Standard Work for Verifying PTAO through Grants Management Viewer Module Last updated: 03/31/17 Owner: Pam Sprouse Performed By: Grants Administrator (or Designee) Version: 1.0 Revised by: Pam Schaefer / Mike Danzi Trigger: Receiving Fellow Name to receive Stipend or Receiving Signed Offer Letter notification Standard Work Outline SEQ Picture Major Step Details Importance Time (unit) Verify Grant has been awarded Use Grants Management (GM) and PTAO start/end dates match Viewer Module in Oracle to verify 1 Open GM Viewer Module Fellowship appointment dates Grant Information (Award, PTAO and/or stipend dates being dates to appointment) requested. Verify Grant has been awarded and PTAO award start/end dates 2 Select “Awards” option match Fellowship appointment dates and/or stipend dates being requested. Verify Grant has been awarded Type in “Award” information; and PTAO start/end dates match 3 click “Find”, then on next Fellowship appointment dates screen click “Open” and/or stipend dates being requested. Verify Funding Source Award Award number should be present, 4 Verify Grant has been awarded. Number and Status. status should be active. “End Date” shows the date for this Verify PTAO award start/end purpose. Verify PTAO award start/end dates match Fellowship 5 dates on screen. appointment dates and/or DO NOT MISTAKE the “Close Date” stipend dates being requested. as the “End Date” for this purpose. Verify Grant has been awarded Return to GM Viewer Module and PTAO project start/end dates 6 navigator and select match Fellowship appointment “Projects” option dates and/or stipend dates being requested. Type in “Project” Verify Grant has been awarded information; click “Find”, 7 and PTAO start/end dates match then on next screen click Fellowship appointment dates “Open”
Standard Work for Verifying PTAO through Grants Management Viewer Module Last updated: 03/31/17 Owner: Pam Sprouse Performed By: Grants Administrator (or Designee) Version: 1.0 Revised by: Pam Schaefer / Mike Danzi Trigger: Receiving Fellow Name to receive Stipend or Receiving Signed Offer Letter notification Standard Work Outline SEQ Picture Major Step Details Importance Time (unit) 1 Open GM Viewer Module Use Grants Management (GM) Viewer Module in Oracle to verify Grant Information (Award, PTAO dates to appointment) Verify Grant has been awarded and PTAO start/end dates match Fellowship appointment dates and/or stipend dates being requested. 2 Select “Awards” option Verify Grant has been awarded and PTAO award start/end dates match Fellowship appointment dates and/or stipend dates being requested. 3 Type in “Award” information; click “Find”, then on next screen click “Open” Verify Grant has been awarded and PTAO start/end dates match Fellowship appointment dates and/or stipend dates being requested. 4 Verify Funding Source Award Number and Status. Award number should be present, status should be active. Verify Grant has been awarded. 5 Verify PTAO award start/end dates on screen. “End Date” shows the date for this purpose. DO NOT MISTAKE the “Close Date” as the “End Date” for this purpose. Verify PTAO award start/end dates match Fellowship appointment dates and/or stipend dates being requested. 6 Return to GM Viewer Module navigator and select “Projects” option Verify Grant has been awarded and PTAO project start/end dates match Fellowship appointment dates and/or stipend dates being requested. 7 Type in “Project” information; click “Find”, then on next screen click “Open” Verify Grant has been awarded and PTAO start/end dates match Fellowship appointment dates