PELICAN Keys to Quality – GSD

August 12th, 2008

Questions: STARS Fiscal & Grant Management

1. Should “OCDEL Total Allocation Amount” calculation be available in real-time or should it be calculated via a batch job?

2. Should the rolled-up grant sub-category information be displayed on the Grant Category Summary page or on the Grant Category Details page?

3. If the Grant Status is still pending, should the user be allowed to enter any information in the Amount Approved field?

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STARS Fiscal & Grant Management

Business Rules

1. At least one Key Region must be selected from the “Yearly Allocations Summary” table for the “Yearly Allocations Summary Details” to be displayed.

2. The “Pending Grant” is the sum of all the “Amount Approved” on the Grant Summary page with a Grant Status of pending.

3. The Pending Grant , Approved Amount, Funds Returned, Remaining Allocations, Actual Spent, Unspent Funds will be auto-calculated from the “Grant Summary” page.

4. The Remaining Allocations field will be auto-calculated after the Original OCDEL Allocations field is populated. The Remaining Allocations is calculated by subtracting the Approved Amount from the OCDEL Original Allocations amount.

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STARS Fiscal & Grant Management

Related Requirements

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Req # Title Category Description

21. View Annual Allocations

STARS - Fiscal Management

The system will allow the user to view the annual allocations by key regions and by grant type

22. Update Annual Allocations

STARS - Fiscal Management

The system will allow the users to enter allocation amounts for a budget year by Grant Type

23. View Allocation Details

STARS - Fiscal Management

The system will allow the user to view the annual allocations details which a listing of grants made for a particular grant type

STARS Fiscal & Grant Management: Allocation Summary

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Provider: STARS Grant Category Details

Screen Mockup Fields Information

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Field

Automatically Populated

(Y/N)

Default Value

Automatically Calculated

(Y/N)Related Error

ConditionsHistory(Y/N)

Required (Y/N)

Read Only(Y/N)

Effective Dating?

(Y/N)

Reference Table

MappingField

Length

Workflow/ Navigation

Related Alerts Related

Correspondence

Sorting Capabilitiesfor tables

Yearly Allocation Summary

     

Fiscal Year* N N N/A N/A Y N/A N/A Y N/A

Month N N N/A N/A N N/A N/A Y N/A

Key Region Y Y Y N/A N/A Y N/A N/A N/A

Grant Type Y Y Y N/A N/A Y N/A N/A N/A

Original OCDEL Allocations N N N/A N/A N N/A N/A N/A N/A

Current Allocations N N N/A N/A N N/A N/A N/A N/A

Approved Amount N N N/A N/A N N/A N/A N/A N/A

Revision 1 Amount N N N/A N/A N N/A N/A N/A N/A

Revision 2 Amount N N N/A N/A N N/A N/A N/A N/A

Revision 3 Amount N N N/A N/A N N/A N/A N/A N/A

Actual Spent N N N/A N/A N N/A N/A N/A N/A

Unspent Funds Y N Y N/A N N/A Y N/A N/A

Update Button N/A N/A N/A N/A N/A N/A N/A N/A N/A

Save Button N/A N/A N/A N/A N/A N/A N/A N/A N/A

Cancel Button N/A N/A N/A N/A N/A N/A N/A N/A N/A

STARS Fiscal & Grant Management: Allocation Details

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Questions: Reports

1. What are the report parameters for the following reports: Regional STAR Designations Breakdown by County Report, Statewide Report, Regional Totals Report, Special Incentives Monthly Report?

2. What is the difference between the Phone Report and the Location Address List report? They both have the same report parameters.

3. Is there any report that needs to be generated in real time or should they all be generated via a scheduled batch job?

4. What is the order of importance of each of the reports?

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Reports

Related Requirements

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Req # Title Category Description

36. Manage Reports Global The system will allow the user to request, generate and view reports.

Reports: Home

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Reports: Inbox

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STARS Management Reports: Enrollment Applications

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STARS Management Reports: Expiring Designations

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STARS Management Reports: Location Address List/Phone

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STARS Management Reports:Location Alerts

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STARS Management Reports:Location Contacts

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STARS Management Reports: STAR Level Comparison

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STARS Management Reports:STAR Level Stagnation

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STARS Management Reports: STARS Ineligibility

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STARS Management Reports: STARS Location

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STARS Management Reports: Target

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STARS Management Reports: Enrollment Application Report Output

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Fiscal & Grant Management Reports: Education and Retention Awards Monthly

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Fiscal & Grant Management Reports: Location Grant List

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Fiscal & Grant Management Reports: Location Grant Type

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Fiscal & Grant Management Reports: Grant By County and STAR Level

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Fiscal & Grant Management Reports: Start with STARS Location not applying for SWS Grant

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Fiscal & Grant Management Reports: Start with STARS Grant Monthly

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Fiscal & Grant Management Reports: Start with STARS Grant Monthly

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Questions: Administration

1. Should supervisors have the ability to see all alerts?

2. What user roles should have access to reassign alerts to other users in the system?

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Administration

Business Rules

1. Only supervisors and above will have the authority to reassign an alert to a different user.

Related Requirements

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Req # Title Category Description

34. Manage System Generated Alerts

Global The user would complete a specific action which would trigger the system to automatically generate the alert.The system will allow the user to view, update, delete or assign the alert.

35. Manage Manually Generated alerts

Global The system will allow the user to generate, update, delete, view or assign alerts.

Administration: Home

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Administration: Alerts

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Administration: Create New Alerts

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Administration: Reference Table Summary

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Administration: Manage Reference Table

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Administration: Update Reference Table Definition

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Administration: Manage Reference Table Column

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Administration: Edit Reference Table Column

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Administration: Create Reference Table Column

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Administration: Edit Reference Table Column Description

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Administration: Broadcast

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Questions & recommendations?