(EFSP) Website - User Guide for Local Board

Transcription

Emergency Food and Shelter National Board Program (EFSP)
Website - User Guide
for
Local Board
Page 1
Copyright@2010 United Way. All rights reserved. This manual may not be copied, photocopied, reproduced, translated or converted to any
electronic or machine-readable form in whole or part without prior written approval of United Way.
First Edition: November 2010
Emergency Food and Shelter National Board Program
701 North Fairfax Street, Suite 310
Alexandria, Virginia 22314-2064
(703) 706-9660 - phone
(703) 706-9677 - fax
www.efsp.unitedway.org
Page 2
Table of Contents
1. Welcome To EFSP Website .................................................................. 5
2. How to Use this Guide ......................................................................... 6
A. User Guide’s Styles and Conventions..................................................................................... 6
B. System Requirements ............................................................................................................ 6
C. Logging In ............................................................................................................................... 7
D. Logging Out ............................................................................................................................ 9
E. Main-Menu Structures/Overview .......................................................................................... 9
3. Glossary of EFSP Program Terms ....................................................... 10
4. Board Plan ......................................................................................... 12
A. View/Print Previous Phase Board Plan Details Report......................................................... 12
B. Submit Board Plan ................................................................................................................ 12
5. Reallocation....................................................................................... 19
A. View/ Print Previous Phase’s Reallocation Request ............................................................ 19
B. Add a new Reallocation Request ......................................................................................... 20
C. Modify Reallocation Request ............................................................................................... 27
D. Delete Reallocation Request ................................................................................................ 27
E. Submit Reallocation Request to EFSP .................................................................................. 28
6. Interim & 2nd Pymt ........................................................................... 29
A. Key/Modify Interim Report .................................................................................................. 29
B. Submit Interim Report and Second Payment Request to EFSP ........................................... 30
C. Disapprove Interim Report................................................................................................... 31
D. Print Interim Report ............................................................................................................. 32
E. View Interim Report ............................................................................................................. 33
F. Generate Interim Report Graph ........................................................................................... 33
7. Final Report ....................................................................................... 34
A. Key/Modify Final Report ...................................................................................................... 34
B. Approve Final Report submitted by LRO from Website ...................................................... 36
C. Disapprove Final Report submitted by LRO from Website .................................................. 36
Page 3
Welcome To EFSP Website
D. Submit Final Report to EFSP ................................................................................................. 37
E. View Final Report ................................................................................................................. 38
F. Generate Graphs (in Categories).......................................................................................... 39
8. Waivers ............................................................................................. 40
A. View Existing Waiver Request .............................................................................................. 40
B. Add a New Waiver Request.................................................................................................. 40
C. Modify a Waiver Request ..................................................................................................... 41
D. Delete a Waiver Request ...................................................................................................... 42
E. Submit Waiver Request to EFSP .......................................................................................... 42
9. Roster ................................................................................................ 44
A. Print List of Roster with details ............................................................................................ 44
10. Manage LB Members ...................................................................... 45
A. View Local Board Members’ Information ............................................................................ 45
B. Add Local Board Member’s Information.............................................................................. 45
C. Edit Local Board Member’s Information .............................................................................. 46
D. Delete Local Board Member’s Information ......................................................................... 47
11. Manage LRO .................................................................................... 48
A. View LRO Information .......................................................................................................... 48
B. Add Local Board Members Information............................................................................... 48
C. Edit LRO Information ............................................................................................................ 49
D. Delete LRO Information ....................................................................................................... 49
12. Training Workshops ........................................................................ 51
13. What Makes Sense; What Works .................................................... 52
14. Current Ph. Deadlines...................................................................... 53
Page 4
Welcome To EFSP Website
1. Welcome To EFSP Website
This guide is designed to introduce you to using EFSP Website. The lessons in this User Guide will assist you with the new
EFSP Website. The EFSP Website a streamlined process, which is easy to follow. The Website is user friendly, which will
help the Chair/Contact Person of the Local Board to submit Board Plan, Reallocation Request, Interim Report and 2nd
Payment Request, Final Report and Waiver Request and Manage LB and LRO Members’ Information on the Website. This
guide provides an in-depth tour across all the process provided in the Website. It also provides a systematic explanation of
performing the entire task on the Website.
Page 5
How to Use this Guide
2. How to Use this Guide
This User Guide is divided into several topics. You can read the topics in order, or you can read the rest of this information
and then start with the topic that best suits your interests and role. Within each topic, we have explained the step by step
the complete workflow.
This guide is designed for intermediate to advance level users of web browser.
A. User Guide’s Styles and Conventions
Sr. No.
1
Conventions
Usage
Icons/Images
Check box
Back-forward navigation arrows
Radio buttons
Note, Condition and Tip
Used to indicate Buttons, Tabs, Main-menu and Sub-menu Check boxe, Radio button.
Add: Enables you to add information
Cancel: Enables you to cancel the task and go back to the previous page
Close: Enables you to close the Current screen
Edit: Enables you to edit the data
Exit: Enables you to exit the page/window
Home: Enables you to go to Home page
Print: Enables you to print a page/report
OK: Enables you to save the data and close the window
Refresh: Enables you to refresh the screen
Reset: Enables you to reset the screen
Save: Enables you to save the data.
Sign Out: Enables you to log out from the application
View: Enables you to view a report
Undo: Enables you to undo changes
Button/Icon that should be clicked/checked in the course of a procedure are presented as follows:
Click the Save button. Check the LRO radio button.Check the Audit Finding check box.Select from the
Phase drop-down box box.
Pop-up message are enclosed in inverted commas. For e.g. “Reallocation Request Receipt added
successfully”.
2
3
4
Shading
Bold font
Buttons
5
6
7
•
•
If an instruction requires the number of the Phase/LB number/LRO number/SSA number, it is
represented as #/######/#########/######
If an instruction requires the name of a User, it is represented as ‘XYZ’.
B. System Requirements
Below are the system requirements, which are essential to run the process:
1.
2.
3.
4.
5.
Version 7.0 or later of Microsoft Internet Explorer or version 3.5 or later of Mozilla Firefox
Recommend ActiveX be enabled for Internet Explorer
JavaScript and cookies enabled
1024 x 768 monitor resolution recommended
Adobe or PDF reader
Page 6
6.
Turn off the Pop-Up blocker
C. Logging In
The following authority can login to EFSP Website:
•
•
•
Local Board Chair
Local Board Contact Person
Local Board Roster
While the Local Board Chair and Contact Person can submit Board Plan, Reallocation Request, Interim Report and
2nd Payment Request, Final Report and Waiver Request, Manage LB and LRO Information, Local Board Roster
can only view reports on the Website.
1.
