen

Page 22 Grants File Launch Page – Associated Documents

Page 23 Progress Report “Launch Page”

Page 24 Progress Report Details (top)

Page 25 Progress Report Details (bottom)

Page 26 Grants File “Launch Page” with Progress Report

Page 27 Additional Resources Go to the Grants Online PMO Website at to access: Grants Online Training/Support Resources Frequently Asked Questions

Page 28 Appendix A – Navigating around Grants File  Top Level: Grants File  Level 2: Award Package, Award File, Progress or Financial Reports (select Grants File from “Associated Documents”  Level 3: Amendment (select Award File from “Associated Documents”, Go to Level 2 NOTE: Use links under “Associated Documents” on Launch Pages to go back to previous Level; use links under “Sub Documents” to go forward to next Level.

Page 29 Appendix B – Workflow Process Maps 1.Workflow Overview – Accepting the Award / Managing Users 2.Accepting the Award: Role of Recipient Authorized Representative 3.Managing Award Users: Role of Recipient System Administrator 4.Workflow Overview – Award Action Requests 5.Award Action Requests: Role of Recipient Users 6.Award Action Request: Role of Recipient Authorized Official

Page Workflow Overview – Accepting the Award/Managing Users NOAA Grants Office Approve Award File and Obligate Funds Accept Award Recipient Authorized Official Manage Award Users Screen, press Done Button Accept Award/Confirm Recipient System Administrator 6 8 Manage Award Users Done 9 Manage Award Complete Recipient System Administrator 7

Page Accepting the Award: Role of Recipient Authorized Representative STEP 1 STEP 2

Page Managing Award Users: Role of Recipient System Administrator STEP 1 STEP 2

Page Workflow Overview – Award Action Requests

Page Award Action Requests: Role of Recipient Users STEP 1 STEP 2

Page Award Action Request: Role of Recipient Authorized Official STEP 1 STEP 2