National Transit Database Pilot Training Guide

2 Pilot Guideline – Enter 2013 Report Year “Original Submission” Data Goal: Report year 2013 Close out ‘Print All’ from Legacy for full report Not required: Reportable Segments, Safety and Security Monday 5/19-Friday 5/23 – Validation, Revision and Submission Tuesday 5/27- Friday 5/30 – Feedback Monday 6/2- Friday 6/6 Project Timeline – Pilot Mid-May through Mid-June 2014 – NTD Training August 2014 – Live for 2014 Report Year NTD Next Generation Project

3 Agenda Introductions System Overview Demonstration Administrative Notes – Please mute your phone – These sessions are recorded (to be posted) Questions – Real-time chat & after every slide

4 Login Named Accounts User Types/Roles – NTD Contact – CEO – Validation Team States have the option to grant direct access for rural sub-recipients Modified Reporter Numbering Scheme

5 News Upon login the user is directed to the newsfeed Real-time updates of ongoing processes Built-in communication system for your team Search by name or Star for filter

6 Navigation News: Events, messages, and posts Tasks: Assigned to you or your group Records: Annual Report Packages Reports: Reports, charts, and graphs Actions: Administration

7 Tasks Task = Step in a Process View Your assigned tasks – Ex: Report Kick-off, Monthly Ridership Select a Task to Complete It Tasks require input Filter by – Starred – Status – Deadline

8 Records My NTD Reporter Profiles Profile Profile Actions NTD Report Packages Report Summary Report Actions Two kinds of Records: Reporters Reports

9 Reporter Profile The Reporter Profile is one half of the Records tab, where users can view a summary of their vital information.

10 Profile Actions The Profile in NextGen NTD is a new feature that contains essential information about a reporter from one report year to the next. Information contained in the profile, in concert with other processes, are used to generate appropriate report packages and forms.

11 Report Homepage The other half of the Records tab is the Report Homepage, where users can view a summary of their Annual Report.

12 Report Actions Th Report Actions lists the necessary components of your Annual Report as determined by your Reporter Type. Some actions, such as Submit Annual Report Package, are seen only by specific user types—in this case the CEO.

13 Report Submission Process Report Kickoff Monthly Ridership Annual Forms Manage Issues Submission Validation Team Review Revision Closeout

14 Report Kickoff Accepting a Task Confirm Reporter Contact Information Confirm Mode Information Confirm Reporter Type (previous fiscal year) Declare Reporter Type (new fiscal year)

15 Monthly Ridership Accessible Through Tasks Click Edit to enter data in a month Click Tab to commit data to database Click Submit ONLY when all data points (12x4 = 48) have been entered.

16 State & Rural (Part I) State Report Kickoff defines subrecipients (both new and existing) Location of subrecipient kickoff determined by reporting status – If subrecipient is granted self-reporting rights, then the kickoff task is the responsibility of the subrecipient – If the subrecipient is denied self-reporting rights, then the kickoff task is the responsibility of the state

17 State & Rural (Part II) Rural subrecipients cannot submit a report package. This remains a responsibility of the State. There is no RU-10 or RU-30 – RU-10 functionality now part of the Profile – RU-30 is currently being redesigned, and not included in Pilot State FFA-10 (new functionality) is currently being redesigned

18 Forms Grouped by module Designed in 2 ways – Type A) Read-only summary page Editable sections Examples include, F-10, F-30, A-10, A-30, S-10, S-20 – Type B) Dynamic content Examples include D-10 (non-form examples include Reportable Segments (Profile), and Report Kickoff

19 Contractual Relationship (B-30) Split in two parts: – Manage B-30 function accessible on Basic Information Module (Add/Remove Contractual Relationship buttons) – B-30 form requires user input to display all data points. User must define contractual relationship first by clicking Update upon entry into the form.

20 Sources of Funds (F-10) Read-only summary page on entry Edit form by section to improve data accuracy. Summary page updates upon return to show totals

21 Revenue Vehicle Inventory (A-30) Combined A- 30 and R-30 Select a fleet, then click a button to accomplish data-entry tasks Less reliance on acronyms during data- entry

22 Federal Funding Allocation Statistics (FFA-10) First, select Reporting Method Second, select UZA Distribute within a single UZA Repeat as necessary across all UZAs

23 Issue Management –Report Level Issue Management exists in two places; the first is at the Report Level. By clicking on View Issues at the Report Level, the user can see all the issues for a report package.

24 Issue Management –Form Level Issue Management is also located at the Form Level When accessing Issue Management at the form level, the system displays only those issues associated with that particular form.

25 Issue Detail (New)

26 Issue Detail (Complete)

27 Submission & Closeout In order to submit a Report Package a reporter must complete all forms and have no open issues. By clicking the Submit Annual Report Package action the user will either initiate the closeout process OR receive notification regarding outstanding issues preventing submission.

28 Validation Team has rejected Report Package System creates Revision 1 due to Report Package rejection Example of Validation Team acceptance of Report Package

29 Resources NTD Help Desk (Charlottesville Ops Center) Validation Analysts Use the Newsfeed to contact your Analyst directly! (see next slide) Pilot Feedback Form – To be tasked at the end of Pilot Deliverables – Training Presentation & Tutorials to be posted online – Application Access & Login to be sent

30 Contacting Your Analyst Use Messaging function at the top of your Newsfeed to contact your analyst Posts are always public An unlocked message allows users to add new participants A locked message allows for a private conversation between original participants

31 Feedback Form Your feedback is important to us! Upon completion of Pilot the form is accessible via Tasks