Type http://www.efsp.unitedway.org in your preferred internet browser and press Enter key on your keyboard.
EFSP Website Home screen appears.
Tip: You can reach the EFSP Website’s Home Page from anywhere in the interface by clicking the Home button at
the top left corner of the screen.
2.
3.
4.
Enter your six digits User ID in the User ID field.
Note:
•
User ID of Chair and Contact Person is the six digits LB Number (e.g. 000601).
•
User ID for Local Board Roaster is the Email ID of the Local Board Roster.
Enter your Password in Password field.
Click on the Login button.
User Name
Page 7
Main-Menu
Tip: You can return to this home page at any time by clicking on the
Home/Sign Out
link on the top right corner.
If You Don’t Remember Your User ID Or Password Or Both
•
•
Click the Forgot Password link.
Forgot Username/Password window appears.
•
•
Enter the Email ID (provided at the time of registration).
Click the Submit button.
If the Email ID does entered does not match with the one provided at the time of registration then a pop-up
message appears.
If Email Id Was Not Provided At The Time Of Registration
•
A pop-window appears asking to enter your email id.
•
•
Enter your email id.
Click the OK button.
Page 8
•
An email is sent to the User with the credentials
If You Are Logging In For The First Time, System Ill Request You To Change Your Password.
•
•
•
•
•
D.
Enter your new Password in New Password field.
Note: New Password must be at least 8 characters long.
Enter your new password again in the Confirm New Password field.
A pop-up message appears that says, “Please login again with new password.”
Logging Out
If you want to log out from the Website, then click the
E.
link in the top right corner of the screen.
Main-Menu Structures/Overview
The main-menu structures an assortment of different processes that an Local Board can perform.
The main-menu bar contains:
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
Board Plan
Reallocation
Interim & 2nd Pymt
Final Report
Waivers
Roster
Manage LB Members
Manage LRO
Training Workshops
What Makes Sense;
What Works
11. Current Ph. Deadlines
Page 9
Glossary of EFSP Program Terms
3. Glossary of EFSP Program Terms
Agency
Non-profit or governmental unit receiving funds through the Emergency Food and
Shelter Program, see Local Recipient Organization (LRO).
Award
The dollar amount allocated to the State Set-Aside Committee, a jurisdiction or an
individual LRO.
BLS
Bureau of Labor Statistics, federal government agency that provides unemployment
data for use in making funding allocations.
Cancelled checks and invoices or schedules to support expenditures.
Documentation
• DR: Documentation required.
• NDR: No Documentation required.
Electronic Funds Transfer (EFT)
The ability to directly transfer/deposit funds into agencies/LROs bank accounts.
FEIN
The federal employer’s taxpayer ID number given to agencies by the Internal
Revenue Services (IRS). This number is also called the EIN number for EFSP
purposes.
End Date
Date by which all funds must be expended, this date is selected annually by the
Local Board.
Annual report filed by each Local Board and LRO of expenditures of program funds.
The report is two parts:
Final Report
• Local Board Summary Certification: Local Board’s confirmation that the
reported information submitted is accurate and according to the EFSP guidelines.
• LRO Report: Annual report of agency expenditures of program funds.
FIPS Code
Federal information processing standards codes, a standardized set of numeric or
alphabetic codes issued by the National Institute of Standards and Technology to
ensure uniform identification of geographic entities (states and statistically
equivalent entities, counties and statistically equivalent entities, named populated
and related location entities such as places and county subdivisions and American
Indian and Alaska Native areas) through all federal government agencies.
Fiscal Agent
An LRO that maintains all EFSP financial records for another agency. Both
organization names must be listed on the Local Board Plan and Final Report. A
certification form must be completed by the fiscal agent and maintained by the
Local Board.
Fiscal Conduit
An LRO that maintains all EFSP financial records on behalf of two or more other
agencies under a single grant. Only the fiscal conduit agency’s name will appears on
the Local Board Plan and Final Report. A certification form must be completed by
the fiscal agent and maintained by the Local Board. In addition, a supplemental
report must be completed for each agency under the umbrella agency when Final
Reports are completed and filed with the National Board.
Jurisdiction
City, county or combination receiving funds through the Emergency Food and
Shelter Program.
Local Board (LB)
Decision making body for each jurisdiction.
Local Board Chair
Person elected in a jurisdiction to serve as the primary point of contact with signing
authority.
Page 10
Board Plan
Local Board Identification
The six digit unique number which identifies the specific jurisdiction/Local Board.
Local Board Plan
Forms mailed to funded jurisdictions to complete and return to the National Board
indicating the LROs allocated funds by the Local Board. The Local Board Plan is in
four parts and may be submitted via the Website or mail/fax. All four parts must be
received before it is considered completed when returned to the National Board for
processing. The parts are Local Board Certification, roster of members LRO
allocation pages and Lobbying Certification, as required ($100,000 or more per LRO).
Local Board Staff
Person selected in a jurisdiction to serve as the primary point of contact in lieu of
the Local Board chair. This person is usually given signing authority in the chair’s
absence.
Local Recipient Organization (LRO)
Non-profit or governmental unit receiving funds through the Emergency Food and
Shelter Program. LROs are also referred to as agencies.
Local Recipient Organization
Identification
The nine digit unique number which identifies each LRO within a jurisdiction.
National Board(NB)
Decision making body for the Emergency Food and Shelter Program mandated by
Congress.
Phase
Grant cycle.
Phase Spending Period
The period of time which a jurisdiction has to spend its entire EFSP award. The
spending period may vary for each jurisdiction.
Program Compliance Exception
(PCE) Form
Used to record exceptions found in documentation submitted by LROs/agencies.
Second Payment/Interim Report
The form necessary for the LRO to submit to the Local Board and National Board for
release of their second half of an award which reflects their program spending to
date.
State Set-Aside (SSA) Committee
Decision making body for each State receiving funds to award to jurisdictions with a
need not reflected or greater than reflected in the statistics used by the National
Board.
State Set-Aside Committee Board
Plan
Forms mailed to State Set-Aside Committees to notify them of the funding to the
State. The plan includes award amounts to all directly funded jurisdictions and the
amount available for the committee to allocate to jurisdictions throughout their
State. The plan must be returned to the National Board so that awards can be made
and notices mailed to the jurisdictions funded by the committee. State Set-Aside
Committees must also submit to the National Board the roster of their board
members and the survey/reason to support their funding decisions.
State Set-Aside Committee Chair
Person elected to serve as the primary point of contact for the committee.
State Set-Aside Committee Staff
Person selected to serve as the primary point of contact in lieu of the committee
chair. This person is usually given signing authority in the chair’s absence.
Status Sheet
Computer generated form to record compliance status for jurisdiction.
