CNA e Tool v 3.0: Ba sics Office of Multifamily Housing Programs - PowerPoint PPT Presentation

CNA e Tool v 3.0: Ba sics Office of Multifamily Housing Programs

We bina r Logistics • Participants on mute • Ask questions via the WebEx Q&A box • If technical issues related to WebEx, insert them in the Chat Box 2

CNA eTool is changing. The time has come. CNA eTool will undergo a significant transformation with the release of version 3.0. The new and improved CNA eTool will feature improved user interface, ease of data entry, enhanced review screens and fast built-in validation at a click of a button. Say good-bye to all the mysterious SQL insertion errors. The new eTool will guide the users to enter the right data along the path. The new is here. 3

We bina r Goa ls Participants will understand: 1. User Dashboard 2. CNA Navigation 4

USER DASHBOARD USER DASHBOARD 5

User Dashboard Submitters 1

My Desk My Desk 7

My Partner’s Desk My Partner’s Desk 8

With Agency With Agency 9

New Assignments Received New Assignments Received Preparers 10

My CNAs Filters My CNAs Filters 11

Search CNAs Search CNAs 12

Search CNAs Search CNAs • AMAS Number; Approving Agency; • • Assessment ID; • Date Range; • FHA Number; • Legacy Assessment ID; Partner Name (Individual within • the Firm); • Property Name; • RAD PIC Number; • Staff Name (HUD Reviewer Staff); • State (of the project location) 13

Search CNAs Search CNAs 14

CNA NAVIGATION CNA NAVIGATION 15

Viewing CNAs Viewing CNAs 16

CNA Header CNA Header 17

Options Options 18

Options Options – Sending CNAs Sending CNAs 19

Importing a CNA Importing a CNA 20

Exporting a CNA Exporting a CNA 21

CNA Navigation Sidebar CNA Navigation Sidebar 22

CNA Navigation Sidebar CNA Navigation Sidebar 23

CNA Validation Tab CNA Validation Tab 24

Validate Validate 25

Validation Screens Validation Screens 26

Flag Notes Flag Notes 27

Repair Needs Repair Needs 28

Future Needs Future Needs 29

Financial Schedule Financial Schedule 30

Estimate Period Recap Estimate Period Recap 31

VIDEO VIDEO - NAVIGATING THE CNA NAVIGATING THE CNA E-TOOL TOOL 32

System Comparison System Comparison Version 3.0 Legacy • Everything is done in one • Consists of Excel file and web-app – no emailing of two portals, requiring files emailing of files. • User screens are clean, • Excel files are unwieldy, intuitive, and easy to use and forms were clunky • Guided data entries that • Numerous SQL errors and prevent erroneous data data entry issues that were difficult to resolve 33 33

System Comparison System Comparison - 2 Version 3.0 Legacy • Flag notes and • If a CNA is returned, flag attachments are saved notes had to be re- and appear in full when a entered and attachments new version is created. reattached. • Tracking of who has • There is no one place worked on a CNA, to where all actions are whom and when it was recorded for a CNA until it sent, and any actions is uploaded into the taken available. Submission Portal 34

RESOURCES RESOURCES 35

FHA Connection Support FHA Connection Support Help Desk sfadmin@hud.gov 36

Secure Systems Support Secure Systems Support • https://www.hud.gov/program_offices/publi c_indian_housing/reac/support/tac 37

The Ask A Question The Ask A Question (AAQ) Resource (AAQ) Resource – Still Available Still Available Link on CNA e -Tool homepage HUDExchange.info > Program Support > Ask A Question 38

Other CNA e Other CNA e -Tool v. 3.0 Resources Tool v. 3.0 Resources Resources available on the CNA e -Tool homepage at: https://www.hud.gov/program_offices/housi ng/mfh/cna • CNA e -Tool User Guide • User Access Guide • CNA e -Tool Web-Based Training Modules • Upcoming Webinar – User Basics for v. 3.0 39

Questions Questions ??? 40

Tha nk You 4 1