User Group Presentation

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User Group Presentation Release 2.20August
19, 2008
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Added feature in this PPT Presentation

• NOTE
• Hyperlinks have been added to this Power Point
  presentation for easier navigation between the
  Overview section at the beginning and the rest of
  the slides. You must view this presentation as a
  Slide Show in order to utilize the hyperlinks.

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Overview Release 2.20 Highlights Black font
Click on Ticket Number to see Screen Shot in
Presentation Brown font No Screen Shot in
Presentation

• GLOBAL CHANGES
• Grants Online can now handle MS Office 2007
  documents. (Ticket 28439)
• The organization profile screen has been
  redesigned for better clarity (Ticket 27639)
• INBOX Tab
• Task Management Function
• When searching for Financial Reports under the
  Task Management feature, the Award Numbers are
  now displayed. (Ticket 27183)
• Recipient Business/Finance Rep and Selecting
  Official have been added to the list of roles
  under the Task Management tab for Help Desk
  staff. Requests for reassignment of tasks for
  these roles no longer need to be escalated.
  (Ticket 28722)
• APPLICATION Tab
• The Minimum Requirements Checklist has been made
  mandatory with the use of radio buttons instead
  of checkboxes. The Approve and Reject
  options will not be made available until the
  checklist has been completed. (Ticket 26469)
• The choices for NEPA Official will be based on
  the Program Office of the application, not the
  primary affiliation of the Federal Program
  Officer. (Ticket 27452)
• The note regarding a Special Award Condition for
  the waiver for Expanded Authorities on the PO
  Checklist has been changed into a link. (Ticket
  29953)
• NEXT PAGE

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Overview Release 2.20 Highlights (cont.) Black
font Click on Ticket Number to see Screen Shot
in Presentation Brown font No Screen Shot in
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• APPLICATION Tab
• When the Reassign option is chosen from a task
  on the Application, the only Federal Program
  Officers that will be available for reassignment
  will be those that are affiliated with the
  Program Office that owns the application.
  (Ticket 30209)
• The workflow has been repaired when applications
  which have been returned from GMD are
  renegotiated and changed from a new award to
  being associated with a current award. (Ticket
  30505)
• Problem with extraneous attachments on GMD
  Checklist has been fixed. (Ticket 28765)
• New search parameters have been added to Search
  for Applications screen. (Ticket 4622)
• AWARD Tab
• New search parameters have been added to Search
  for Awards screen. (Ticket 4622) Also, search
  results now include Principal Investigator names.
  (Ticket 12677)
• A minor modification was made to the Progress
  Report details screen to clarify non-editable
  data fields. (Ticket 26535)
• The word Final has been added to the search
  results of the Search Reports page when the
  Progress or Financial report is a final report.
  (Ticket 27393)
• Display of the Special Award Conditions button on
  award documents (CD-450 and Amendments) will be
  dependent upon the actual existence of a SAC.
  The button will not be displayed if there are no
  SACs on the document. (Ticket 28729)
• NEXT PAGE PREVIOUS PAGE

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Overview Release 2.20 Highlights (cont.) Black
font Click on Ticket Number to see Screen Shot
in Presentation Brown font No Screen Shot in
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• AWARD Tab (continued)
• For Recipients
• On the Manager Award Personnel screen, notes
  have been added to warn users that if an
  Authorized Representative, Recipient
  Administrator, or Business/Finance Representative
  is removed from an award, they are also removed
  from all other awards associated with that
  organization. (Ticket 5096)
• A Reassign option has been added to the Action
  drop down box for tasks belonging to an
  Authorized Representative when no other
  Authorized Representatives in the organization
  has a duplicate task in their inbox for that
  activity. (Ticket 8269)
• System now detects when tasks are owned by an
  Authorized Representative and removes the
  additional step needed to forward a document to
  NOAA. (Ticket 23236)
• A new notification will be sent to recipients on
  the 4th day of the month, four months
  (approximately 120 days) after an award has
  expired if there is still a balance that has not
  been drawn down. If there has been an extension
  to the closeout period, the notification will be
  sent 30 days after that extension date has
  passed. (Ticket 25393)
• Final SF-272 reports can no longer be included in
  a SF-272A for multiple awards. (Ticket 29054)
• For GMD
• Additional Updates were made to Enforcement
  tasks (Ticket 29468)
• New Termination for Cause workflow was
  implemented
• New workflow was implemented for reactivation of
  payments or awards which have been suspended
• All Final SF-269 reports will be routed to GMD
  for review before being routed to the Finance
  Office whether or not there are any comments on
  the report. (Ticket 25756)
• NEXT PAGE PREVIOUS PAGE

