MyAmeriCorps Portal Release 3 VISTA Sponsors User Roles and - - PowerPoint PPT Presentation

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MyAmeriCorps Portal Release 3 VISTA Sponsors User Roles and - - PowerPoint PPT Presentation

May 17, 2023 107 likes •540 views

MyAmeriCorps Portal Release 3 VISTA Sponsors User Roles and Management Presentation developed for the Corporation for National and Community Service by Education Northwest

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MyAmeriCorpsPortalRelease3 VISTASponsors UserRolesandManagement

PresentationdevelopedfortheCorporationforNationalandCommunityServiceby EducationNorthwest(formerlytheNorthwestRegionalEducational Laboratory),http://educationnorthwest.org

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Housekeeping

Phonesmutedduringthe session Askquestionsbysendinga Chatmessageto“”All Panelists”„ Usezoomselectoron bottomlefttoolbarto magnifyscreenimages

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BeforeWeStart

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•‣ Thissession’‚scontentisalsoavailablefromtheResourceCenter inbothaselfpacedtutorialandinaUserGuide •‣ YoumusthaveaneGrantsaccounttoaccessthePortal •‣ Youmaywishtoreviewthefollowingtutorials: •‣ MyAmeriCorpsOverview •‣ CreateandManageaneGrantsAccount •‣ Thissessionwillfocusmoreon“”hows”„ than“”whys”„ •‣ Thereareadditionaltrainingandtechnicalassistancematerials availableifyoualsomanageAmeriCorps*Stateand/or AmeriCorps*Nationalgrantsormembers

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SessionRoadmap

UnderstandingtheSystems UnderstandingtheRoles AssigningRoles ViewsandHowtos:

SubmittinganISTrequestforfunding Enrollingandsearchingformembersandupdatingtheirinformation Completingatravelprofile PrintingoutaSponsorVerificationReport ProcessingCloseofServiceforms

WheretoGoForHelp

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eGrantsandMyAmeriCorps

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eGrants MyAmeriCorps

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What’‚sChanged

ThepaperbasedCloseofService (COS)processisnow

automatedtoallowmembers,supervisors,andStateOfficestaff tocompletetheirpartsofFuturePlansFormsonline.

TheTrainingRequest processforoutsidetrainingeventswillbe

automated,allowingVISTAsponsorstorequestfundingapproval fromtheStateOfficethroughthePortal.

Sponsorswillnowdirectlyenroll theirmembersand/or

supervisorsinCNCStrainingeventswithinthePortal.

SponsorswillbenotifiedviaemailtoaccessthePortaltoprint

  • utaSponsorVerificationReport tofaxtotheStateOffice

everytwoweeks.

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eGrantsandMyAmeriCorpsUserRoles(1)

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GranteeAdministrator(eGrantsandMyAmeriCorps)

  • Maintainsanorganization’‚seGrantsaccount
  • ApprovesnewusersandassignsthemeGrantsandMyAmeriCorpsroles
  • CanaccessandworkinallothereGrantsandMyAmeriCorpsroles
  • Caninvite,suspend,andtransferVISTAmembers

GranteewithorwithoutBudgetAccess(eGrantsonly)

  • RespondtoCNCSNOFAs
  • Createconceptpapers
  • Filegrantamendmentsandcontinuations/renewals
  • PreparereportsfortheCorporation
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eGrantsandMyAmeriCorpsUserRoles(2)

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GranteeRecruiter(MyAmeriCorpsonly)

  • Create/editserviceopportunitylistings
  • SearchforandcontactVISTAmembercandidates
  • ReviewandapproveorrejectVISTAcandidateapplications

VISTAGranteeMemberManagement(MyAmeriCorpsonly)

  • View/edit/createreportswithmemberdata(e.g.,sponsorverification)
  • EnrollVISTAmembersandsupervisorsintrainingevents(butnot PSOs)
  • Prepare/editV81andFuturePlansFormsformembers

GranteeTravelProfile(MyAmeriCorpsonly)

  • AccessandcompleteatraineeregistrationprofileforSupervisorOrientation
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AssigningaUserRole(1)

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AssigningaUserRole(2)

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Click on My Account to open the account information page. A shortcut to approving and assigning roles to new users may appear here. 9/9/2009 EducationNorthwest

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AssigningaUserRole(3)

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Click on Edit User Role/Permissions to assign user role(s). 9/9/2009 EducationNorthwest

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AssigningaUserRole(4)

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Highlight the appropriate user role(s) and click

  • submit. To add

multiple roles, press and hold the “Crtl” key on your keyboard and click with your mouse. 9/9/2009 EducationNorthwest User accounts can be deactivated and hidden; click Show Inactive Roles to view or re-activate.