Unexpended/Returned Funds
Funds not spent by LRO that must be returned to the National Board, $5.00 or more.
Page 11
Board Plan
4. Board Plan
In the Board Plan main-menu, Chair/Contact Person of the Local Board can submit Board Plan of all the LROs (whether
funded directly, SSA, SSA Reallocation or National Board Reallocation). LB must submit a separate Board Plan for each
award type.
A. View/Print Previous Phase Board Plan Details Report
1.
2.
3.
4.
Click on Board Plan on the main-menu.
Board Plan screen appears with Board Plan details of the Current Phase.
Select the Phase from the Phase drop-down box.
Note: Board Plan be viewed/printed for any Phase. The default Phase will always be the Current Phase.
Select the Part from the Part drop-down box.
Click on the pdf icon under View.
Local Board Plan Details report gets generated.
B. Submit Board Plan
Condition:
•
•
Board Plan is submitted for Current Phase only.
Board Plan is printed by EFSP.
Until EFSP print the Local Board Plan, the Board Plan submission link will not be active.
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Board Plan
1.
Click on Board Plan on the main-menu.
Board Plan screen appears.
2.
3.
Click on the Click here link.
Local Board Information screen appears.
4.
5.
6.
7.
Select start date from the Start Date calendar icon.
Select the end date from the End Date drop-down box.
Select meeting frequency from the Meeting Frequency drop-down box.
Enter the name of the Radio/TV in the Radio/TV field if the advertisement is to be done on Radio/TV.
Page 13
Board Plan
8. Enter the name of the newspaper in the Newspaper field if the advertisement is to be done on Newspaper.
9. Select the advertisement date from the Advertisement Date calendar icon.
10. Click the LRO Plan button.
LRO Plan Details screen appears.
11. Select the desired LRO from the LRO drop-down box to distribute award.
OR
Select the desired LRO by clicking on back-forward arrow navigation arrows.
Note: If LRO has some compliance/hold/information missing/error, then a warning message will pop-up.
12. Check the Fiscal Conduit check box if the LRO serves as a Fiscal Conduit.
Note: An LRO, which administrates work for multiple LROs, is called as a Fiscal Conduit.
13. Check the Lobbying Certificate check box if the award amount is more or equal to $100,000.
Note: If LRO Total greater than or equal to $100,000, then a pop-up message appears that says, “Lobbying
Certificate is required!”
14. Enter the amount allocated for different categories in the respective categories.
Remaining LB Award amount gets subtracted as award is distributed to LROs.
15. Click the Save without Submit button.
A pop message appears that says, “LRO Plan saved successfully”.
16. Click the OK button.
17. Select other LRO(s) and do step 12-15.
Remaining LB Award amount becomes 0.
18. Click the Close button.
Page 14
Board Plan
19. Click on the Click here link to modify and submit Board Plan to EFSP.
20. Click the LRO Plan button.
LRO Plan Details screen appears.
Page 15
Board Plan
21. Modify the LRO Plan if required.
22. Click the Submit button.
A pop-up message appears that says, “Are you sure to submit board plan to EFSP?”
Note: If Total LB Award is not distributed among the LROs and Submit button is clicked then, a pop-up message
appears that says, “Total LB Award is not distributed, please enter remaining award ($#,###).”
Click the OK button and distribute the remaining LB Award.
A pop-up message appears that says, “LB Plan is submitted to EFSP successfully”.
Board Plan screen appears with the submitted Board Plan details.
At the bottom of the screen, a chart appears that illustrates the LROs Award amount for the selected Award
Type.
25. Select award type from the Award Type drop-down box.
LRO Award Graph appears.
26. Click on pdf icon under View to view Local Board Plan Details report.
27. Click on pdf icon under Print to print the Board Plan.
A pop-up message appears that says, “Please put your signature on the Board Plan you are going to print, and
send the scanned copy of those signed plans via email.”
Page 16
Board Plan
Note: The Print link will appear after LB submits the Board Plan to EFSP.
Board Plan form gets generated.
A pop-up message appears that says, “Print LRO Plan Report”.
Emergency Food and Shelter National Board Program form gets generated.
30. Click on LRO Award in Categories link under Report to view charts that illustrates LRO Awards in various
categories.
31. Select the Phase from the Phase drop-down box.
Note: Graphical representation of LRO Awards in various categories can be viewed for any Phase. The default
Phase would always be the Current Phase.
32. Select the Part from the Part drop-down box.
33. Select the Award Type from the Award Type drop-down box.
34. Select the desired LRO No. from the LRO No. drop-down box.
Chart of LRO Award in various categories appears.
35. Click on Back link (on the top right of the screen) to go back to Board Plan screen.
IF EFSP DISAPPROVES THE BOARD PLAN
If the Board Plan is disapproved by EFSP, then the following message appears under the Status on Board Plan screen
“Board Plan has been disapproved by EFSP. View Comments
Click here to modify and resubmit Board Plan to EFSP.
1.
2.
3.
4.
5.
6.
7.
8.
Click on the View Comments link to see the disapproval comments given by EFSP.
Click on the Click here link to modify and resubmit Board Plan to EFSP.
Click the LRO Plan button.
LRO Plan screen appears.
Modify the Board Plan.
A pop-up message appears that says, “Are you sure to submit Board Plan to EFSP?”
A pop-up message appears that says, “LB Plan is submitted to EFSP successfully”.
Click on the pdf icon under Print to print the Board Plan.
Page 17
Board Plan
A warning message appears that says, “Please put your signature on the Board Plan you are
going to print, and send the scanned copy of those signed plans via email.”
Note: The Print link will appear after LB submits the Board Plan to EFSP.
A pop-up message appears that says, “Print LRO Plan Report .”
Local Board Plan gets generated.
Emergency Food and Shelter National Board Program form gets generated.
IF EFSP APPROVES THE BOARD PLAN
If the Board Plan is approved by EFSP, then the following message appears under the Status on Board Plan screen
“Board Plan has been approved by EFSP. EFSP is processing your Board Plan”.
Once EFSP completes the Board Plan process, the following message appears under the Status on Board Plan screen,
“Board Plan process has been successfully completed.”
Page 18
Reallocation
5. Reallocation
Within a Phase, LB can reallocate funds from one LRO or more LROs to one or multiple LROs.
LBs can reallocate funds from one LRO or more LROs to one or multiple LROs (e.g. from LRO 1 to LRO 2) within the Phase.
Reallocations between LROs can be done at any time during the Phase (once a board plan has been received and
processed).
LB may receive four different types of awards in a Phase. They could potentially receive more than one type of award in a
Phase.
•
•
•
•
Direct: Directly funded by National Board.
SSA: Directly funded by National Board.
National Board Reallocation: Reallocation of additional National Board funds to LB/SSA.
