THE NEW GME AND YOU! System Overview External Users.
-
Upload
miranda-rice -
Category
Documents
-
view
219 -
download
0
description
Transcript of THE NEW GME AND YOU! System Overview External Users.
![Page 1: THE NEW GME AND YOU! System Overview External Users.](https://reader034.fdocuments.in/reader034/viewer/2022051319/5a4d1b657f8b9ab0599af6fe/html5/thumbnails/1.jpg)
THE NEW GME AND YOU!
System Overview External Users
![Page 2: THE NEW GME AND YOU! System Overview External Users.](https://reader034.fdocuments.in/reader034/viewer/2022051319/5a4d1b657f8b9ab0599af6fe/html5/thumbnails/2.jpg)
• Introduction to the New System• New Single Sign-On (Identity Management System)• Managing Users Within GME• The Funding Application (ESEA Consolidated Example)
• Allocation• Contacts• Budget• Program Details• Approving and Submitting the Application• Amendments• Communication and Documentation To/From ADE
Overview
![Page 3: THE NEW GME AND YOU! System Overview External Users.](https://reader034.fdocuments.in/reader034/viewer/2022051319/5a4d1b657f8b9ab0599af6fe/html5/thumbnails/3.jpg)
• Payment Request and Completion Report
• Transition from Current GME• Reference and Training
Materials• Future Training Opportunities
Overview….continued
![Page 4: THE NEW GME AND YOU! System Overview External Users.](https://reader034.fdocuments.in/reader034/viewer/2022051319/5a4d1b657f8b9ab0599af6fe/html5/thumbnails/4.jpg)
System Access – External Users
• Entity Administrators and/or LEA external users can receive access support by contacting ADE Support at [email protected] or by phone at 602.542.7378.
• External users must be registered with ADEConnect for Grants Management access in order to continue working with grants as they are migrated to the new system.
• LEA external users should first contact the Entity Administrator for their district regarding ADEConnect and Grants Management access.
![Page 5: THE NEW GME AND YOU! System Overview External Users.](https://reader034.fdocuments.in/reader034/viewer/2022051319/5a4d1b657f8b9ab0599af6fe/html5/thumbnails/5.jpg)
Accessing the System
• No longer use “COMMON LOGON” to access Grants Management System
![Page 6: THE NEW GME AND YOU! System Overview External Users.](https://reader034.fdocuments.in/reader034/viewer/2022051319/5a4d1b657f8b9ab0599af6fe/html5/thumbnails/6.jpg)
Accessing the System…continued
• New Grants Management access via ADE Connect Single Sign On
![Page 7: THE NEW GME AND YOU! System Overview External Users.](https://reader034.fdocuments.in/reader034/viewer/2022051319/5a4d1b657f8b9ab0599af6fe/html5/thumbnails/7.jpg)
Accessing the System…continued
• Users will access Grants Management by clicking on link.
![Page 8: THE NEW GME AND YOU! System Overview External Users.](https://reader034.fdocuments.in/reader034/viewer/2022051319/5a4d1b657f8b9ab0599af6fe/html5/thumbnails/8.jpg)
Accessing the System…continued
• Click Sign-In to access GME functions
• Enter Email Address and Password
![Page 9: THE NEW GME AND YOU! System Overview External Users.](https://reader034.fdocuments.in/reader034/viewer/2022051319/5a4d1b657f8b9ab0599af6fe/html5/thumbnails/9.jpg)
Accessing the System
• After signing in, LEA users will see their associatedorganizations
• Be sure to save your work before your session expires!
![Page 10: THE NEW GME AND YOU! System Overview External Users.](https://reader034.fdocuments.in/reader034/viewer/2022051319/5a4d1b657f8b9ab0599af6fe/html5/thumbnails/10.jpg)
Navigation Menu
• Left menu allows for quick navigation betweenGME components
• Hover over menu items with arrows to view submenu
![Page 11: THE NEW GME AND YOU! System Overview External Users.](https://reader034.fdocuments.in/reader034/viewer/2022051319/5a4d1b657f8b9ab0599af6fe/html5/thumbnails/11.jpg)
Administering Users
User Access Administrators Only:• Hover on Administer, then User Access from
the left handmenu.
