1. How to Use the Online Project Monitoring System (OPMS) Navigating the Survey

2.  How do I log in? How do I log in?  Where do I get my password? Where do I get my password?  What are the sections of the survey? What are the sections of the survey?  What information should I have when I complete the OPMS for the first time? What information should I have when I complete the OPMS for the first time?  What other help is available? What other help is available?  How do I move between questions? How do I move between questions?  How do I move between sections? How do I move between sections?  Why is some information already filled in? Why is some information already filled in?  Is there an order to the sections that I have to follow? Is there an order to the sections that I have to follow?  Can more than one person enter information? Can more than one person enter information?  How do I use the matrix questions? How do I use the matrix questions?  How do I add a venue? How do I add a venue?  What if I don’t know the answer to a question? What if I don’t know the answer to a question?  Why can’t I save the answer to a question? Why can’t I save the answer to a question?  How do I know if a section is complete? How do I know if a section is complete?  How do I submit my report when I finish it? How do I submit my report when I finish it?  What do I do if I have more questions? What do I do if I have more questions? Navigating the Survey

3.  Go to the website at: http://www.iseopms.org/ Use your 7-digit project ID as your User Login. Use the 8-digit password you received via email.http://www.iseopms.org/  If you do not have your password or are unsure what your User Login ID is, please contact your Westat contact person or email AISLhelp@westat.com. AISLhelp@westat.com  After you have entered your login and password information, hit “Login” to reach the home page, or Section Menu, of your survey. Navigating the Survey

4.  You should have received your password in an email from Westat.  If you do not have your password or are unsure what your User Login is, please contact your Westat contact person or email AISLhelp@westat.com. AISLhelp@westat.com Navigating the Survey

5.  Section A: Project and the Lead Organization  Section B: Key Personnel for the Project Team  Section C: Organizational Partners  Section D: Products, Programs, or Experiences for Public Audiences  Section E: Products, Programs, or Experiences for Professional Audiences  Section F: Formative and Summative Evaluation Questions  Section G: Research Questions  These sections are listed at the bottom of the Section Menu. Each section title above is a link to the section. Click on the section name to enter a section. Navigating the Survey

6.  Section A: Project and the Lead Organization  Section B: Key Personnel for the Project Team  Section C: Organizational Partners  Section D: Products, Programs, or Experiences for Public Audiences  Section E: Products, Programs, or Experiences for Professional Audiences  Section F: Formative and Summative Evaluation Questions  Section G: Project Accomplishments and Lessons Learned  Section H: Research Questions  These sections are listed at the bottom of the Section Menu. Each section title above is a link to the section. Click on the section name to enter a section. Navigating the Survey

7.  Section A: Project and the Lead Organization  Section B: Key Personnel for the Project Team  Section C: Organizational Partners  Section D: Products, Programs, or Experiences for Public Audiences  Section E: Products, Programs, or Experiences for Professional Audiences  Section F: Formative and Summative Evaluation Questions  Section G: Project Accomplishments and Lessons Learned  Section H: Future Directions  Section I: Research Questions  These sections are listed at the bottom of the Section Menu. Each section title above is a link to the section. Click on the section name to enter a section. Navigating the Survey

8.  Your proposal  Information about key personnel and organizational partners with contact information for each one  Contact information for your evaluators  Your evaluation plan  Your research plan Navigating the Survey

9.  The “Help Materials” link at the top and bottom of every page contains: ◦ Instructions on how to complete the impacts questions in Section D and Section E ◦ For each survey:  A one-page overview  Frequently Asked Questions  Your Westat contact person or AISLhelp@westat.com AISLhelp@westat.com Navigating the Survey

10. There are two ways to move between questions:  After you have answered the questions on a page, hit to go to the next page.  Use the question guide in the upper left of the webpage to go to another page of questions.  Do not use the “Back” button in your browser to go to a previous question. Instead, use the question guide to move to a previous question. Navigating the Survey

11.  Each section with more than one page of questions has a question guide.  The guide is color-coded to help you navigate the system.  You can click on any available question (light blue, green, or red) to skip to it. Completed Not applicable Current Question Incomplete Not reached Completed Not applicable Current Question Incomplete Not reached Color Coding Meanings Navigating the Survey

12.  When you have answered all the questions in a section, click “Submit.” This will mark the status of the section as “Complete” on the Section Menu page.  If you have not answered all the questions in a section, save your current responses by clicking “Save and Continue.” Then select the “Section Menu” link at the top or bottom of the page. Doing so will return you to the Section Menu where you can navigate to any other section.