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AssigningaUserRole(5)

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User roles assigned. 9/9/2009 EducationNorthwest

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GettingtoMyAmeriCorpsfromeGrants

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Click Portal Home link to access MyAmeriCorps. 9/9/2009 EducationNorthwest

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VISTAWorkbasket(1)

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The VISTA Workbasket is your Portal home page. The first tab displays all pending application submissions. 9/9/2009 EducationNorthwest

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VISTAWorkbasket(2)

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The second tab displays all V-81 transportation forms submitted by members serving on your project(s) that are pending your approval. 9/9/2009 EducationNorthwest

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VISTAWorkbasket(3)

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The third tab displays all Future Plans Forms submitted by members serving on your project(s) who are reaching the end of their service terms. 9/9/2009 EducationNorthwest

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VISTAWorkbasket(4)

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The fourth tab displays IST events you have created. 9/9/2009 EducationNorthwest

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To create an In-Service Training request, click

  • n the Create training

request link to access the Training Request form. 9/9/2009 EducationNorthwest

CreatinganISTRequest(1)

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Complete the form with basic information. You will also need to … 9/9/2009 EducationNorthwest

CreatinganISTRequest(2)

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SearchingforTrainingEvents(1)

Search for ISTs or Supervisor Orientation using the tool provided.

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Click the name of an event to view its details and enroll attendees. 9/9/2009 EducationNorthwest

SearchingforTrainingEvents(2)

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9/9/2009 EducationNorthwest Search for ISTs or Supervisor Orientation using the tool provided.

EditinganISTRequest(1)

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Click the name of an event to view its details and enroll attendees. 9/9/2009 EducationNorthwest

EditinganISTRequest(2)

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Find and click the name of your event to make changes. 9/9/2009 EducationNorthwest

EditinganISTRequest(3)

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9/9/2009 EducationNorthwest Click Manage Members.

SearchForandEditMemberInformation(1)

Use the search tool to find member records.

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FillingOuttheGranteeTravelProfile(1)

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Click Trainee Profile link to access the form you need to complete. 9/9/2009 EducationNorthwest

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GranteeTravelProfile(2)

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9/9/2009 EducationNorthwest Select options and click save.

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SponsorVerificationReport(1)

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9/9/2009 EducationNorthwest Click VISTA Reports to access the report form.

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SponsorVerificationReport(2)

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9/9/2009 EducationNorthwest Select VISTA Sponsor Verification Form from the drop- down menu. Enter the program code in the field shown. Select the report format and click submit.

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SponsorVerificationReport(3)

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9/9/2009 EducationNorthwest A dialog box will

  • pen. Select open to

print the file.

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SponsorVerificationReport(4)

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9/9/2009 EducationNorthwest Make any corrections, then sign and fax the report to your State Office.

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CloseofService/FuturePlans

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9/9/2009 EducationNorthwest From the Future Plans Forms tab, click on a member’s name that has a status of “Pending Sponsor Signature.” (Step 1)

SigningaMember’‚sFuturePlansForm(1)

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9/9/2009 EducationNorthwest Review Part A of the form for information entered by the

  • member. (Step 2)

SigningaMember’‚sFuturePlansForm(2)

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9/9/2009 EducationNorthwest Review Part B – VISTA Performance Evaluation and provide the requested

  • information. (Steps

3 through 5) Click sign to certify and submit the

  • report. (step 6)

SigningaMember’‚sFuturePlansForm(3)

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WheretoGoForHelp

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TheResourceCenter

  • www.nationalserviceresources.org/actrainingsupport
  • Includesotherpresentations,tutorials,anddocuments
  • Livetrainingsessionscheduleandregistration

TheeGrantsHelpDesk

  • 18886777849
  • TechnicalAssistance
  • Username/Passwordresetassistance
  • YourStateOffice
  • Assistancecompletingspecifictasksandforms
  • Guidanceongrantrequirementsandcompliance

9/9/2009 EducationNorthwest