ezfedgrants gazette...speed, updated user interface, and improved architecture. return to table of...
TRANSCRIPT
EZFEDGRANTS GAZETTE
Table of Contents
I. Announcements & Updates
II. Upcoming Training
III. Help Desk Frequently Asked Questions
IV. Help Desk Tips & Tricks: Pega Resource Tool
V. Help Desk Tips & Tricks: Personalization
VI. New to ezFedGrants?
VII. Sign Up
Return to Table of Contents
ezFedGrants Announcements & Updates
Upcoming System Functionality
Grants Releases Information for April 2020 Added for All Users: a confirmation message will generate when
performing an action in manage permissions within Pega. When a user completes an action, a confirmation message will appear to notify the user if the action was successful or not.
Removed for All Users: the validation that requires an upload of SF-424B form by recipients in the external portal of ezFedGrants was removed. OMB Memo M-18-24 states this form is now optional.
As of October 2019, the External portal was refreshed with increased speed, updated user interface, and improved architecture.
Return to Table of Contents
ezFedGrants Announcements & Updates
Fast Facts
31,226 Claims Processed*
6,988 Active Agreements**Data provided is to-date
3300
1675
3,670
1,196
EXTERNAL INTERNAL
ezFedGrants Users
Oct to Dec 2019 Jan to April 2020
NOTE: The decrease in total number of users is a result of recent updates to the system. Only Agency users who logged into the system since the October 2019 upgrade have been recorded (~475 users previously in the system have not logged in, left their role/agency, etc. since Oct 2019).
Resolved1,179
Escalated389
eFG Help Desk TicketsJanuary to March 2020
Return to Table of Contents
Upcoming ezFedGrants Trainings
Agency User Training Introduction to ezFedGrants and Creating Opportunities
May 19 June 16
Application Review and Agreement Management
May 20 June 17
Working with Amendments and Claims, and HANA Reporting
May 21 June 18
Recipient User TrainingezFedGrants User Roles and Access
May 12 June 9
Application Management, Submitting Claims and Reports, and Repayment Requests
May 13 June 10
Frequently Asked Questions (open to Agency and Recipient users)
May 28 June 25
NOTE: All training sessions begin at 12 p.m. Eastern time (EST). View the full training calendar on WikiGrants or the ezFedGrants website.
Return to Table of Contents
Help Desk Frequently Asked Questions
Common ezFedGrants External Portal FAQsI have created an application in the system, but I can't get back to it or I can't find it.
You will not be able to access the application if a section that should have been automatically filled in was not, and you will have to create another application. When a user starts to complete their application, the name of the organization and the DUNS number should auto-populate. If the user creates the application correctly, it auto fills as designed. If it does not, the application stalls and does not flow to the intended individual(s) because no organization is indicated; therefore, the application does not know where to go. There is no option to manually fill in the applicant information portion of the application, so you will need to start a new application. Please follow the steps outlined in the eFG Advisory Creating Applications in the External Portal 042020.pdf to begin the application process correctly. Before you proceed with completing the application, please make sure that that information is filled in, otherwise, it will stall in the approval workflow and become null and void.
Return to Table of Contents
ezFedGrants Frequently Asked Questions
Common ezFedGrants External Portal FAQsClaims are showing as approved but we didn't get paid. • Please reach out to the help desk for resolution at [email protected].
I need to upload/submit a report, how can I do that?• Reports are generated in the system not uploaded to it. please refer to Submit Financial or Performance
Reports in ezFedGrants Job Aid for details on submitting financial and performance progress reports through the ezFedGrants External Portal.
My organizations’ reports are assigned to the wrong recipient(s).• If the reports are with the Grants Administrative Officer (GAO), they can access their Actionable Items to
reassign the reports. If not, please contact the help desk for resolution.
Return to Table of Contents
Help Desk Tips & Tricks: Pega Resource ToolPega User Report is a resource that provides a list of user names and roles for all Agency and Recipient users in eFG. The next several slides provide instructions on how to run the report.Log into FMMI and select the Grantor Management tab. Then select the Grants and Agreement Management External Portal.
Return to Table of Contents
Help Desk Tips & Tricks: Pega Resource Tool
Pega User ReportSelect Work and User Reports from the menu on the left. Next click Pega User Report in the Report Title. Displayed will be a list of all eFG users (internal/external).
Return to Table of Contents
Help Desk Tips & Tricks: Pega Resource Tool
Pega User ReportResults are populated and can be sorted by clicking the title of any column. Also, under the Actions tab, you are able to refresh the report, export to PDF or Excel and then save the document.
Return to Table of Contents
Help Desk Tips & Tricks: Personalization
Changing CurrencyLog into ezFedGrants via your FMMI portal. Select Personalize, then click Personalize Settings.
Return to Table of Contents
Help Desk Tips & Tricks: Personalization
Changing Currency Update the Decimal Notation under General Settings and click Save.
Return to Table of Contents
New to ezFedGrants? Start here.
Resources For Agency Users, Customers and Recipients
Visit WikiGrants (Agency Users only) for job aids and additional information about ezFedGrants, including past Gazette newsletters
Visit the ezFedGrants website for:o Job aidso Upcoming training dates
ezFedGrants YouTube channel Sign up for GovDelivery ezFedGrants Help Desk: [email protected] eAuthentication Help Desk: [email protected]
Watch this video for an overview about ezFedGrants.
Return to Table of Contents
New to ezFedGrants? Start here.
System FunctionalityBenefits to the Customer
Provides a robust self-service portal
Ability to search and apply for USDA grants and agreements on the portal and through Grants.gov
Increased efficiency, speed, and visibility for claims
Streamlines the application process and provides transparency
Electronic Signature capabilities
Submission of Financial and Accomplishment reports
Contact InformationFor assistance using the ezFedGrants Portal, please contact [email protected].
For questions about specific awards, agreements, or policies, please contact the relevant Agency:
AMS: [email protected]
APHIS: [email protected]
FAS: [email protected]
NIFA: [email protected]
OAO: [email protected]
All Agencies: [email protected]
Return to Table of Contents
Sign Up
Did someone forward this message to you? Sign up to receive periodic Gov Delivery updates for yourself by contacting [email protected]!
You are receiving this message because you are on a grants community list for your agency.
To be removed, please contact your agency lead.
Provide your ideas for topics and information to be covered in future editions of the
ezFedGrants Gazette to [email protected]