TATS – TA Packet Department of Health and Human Services Health Resources and Services Administration HIV/AIDS Bureau

2 Units – Topics Covered This training will be broken down into the following units: Unit 1: Roles Involved Unit 2: Activities Performed by Each Role Unit 3: Assigning TA Packet

3 ROLES INVOLVED Unit 1

4 Roles Involved Following roles participate in the TA Packet module: Vendor Staff: Technical Assistance Coordinator (TAC) HRSA Staff: Project Officer (PO) Consultant

5 ACTIVITIES PERFORMED BY EACH ROLE Unit 2

6 Activities Performed by Each Role TAC can: Assign TA Packet Access TA Packet Start/Edit TA Packet Mark TA Packet as On-Hold or Cancelled Submit TA Packet PO can: Access TA Packet Review TA Packet Provide Recommendation

7 Activities Performed by Each Role Consultant can: Access TA Packet Review TA Packet (Documents)

8 ACCESS TA PACKET FROM PENDING TASK LIST Unit 3

9 Unit 3: Access TA Packet From Pending Task List Topics Covered – Section List This unit is divided into the section listed below: Section 1: Accessing TA Packet Task From Pending Task Consultant

10 Access TA Packet from List page - Consultant You will be navigated to Prepare TA Report List page: In the left-hand side menu, look for the section labeled as “Technical Assistance”, and click Access TA Packet.

11 Access TA Packet From Pending Task List – Consultant The Access TA Packet List page opens. Locate the appropriate task, and then click Download TA Packet Documents under Options (B). Click the Expand button to expand (or contract) the record to display additional detail (A).

12 Access TA Packet From Pending Task List – Consultant (contd.) The TA Packet Checklist page opens. Click on the Download TA Packet Documents link, User will be navigated to TA Packet Checklist. System will open the read only version of the TA packet documents created and approved for the consultant will be displayed as part of the TA Packet task.

13 For questions, please contact: Andrea Reed Travel & Logistics Coordinator TATS