SSA Reallocation: Reallocation of SSA funds to LBs.
LB will reallocate fund from one LRO to other by adding and subtracting amount from the allocation.
Reallocation requests will be transmitted/submitted from Local Boards to EFSP. EFSP will review and submit approval or
disapproval to the Local Board. Only after EFSP approves, reallocations will be reflected on the EFSP system.
LBs cannot reallocate funds after the Final Report has been received and processed by EFSP.
Requests from LBs can be for a Local reallocation (Payment have been issued to an LRO from EFSP and a check will be
written between the LROs to move the money).
Requests from LBs can be for a National reallocation (EFSP still has the money to pay out to the designated LRO or LROs).
Reallocations to new LROs, (those not funded on the original board plan submitted to the National Board) cannot be made
after the set deadline during the Phase. EFSP decides the deadline date and if any exceptions are required, staff will
decide on an individual basis per LB requests.
If an LRO was initially allocated $500 on the board plan received from the LB, they may receive funds via a reallocation in a
smaller dollar amount but if an LRO is receiving funds for the first time as part of a reallocation, the smallest dollar amount
that can be given is $500, unless it is to be used for administration (can be less than the minimum).
Reallocation
In the Reallocation main-menu Chair/Contact Person of the Local Board can create, modify, delete and submit Reallocation
Request EFSP.
In addition, in Reallocation main-menu Chair/Contact Person/Roster can view/print LB Reallocation Request details of any
Phase.
A. View/ Print Previous Phase’s Reallocation Request
1.
Click on Reallocation on the main-menu.
LB Reallocation screen appears.
2.
Select Phase from the Select Phase to view Reallocations drop-down box.
Note: LB Reallocation Request details can be viewed for any Phase. The default Phase will always be the Current
Phase.
Reallocation details for the selected Phase appears in the grid.
3.
Page 19
Reallocation
4.
Click on the pdf icon under View.
Reallocation Request report gets generated.
B. Add a new Reallocation Request
NATIONAL REALLOCATION
Condition:
•
Board Plan must have been keyed and posted.
•
Payment has not been done to LRO (i.e. only funds are allocated to LRO).
1.
2.
Select Phase from the Select Phase drop-down box.
Note: Reallocation request is submitted for Current Phase only. The default Phase will always be the Current
Phase.
Click the New Reallocation Request button.
Reallocation (Phase -#) screen appears.
Note: If a Reallocation Request is created/submitted to EFSP for approval then a new Reallocation Request
cannot be created. A pop-up message appears that says, “Reallocation request already exists for the Current
phase! Once it is approved, then you can create a new reallocation request. Click the OK button.
3.
Page 20
Reallocation
4.
5.
6.
7.
Select the desired LROs (from whom the fund has to be reallocated) from the LRO drop-down box.
OR
Select the desired LRO by clicking on First LRO/Prev LRO/Next LRO/Last LRO buttons.
Select the Type of Reallocation as National by checking the National radio button.
To reallocate fund from one LRO to another LRO, you need to first subtract the amount from the corresponding
categories for which the LRO has been allocated fund for.
If the LRO has not been allocated fund for a category (Awarded field is 0) then Reallocation cannot be done for
that category. In this case, a message appears on the screen in red color that says, “The amount you have
reallocated is greater than the amount remaining!”
Suppose Reallocation amount is $500.
Enter -500 in the Reallocate field against the desired category and click outside the grid.
Note:
•
Reallocation amount should not be more than Awarded amount for the selected category, otherwise a popup message appears that says,” Reallocate amount should not be more than awarded amount for Other
Foods.” Click the OK button and enter the amount again.
•
The Amount remaining field shows the amount which is available with the LRO. Once Reallocation is done
Amount remaining field gets added/subtracted with the reallocation amount.
Click the Save button.
Balance of changes field reflects -500.
Page 21
Reallocation
8.
Select the desired LRO (to whom funds has to be reallocated) from the LRO No drop-down box.
OR
Note: While navigating through the LRO(s) pages,
•
If you go to the deleted LRO page then you will find LRO Deleted in red color text.
•
If you go to LRO who has an Open Hold then a pop-up message appears that says, “This LRO has an open
hold! Review before permitting the reallocation” .Click OK button to proceed.
9. Enter 500 in the Reallocate fields against the desired categories and click outside the grid.
10. Click the Save button.
Balance of changes field becomes 0.
11. Click the Post Changes button.
A pop-up message appears that says, “Reallocation done successfully."
LB Reallocation screen appears with the New Reallocation Request details.
13. Click on pdf icon under View to view/print the Reallocation Report.
NATIONAL REALLOCATION WHEN LRO HAS RETURNED THE FUND
1.
Page 22
Reallocation
2.
3.
4.
5.
6.
Phase.
cannot be created.. In this case, a pop-up message appears that says, “Reallocation request already exists for the
Current phase! Once it is approved, then you can create a new reallocation request. Click the OK button.
Select the desired LROs (from whom the fund has to be reallocated) from the LRO drop-down box.
OR
Select the Type of Reallocation as National by checking the National radio button.
categories for which the LRO has been allocated fund for.
If the LRO has not been allocated fund for a category (Awarded field is 0) then Reallocation cannot be done for
that category. In this case, a message appears on the screen in red color that says, “The amount you have
reallocated is greater than the amount remaining!”
Enter -500 in the Reallocate field against the desired category and click outside the grid.
Note:
•
Reallocation amount should not be more than Awarded amount for the selected category, otherwise a popup message appears that says,” Reallocate amount should not be more than awarded amount for Other
Foods.” Click the OK button and enter the amount again.
•
The Amount Remaining field shows the amount which is available with the LRO. Once Reallocation is done
Amount remaining field gets added/subtracted with the reallocation amount .
Page 23
Reallocation
7.
8.
Click the Use Returns button.
Use Returned Funds for Reallocation window appears.
9. Check the check-box under Select.
11. Select the desired LRO number (to whom funds has to be reallocated) from the LRO No drop-down box.
OR
Note: While navigating through the LRO(s) pages,
•
•
hold! Review before permitting the reallocation”. Click OK button to proceed.
12. Enter 500 in the Reallocate fields against the desired categories.
The amount in the field Balance of changes becomes 0.
A pop-up message appears that says, “Reallocation done successfully."
LB Reallocation screen appears with appears New Reallocation Request details.
LOCAL REALLOCATION
Condition:
•
Board Plan must have been keyed and posted.
•
Payment has been done to LRO.
•
Request for Reallocation should have been received.
1.
Page 24
Reallocation
2.
3.
4.
5.
6.
7.
Phase.
cannot be created. In this case, a pop-up message appears that says, “Reallocation request already exists for the
Current phase! Once it is approved, then you can create a new reallocation request. Click the OK button.
