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

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 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

James Hultzman • Provides customer support and analysis for REEport • Supports Financial and Program of Research reporting • James.hultzman@nifa.usda.gov • 202-690-0011

Adobe Connect Support Call: (202) 690-2910 or servicedesk@nifa.usda.gov

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.

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 on the web: https://nifa.usda.gov/resource/reporting-web- conference-series

Today’s Agenda: • REEport Updates • POW Redesign Update

REEport Update

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.

REEport Financial Report • Email notifications – currently only late reminders are in place • Plan to develop advanced notifications soon

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

-REP Plan of Work

Redesign Workflow Overview AREERA Stakeholder Multistate and Merit/Peer Executive Review Input Integrated Summary PLAN Plan Data shifted to Critical Issues Comprise the Plan Target Project Initiations Annual Report Progress Reports Program Comprise the AR Initiations

Mockup of Portal home page based on functions : 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 Research Project Data Extension Program Data Financial Reporting Program of Research Query and Produce Reports Administer Users Administer Site

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 Research Project Data Extension Program Data Financial Reporting Program of Research Query and Produce Reports Administer Users Administer Site

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

Executive Summary Key Features: 1) 2 sections for summary and FTE estimates 2) Instruction text for each View/Edit Plan of Work 3) Open text box User: John A. Smith for response for Institution: State University, LGU 1890 summary with a 64,000 character limit 4) Auto sum of FTE estimates over 5 years for The quick brown fox. Lorem ipsum. The quick brown fox. Lorem research and ipsum. The quick brown fox. Lorem ipsum. The quick brown fox. extension and Lorem ipsum. The quick brown fox. Lorem ipsum. The quick brown per LGU year fox. Lorem ipsum. The quick brown fox. Lorem ipsum. The quick 5) Save and brown fox. Lorem ipsum. The quick brown fox. Lorem ipsum. The navigation quick brown fox. Lorem ipsum. The quick brown fox. Lorem ipsum. features The quick brown fox. Lorem ipsum. The quick brown fox. Lorem ipsum. The quick brown fox. Lorem ipsum. The quick brown fox. Lorem ipsum. 18

FTE Estimates View/Edit Plan of Work User: John A. Smith Institution: State University, LGU 1890 FTE Estimates 19

Merit/Peer Review Key Features: 1) Instruction text 2) Open text box for response 3) 3,200 character limit View/Edit Plan of Work User: John A. Smith 4) Save and Institution: State University, LGU 1890 navigation features The quick brown fox. Lorem ipsum. The quick brown fox. Lorem ipsum. The quick brown fox. Lorem ipsum. The quick brown fox. Lorem ipsum. The quick brown fox. Lorem ipsum. The quick brown fox. Lorem ipsum. The quick brown fox. Lorem ipsum. The quick brown fox. Lorem ipsum. The quick brown fox. Lorem ipsum. The quick brown fox. Lorem ipsum. The quick brown fox. Lorem ipsum. The quick brown fox. Lorem ipsum. The quick brown fox. Lorem ipsum. The quick brown fox. Lorem ipsum. The quick brown fox. Lorem ipsum. 20

Stakeholder Input: Actions to Seek Key Features: 1)4 key questions 2)Instruction text for each 3)Open text box for response for each View/Edit Plan of Work 4)3,200 character User: John A. Smith limit per response Institution: State University, LGU 1890 5)Save and navigation features The quick brown fox. Lorem ipsum. The quick brown fox. Lorem ipsum. The quick brown fox. Lorem ipsum. The quick brown fox. Lorem ipsum. The quick brown fox. Lorem ipsum. The quick brown fox. Lorem ipsum. The quick brown fox. Lorem ipsum. The quick brown fox. Lorem ipsum. The quick brown fox. Lorem ipsum. The quick brown fox. Lorem ipsum. The quick brown fox. Lorem ipsum. The quick brown fox. Lorem ipsum. The quick brown fox. Lorem ipsum. The quick brown fox. Lorem ipsum. The quick brown fox. Lorem ipsum. 21

Stakeholder Input: Methods to Identify View/Edit Plan of Work User: John A. Smith Institution: State University, LGU 1890 The quick brown fox. Lorem ipsum. The quick brown fox. Lorem ipsum. The quick brown fox. Lorem ipsum. The quick brown fox. Lorem ipsum. The quick brown fox. Lorem ipsum. The quick brown fox. Lorem ipsum. The quick brown fox. Lorem ipsum. The quick brown fox. Lorem ipsum. The quick brown fox. Lorem ipsum. The quick brown fox. Lorem ipsum. The quick brown fox. Lorem ipsum. The quick brown fox. Lorem ipsum. The quick brown fox. Lorem ipsum. The quick brown fox. Lorem ipsum. The quick brown fox. Lorem ipsum. 22

Stakeholder Input: Methods to Collect View/Edit Plan of Work User: John A. Smith Institution: State University, LGU 1890 The quick brown fox. Lorem ipsum. The quick brown fox. Lorem ipsum. The quick brown fox. Lorem ipsum. The quick brown fox. Lorem ipsum. The quick brown fox. Lorem ipsum. The quick brown fox. Lorem ipsum. The quick brown fox. Lorem ipsum. The quick brown fox. Lorem ipsum. The quick brown fox. Lorem ipsum. The quick brown fox. Lorem ipsum. The quick brown fox. Lorem ipsum. The quick brown fox. Lorem ipsum. The quick brown fox. Lorem ipsum. The quick brown fox. Lorem ipsum. The quick brown fox. Lorem ipsum. 23

Stakeholder Input: Methods to Collect View/Edit Plan of Work User: John A. Smith Institution: State University, LGU 1890 The quick brown fox. Lorem ipsum. The quick brown fox. Lorem ipsum. The quick brown fox. Lorem ipsum. The quick brown fox. Lorem ipsum. The quick brown fox. Lorem ipsum. The quick brown fox. Lorem ipsum. The quick brown fox. Lorem ipsum. The quick brown fox. Lorem ipsum. The quick brown fox. Lorem ipsum. The quick brown fox. Lorem ipsum. The quick brown fox. Lorem ipsum. The quick brown fox. Lorem ipsum. The quick brown fox. Lorem ipsum. The quick brown fox. Lorem ipsum. The quick brown fox. Lorem ipsum. 24

Critical Issues Key Features: 1) Add Critical Issues button 2) Instruction text for scenario with no issues View/Edit Plan of Work defined User: John A. Smith 3) Save feature Institution: State University, LGU 1890 4) Navigation buttons 25

Submit Key Features: 1) Only Directors can submit 2) All directors must submit in order to release View/Edit Plan of Work the POW to User: John A. Smith NIFA Institution: State University, LGU 1890 3) Comments section is optional 26

Error Messages Key Features: 1) Validation of formatting 2) Validation of required fields throughout View/Edit Plan of Work form User: John A. Smith 3) Other error Institution: State University, LGU 1890 messages • Executive Summary entry must be completed 27

Institutional Profile Home Key Features: 1) Default landing page when navigating to the Institutional Profile User: John A. Smith functionality Institution: State University, LGU 1890 from Reporting Institution : University of NIFA Portal Plan Name Modify Preview S t at us 2) Displays 2019 Universit y of NIFA Combined Research and Ext ension Plan of Work Edit PDF Draft available Plans Text 3) Allows State Contributors and Directors to edit Plans 4) View Plan status 5) View and download PDF version of the form 28

Assign New Roles as a Site Administrator Key Features: 1) Separate screen to add new roles (interim approach) 2) Will apply to new and existing REEport users 29