NC Homeland Security Grants Online (GO) Page 1 of 26

Transcription

1 NC Homeland Security Grants Online (GO) Page 1 of 26

2 Table of Contents I. Accessing Grants Online (GO) 3 II. Creating an Account 3 III. Login 4 IV. Manage Disciplines 4 Add Agency/Discipline 5 V. Equipment Worksheet 6 Verify Equipment List 6 Delete Equipment 7 Add Equipment 7 VI. Exercise, Training, & Planning Worksheets 10 Add an Exercise, Training, or Planning 11 Delete an Exercise, Training, or Planning 17 Edit Description of Exercise, Training, or Planning 18 Edit Milestones and Completion Dates 20 Edit Cost 22 VII. Submitting All Part II Forms 24 VIII. Submission Process 24 IX. Changing User Profile and Password 25 X. Technical Support 25 Online Support 25 Telephone Support 26 XI. FY2003 Part II Grant Information Support 26 NC Homeland Security Grants Online (GO) Page 2 of 26

3 I. Accessing Grants Online (GO) 1. Turn on the computer & monitor 2. Go to the internet as you would normally 3. Type on the address field 4. Hit the ENTER key on your keyboard 5. See the screen below II. Creating an Account 1. Click on the link Register New User at the above screen 2. See the registration screen below NC Homeland Security Grants Online (GO) Page 3 of 26

4 3. Fill out all the information requested 4. Select one of the following under Types of Account a) County/Jurisdiction ability to add, delete, edit, and view reports Area Coordinator for Area Coordinators only; ability to approve and disapprove submissions for their Area counties b) Branch Manager for Branch Managers only; ability to approve and disapprove submissions for their Branch counties c) Data Input ability to add data only 5. Select your County under County by clicking on the drop down arrow 6. Select your Area under Area by clicking on the drop down arrow 7. Select your Branch under Branch by clicking on the drop down arrow 8. Click on Submit Registration Request button at the bottom 9. You ll be sent an with your User ID and Password to login within 24 business hours of submitting the request III. Login 1. Type on the address field 2. Type your User ID and Password 3. Click Logon button 4. See NC Homeland Security Home Page screen below IV. Manage Disciplines (For adding a discipline/group or editing contact information for a discipline) 1. See NC Homeland Security Home Page screen above 2. Click on Manage Disciplines link on the left-hand side NC Homeland Security Grants Online (GO) Page 4 of 26

5 3. See the Discipline Management screen below (this screen may already have some disciplines from the county listed) Note: If an agency for a discipline is not listed, add it to the list. This list of discipline will be used when submitting the equipment, exercises, training, and planning worksheets. A. Add Agency/Discipline 1. Click on the Add Agency button at the Discipline Management screen above 2. See screen below 3. Fill in all the information requested (all * items are required information) 4. Click on Update button at the bottom 5. See the screen below with the new agency listed NC Homeland Security Grants Online (GO) Page 5 of 26

6 V. Equipment Worksheet 1. Click on EQUIPMENT in the left hand column 2. See Equipment Worksheet screen below displaying the following: a) All the Equipment you ve added to the equipment list thus far (if applicable) b) Total cost of all the equipment listed (if applicable) A. Verify Equipment List 1. Verify that the equipment listed on the screen is what you want to purchase for reimbursement NC Homeland Security Grants Online (GO) Page 6 of 26

7 B. Delete Equipment 1. If you want to Delete any piece(s) of equipment listed, click on the X button next to the equipment CODE, this will take the equipment off the list and make the necessary changes to the Total. C. Add Equipment 1. To add a piece of equipment, click on the ADD EQUIPMENT button located above the COST, QTY, S/H, and TOTAL columns 2. See the Add Equipment screen below 3. See the words Homeland Security Code with a white box attached to an Arrow pointing downward, click on the Arrow 4. See a listing of the 12 approved equipment codes, as well as those 12 codes with a -S indicating Sustainment equipment 5. Select the appropriate equipment code from the list 6. Select the equipment category as seen below (this screen will vary depending on what equipment code was selected) 7. Click the BACK button on the bottom of the screen at anytime to make a different selection NC Homeland Security Grants Online (GO) Page 7 of 26