Select the desired LROs (from whom the fund has to be reallocated) from the LRO No. drop-down box.
OR
Select the Type of Reallocation as Local by checking the Local radio button.
categories).
Enter -500 in the Reallocate field against the category.
Page 25
Reallocation
8.
Select the desired LRO (to whom funds has to be reallocated) from the LRO No drop-down box.
OR
Select the desired LRO by clicking on First LRO/Prev LRO/Next LRO/Last LRO.
Note: While navigating through the LRO(s) pages:
•
•
hold! Review before permitting the reallocation”. Click OK button to proceed.
9. Enter 500 in the Reallocate field to the corresponding categories.
Balance of changes field becomes 0.
A pop message appears that says, “Reallocation done successfully."
13. LB Reallocation screen appears with the New Reallocation Request details.
Page 26
Reallocation
C. Modify Reallocation Request
1.
2.
3.
Select the Reallocation Request from the grid.
Click on Modify link under Action.
Reallocation (Phase#) screen appears.
Modify the Reallocation Request.
Click the Post Changes button.
A pop-up message appears that says, “Reallocation done successfully”.
LB Reallocation screen appears with modified Reallocation Request.
4.
5.
6.
7.
D. Delete Reallocation Request
1.
2.
3.
Click on Delete link under Action.
A pop-up message appears that says, “Are you sure to delete this reallocation?”
A pop-up message appears that says, “Reallocation deleted successfully”.
4.
5.
Page 27
Reallocation
E. Submit Reallocation Request to EFSP
1.
2.
3.
Click on Submit to EFSP link under Action.
A pop-up message appears that says, “Are you sure to submit this reallocation to EFSP”.
A pop-up message appears that says, Reallocation submitted to EFSP successfully”.
LB Reallocation screen appears with the Reallocation Request’s Status as ‘Pending’ and Action as ‘Submitted to
EFSP’.
4.
5.
IF EFSP DISAPPROVES THE REALLOCATION REQUEST
If Reallocation Request is disapproved by EFSP, then the Status appears as Disapproved and Action as Modify/Submit
to EFSP.
1.
Click on the View Comments link.
Reallocation Disapproval Comments window appears.
2. Click the Close button.
3. Click on the Modify link to modify and resubmit Reallocation Request to EFSP.
Reallocation (Phase#) screen appears.
4. Modify the Reallocation.
A pop-up message appears that says, “Reallocation done successfully?”
8. Click on Submit to EFSP link under Action.
A pop-up message appears that says, “Are you sure to submit this reallocation to EFSP.”
A pop-up message appears that says, “Reallocation submitted to EFSP successfully.”
LB Reallocation screen appears with the Reallocation Request’s Status as Pending and Action as Submitted to
EFSP.
IF EFSP APPROVES THE REALLOCATION REQUEST
If the Reallocation Request is approved by EFSP then Reallocation Request’s Status becomes Approved.
IF EFSP MANUALLY APPROVES REALLOCATION REQUEST
If the Reallocation Request is approved by EFSP then Reallocation Request’s Status becomes Approved.
Page 28
Interim & 2nd Pymt
6. Interim & 2nd Pymt
In Interim & 2nd Pymt main-menu, Chair/Contact Person can key/modify Interim Report and Second Request, Disapprove
Interim Report and Second Payment Request submitted by LRO from Website, delete, print Interim Report and Second
Payment Request and submit Interim Report and Second Payment Request to EFSP.
In addition, in Interim & 2nd Pymt main-menu Chair/Contact Person/Roster can view and generate graphs of Interim
Report and Second Payment Request of any Phase.
A. Key/Modify Interim Report
Note: Interim Report is keyed for those LRO who manually submitted their Interim Report or those who Did Not
Report.
1.
Click on Interim & 2nd Pymt on the main-menu.
Interim Report and Second Payment Request screen appears with all the LROs whose First Payment is made in
the Current Phase and their Interim Report status details in the grid.
2.
Note: Interim Report can be keyed for the Current Phase only. The default Phase will always be the Current Phase.
Select the Interim Report from the grid.
Tip: Click the back-forward navigation arrows to navigate through pages.
3.
4.
5.
6.
Note: Interim Report is keyed/modified for those LROs who Submitted By is blank and Status is blank or
Submitted by is LB and Status is Pending or blank.
Click the Key Interim button.
LRO Interim Report and Second Payment Request for Phase-# appears.
Enter/Modify the amount in the fields provided against the Categories and click outside the grid.
Note: Total Expended should not be greater than Paid Amount otherwise a pop-up message will appear that
says, “Total Expended should not be greater than Paid Amount ( $). Click the OK button and enter the amount
again.
Page 29
Interim & 2nd Pymt
7.
8.
B.
A pop-up message appears that says, “LRO Interim Report and Second Payment Request saved successfully”.
Note: Total Expended must not be less than the Paid Amount.
If amount entered is less than the Paid Amount, then a pop-up message appears that says, “LRO Interim Report
and Second Payment Request is not balanced. Do you want to save this Interim Report and Second Payment
Request?”
Click the OK button to save.
A pop-up message appears that says, “LRO Interim Report and Second Payment Request saved successfully”.
OR
Click the Cancel button to edit the amount entered.
Click the back-forward navigation arrows to go to next LRO and do steps 5 and 6.
Click the Close button.
Interim Report and Second Payment Request screen appears with the Interim Report Status as Pending for the
Interim Report which are balanced and blank for Interim Report which are not balanced.
Submit Interim Report and Second Payment Request to EFSP
1.
2.
3.
4.
5.
6.
Note: Interim Report is submitted for the Current Phase only. The default Phase will always be the Current Phase.
Click the Submit Interim to EFSP button.
A pop- up message appears that says, “Are you sure to submit LRO Interim Report and Second Payment Request
to EFSP.”
Note: If an Interim Report which is not balanced is submitted to EFSP then a pop-up message appears that says,
“You can submit only those LRO Interim Report whose status is Pending. Click the OK button.
A pop-up message appears that says, “LRO Interim Report and Second Payment Request submitted to EFSP
successfully”.
An email is sent to the LRO mentioning that the Interim Report and Second Payment Request has been
submitted to EFSP.
The Status of the LRO in the grid changes to Submitted to EFSP.
IF INTERIM REPORT IS DISAPPROVED BY EFSP
Page 30
Interim & 2nd Pymt
1.
2.
3.
4.
5.
6.
7.
8.
9.
Based on the comments LB can modify the Interim Report submitted by LB.
Select the LRO Interim Report whose Submitted By is LB and Status is Disapproved.
Click the Key Interim button on Interim Report and Second Payment Request screen.
