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Concept Paper ReviewScore Process

By Erin Reynolds,2014-05-19 07:44
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Concept Paper ReviewScore Process

Review / Score

Concept Papers

This page is blank by intent.

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    PCCD’s Egrants System Instructions

    Quick Start Guide

    Review/Score Concept Papers

General Note: As a reviewer or scorer, you do not need to do the complete review or scoring at

    one sitting. Save what you have done and go back in at a later date to complete.

- Log onto PCCD‟s Egrants System. Note: this Quick Start Guide assumes you have already

    established a User ID and Password in Egrants.

    - At the “Welcome to PCCD Egrants” screen, select the Project Management tab at the top of the

    screen if you know the grant number to review/score, or click on the Work Manager tab to find

    the list of grants pending completion of the review/score.

    Work Manager: Project Select this menu Management: item to view the list Select this menu of all concept papers item to navigate assigned to you to directly to a specific either review or concept paper. score.

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    Accessing Work Manager to find grants pending completion of the

    review/score.

    - Click on the „Work Manager‟ tab to access the tasks and alerts. Please note: While

    reviewing/scoring, you are accessing Internal screens within Egrants. The Internal screen for

    Tasks and Alerts is set up a little differently than the External screen for Tasks and Alerts. Concept Papers:

    Selecting the item

    link displays a list

    of actions associated

    with the item

    selected.

    Note: In this screen image, the current user has one new Concept Paper related task assigned.

    - Click on the „Concept Paper‟ Link to access the list of outstanding tasks associated to Concept

    Papers.

Score/Review:

    Select the Action

    Required links to

    view the specific list

    of concept papers

    pending completion

    of the action

    selected.

    Note: In this screen image, the current user has one new Concept Paper pending Review.

    - Click the „Action Required‟ (Review/Score) to obtain a list of specific grants pending

    completion of the review/score. (All of the possible actions required are listed with the number

    of new or in process tasks identified.)

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    Title Link:

    Select the title link

    to transfer to the

    review/scoring page

    for the concept

    paper selected. Note: In this screen image, the current user has one new Concept Paper pending Review.

- Click the „Title‟ to transfer to Concept Paper to begin your review.

    o Title: Comprised of the number, Short Title, and the name of Applicant agency.

    o Status: Indicates if the task has been selected previously.

    o Reference Number: PCCD specific reference for the notification.

    o Date/Time Posted: Represents the date/time when the task was assigned.

After the Concept Paper is selected from within Work Manager, the user is transferred to the

    Review/Scoring Summary page for the grant. The information displayed is based on the

    completion status of the current users review/scoring.

    Review Complete:

    Once completed

    with the review, the

    Review Complete

    checkbox is selected

    and the „Save

    button clicked. This

    completes the

    pending tasks from

    Work Manager and

    removes the item

    from the list. Note: This screen image represents the review/scoring page prior to the review being completed.

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    Accessing a Grant to complete the review/score, via Project Mgmt.

    - Click on the „Project Management‟ tab to access the search page.

    - Enter your Grant ID and click on the Search button

    Search:

    If specific concept

    paper information is

    known such as the

    Grant ID, the

    Project Management

    Search page can be

    used to access the

    concept paper.

    Enter the Grant ID

    and click the

    Search‟ button.

    - Your grant number will appear as a link. Click on the Grant ID link.

    Grant ID link:

    Click this link to

    access the detail

    pages for the

    concept paper listed.

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    - Your Project Main Summary screen appears.

    o To access the concept paper details and begin the review, click the „Concept Paper‟

    link.

    o To enter/update/view any existing issues/comments associated with the Concept Paper,

    click the „Issues/Comments‟ menu item link. You are encouraged to include comments

    when reviewing the concept paper to assist, later, with the group discussion or

    conference call. Note: Your comments will not be made available to other

    reviewers/scorers assigned to this grant until their reviews/scores are complete.

    Issues/Comments: Click the

    Issues/Comments

    menu item to

    display the current

    issues or comments

    documented for this

    project. Concept Paper: Click the Concept

    Paper link to display

    the details of the

    concept paper.

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    Concept Paper link selected from the Project Main Summary page

Review/Scoring:

    Click the

    Review/Scoring

    menu item to access

    the Scoring

    Summary page.

    Funding

    Announcement: A

    good place to start is

    by reading the

    Funding

    Announcement for

    eligible activities.

    - Click the „Review/Scoring‟ menu item to transfer to the Scoring Summary page.

    Review Complete:

    Once completed

    with the review, the

    „Review Complete‟

    checkbox is selected

    and the „Save‟

    button clicked. This

    completes the

    pending tasks from

    Work Manager and

    removes the item

    from the list.

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    Review the Concept Paper Sections

    Once the concept paper for review is accessed, the user must navigate to the various sections on the

    concept paper in order to complete the review. There are several standard sections (such as the

    budget details), which appear on the menu. Other sections appear within the „Sections‟ menu.

    Menu items:

    Select the

    various menu

    items to Contacts: navigate to the Click on the different Agency or sections of the Individuals concept paper Name link to in order to access review the additional concept paper details about or document the agency or review individual. information. Print Concept Paper:

    Click on the

    View Contract

    button to

    generate a

    printable PDF

    of Concept Paper.

    Note: This screen image represents the Concept Paper Summary menu item.

    - Click the „Summary‟ menu to view the high level information associated with the grant.

    o The „View Contract‟ button can be used to generate a printable PDF document with the

    contents of the Concept Paper.

    - Click the „Budget‟ menu to access the budget details for the concept paper.

    - Click the „Review/Scoring‟ menu item to complete the review/score.

    - Click the „Sections‟ menu to access the sections specific to this funding announcement. Ex:

    o Problem Description, Goals and Objectives, …

    - Click the „Performance Measures‟ menu to access the performance measures and the

    associated targets for the concept paper.

    - Click the „Issues/Comments‟ to document any issues or comments resulting from the review or

    scoring of the concept paper.

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    Review the Budget menu Item

    - Click the „Budget‟ menu item to access the budget details for review.

Categories:

    Click category

    link (Personnel,

    Employee

    Benefits…) to

    access the detail

    lines for the

    category.

    Issues/Comments:

    Click Submit

    Issues/Comments

    button to open a

    new window and

    enter the details for

    an issue or comment

    associated with this

    concept paper

    section.

    Note: This screen image represents the Concept Paper Budget menu item.

    - Click the category name link to display the details, which comprise the amounts displayed for

    each category.

    - You may submit an issue or comment regarding this section directly from this page without

    first navigating to the Issues/Comments menu item.

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