2. 1 Agenda for CWG Meeting May 19, 2002 1.Status of Commons V. 1.0 Status interface X-Train 2.Commons V 2.0 Review of V 2.0, Release 1 functionality Status of development/deployment Screen shots Planning for open registration e-Notification 3.e-SNAP Planning for e-SNAP end-to-end integration Status of design/development

3. 2 Agenda for CWG Meeting May 19, 2002 4.Reengineering of competitive application  Outstanding issues  Design/development priority 5.Other Issues  V 2.0, Release 2 functionality planning  FSR Survey and status of design/development  SBIR RFA  New Business...

4. 3 Ready Reference Reminders eRA site http://era.nih.gov New site under construction – deployment Q1, 2002 Commons V 2.0 site http://commons2.oer.od.nih.gov (must use MSIE) http://commons2.oer.od.nih.gov RUP References Technical Use Cases

5. Commons Version 2.0 Implementation Schedule Jan Jul Dec Jan Jul Dec Jan Jul Dec Commons Version 2 Phase 1 Infrastructure Phase 2 Phase 3 SNAP Progress Report * * Includes business process reengineering and design Legend: Analysis*DevelopmentDeployment StartContinuing BPR only 200120022003 Competing Application (R01) CGAP (XML Datastream) E-SNAP X-Train V 2.0 Profiles X-Train 1.5 Status (V2.0) Admin Module BPR only FSR Deployment Now Scheduled for August 17 Grantee Organizations participating 56 trainee appointments processed 56 trainee appointments processed

6. 5 Status on X-Train V1.5 Deployment 17 Grantee Organizations Participating BAYLOR COLLEGE OF MEDICINE UNIVERSITY OF ALABAMA AT BIRMINGHAM CORNELL UNIVERSITY, ITHACA UNIVERSITY OF CALIFORNIA, LOS ANGELES DUKE UNIVERSITY UNIVERSITY OF MEDICINE & DENTISTRY OF NJ NORTHWESTERN UNIVERSITY UNIVERSITY OF TEXAS MEDICAL BR, GALVESTON PENNSYLVANIA STATE UNIVERSITY UNIVERSITY OF TEXAS SW MED CTR, DALLAS DARTMOUTH COLLEGE UNIVERSITY OF WISCONSIN, MADISON JOHNS HOPKINS UNIVERSITY MASSACHUSETTS INSTITUTE OF TECHNOLOGY UNIVERSITY OF MICHIGAN NORTHWESTERN UNIVERSITY - CHICAGO CAMPUS ST. JUDE CHILDREN'S RESEARCH HOSPITAL 57 trainee appointments processed since Oct. 1, 2001 Issue Delegation & Notification to minimize unauthorized submissions

7. 6 Commons V 1.0 & V 2.0 Status V 1.0 Summary Statements in PDF – in final testing Complete NIH Staff contact information – in final testing Commons GUI Standards Standards Document – in final draft First fully-functional interfaces available Text and help to be completed

11. 10 Commons Home Page eRA Logo Colors “About the Commons” and “Restricted Sites” Use of Mouse Over Descriptions

12. 11 User Login Information Enabled login from the home page At login, choose role if individual has multiple roles Include User Name, Role and Institution in header Personalized message area Secure indicator

13. 12 Menus Cascading menus Home on menu Restricted sites in menu and on home page Bread crumbs External vs. Unrestricted Sites Prominent link to Help

14. 13 General Comments Footer information Nomenclature differences Expire “What’s New” items

17. 16 Registration Screen Alignment of data fields Popup Search Context Sensitive Help

20. 19 Administration Screens Popup Search View/Edit/Delete Multiple selections Confirmation on delete

22. 21 Commons V 2.0 Functionality 1.Registration – authentication using IPF# 2.Accounts Administration – account creation – authentication with IMPAC II profiles account maintenance 3.IPF maintain general IPF information assurances/certifications full user-defined organizational hierarchy assignment of applications to the hierarchy 4.PPF create and maintain profile information user-defined integration of organizational hierarchy within profile 5.Status view status information full contact information links to rosters availability of pre-populated forms for renewals

23. 22 Commons V 2.0 Functionality 6.Demo Facility fully functional demo version of the system 7.Single Point of Ownership for PPF and IPF 8.Full Institutional Registration support for synchronization of paper and electronic submissions 9.E- Notification Notification of grantee and NIH staff of pending deadlines Phased implementation Institutions once registered – start in August Investigators once profile created and validated – by Jan 2003

24. 23 Creation of PPF and IPF Electronic transactions IMPAC II Commons NIH Receipt Paper application (with profile info.) If no match… for IPF, set to “-1”…  for PPF, create new profile in IMPAC II…  Single Point of Ownership: Improving Data Quality while streamlining application processing Query IMPAC II for IPF and Profile Preregistration for both paper and electronic transactions If no match… for IPF, set to “-1”…  for PPF, create new profile in IMPAC II…  If no match… for IPF, set to “-1”…  for PPF, create new profile in IMPAC II… 

25. 24 Planning for Full Institutional Registration/Deployment Mid July - Internal NIH Release Internal testing and final NIH staff training August – Deployment to existing Commons Institutions 1.SO/AA logon to verify IPF data 2.Create organizational hierarchy 3.Verify existing accounts 4.Create new accounts 5.Check status functionality Fall 2002 – Open registration

26. 25 Preparing for E-Notification CWG, 5/19/2002 Marcia Hahn, OPERA Hahnm@od.nih.gov

27. 26 E-SNAP Requirements defined in e-SNAP Scope document Handout at last CWG meeting J2EE version of e-SNAP V 1.0 Currently in RUP elaboration phase Major emphasis on end-to-end integration Outreach especially to NIH staff

28. 27 Preparing for E-SNAP Marcia Hahn

29. 28 Reengineering the Competitive Application November 2001 meeting Streamlining data requirements Advantages offered by implementation of profiles Advantages offered by recategorizing of information Opportunities to question need for information January 2002 meeting Streamlining business process Receipt, referral, review Just-in-time submissions Application schedule and content Summary list of NIH action items CWG input on overlooked items

30. 29 Other Issues  V 2.0, Release 2 (Fall 2002) functionality  Release 1 Bug fixes  e-SNAP  FSR  Survey Response being finalized  Enhanced user roles and rights  FY03 eRA funding priorities  SBIR RFA  New Business…?