LRO Interim Report and Second Payment Request for Phase-# appears.
Click the View Disapproval Comments button.
Interim Report and Second Payment Request Disapproval Comments window appears.
Modify the LRO Interim Report.
A pop-up message appears that says, “LRO Interim Report saved successfully”
Interim Report and Second Payment Request screen appears.
Click the Submit Interim to EFSP button.
A pop-up message appears that says, “Are you sure to submit Interim Report and Second Payment Request to
EFSP?”
A pop-up message appears that says, “LRO Interim Report and Second Payment Request submitted to EFSP
successfully.”
Interim Report and Second Payment Request screen appears with the LRO Interim Report Status as Submitted
to EFSP.
IF INTERIM REPORT IS APPROVED BY EFSP
If EFSP approves the LRO Interim Report, the Status of the LRO Interim Report in the grid becomes Approved.
C. Disapprove Interim Report
1.
Interim Report and Second Payment Request screen appears screen appears with all the LROs whose First
Payment is made in the Current Phase and their Interim Report status details in the grid.
Page 31
Interim & 2nd Pymt
2.
3.
4.
5.
6.
7.
8.
Note: Interim Report is disapproved for the Current Phase only. The default Phase will always be the Current
Phase.
Select the Interim Report from the grid whose Submitted By is LRO.
Note: If Interim Report submitted by LB is selected and Disapprove Interim Report is clicked the a pop-up message
appears that says, “You can disapprove only those Interim Report and Second Payment Request which has been
submitted by LRO from the web. Click the OK button.
Click the Disapprove Interim button.
A pop- up message appears that says, “Are you sure to disapprove this LRO Interim Report and Second Payment
Request.
Enter Disapproval Comments window appears.
Enter comments in the text box.
A pop-up message appears that says, “LRO Interim Report and Second Payment Request disapproved
successfully”
The Status of the LRO in the grid changes to ‘Disapproved’.
An email is sent (with the Disapproval comments) to the LRO mentioning that the Interim Report and Second
Payment Request has been disapproved by the LB.
D. Print Interim Report
1.
the Phase Phase their Interim Report status details in the grid.
2.
Note: Interim Report can be printed for Current Phase only. The default Phase will always be the Current Phase.
Note: Interim Report whose Status is Submitted to EFSP can only be printed.
Otherwise, a pop-up message appears that says, “You can print those Interim Report and Second Payment
Request whose status is 'Submitted to EFSP'.” Click the OK button and select the Interim Report again.
3.
4.
Click the Print Interim button.
A pop-up message appears that says, “Please put your signature on the Interim Report you are going to print,
and send the scanned copy of this signed report via email.”
Page 32
Final Report
5.
LRO Interim Report and Second Payment Request form gets generated.
E. View Interim Report
1.
2.
Note: Interim Report can be viewed for any Phase. The default Phase will always be the Current Phase.
Click the View Interim Report button.
LRO Interim Report gets generated.
3.
4.
F. Generate Interim Report Graph
1.
2.
Note: Interim Report’s graph can be generated for any Phase. The default Phase will always be the Current Phase.
Select the desired LRO’s Interim Report from the grid.
Click the Graph button.
LRO Interim Report Pie Chart of Phase # gets generated.
Click the Close button to go back to Interim Report and Second Payment Request screen.
3.
4.
5.
Page 33
Final Report
7. Final Report
In Final Reports main-menu, Chair/Contact Person can key/modify Final Report, approve Final Report submitted by LRO
from Website, disapprove Final Report submitted by LRO from Website and submit Final Report to EFSP.
In addition, in Final Report main-menu Chair/Contact Person/Roster can view and generate graphs of Final Report of any
Phase.
A. Key/Modify Final Report
Final Report is keyed for those LRO(s) who have manually submitted their Final Report or the LRO(s) who Did Not
Report.
1.
Click on Final Report on the main-menu.
Final Report screen appears with the LRO(s) Final Report details in the grid.
2.
3.
Note: Final Report is submitted for the Current and Last Phase. The default Phase will always be the Last Phase.
Select the Final Report from the grid.
Note: Final Report is keyed/modified for those LROs who Submitted By is blank and Status is blank or Submitted
by is LB and Status is Pending or blank.
4.
Click the Key Final Report button.
LRO Final Reports for Phase - # appears.
5.
Check the Audit Finding check box if Audit is done.
•
Select audit type from Audit Type drop-down box.
•
Select audit date from Audit Date calendar icon.
•
Enter the audit preparer name in the Audit Preparer field.
Note: Did NOT Report check box is checked in when an LRO has not submitted Final Report.
Page 34
Final Report
Screen appears in read-only mode.
All editable fields are disabled.
•
A pop-up message appears that says, “LRO Final Report not balanced. Do you want to save this Final
Report?”
•
Click OK button to proceed.
A pop-up message appears that says, “LRO Final Report saved successfully”
•
•
Final Report screen appears with LRO Final Report Submitted By(LB/LRO) and Status details.
•
6.
Enter the Interest amount in the Interest field, if there is any interest earned.
Note: Total Available field gets added with the amount of Interest earned.
7. Enter the unexpended amount in the Unexpended field, if there is any unexpended amount.
Note: Net Expended field gets subtracted with the amount of unexpended.
8. Enter the amount spend on various categories.
9. Enter the number in the No. of Meals, No. of Nights and No. of Bills Paid fields.
Note: If category amount is greater than $0, then this number should be greater than 0.
10. Enter the number in the Individuals Served field.
A pop-up message appears that says, “LRO Final Report saved successfully”.
Note: Total Expended must be equal to Net Expended
•
If Total Expended is more that Net Expended. A pop-up message appears that says, “Total Expended should
not be greater than Net Expended ($#,###.## )” Click the OK button and enter amount again.
•
If Total Expended is less that Net Expended. A pop-up message appears that says, “LRO Final Report is not
balanced. Do you want save this Final Report?” Click the OK button. A pop-up message appears that says,
“LRO Final Report saved successfully”.
•
If unexpended, if $5 or more, and then a pop-up message appears that says, “Unexpended must be
submitted to National Board. Click the OK button.
13. Select other LROs from the drop-down box and do steps 5-12
Tip: Click the back-forward navigation arrows to reach the desired LRO.
14. Click the Close button to go to Final Report screen.
Final Report screen appears with LRO Final Report Submitted By (LB/LRO) and Status details.
Page 35
Final Report
15. Click on pdf icon
to view/print the Final Report.
B. Approve Final Report submitted by LRO from Website
1.
Final Report screen appears with the LRO(s) Final Reports details for Last Phase in the grid.
2.
Note: LB can approve only those Final Reports that has been submitted by LRO and whose Status is Pending.
3.
4.
5.
6.