![Page 12: THE NEW GME AND YOU! System Overview External Users.](https://reader034.fdocuments.in/reader034/viewer/2022051319/5a4d1b657f8b9ab0599af6fe/html5/thumbnails/12.jpg)
Administer Existing User
Search for existing user by Last Name, Email, Role,and/or Organization
![Page 13: THE NEW GME AND YOU! System Overview External Users.](https://reader034.fdocuments.in/reader034/viewer/2022051319/5a4d1b657f8b9ab0599af6fe/html5/thumbnails/13.jpg)
Administer Roles
• Lists all roles assigned to this user and theorganizations those assignments apply to
• Can add new or delete existing roles for this user
• User may have roles at SEA level or LEA level but not both
![Page 14: THE NEW GME AND YOU! System Overview External Users.](https://reader034.fdocuments.in/reader034/viewer/2022051319/5a4d1b657f8b9ab0599af6fe/html5/thumbnails/14.jpg)
LEA RolesRole Description
LEA Data View Allows an LEA user to view unapproved items for their LEA.
User Access Administrator
Allows an LEA user to administer other users in their LEA, adding and updating their roles in the new GME as needed.
LEA Update Allows an LEA user to edit their application. (This role is grant specific, for example – “LEA ESEA Consolidated Update”, “LEA CTE State Priority Update”, “LEA IDEA Basic Update”)
LEA Business Manager Allows an LEA user to take actions associated with other LEA fiscal roles, such as inputting and updating applications, revisions (amendments), reimbursement requests, and completion reports.
LEA Authorized Representative
Allows an LEA user to take actions associated with the LEA Program/Financial Director or Superintendent, such as final approval before submitting to ADE.
![Page 15: THE NEW GME AND YOU! System Overview External Users.](https://reader034.fdocuments.in/reader034/viewer/2022051319/5a4d1b657f8b9ab0599af6fe/html5/thumbnails/15.jpg)
SEA Roles
Role Description
SEA View Allows an SEA user with this role to have view-only permission in grants management system.
SEA Program Specialist Allows an SEA user with this role to view applications, enter comments in History Logs, edit Checklist and approve application to send on to SEA Director or not approve application and return to LEA.
SEA Director Allows an SEA user with this role the same permissions as SEA Program Specialist as well as the ability to approve application for funding or to not approve application and return to SEA Program Specialist for further review.
![Page 16: THE NEW GME AND YOU! System Overview External Users.](https://reader034.fdocuments.in/reader034/viewer/2022051319/5a4d1b657f8b9ab0599af6fe/html5/thumbnails/16.jpg)
Removing Specific Roles
Click the Administer Roles icon for the desired user
Click the Delete icon for the Role you wish to remove from that user
Confirm Deletion
![Page 17: THE NEW GME AND YOU! System Overview External Users.](https://reader034.fdocuments.in/reader034/viewer/2022051319/5a4d1b657f8b9ab0599af6fe/html5/thumbnails/17.jpg)
Removing All Roles
1. Click the Delete All Roles icon for the desired user
2. Confirm Deletion
• Only available to SEA Administrators• User’s account remains in the
system but has no specific authorizations• User now functions as a “public” user
![Page 18: THE NEW GME AND YOU! System Overview External Users.](https://reader034.fdocuments.in/reader034/viewer/2022051319/5a4d1b657f8b9ab0599af6fe/html5/thumbnails/18.jpg)
Funding Applications Main Page
• Launching point to all of a district’s funding apps
• View filters• Fiscal Year• Application status filter
![Page 19: THE NEW GME AND YOU! System Overview External Users.](https://reader034.fdocuments.in/reader034/viewer/2022051319/5a4d1b657f8b9ab0599af6fe/html5/thumbnails/19.jpg)
Funding AppMain Page• Entitlement versus
