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

2. Agenda System Goals System Prerequisites Functional Overview Email Notifications Accessing the Site Creating Users & Roles CCIP Training Module 12

3. 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 13

4. System Prerequisites Internet Access – Today we are using the testing database cciptest.schools.nc.gov/training Using 2011-12 data and budgets Recommended Browser – IE v7.0 or above – Firefox v2.0 or above Valid NCID User ID CCIP Training Module 14

5. Functional Overview CCIP Training Module 1 AUTHORITATIVE DATA SOURCES 5

6. Email Notification Please make sure to contact your IT staff to ensure that emails from the system will not be blocked or marked as spam on you local email server. Please have your IT department contact NCDPI with any questions. CCIP Training Module 16

7. Accessing the Site In order to edit or approve applications in the system you must have an NCID user account. In addition, you must contact your district CCIP administrator and provide them your NCID user ID so they can give you the appropriate access inside the system. Public Access: The application allows anyone to visit the site and view approved applications. 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. Please create a shortcut link or add a favorite to the CCIP application in your own browser: http://ccip.schools.nc.gov/ CCIP Training Module 17

8. Sign In Click the NCCCIP Sign In button at the bottom left of the CCIP home page. CCIP Training Module 18

9. 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 made known to CCIP CCIP Training Module 19

10. Home Screen Once signed in, the application populates the system with your associated LEA. CCIP Training Module 110

11. Create User User Access Administrators Only: Click Administer, then User Access from the left hand menu. CCIP Training Module 111

12. 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 112

13. Create User Enter all appropriate information and click the Create button. CCIP Training Module 113

14. New User Email The new user will receive a confirmation email once their login has been added to the system. CCIP Training Module 114

15. 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 115

16. Administer Roles Make sure the appropriate district and role is selected and click the Create button. Please see role descriptions on next slide. CCIP Training Module 116

17. CCIP Roles CCIP Training Module 117 Role NameDescription 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 ViewAllows the user to view unapproved Funding Applications for an organization. This would be an appropriate role for the Homeless Liaison. Data EntryAllows 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. TreasurerAllows the user to mark an application Treasurer approved. Also, this role inherits all permissions from the Data Entry role. SuperintendentAllows the user to mark an application Superintendent approved. Also, this role inherits all permissions from the Data Entry role.

18. 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 118

19. 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 119

20. ACTIVE DEMONSTRATION CCIP Training Module 3

21. Activity – Create a new user account and assign roles 1.Log into the system with your NCID credentials. 2.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 3.Search for your new user through the User Access screen and delete their role of Treasurer. CCIP Training Module 121