Click the Approve button.
A pop-up message appears that says, “Are you sure to approve this LRO Final Report?”
Note: If Final Report Submitted by LB is selected and Approve button is clicked then a pop-up message appears
that says, “You can approve only those Final Reports which has been submitted by LRO from the web”
Click the OK button and select the Final Report again.
A pop-up message appears that says, “LRO Final Report approved successfully”
An email is sent to the LRO mentioning that the LRO Final Report has been approved by LB.
Final Report screen appears with the Final Report status as ‘Approved’.
C. Disapprove Final Report submitted by LRO from Website
1.
Final Report screen appears with the LRO(s) Final Reports details of the Last Phase in the grid.
Page 36
Final Report
2.
3.
4.
5.
6.
7.
8.
9.
Note: LB can disapprove only those Final Reports whose Submitted by is LRO and whose Status is Pending.
Click the Disapprove button.
A pop-up message appears that says, “Are you sure to disapprove this LRO Final Report?”
Note: If Final Report whose Submitted By is LB is selected and Disapprove button is clicked then a pop-up
message appears that says, “You can disapprove only those Final Reports which has been submitted by LRO from
the web”
Enter Disapproval Comments window appears.
Enter the comments in the text box.
A pop-up message appears that says, “LRO Final Report disapproved successfully”
An email is sent to the LRO mentioning the LRO Final Report has been disapproved by LB.
Final Report screen appears with the Final Report Status as Disapproved.
D. Submit Final Report to EFSP
1.
2.
Note:
•
Final Report is submitted for Current and Last Phase. The default Phase will always be Last Phase.
•
LB can submit only those Final Reports to EFSP whose status is Balanced/Approved/Did Not Report.
Click the Submit to EFSP button.
A pop-up message appears that says, “Are you sure to submit Final Reports to EFSP?”
Note: If Final Report selected is Disapproved or blank and Submit to EFSP button is selected then a pop-up
message appears that says, “You cannot submit LRO Final Reports to EFSP. All LRO Final Report status should be
Balanced / Approved / Did Not Report.”.
3.
4.
Page 37
Final Report
5.
A pop-up message appears that says, “Final Report submitted successfully.”
Final Report screen appears with the Final Report Status as ‘Final Report has been submitted to EFSP’.
IF FINAL REPORT IS DISAPPROVED BY EFSP
1.
2.
3.
4.
5.
6.
7.
Click on the View Comments link
Final Report Disapproval Comments window appears.
Based on the comments LB can disapprove the Final Reports submitted by LRO(s) and modify the Final Reports
submitted by LB.
Refer Disapprove Final Report submitted by LRO from the Website (Page no.34).
Refer to Key/Modify Final Report (Page no 32).
Click the Submit to EFSP button.
A pop-up message appears that says, “Are you sure to submit Final Reports to EFSP?”
A pop-up message appears that says, “Final Reports submitted successfully.”
Final Report screen appears with the Final Report Status as ‘Final Report has been submitted to EFSP’.
IF FINAL REPORT IS APPROVED BY EFSP
Final Report Status appears as ‘Final Report process has been successfully completed.’
E. View Final Report
1.
Page 38
Final Report
2.
3.
4.
Note: Final Report can be viewed for any Phase. The default Phase will always be the Last Phase.
Click the View Final Report button.
LRO Final Report gets generated.
F. Generate Graphs (in Categories)
1.
Final Report screen appears with the LRO(s) Final Reports of the Last Phase details in the grid.
2.
Note: Final Report graphs can be generated for any Phase. The default Phase will always be the Last Phase.
Click the Graph (in Categories) button.
LRO Final Report Pie Chart of Phase # is generated.
3.
4.
5.
Click the Close button to go back to Final Report screen.
Page 39
Waivers
8. Waivers
Waivers are requested by Local Boards, not LROs. Local Boards may request for waivers for itself or LROs at any Phase anytime.
Sometimes waivers for prior Phases are requested to resolve LRO compliance exceptions (clear LRO or to clear select PCE and
advanced waiver). Sometimes LBs will request waivers in advance (prior to the beginning of a new Phase). Waivers are to
resolve compliance exceptions, make expenditures outside of EFSP guidelines, for LROs or for the entire jurisdiction. There is no
minimum or maximum amount required to request waivers. More than one waiver from the same Phase or different Phases
(prior, Current, next Phase) can be requested by LBs for an LRO during the year.
If the SSA wishes to award less than $2,000 to a LB/Jurisdiction in the initial allocation, a waiver request is required from the
SSA to the National Board. SSA must also request a waiver to fund directly funded/qualified LBs.
Waivers are heard anytime by the National Board, although there are usually presented at National Board’s Monthly meetings.
In Waivers main-menu, Chair/Contact Person can create, modify, delete and submit Waiver Request to EFSP.
In addition, in Waivers main-menu Chair/Contact Person/Roster can view Waiver Request of any Phase.
A. View Existing Waiver Request
1.
Click on Waivers on the main-menu.
Waivers screen appears with the existing Waiver Requests of the Current Phase.
2.
Select Phase from the Select Phase to view Waivers drop-down box.
Note: Waivers Request report can viewed for any Phase. The default Phase will always be the Current Phase.
All the Waivers requested in the selected Phase appear in the grid.
3.
Select the Waiver Request from the grid.
4.
under View.
Click on pdf icon
Waiver Request report is generated.
B. Add a New Waiver Request
1.
Page 40
Waivers
2.
3.
Click on Click here for New Waivers Request link.
Waiver Request screen appears.
4.
Select Phase from the Phase drop-down box.
Note: Waivers can be requested for any Phase. The default Phase will always be the Current Phase.
Check the LB/LRO radio button to select for whom Waiver Request for.
If LRO radio button is checked, then select the desired LRO from the LRO No. drop-down box.
Note: All the LROs appear in the drop-down.
Enter the Waiver Amount in the Waiver Amount field.
Enter a category in the Category field.
OR
Select a category by clicking on the Click link.
•
Select Category window appears.
•
Select category from the Category drop-down box.
•
Select standard category from the Select Category drop-down box.
5.
6.
7.
8.
9. Enter the request note in the Request text box.
10. Enter additional information in the Other Information text box.
11. Click the Save Waiver Request button to save new waiver request.
A pop-up message appears that says, “Waiver Request saved successfully”
Waivers screen appears with the new Waiver Request details in the grid.
C. Modify a Waiver Request
1.
Page 41
Waivers
2.
Select the Phase from the Select Phase to view Waivers drop-down box.
Waiver Requests for the selected Phase appears.
Note: Waiver Requests can be modified for any Phase until the Waiver Request is submitted to EFSP.
3.
4.
Select the desired Waiver Request from the grid.