Competitive• Revision• Status• Status Date
![Page 20: THE NEW GME AND YOU! System Overview External Users.](https://reader034.fdocuments.in/reader034/viewer/2022051319/5a4d1b657f8b9ab0599af6fe/html5/thumbnails/20.jpg)
Sections
• Overview of a selected funding app revision
• Launching point to pages within funding app
![Page 21: THE NEW GME AND YOU! System Overview External Users.](https://reader034.fdocuments.in/reader034/viewer/2022051319/5a4d1b657f8b9ab0599af6fe/html5/thumbnails/21.jpg)
Sections - Status
• Displays current status and next possible status(es)
• Only displays next status for current application
• Link always active; if user lacks permission, the statuschange confirmation screen will indicate that
• Status applies to all grants in the funding application
21
GME Training Module 2
![Page 22: THE NEW GME AND YOU! System Overview External Users.](https://reader034.fdocuments.in/reader034/viewer/2022051319/5a4d1b657f8b9ab0599af6fe/html5/thumbnails/22.jpg)
Sections
• Section – a grouping of related pages in a funding application
• Contains one to many pages
• Each grant in funding app will have its own section
• May be grant-specific or general to overall application
• Sections for unallocated grants will not display
22
GME Training Module 2
![Page 23: THE NEW GME AND YOU! System Overview External Users.](https://reader034.fdocuments.in/reader034/viewer/2022051319/5a4d1b657f8b9ab0599af6fe/html5/thumbnails/23.jpg)
Allocations Page
• Displays allocation for each grant in funding app
• Broken out by Allocation Type• Hover mouse over abbreviated grant
name to see full name
ADE Grants Management Division
7/16/2013
![Page 24: THE NEW GME AND YOU! System Overview External Users.](https://reader034.fdocuments.in/reader034/viewer/2022051319/5a4d1b657f8b9ab0599af6fe/html5/thumbnails/24.jpg)
Funding App Page Navigation
• Go To / Save and Go To menu allows navigationbetween any pages in funding application
ADE Grants Management Division
7/16/2013
![Page 25: THE NEW GME AND YOU! System Overview External Users.](https://reader034.fdocuments.in/reader034/viewer/2022051319/5a4d1b657f8b9ab0599af6fe/html5/thumbnails/25.jpg)
Save and Go To…continued
ADE Grants Management Division
7/16/2013
• Using Save and Go To refreshes session timeout
• Save and Go To Current Page: Saves changes to the page and keeps user on that page
• Save and Go To Next Page:Saves changes to the page and moves user to next page in that section
• Save and Go To Previous Page: Saves changes to the page and moves user to previous page in that section• If no previous or next page exist, user is returned
to Sectionspage
• Clicking on an item with list of sub-items is same as clickingon that item’s first sub-item
![Page 26: THE NEW GME AND YOU! System Overview External Users.](https://reader034.fdocuments.in/reader034/viewer/2022051319/5a4d1b657f8b9ab0599af6fe/html5/thumbnails/26.jpg)
Budget Page
• Displays budget total for each Object code for thisgrant
• Entry point to budgeting for each Object code
ADE Grants Management Division
7/16/2013
![Page 27: THE NEW GME AND YOU! System Overview External Users.](https://reader034.fdocuments.in/reader034/viewer/2022051319/5a4d1b657f8b9ab0599af6fe/html5/thumbnails/27.jpg)
Budget Narrative Detail
• Line item entry of budget data and narrative by Object code and Function Code
• Offers districts flexibility in the level of detail that they provide• Subsequent years allow initial population of this data by copying forward
last year’s budget
ADE Grants Management Division
7/16/2013
![Page 28: THE NEW GME AND YOU! System Overview External Users.](https://reader034.fdocuments.in/reader034/viewer/2022051319/5a4d1b657f8b9ab0599af6fe/html5/thumbnails/28.jpg)