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Overview Release 2.20 Highlights (cont.) Black
font Click on Ticket Number to see Screen Shot
in Presentation Brown font No Screen Shot in
Presentation

• AWARD Tab (continued)
• For GMD (continued)
• The system can now handle more than one extension
  to the closeout date. (Ticket 29385)
• Guidance on the SF-272 for Cash on Hand comment
  has been changed from Cash on Hand of 5K for 5
  days to Cash on hand of 5K for 3 days.
• REPORT Tab
• A new Unexpended Balance report is now available
  for internal Grants Online users. The report is
  also available from the Organization profile page
  which is accessible via the Search Award
  function. (Ticket 26536)
• PREVIOUS PAGE ADDITIONAL RESOURCES
• 
  

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Ticket 28722 Task Management Options for Help
Desk Personnel
BACK TO OVERVIEW
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Ticket 26469 New Minimum Requirements Checklist
Old
New
BACK TO OVERVIEW
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Ticket 29953 New SAC link on PO Checklist
NOTE The SAC is not required for the three
automatic waivers but is needed for the other
five discretionary waivers. (See the
corresponding guidance link.) There have been
recent changes to the requirements for research
grants that will be incorporated into a future
release.
BACK TO OVERVIEW
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Ticket 4622 New Search Applications Screen
NOTE Award Number, Proposal Number, and Project
Title were the only parameters available on the
old Search Applications screen. All of rest of
the search parameters were added in this release.

BACK TO OVERVIEW
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Ticket 4622 New Search Awards Screen
NOTE Award Number and Recipient Name were the
only parameters available on the old Search
Awards screen. Project Title and Principal
Investigator Last Name were added in this
release, along with a filter on Award Status.
BACK TO OVERVIEW
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Ticket 12677 PI Names in Award Search Results
NOTE Display of PI name(s) is dependent upon
recipient action to add them on the award during
or after the Manage Award Users task that they
receive after accepting an award. It cannot be
done by the Federal Program Officer.
BACK TO OVERVIEW
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Ticket 26535 Gray boxes on Progress Report
details screen indicate display only fields
BACK TO OVERVIEW
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Ticket 27393 FINAL Reports are indicated in
Search Report results
BACK TO OVERVIEW
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Ticket 28729 SAC button removed when no SAC
exists
Amendment WITH Special Award Conditions
Amendment WITHOUT Special Award Conditions
BACK TO OVERVIEW
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Ticket 5096 UnAssign Warning on Manage Award
Personnel screen
NOTE The warning message has been added for
Authorized Representatives, Business/Finance
Representatives, and Recipient Administrators.
It is not needed for PI/Co-PI users because they
are assigned to individual awards. Removing a PI
from one award does not affect their assignment
on other awards.
BACK TO OVERVIEW
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Ticket 25393 New Notification of Unexpended
Funds during Closeout
BACK TO OVERVIEW
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Ticket 26536 New Unexpended Balances Report
(Single Award)
Step 1 Search for an Award and click on
corresponding Org_ID next to the Award
Number. This will bring you to the
organizations Grants Online profile page.
NEXT PAGE
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Ticket 26536 New Unexpended Balances Report
(Single Award)
Step 2 Scroll to the bottom of the profile page
and click on the button to run the report.
NEXT PAGE
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Ticket 26536 New Unexpended Balances Report
(Multiple Awards)
NOTE To run an Unexpended Balance Report on
multiple awards use the new report available
under the Reports tab.
NEXT PAGE
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Ticket 26536 New Unexpended Balances Report
(Multiple Awards)
NOTE Using the Reports Tab, several parameters
are available to run the Unexpended Balances
Report for a group of awards.
BACK TO OVERVIEW
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Additional Resources

• GrantsOnline.QandA_at_noaa.gov
• GrantsOnline.HelpDesk_at_noaa.gov
• [phone]
• [phone] (1-877-NOAAGRT)
• Grants Online PMO Website at www.ofa.noaa.gov/gra
  ntsonline to Access
• Grants Online Training/Support Resources
• Frequently Asked Questions
• Whats New page
• RETURN TO OVERVIEW