8 OR 8. Use the Up and Down Arrows in the Category box to scroll thru the list to select the appropriate category 9. See a screen similar to the one below (this screen will vary depending on what category was selected): 10. Type in the Product Information for the item and then click NEXT button 11. See the screen below with the Product Information you ve typed in 12. Select the Discipline receiving the equipment using the downward Arrow next to the Discipline field as shown below NC Homeland Security Grants Online (GO) Page 8 of 26

9 13. See the screen below 14. Fill in the 3 fields: Cost Each, Quantity, and Shipping and Handling for that particular product 15. Click the SAVE button as shown in the screen below: 16. See the RECORD ADDED screen below: NC Homeland Security Grants Online (GO) Page 9 of 26

10 17. Select ADD ANOTHER to add another piece of equipment. This will take you to the Add equipment screen. Repeat steps # 3-16 under the Adding Equipment section of these instructions. 18. Select CLOSE THISWINDOW when you re done adding equipment to the list and it ll take you back to the Equipment Worksheet form shown below with your equipment list VI. Exercise, Training, & Planning Worksheets 1. Click on Exercise, Training, or Planning in the left-hand column 2. You should see one of the following WORKSHEET screen depending on whether you ve selected Exercise, Training, or Planning NC Homeland Security Grants Online (GO) Page 10 of 26

11 A. Add an Exercise, Training, or Planning 1. Click on the ADD EXERCISE, ADD TRAINING, or ADD PLANNING button on the upper right-hand side 2. See one of the following screens NC Homeland Security Grants Online (GO) Page 11 of 26

12 3. Fill out ALL of the information being requested: a) Type- Select from the options available by clicking on the downward Arrow next to the field and choosing the appropriate type listed b) Purpose Type in the white box the purpose keeping it meaningful and concise c) Goal Type in the white box what your goal(s) is/are what you are trying to achieve d) Scenario Overview Type in the white box the scenario to be exercised with a description Note: For exercises encompassing several different types of exercises (i.e. workshop, tabletop, drill, etc.) but testing one scenario, complete one exercise submission using a phase approach for each of the types of exercise and describe the different phases in the Scenario Overview. NC Homeland Security Grants Online (GO) Page 12 of 26

13 e) Participants: Click in the boxes to the left of the different agencies all those that will be participating. A check will appear in the boxes. Select all that applies. f) Duration: There are 2 boxes to the right of duration. Click on the downward Arrow in the right-most box to make the selection of Hour (s), Day (s), Week (s), and Month (s). After making that selection, insert the appropriate number in the first box corresponding to the number of Hours, Days, Weeks, or Months g) Click on the NEXT button at the bottom 4. See one of the following MILESTONE screens 5. Type your first milestone in the white box next to MILESTONE 6. Click on the calendar icon next to MILESTONE COMPLETION, and the screen will display a calendar allowing you to choose the milestone completion date for that particular milestone from the calendar as shown below NC Homeland Security Grants Online (GO) Page 13 of 26

14 7. Choose the appropriate date for that milestone, click on the UPDATE DATE button at the bottom of the calendar 8. The calendar will disappear and the date you ve selected will be displayed next to the MILESTONE COMPLETION icon 9. Click on the SAVE MILESTONE button on the far right and you ll see the screen below displaying the milestone you ve just saved at the bottom NC Homeland Security Grants Online (GO) Page 14 of 26

15 10. Add more milestones, repeat steps #5-9 then continue to step # Click NEXT button at the bottom of the screen 12. See one of the screens below NC Homeland Security Grants Online (GO) Page 15 of 26

16 13. Fill in ALL the information under the appropriate categories and the amount for that category. If there s more than one reimbursable expenditure for a category, please list all of them for that particular category and provide the total cost in the Amount box. 14. Click the SAVE AND CLOSE THIS WINDOW box at the bottom 15. Return to the appropriate Worksheet screen listing at the bottom what you ve just entered NC Homeland Security Grants Online (GO) Page 16 of 26