Program Details Page• Additional information about LEA’s use of
grant fundingbeyond what is captured in budget
• Entered directly into GME by LEA users
ADE Grants Management Division
7/16/2013
![Page 29: THE NEW GME AND YOU! System Overview External Users.](https://reader034.fdocuments.in/reader034/viewer/2022051319/5a4d1b657f8b9ab0599af6fe/html5/thumbnails/29.jpg)
Page Locking
• Pages are locked down when application is in approval process• Application must be returned unapproved if changes are desired
to an applicationthat is in approval process
• Revision must be started to modify an application that is approved
• GME prevents multiple users from editing the same page simultaneously• User will see message indicating the user that is locking the page• Lock is released after that user leaves the page or his session
times out
ADE Grants Management Division
7/16/2013
![Page 30: THE NEW GME AND YOU! System Overview External Users.](https://reader034.fdocuments.in/reader034/viewer/2022051319/5a4d1b657f8b9ab0599af6fe/html5/thumbnails/30.jpg)
Related Documents• ADE may request that LEAs attach
additionaldocumentation to the funding application
• Documents may be required or optional
• Can attach document or insert hyperlink
• Clicked links will open in new browser window
ADE Grants Management Division
7/16/2013
![Page 31: THE NEW GME AND YOU! System Overview External Users.](https://reader034.fdocuments.in/reader034/viewer/2022051319/5a4d1b657f8b9ab0599af6fe/html5/thumbnails/31.jpg)
Adding a Related Document
• Browse for file to upload, or enter a URL• Make sure URL is for a publicly
accessible web page• Optionally enter a Document Name• If left blank, name of require document is
used• Displays on Related Documents
page, under “Document/Link” column
ADE Grants Management Division
7/16/2013
![Page 32: THE NEW GME AND YOU! System Overview External Users.](https://reader034.fdocuments.in/reader034/viewer/2022051319/5a4d1b657f8b9ab0599af6fe/html5/thumbnails/32.jpg)
Validation• Business rule checks put in place to ensure quality of
data beingsubmitted by LEA
• System automatically runs validation as application is completed
• Presence of validation issues indicated on the Sections page, under the Validation column• Messages do not appear on the page as user fills out data• System does not prevent saving of “invalid” data;
prevents submission of invalid data• Validation checks can span pages• “Invalid” data can become valid based on subsequent
input
ADE Grants Management Division
7/16/2013
![Page 33: THE NEW GME AND YOU! System Overview External Users.](https://reader034.fdocuments.in/reader034/viewer/2022051319/5a4d1b657f8b9ab0599af6fe/html5/thumbnails/33.jpg)
Validation…continued
• Two types of validation messages• Errors: Prevent submission of application• Warnings: Point out potential issues but
allow submission• Filtering Messages• All: Show every message• Section: Show all
messages for pages in that section
• Page: Show all messages for that page
ADE Grants Management Division
7/16/2013
![Page 34: THE NEW GME AND YOU! System Overview External Users.](https://reader034.fdocuments.in/reader034/viewer/2022051319/5a4d1b657f8b9ab0599af6fe/html5/thumbnails/34.jpg)
Validation…continued
• Each message is a clickable link• Clicking link will take user to the screen
on which the issue occurred
ADE Grants Management Division
7/16/2013
![Page 35: THE NEW GME AND YOU! System Overview External Users.](https://reader034.fdocuments.in/reader034/viewer/2022051319/5a4d1b657f8b9ab0599af6fe/html5/thumbnails/35.jpg)
Workflow
• Prerequisite checks• Does user have permission?• Does time frame allow for this status
change?• Is application valid? (may not run
depending on status)
