OLDC Version 3.0 October 18, 2007

2 How to Connect (Telephone Conference) The Deployment Teleconference consists of a telephone conference and a Bridgit data conference to see the presentation on your desktop monitor Dial into the teleconference to hear the presentation at ; the ID code is followed by the # sign If you experience problems connecting with the teleconference call (866)

3 How to Connect (Bridgit Conference) Double-click on the “Bridgit Conference” icon on your desktop or open a web browser and go to At the top of the page is the Server Name field; key in “bridgit.acf.hhs.gov” if necessary In the Active Conferences box, click “Deployment Conference” Click “Join” The hosting computer screen with the “Welcome” sign is visible

4 Table of Contents Introduction Look and Feel View Assignments Screen Grant Application Packages Forms Notification and Information Messages Assignment Module and Training Schedule OLDC Assignment Delegation Transition OLDC Schedule of Release - Tentative Help

5 Introduction OLDC version 3.0 is the first step toward integrating OLDC with the Grants Center of Excellence (COE). Find out more information about COE at

6 New Look and Feel OLDC screens are modified to present a new Grant systems uniform look. Menu items and functionality remain unchanged.

7 New Look and Feel Login Information Agency Branding New Grants Logo  New color scheme and fonts  New top banner, including:  New grants logo  Login information  Agency branding  Most screens contain blue side bar

8 View Assignments Screen Updated for ACF Central Office and Regional Office customers.  Selection criteria drop down lists are added, allowing users to view permissions by program and grantee.

9 Grant Application Packages Limited Release: Full grant application packages are available to view in OLDC. Electronic packages are submitted via Grants.gov and transmitted to OLDC. Customers with appropriate permissions have the new menu item “Grant Application Form” as an option from the OLDC Home page.

10 Forms SF-269 Discretionary: An ACF program office is in the process of testing the SF-269 discretionary form. –More information will be provided as it becomes available. ADD-02B: Replaces the 269A and ADD-02 forms. The 269A and ADD-02 forms remain available in OLDC so customers may view archived information to reference prior year data. Coming Soon! Shortly after the release of OLDC 3.0, the following forms will be added to OLDC. –ACF – 204: Annual report on TANF Programs and State Maintenance- of-Effort Programs. –ACF – 196TR: TANF Territory Financial Report.

11 Notification Messages Unsubmitting previously submitted reports – notifications are sent to Grants Office staff with “notify” rights when previously submitted report forms are unsubmitted. –Grantees receive a pop-up message alerting them that they may not be able to re-submit without contacting ACF for an extension if the due date has passed.

Assignment Delegation

13 Assignment Delegation Benefits –Fewer screens to navigate Several screens are combined to lessen time needed to assign permissions Navigation tree allows administrator to directly click on a program, grantee, or report in order to add permissions –Improved visual representations of customer’s permissions

14 Assignment Delegation: Roles and Assignments Screen The “Edit Current User” list and the “Add New User” function appear side by side on the screen. A new “Search Users” box is added just above the “Edit Current Users” list. –Enables customers to search for an existing user by typing both their last name and first name.

15 Assignment Delegation: Roles and Assignments Screen Action buttons are moved under the “Edit Current User” list and “Add New User” function. –Person Search button is now located under the “Add New User” function. –Assign Job Type, Customize Capabilities, and Authorize Job Type buttons are replaced with Edit Assignments button.

16 Assignment Delegation: Add Federal Users Federal OLDC Leads with appropriate permissions are now able to create other federal users without first contacting their GATES PA or OLDC technical staff. –It is no longer required for federal staff to have a GATES account before using OLDC. IMPORTANT  Ensure a user does not already exist in the system by doing the following:  Search for customer in the “Edit Current User” list  Click Person Search and search by Name or address.

17 Assignment Delegation: Add Federal Users If the new user already has a record in GATES or in the Payroll system, add them via Person Search. –This may be done by a Federal or Contract user with the necessary permissions.

18 Assignment Delegation: Primary Contact The checkbox Primary Contact is added to the new “Assign Programs” screen. –If the Primary Contact box is checked, the user’s name and contact information displays on the Report Form Status page.

19 Assignment Delegation: Restructured Assignment Screens The new screens contain an assignment “tree” which easily allows OLDC Leads to directly navigate to the permissions they want to assign. Assignment Tree

20 Assignment Delegation: Restructured Assignment Screens “Assign Programs” displays when Edit Assignments is clicked from the “Roles and Assignments” screen. –“Assign Programs” screen combines the “Assign Programs”, “Assign Grantees”, and “Assign Job Type” screens. –Visually lists existing permissions and available assignments.

21 Assignment Delegation: Transition A final training schedule will be announced following the release of OLDC version 3.0. Customers continue to use the existing Assignment Delegation module until their training is completed. Class NameDateTimeLocation Central Office: Assignment Delegation Module Training Tuesday, November 61:00 – 3:00 PM EST4E8 Conference Room Regional Office: Assignment Delegation Module Training (1) November 1310:00 AM – 12:00 PM ESTTeleconference with Bridgit Data Sharing Conference Regional Office: Assignment Delegation Module Training (2) November 131:00 – 3:00 PM ESTTeleconference with Bridgit Data Sharing Conference Regional Office: Assignment Delegation Module Training (3) November 1411:00 AM – 1:00 PM ESTTeleconference with Bridgit Data Sharing Conference

22 Assignment Delegation Module The current Assignment Delegation module remains available to users with accessibility requirements. –Customers with accessibility concerns should contact the Custom Application Support and Training (CAST) help desk.

23 OLDC Schedule of Release Training Database –Exit OLDC Training on Thursday, October 18, at 5 p.m. EDT –Start up fresh on Monday, October 22, at 8 a.m. EDT Production Database –Exit OLDC Production on Friday, October 19, at 5 p.m. EDT –Start up fresh on Monday, October 22, at 8 a.m. EDT

24 Help The latest edition of the “OLDC Quarterly”, an informational newsletter, is available in OLDC Help/FAQs Help Sheets are modified to reflect the new changes in OLDC 3.0 –Help Sheets are located at –Updated Help Sheets have the “Last Modified date” next to their title OLDC “E-xperience” e-learning is available on the web at

25 Help OLDC E-xperience (e-learning) Help/FAQ Section –Find Answers –Ask a Question –Here’s How (Contains OLDC Help Sheets & the OLDC Quarterly ) Custom Application Support and Training (CAST) Help Desk –