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1 In trodu ction to S2S Grants 1 Module 2 Module 2

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Page 1: Module 2 - ocga.research.ucla.edu · 2 In this module you will learn: The features and benefits of the system How to: Log-on Navigate Understand the icons Set User preferences User

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Introduction to S2S Grants1

Module 2 Module 2

Page 2: Module 2 - ocga.research.ucla.edu · 2 In this module you will learn: The features and benefits of the system How to: Log-on Navigate Understand the icons Set User preferences User

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In this module you will learn:The features and benefits of the systemHow to:

Log-onNavigateUnderstand the iconsSet User preferences

User Tips

Objectives Objectives

Page 3: Module 2 - ocga.research.ucla.edu · 2 In this module you will learn: The features and benefits of the system How to: Log-on Navigate Understand the icons Set User preferences User

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Downloads funding opportunities directly from Grants.govProvides auto-fill and data reuse capabilityAutomatically tracks errors and warningsEasy navigation between formsEasy compilation of PDF document prior to submissionStores proposal documents and attachmentsTracks proposal submission status

Features/Benefits Features/Benefits

Page 4: Module 2 - ocga.research.ucla.edu · 2 In this module you will learn: The features and benefits of the system How to: Log-on Navigate Understand the icons Set User preferences User

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To log-in:Type in the URL: http://s2sgrants.research.ucla.edu

Click the Sign InbuttonA UCLA Single Sign-On page will appearType your UCLA Logon ID and passwordClick Sign in Now

Logging in Logging in

Page 5: Module 2 - ocga.research.ucla.edu · 2 In this module you will learn: The features and benefits of the system How to: Log-on Navigate Understand the icons Set User preferences User

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Visit https://logon.ucla.edu to:Confirm whether you have a Logon IDCreate a logon IDCheck your logon ID or password if you have forgotten themChange your password

Have your 9-digit University ID (UID) number available when you access the site.

Logging in Logging in

Page 6: Module 2 - ocga.research.ucla.edu · 2 In this module you will learn: The features and benefits of the system How to: Log-on Navigate Understand the icons Set User preferences User

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Proposals tabCreate/edit a grant proposalCreate/edit a subaward proposalImport a subaward proposal

People tabCreate/edit a professional profile

Tabbed Navigation Tabbed Navigation

Page 7: Module 2 - ocga.research.ucla.edu · 2 In this module you will learn: The features and benefits of the system How to: Log-on Navigate Understand the icons Set User preferences User

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Institutions tabView the primary institutional profileView profiles for subcontracting institutionsOnly Administrators can create institutional profiles. Refer to the S2S Grants Business Processes document in the Resources tab of your training handbook or on the project website for more information.

Tabbed Navigation Tabbed Navigation

Page 8: Module 2 - ocga.research.ucla.edu · 2 In this module you will learn: The features and benefits of the system How to: Log-on Navigate Understand the icons Set User preferences User

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Reports tabSubmission reportUnlinked Profiles report

Preferences/Admin tabChange your email addressEdit your user preferences

Tabbed Navigation Tabbed Navigation

Page 9: Module 2 - ocga.research.ucla.edu · 2 In this module you will learn: The features and benefits of the system How to: Log-on Navigate Understand the icons Set User preferences User

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Breadcrumb trails provides a quick way to navigate between screens within a tabDrop down menus allow quick access to additional information stored in the database

Navigation Features Navigation Features

Page 10: Module 2 - ocga.research.ucla.edu · 2 In this module you will learn: The features and benefits of the system How to: Log-on Navigate Understand the icons Set User preferences User

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Icons perform key tasksHover your cursor over an icon to determine its functionClick the icon and the system will respond with prompts, forms changes, etc. to support performance of the activity

Icons Icons

Page 11: Module 2 - ocga.research.ucla.edu · 2 In this module you will learn: The features and benefits of the system How to: Log-on Navigate Understand the icons Set User preferences User

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Password changes are handled through UCLA’s single-sign-on authentication systemIf you need to change your password, visit https://logon.ucla.eduHave your 9-digit UID ready

Changing Your Password Changing Your Password

Page 12: Module 2 - ocga.research.ucla.edu · 2 In this module you will learn: The features and benefits of the system How to: Log-on Navigate Understand the icons Set User preferences User

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Control how often you are prompted to save your changes as you navigate between tabsAll three boxes are checked by default, which ensures that your work is optimally auto-saved

User Preferences User Preferences

Page 13: Module 2 - ocga.research.ucla.edu · 2 In this module you will learn: The features and benefits of the system How to: Log-on Navigate Understand the icons Set User preferences User

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Click the Preferences tabClick the User Preferences linkCheck or uncheck the boxesRecommend that you use the default settings

Setting User Preferences Setting User Preferences

Page 14: Module 2 - ocga.research.ucla.edu · 2 In this module you will learn: The features and benefits of the system How to: Log-on Navigate Understand the icons Set User preferences User

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When exiting pop-up windows always click the Close button; don't use your browser’s "back" functionBe careful when copying and pasting to your proposal -- special characters (e.g., umlauts) may cause funding agencies to reject your proposalSessions that are idle for 60 minutes will be logged outOnce you are logged out, close the browser and start a new session

Hints and Tips Hints and Tips

Page 15: Module 2 - ocga.research.ucla.edu · 2 In this module you will learn: The features and benefits of the system How to: Log-on Navigate Understand the icons Set User preferences User

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In this module you learned:The features and benefits of S2SHow to:

Log-onNavigate Understand the iconsChange your passwordSet User preferences

User Tips

Conclusion Conclusion