ADE Grants Management Division
7/16/2013
![Page 36: THE NEW GME AND YOU! System Overview External Users.](https://reader034.fdocuments.in/reader034/viewer/2022051319/5a4d1b657f8b9ab0599af6fe/html5/thumbnails/36.jpg)
Status Change Outcomes
ADE Grants Management Division
7/16/2013
• Entry added to History Log documenting the change
• Next person in submission workflow notified by email that application now requires their attention
• Application may be locked down or unlocked
• Grants may receive Substantial Approval
• Application may become publicly accessible
• Application revision may be created
![Page 37: THE NEW GME AND YOU! System Overview External Users.](https://reader034.fdocuments.in/reader034/viewer/2022051319/5a4d1b657f8b9ab0599af6fe/html5/thumbnails/37.jpg)
Payment Requests vs Reimbursement Requests
• In the New GME “Payment Requests are now titled “Reimbursement Requests”
ADE Grants Management Division
7/16/2013
![Page 38: THE NEW GME AND YOU! System Overview External Users.](https://reader034.fdocuments.in/reader034/viewer/2022051319/5a4d1b657f8b9ab0599af6fe/html5/thumbnails/38.jpg)
Reimbursement Requests Entry Page• Choose FY and Funding Application• Available Budget: Lesser of Approved Budget
and Pending Allocation• Total Available Amount: Factors in Funding %
of Allocation Sources• Net Available Amount = Total Available –
Received Amount
ADE Grants Management Division
7/16/2013
![Page 39: THE NEW GME AND YOU! System Overview External Users.](https://reader034.fdocuments.in/reader034/viewer/2022051319/5a4d1b657f8b9ab0599af6fe/html5/thumbnails/39.jpg)
Reimbursement Requests List
• Displays general project information
• List of Requests for this grant
• List of Adjustments forthis grant
• Project Hold Administration
ADE Grants Management Division
7/16/2013
![Page 40: THE NEW GME AND YOU! System Overview External Users.](https://reader034.fdocuments.in/reader034/viewer/2022051319/5a4d1b657f8b9ab0599af6fe/html5/thumbnails/40.jpg)
Create Reimbursement Request
• Requests cannot be created untilfunding application is approved
• One active request per LEA/Grant/FY combination
• General Framework consistent withFunding Application• Sections• History Log and
Communication• Validation• Workflow
ADE Grants Management Division
7/16/2013
![Page 41: THE NEW GME AND YOU! System Overview External Users.](https://reader034.fdocuments.in/reader034/viewer/2022051319/5a4d1b657f8b9ab0599af6fe/html5/thumbnails/41.jpg)
Expenditure Details Page
• Report YTD Expenditures by Object and Function Codes
• Only displays rows and columns that contain approved budget amounts
• System validates expenditures against approved budget
• Hover on cell to see approved budget amount• Disabled cells
where no approved budget exists
• Automatically populates expenditures from previous request; just update cells that have changed
ADE Grants Management Division
7/16/2013
![Page 42: THE NEW GME AND YOU! System Overview External Users.](https://reader034.fdocuments.in/reader034/viewer/2022051319/5a4d1b657f8b9ab0599af6fe/html5/thumbnails/42.jpg)
Request Page – Fiscal Summary
• System knows and automatically populates most fields:
• Allocation• Available Budget• Cash Received• Cash Basis Expenditures
(populates from previous page)
• Cash Balance on Hand• Cash AvailableADE Grants Management Division
7/16/2013
![Page 43: THE NEW GME AND YOU! System Overview External Users.](https://reader034.fdocuments.in/reader034/viewer/2022051319/5a4d1b657f8b9ab0599af6fe/html5/thumbnails/43.jpg)
Request Page - Amount
• Request Amount automatically set to the deficit amount
• System allows LEAs to request an advance• Gives validation Warning that Advance
payments not generally allowable
ADE Grants Management Division