13.  Baseline Survey: Westat reviewed your project’s AISL proposal and identified information that we could pre-fill into the OPMS to reduce the time you spend entering data.  Annual/Closeout Survey: These surveys are automatically pre-filled with information you entered in the previous survey.  You may change, delete, or add any information.  Your project has the final say over all information about your AISL grant in the OPMS. Navigating the Survey

14. No. You can complete the report sections in any order. You can also start sections, save them, then exit and return later. You will be able to exit and re-enter the survey and the individual sections as many times as you need to until you submit the report. Once you have submitted the complete report, you will not be able to re-enter the report. Navigating the Survey

15. Yes. Anyone whom the PI designates and provides with login information can enter information. Additionally, more than one person can log into the survey and enter information simultaneously. However, if more than one person is entering data in the survey at the same time, we recommend that you work on separate sections. Additionally, the PI should be the one who reviews the report and hits the final submit button when all information is complete. Once the report has been submitted, you cannot re-enter it without talking to a Westat contact person. Navigating the Survey

16.  This example comes from the Key Personnel section. 1. Type the name of the individual. 2. Hit the “Submit” button. Navigating the Survey

17. The submitted name becomes a link. Click on the link to answer questions about the individual. You can delete submitted individuals. After adding each individual, a new text box appears. You can add an unlimited number of individuals. An information status will appear to tell you if information on an individual is complete. Navigating the Survey

18. Enter venue name. Enter venue zip code. Select type from drop- down list. If “other,” enter type of other. Hit “Submit” button. Navigating the Survey

19.  In some sections (Project & Lead Organization, Key Personnel, Organizational Partners, and Accomplishments/Lessons Learned) A, you can leave some questions on a page blank and return at a later time to complete the section. (Note: Accomplishments/ Lessons Learned is not in the Baseline Survey.)  In all the other sections, you must answer all the questions on a page before continuing. If you do not know the response to a question, you can save the work you have done so far and exit the section, then return to it when you have found the answer.  If you do not understand a question or do not know how to get the information necessary to answer the question, please contact your Westat contact person or email AISLhelp@westat.com.AISLhelp@westat.com Navigating the Survey

20.  A number of validations are built into the system to ensure that data are as accurate as possible.  If you cannot,, please check for any pop-up alert messages or alerts in red text above a question.  Common problems are entering letters instead of numbers, not specifying an “other” category, and leaving a required question blank. Navigating the Survey

21. A section is complete when you have answered all the required questions in that section. There are three ways to know if a section is complete. 1. If you are in a section, the question guide on the left of the screen will be all light blue (and possibly black, if a question was not applicable to your project). 2. When you reach the end of the section and hit “Save and Continue,” you can select the “Submit” button. 3. If you are on the Section Menu, the “status” for that section will be marked “Complete.” Navigating the Survey

22.  Before all sections are complete, the status at the bottom of the Section Menu reads: “Submission Status: Not Complete.”  When all sections are complete, the status changes to “Complete” and a “Submit” button appears.  Before you hit the “Submit” button, please select “Print” at the top or bottom of the page to print and save PDF copies of your answers and make sure that all the information is correct.  Once you have submitted the report, you will not be able to change any responses without first contacting a Westat representative. Navigating the Survey

23.  Call or email your Westat contact person  Email AISLhelp@westat.comAISLhelp@westat.com  Call or email your NSF Program Officer Navigating the Survey