EHBs 101: Overview of New Components; How to Register and Navigate in EHBs.
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Transcript of EHBs 101: Overview of New Components; How to Register and Navigate in EHBs.
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EHBs 101: Overview of New Components; How to Register and Navigate in
EHBs
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Agenda
• Objectives
• EHBs Overview
• Registration
• EHBs Roles
• Navigating the EHBs
• Resources
• Questions
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Objectives
• Learning Objective 1: Participants will be able to understand the EHB and the information contained within.
• Learning Objective 2: Participants will be able to use EHB to easily update Agency and contact information.
• Learning Objective 3: Participants will be able to understand the various roles within EHB, including those of their agency leads.
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What are the EHBs?
• The HRSA Electronic Handbooks (EHBs) is the grants and program management system used by HRSA and its grantees
• Available on the internet – https://grants.hrsa.gov/webexternal
• Allow authorized individuals within an organization to view, edit, or submit grant-related information electronically
• Facilitate HRSA monitoring and oversight of programs
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Grantee Tasks and Activities Available in EHBs
• Submission of grant-related requirements• Conditions of Award• Reporting Requirements• Noncompeting Continuation Progress
Reports
• Grant Change Requests (Prior Approvals)
• Management of contact information and authorized users
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Grantee Tasks and Activities NOT Available in the EHBs
Activity Location
Competing Application Submission **
Grants.gov
Draw down of federal funds www.dpm.psc.gov
Submission of Quarterly FFR to PMS
www.dpm.psc.gov
Changes to Organization Information
www.SAM.gov
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EHBs System Requirements
• Browser Requirements• Internet Explorer v. 8.0 and higher • Mozilla Firefox v. 3.6 or higher
• HRSA EHBs use pop-up windows – ensure that your browser settings allow pop-ups
• In order to completely experience the usability features, ensure that Javascript is enabled on your browser
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EHBs System Requirements – Test Your Settings
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EHBs Registration• All members of the grantee organization who are
responsible for viewing, editing or submitting grant-related information must register in the HRSA EHBs
• Go to https://grants.hrsa.gov/webexternal/login.asp• If you have registered before, you do not have to
register again. • Click “Create an Account” tab if you are not sure
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New User Registration ScreenOptions are available to guide you through the registration process or locating your username
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EHBs Registration Overview
• Step 1: Create an Account• Create your own username and password• Provide contact information
• Step 2: Associate Account to Organization• Search for Organization – Strongly
encourage searching using DUNS or Grant Number
• Step 3: Select Your Role• Choose your role within the organization
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Step 1: Create an AccountComplete registration form with your information
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Step 2: Associate Account to OrganizationSearch using Grant Number to ensure you add your account to the correct instance of the organization
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Step 2: Organizations ListSearching using Organization Name may result in multiple results. Click side arrow to view more information.
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Step 2: Organization List – Detailed ViewClick Register to add the organization to your account. You can add additional organizations to your account later, if necessary.
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Step 3: Choose your RoleThe organization role can be changed later, if necessary.
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EHBs Roles – Organization Level
• Authorizing Official• Submit two-tiered applications• Appear as AO throughout the EHBs • May have ability to manage organization
users• May gain privilege to submit FFR
• Business Official• Appear as BO throughout the EHBs • May gain privilege to submit FFR
• Other Employee• Anyone at the organization who is not a
business official
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EHBs Home PageUser will not have access to organization information until account is validated by Adding Grant to Portfolio
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Grants Tab Grants tab will display all grants a user has been given privileges to access.
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Add Grant to PortfolioSelect your role for the grant
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EHBs Roles – Grant Level• Project Director
• Name must match name listed on Notice of Award (NoA)
• Need CRSEIN and Award Issue Date to Register• Will have be granted all Non-Financial privileges
once validated• Manage non-financial privileges for other users
• Financial Reporting Administrator• Need Account ID and PIN from PMS• Will have access to all Financial Reports once
validated• Manage financial privileges for other users
• Other• Any other members of the organization who will
need to view, edit or submit information to HRSA
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Grant Level PrivilegesView, Create/Edit, Submit, and Administer Privileges are available for each of the types of submissions in the EHBs
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EHBs Home Page with Tasks- Easy access to tasks upcoming tasks - Recently accessed section for easy navigation
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Tasks Tab Overview
• Pending tasks will appear in the tasks tab based on your privileges• Reports/requirements that have not
been submitted• Prior approval requests that have been
started, but not submitted• Change Requests• Requests for access (if applicable)
• Use the left side menu to access additional features
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Pending TasksUse search and filter options at the top of the page to facilitate navigation
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Submissions SectionNavigating to the Submissions section provides additional features
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Submissions – Option MenuOptions menu provides additional features like Request Extension, ability to view authorized users, and other grant related information.
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Submissions – Option Menu – Submission LinkUse the Submissions link to print out a copy of the submission. If you have not entered any data in the submission form, this is one way of printing out a blank form to aid in data collection offline.
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Organizations Tab Overview
• The Organizations Tab will list all organizations you are associated
• Provides access to organization information• Associated Users• Organization Profile• Awarded Grants
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Organizations TabDisplays organizations associated with your account
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Organization Folder – Home Home page displays summary information about the organization
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Organization Folder – ProfileOrganization information will be displayed, but cannot be changed in the EHBs. Changes can be made in SAM and will then be reflected in the EHBs
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Organization Folder – Users Users with the “Primary Authorizing Official” role at the organization level can manage users associated with the organization.
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Updating Contact Information
• If any of your contact information changes, you must update your profile
• Click the View/Update Profile link
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View/Update Profile PageChanges made to your profile will be reflected throughout the EHBs
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ResourcesResource
EHBs Help and Knowledge Base https://help.hrsa.gov/display/EHBSKBFG/
HRSA Tube – EHBs Videos http://www.youtube.com/hrsatube
HRSA Contact Center [email protected]
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QUESTIONS