7/16/2013
![Page 44: THE NEW GME AND YOU! System Overview External Users.](https://reader034.fdocuments.in/reader034/viewer/2022051319/5a4d1b657f8b9ab0599af6fe/html5/thumbnails/44.jpg)
Related Documents
• ADE can configure Reimbursement Request to require or allow LEAs to upload backup documentation detailing their expenditures• Validation Error when Required Document is
not uploaded• Validation Warning when Optional
Document is not uploaded
ADE Grants Management Division
7/16/2013
![Page 45: THE NEW GME AND YOU! System Overview External Users.](https://reader034.fdocuments.in/reader034/viewer/2022051319/5a4d1b657f8b9ab0599af6fe/html5/thumbnails/45.jpg)
Validation
ADE Grants Management Division
7/16/2013
![Page 46: THE NEW GME AND YOU! System Overview External Users.](https://reader034.fdocuments.in/reader034/viewer/2022051319/5a4d1b657f8b9ab0599af6fe/html5/thumbnails/46.jpg)
Completion Report• End of Fiscal Year• All application revisions complete• No intent to further revise• No pending Reimbursement Requests• LEA change status to “Completion Report
Draft Started”
ADE Grants Management Division
7/16/2013
![Page 47: THE NEW GME AND YOU! System Overview External Users.](https://reader034.fdocuments.in/reader034/viewer/2022051319/5a4d1b657f8b9ab0599af6fe/html5/thumbnails/47.jpg)
CR Draft Started
• LEA is now in the Completion Report workflow• No more budget or
application revisions allowed
• May not create any newReimbursement Requests
• Each grant section now contains a Completion Report page
• New Completion Report Adjustments section
ADE Grants Management Division
7/16/2013
![Page 48: THE NEW GME AND YOU! System Overview External Users.](https://reader034.fdocuments.in/reader034/viewer/2022051319/5a4d1b657f8b9ab0599af6fe/html5/thumbnails/48.jpg)
Reporting Expenditures• Report YTD Expenditures by Object and
FunctionCode
• Only displays Object and Function Codes that contain approved budget
• Can only enter expenditures for cells with approvedbudget
• Hover on cell to see approved budget amount
• Complete for eachgrant
ADE Grants Management Division
7/16/2013
![Page 49: THE NEW GME AND YOU! System Overview External Users.](https://reader034.fdocuments.in/reader034/viewer/2022051319/5a4d1b657f8b9ab0599af6fe/html5/thumbnails/49.jpg)
Completion Report Adjustments
• Summarizes Allocation, Expenditures, Cash Received,and Remaining Amounts
• LEA fills in amount to carry over and/or acknowledgesintent to not carry over remaining funds
ADE Grants Management Division
7/16/2013
![Page 50: THE NEW GME AND YOU! System Overview External Users.](https://reader034.fdocuments.in/reader034/viewer/2022051319/5a4d1b657f8b9ab0599af6fe/html5/thumbnails/50.jpg)
Completion Report Approval
ADE Grants Management Division
7/16/2013
• Decreases this year’s allocations by carryover amount
• Increases next year’s allocations by carryover amount• May create revision if application is public
• Moves excess Cash on Hand from this year’sapplication to next year• Prevents system from “re-paying” carryover
funds• Generates Payment to LEA for any
outstanding deficits in each grant
![Page 51: THE NEW GME AND YOU! System Overview External Users.](https://reader034.fdocuments.in/reader034/viewer/2022051319/5a4d1b657f8b9ab0599af6fe/html5/thumbnails/51.jpg)
Thank YouFor More Information Contact:• Lois Kruse, [email protected]; (602) 542-7473 • Grants Management (602)542-3901• Future Training Opportunities: Alice Johnson,
[email protected]; (602)542-1127
For Additional User Guides, Webinars & Other Guidance:• Select “Document Library” menu option on new
Grants Management System (GME)• Visit: http://www.azed.gov/grants-management/ for
Webinar recordings and other materials
ADE Grants Management Division