Edit Waiver Request screen appears.
Edit the Waiver Request details.
Click the Update Waiver Request button.
A pop-up message appears that says, “Waiver Request updated successfully”
5.
6.
7.
D. Delete a Waiver Request
1.
2.
3.
4.
5.
6.
Note: Waiver Requests can be deleted for any Phase until the Waiver Request is submitted to EFSP.
Click on Delete link under Action.
A pop-up message appears that says, “Are you sure to delete this Waiver Request?”
A pop-up message appears that says, “Waiver Request deleted successfully”.
Waivers screen appears.
E. Submit Waiver Request to EFSP
1.
2.
Page 42
Waivers
3.
4.
5.
Click on Submit to EFSP link under Action.
A pop-up message appears that says, “Are you sure to submit this Waiver Request to EFSP?”
A pop-up message appears that says, “Waiver Request submitted to EFSP successfully”.
Waivers screen appears with the Status as Pending and Action as Submitted to EFSP.
EFSP can approve or disapprove a Waiver Request.
•
If the Waiver Request is approved by EFSP then Status becomes:
EFSP Action: Accepted
NB Action: Pending
•
If the Waiver Request is approved by National Board then Status becomes:
NB Action: Approved
•
If the Waiver Request is approved by EFSP but disapproved by National Board then Status becomes:
NB Action: Disapproved
•
If the Waiver Request is disapproved by EFSP then Status becomes:
Disapproved
LB can modify and submit the Waiver Request again to EFSP
•
Edit Waiver Request screen appears.
•
Edit the Waiver Request details
•
Click the Update Waiver Request button.
A pop-up message appears that says, “Waiver Request updated successfully”
•
•
Click on Submit to EFSP link.
A pop-up message appears that says, “Are you sure to submit this Waiver Request to EFSP?”
•
A pop-up message appears that says, “Waiver Request submitted to EFSP successfully”.
Waivers screen appears with the Status as Pending and Action as Submitted to EFSP.
Page 43
Roster
9. Roster
In Roster main-menu, Chair/Contact Person/Roster can print the list of Local Board Roster with details.
A. Print List of Roster with details
1.
Click on Roster on the main-menu.
Local Board Roster screen appears with the list of Roster.
2.
Click the Print button.
Local Board Roster list with details appears.
Page 44
Manage LB Members
10. Manage LB Members
In Manage LB Members main-menu, Chair/Contact Person can view add, edit and delete Local Board Members’
Information.
A.
View Local Board Members’ Information
1.
Click on Manage LB Members on the main-menu.
LB Members List screen appears with the LB members’ details in the grid.
2.
Enter the member’s name in the Search By Member Name field.
The entered Member’s information gets highlighted/selected.
Tip: Click the back and forward navigation arrows to navigate through pages.
Click the Refresh button on the LB Members List screen.
3.
B. Add Local Board Member’s Information
1.
2.
LB Members List screen appears with the LB members’ details.
Click the Add button.
Local Board Member Information screen appears.
Page 45
Manage LB Members
3.
4.
5.
6.
Enter Local Board Member information in the respective fields.
Note: Compulsory fields are the one marked with *
A pop-up message appears that says,” Board member added successfully”.
LB Members List screen appears with the new LB Member information in the grid.
C. Edit Local Board Member’s Information
1.
2.
3.
4.
5.
Select the LB Member from the grid.
Tip: Click the back-forward navigation arrows to reach to the desires LB member.
Click the Edit button.
Local Board Member Information screen appears.
Edit the information.
A pop-up message appears that says, “Board Member information updated successfully”.
Page 46
Manage LRO
6.
7.
LB Members List screen appears with the updated LB Member information in the grid.
D. Delete Local Board Member’s Information
1.
2.
Select the LB Member from the grid.
Tip: Click the back-forward navigation arrows to reach to the desired LB member.
Click the Delete button.
A pop-up message appears that says, “Are you sure to delete this Board Member”.
Click the Yes button.
A pop-up message appears that says, “Board Member deleted successfully”.
LB Members List screen appears.
3.
4.
5.
6.
Page 47
Manage LRO
11. Manage LRO
In the Manage LRO main-menu, Chair/Contact Person of the Local Board can view, add, edit and delete LRO Member’s
Information.
A.
View LRO Information
1.
Click on Manage LRO on the main-menu.
LRO Details screen appears with the LRO details in the grid.
2.
Enter the LRO’s name in the Search By LRO Name field.
Tip: Click the back and forward navigation arrows to navigate through pages.
The entered LRO’s information gets highlighted/selected.
Click the Refresh button on the LRO Details screen.
3.
B. Add Local Board Members Information
1.
2.
3.
LRO Details screen appears with the LBO details in the grid.
Click the Add button.
LRO Information screen appears.
Enter LRO information in the respective fields.
Note: Compulsory fields are the one marked with *.
Page 48
Manage LRO
4.
5.
6.
A pop-up message appears that says, “LRO added successfully”.
LRO Details screen appears with the new LRO information in the grid.
C. Edit LRO Information
1.
2.
3.
4.
5.
6.
7.
8.
LRO Details screen appears with the LRO details in the grid.
Select the desired LRO from the grid.
Tip: Click the back-forward navigation arrows to reach to the desires LRO.
OR
Enter the LRO number in the Edit LRO No. field.
LRO Information screen appears.
Edit the information.
A pop-up message appears that says, “LRO information updated successfully”.
LB Members List screen appears with the updated LRO information in the grid.
D. Delete LRO Information
1.
LRO Details screen appears with the LROs details in the grid.
Page 49
Manage LRO
2.
3.
4.
5.
6.
Select the desired LRO from the grid.
Tip: Click the back-forward navigation arrows to reach to the desires LB member.
Click the Delete button.
A pop-up message appears that says, “Are you sure to Delete LRO -#. Click on OK to Change Status!”
A pop-up message appears that says, “LRO updated successfully”.
LRO Details screen appears with the Deleted status of the LRO as YES.
Page 50
Training Workshops
12. Training Workshops
In Training Workshops main-menu, Local Board members can view recorded Training Webinars.
Click on Training Workshops on the main-menu.
Page 51
What Makes Sense; What Works
13. What Makes Sense; What Works
In What Makes Sense; What Works main-menu, Local Board members can view EFSP Technical Assistance Manual entitled
‘What Makes Sense: What Works’.
Click on What Makes Sense; What Works on the main-menu.
Page 52
Current Ph. Deadlines
14. Current Ph. Deadlines
In Current Phase Deadline main-menu, Local Board members can print the important due dates (deadlines) of Current
Phase.
Click on Current Ph. Deadlines on the main-menu.
Page 53

(EFSP) Website - User Guide for Local Board

Transcription

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