17 B. Delete an Exercise, Training, or Planning 1. Go to the Exercise, Training, or Planning Worksheet screen below 2. Click on the X icon (left of the pencil icon) on the far left of the exercise, training, or planning you want to delete. This action will delete the ENTIRE event! Once deleted, you cannot retrieve the event. It can only be added again. NC Homeland Security Grants Online (GO) Page 17 of 26

18 C. Edit Description of Exercise, Training, or Planning 1. Click on the far left-hand pencil icon next to the event you want to edit at the appropriate Worksheet (exercise, training, or planning) screen below NC Homeland Security Grants Online (GO) Page 18 of 26

19 2. Edit the necessary information in the appropriate EDIT screen below NC Homeland Security Grants Online (GO) Page 19 of 26

20 3. Click SAVE button at the bottom 4. Click CLOSE THIS WINDOW button 5. Back to Worksheet screen D. Edit Milestones and Completion Dates 1. From appropriate Worksheet screen NC Homeland Security Grants Online (GO) Page 20 of 26

21 2. Click on the pencil icon under the Completion column 3. See one of the appropriate Milestone screen below NC Homeland Security Grants Online (GO) Page 21 of 26

22 4. To delete a particular milestone you ve inputted: click on the X next to the appropriate milestone in the screen above 5. To add another milestone: enter in the milestone in the white box next to the word milestone, select the milestone completion date using the calendar icon, and click on the SAVE MILESTONE button and you should see it listed at the bottom of the screen. Continue this step until all the milestones are added. 6. Click on the NEXT button at the bottom to continue E. Edit Cost 1. Click on the pencil icon under the Total column in the appropriate Worksheet screen 2. See one of the following Edit Costs screen below NC Homeland Security Grants Online (GO) Page 22 of 26

23 3. Edit any of the text and amount 4. Click the SAVE AND CLOSE THIS WINDOW button at the bottom 5. See the Worksheet screen with the modified total NC Homeland Security Grants Online (GO) Page 23 of 26

24 VII. Submitting All Part II Forms Note: This step should ONLY be done when all forms (i.e. equipment, exercises, training, and planning) for ALL proposed grant expenditures are complete. 1. Go to NC Homeland Security Home Page as shown below 2. See Grants Online (GO) Summary at the bottom 3. Verify that all the information is correct in the summary 4. Click on Submit 2003 Part Two button if the summary information is correct 5. Edit any incorrect information by following the appropriate instructions outlined in this document VIII. Submission Process 1. After clicking on the Submit 2003 Part Two button, button will disappear or be grayed out and Editing capabilities of the counties will be disabled 2. will automatically be sent to Area Coordinator (AC), Branch Manager (BM) and FY2003 Part II Program Manager (PM) 3. If AC approves, sent to BM, County, and PM 4. If BM approves, sent to AC, PM, and County 5. If PM approves, sent to AC, BM, and County 6. If anyone Disapproves anytime in this process, an will be sent to everyone in the approval process with an explanation of why it was disapproved 7. The Submit 2003 Part Two button and editing capabilities will be enabled so that the county can make the necessary changes 8. After a resolution is decided or changes made, the submission process will begin again with the new submission NC Homeland Security Grants Online (GO) Page 24 of 26

25 IX. Changing User Profile and Password 1. Go to NC Homeland Security Home Page as shown below 2. Click User Profile on the left-hand column 3. See screen below 4. Fill out all the information a) To change Password, highlight the current password and type over it with the new password b) Retype the password again below 5. Click Update button X. Technical Support A. Online Support 1. Go to NC Homeland Security Home Page as shown below NC Homeland Security Grants Online (GO) Page 25 of 26

26 2. Click on the appropriate link (Feature Request, Bug Reports, and General) in Forum box on the right 3. Follow the instructions to submit a comment, question, or bug found 4. Response via within hours of posting B. Telephone Support 1. Call Bruce Taggart at (919) , Extension 312 XI. FY2003 Part II Grant Information Support 1. Contact Tanya Luter at (919) Ext. 318 or tluter@ncem.org 2. Response via phone or within hours NC Homeland Security Grants Online (GO) Page 26 of 26