TATS – TA Packet

Department of Health and Human ServicesHealth Resources and Services

AdministrationHIV/AIDS Bureau

2

Units – Topics CoveredThis training will be broken down into the following units:• Unit 1: Roles Involved• Unit 2: Activities Performed by Each Role• Unit 3: Assigning TA Packet

3

ROLES INVOLVEDUnit 1

4

Roles Involved• Following roles participate in the TA Packet module:

• Vendor Staff: Technical Assistance Coordinator (TAC)• HRSA Staff: Project Officer (PO)• Consultant

5

ACTIVITIES PERFORMED BY EACH ROLE

Unit 2

6

Activities Performed by Each Role• TAC can:

• Assign TA Packet• Access TA Packet• Start/Edit TA Packet• Mark TA Packet as On-Hold or Cancelled• Submit TA Packet

• PO can:• Access TA Packet• Review TA Packet• Provide Recommendation

7

Activities Performed by Each Role• Consultant can:

• Access TA Packet• Review TA Packet (Documents)

8

ACCESS TA PACKET FROM PENDING TASK LIST

Unit 3

9

Unit 3: Access TA Packet From Pending Task ListTopics Covered – Section List

This unit is divided into the section listed below:• Section 1: Accessing TA Packet Task From

Pending Task • Consultant

10

Access TA Packet from List page - Consultant

You will be navigated to Prepare TA Report List page: • In the left-hand side menu,

look for the section labeled as “Technical Assistance”, and click Access TA Packet.

11

Access TA Packet From Pending Task List – Consultant

The Access TA Packet List page opens.• Locate the appropriate task, and then click Download TA Packet

Documents under Options (B). • Click the Expand button to expand (or contract) the record to display

additional detail (A).

12

Access TA Packet From Pending Task List – Consultant (contd.)

The TA Packet Checklist page opens.• Click on the Download TA Packet Documents link, User will be navigated to TA

Packet Checklist.• System will open the read only version of the TA packet documents created

and approved for the consultant will be displayed as part of the TA Packet task.

13

For questions, please contact:

Andrea ReedTravel & Logistics Coordinator

TATS