NIFA Reporting Web Conference October 12, 2017 Start Recording - - PowerPoint PPT Presentation

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NIFA Reporting Web Conference October 12, 2017 Start Recording - - PowerPoint PPT Presentation

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NIFA Reporting Web Conference October 12, 2017 Start Recording Adam Preuter Adam is the Lead for the State Plan of Work and Annual Report process as well as the business lead for the REEport system management and development. Adam

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NIFA Reporting Web Conference

October 12, 2017

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  • Start Recording…
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Adam Preuter

  • Adam is the Lead for the State Plan of Work

and Annual Report process as well as the business lead for the REEport system management and development. Adam supports the planning, development, coordination, and delivery of accountability and financial reporting from agency information systems, and is also responsible for conducting business process analyses, and implementing related efficiency improvements.

  • apreuter@nifa.usda.gov
  • 202-690-0124
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James Hultzman

  • Provides customer support and

analysis for REEport

  • Supports Financial and

Program of Research reporting

  • James.hultzman@nifa.usda.gov
  • 202-690-0011
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Adobe Connect Support

Call: (202) 690-2910

  • r

servicedesk@nifa.usda.gov

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Sign Up for the RWC Listserv

An RWC e-mail list notifies interested parties on news, schedules, and other issues relating to the series. To subscribe:

  • Send an e-mail to lyris@lyris.nifa.usda.gov.
  • Skip your subject line and in the body of your message

type: subscribe reportingwc.

  • Be sure you receive an e-mail confirming your subscription.
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Format and Logistics

  • Throughout the conference, you may type

questions in the chat box.

  • Slides from this conference will be posted to

the Reporting Web Conference resource page

  • n the web: https://nifa.usda.gov/resource/reporting-web-

conference-series

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Today’s Agenda:

  • REEport Updates
  • POW Redesign Update
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REEport Update

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REEport Financial Report

  • The REEport Financial Report cycle has been closed for
  • FY16. No further submissions can be accepted.
  • The FY17 report will be opened in the next month or so, and

will be due 1 February 2018.

  • Failure to submit a financial report may result in funding

being withheld.

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REEport Financial Report

  • Email notifications – currently only late reminders are

in place

  • Plan to develop advanced notifications soon
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REEport

We continue to focus on resolving technical issues, but behind the scenes updates and enhancements are diverting some resources.

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  • REP

Plan of Work

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Executive Summary Multistate and Integrated Stakeholder Input Merit/Peer Review

PLAN

Critical Issues Program Initiations

Redesign Workflow Overview

AREERA Project Initiations Annual Report Plan Data

shifted to

Target Progress Reports

Comprise the AR Comprise the Plan

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Welcome to the NIFA Reporting Portal

John Smith, State University

Select the data type or function below you would like to work with: AREERA Institutional Profile Financial Reporting Extension Program Data Research Project Data Program of Research Query and Produce Reports

Mockup of Portal home page based on functions:

Administer Users Administer Site

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Welcome to the NIFA Reporting Portal

John Smith, State University

Select the data type or function below you would like to work on: AREERA Institutional Profile Financial Reporting Extension Program Data Research Project Data Program of Research Query and Produce Reports Administer Users Administer Site

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Institutional Profile

AREERA Plan of Work and Annual Report Data

Select the action below you would like to take. Validate/Edit Plan of Work Data Submit Annual Report Data User: John Smith Institution: State University, 1862 LGU Back to Portal Home Page

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Key Features: 1) 2 sections for summary and FTE estimates 2) Instruction text for each 3) Open text box for response for summary with a 64,000 character limit 4) Auto sum of FTE estimates

  • ver 5 years for

research and extension and per LGU year 5) Save and navigation features View/Edit Plan of Work

User: John A. Smith Institution: State University, LGU 1890

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Executive Summary

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FTE Estimates

View/Edit Plan of Work

User: John A. Smith Institution: State University, LGU 1890

FTE Estimates

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Key Features: 1) Instruction text 2) Open text box for response 3) 3,200 character limit 4) Save and navigation features

Merit/Peer Review

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View/Edit Plan of Work

User: John A. Smith Institution: State University, LGU 1890

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Stakeholder Input: Actions to Seek

View/Edit Plan of Work

User: John A. Smith Institution: State University, LGU 1890

Key Features: 1)4 key questions 2)Instruction text for each 3)Open text box for response for each 4)3,200 character limit per response 5)Save and navigation features The quick brown fox. Lorem ipsum. The quick brown fox. Lorem

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Stakeholder Input: Methods to Identify

View/Edit Plan of Work

User: John A. Smith Institution: State University, LGU 1890

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Stakeholder Input: Methods to Collect

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View/Edit Plan of Work

User: John A. Smith Institution: State University, LGU 1890

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Stakeholder Input: Methods to Collect

The quick brown fox. Lorem ipsum. The quick brown fox. Lorem

  • ipsum. The quick brown fox. Lorem ipsum. The quick brown fox.

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View/Edit Plan of Work

User: John A. Smith Institution: State University, LGU 1890

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Key Features: 1) Add Critical Issues button 2) Instruction text for scenario with no issues defined 3) Save feature 4) Navigation buttons

Critical Issues

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View/Edit Plan of Work

User: John A. Smith Institution: State University, LGU 1890

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Key Features: 1) Only Directors can submit 2) All directors must submit in

  • rder to release

the POW to NIFA 3) Comments section is

  • ptional

Submit

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View/Edit Plan of Work

User: John A. Smith Institution: State University, LGU 1890

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Key Features: 1) Validation of formatting 2) Validation of required fields throughout form 3) Other error messages

Error Messages

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View/Edit Plan of Work

User: John A. Smith Institution: State University, LGU 1890

  • Executive Summary entry must be completed
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Key Features: 1) Default landing page when navigating to the Institutional Profile functionality from Reporting Portal 2) Displays available Plans 3) Allows State Contributors and Directors to edit Plans 4) View Plan status 5) View and download PDF version of the form

Institutional Profile Home

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User: John A. Smith Institution: State University, LGU 1890 Institution: University of NIFA Plan Name Modify Preview S t at us 2019 Universit y of NIFA Combined Research and Ext ension Plan of Work Edit PDF Text Draft

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Key Features: 1) Separate screen to add new roles (interim approach) 2) Will apply to new and existing REEport users

Assign New Roles as a Site Administrator

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Key Features: 1) Just beginning work on Review form and approval workflow 2) Each section has approve/ return recommenda- tion and review comments text box 3) Buttons for: → Return → Save → Cancel → Recommend Approval (forwards to PARS Review)

NIFA Review Form

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PARS Contact Information

  • Adam Preuter – POW and REEport Business Management
  • apreuter@nifa.usda.gov, 202-690-0124, 202-690-0009
  • James Hultzman – REEport Analysis and Customer Support
  • James.Hultzman@nifa.usda.gov, 202-690-0011, 202-690-0009

REEport “Tier 1” Help Desk

  • Tier 1 Support – More Staff!
  • Logon issues, setting up accounts, project status tracking, technical issues
  • Contact email:

– electronic@nifa.usda.gov

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Please type your questions in the chat box in the lower right hand corner of your screen.

Questions?

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See you in December!

  • Next NIFA Reporting Web Conference is scheduled

for December 14, 2:00-3:30 pm Eastern

  • Visit the RWC webpage for slides from this

conference and information about future RWCs:

http://nifa.usda.gov/resource/reporting-web-conference-series