my americorps americorps and vista programs create and manage an egrants account presentation...

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AmeriCorps and VISTA Programs Create and Manage an eGrants Account Presentation developed for the Corporation for National and Community Service by the eGrants Coaching Unit JBS International, Aguirre Division (2009); 1-888-333-8272

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Page 1: My AmeriCorps AmeriCorps and VISTA Programs Create and Manage an eGrants Account Presentation developed for the Corporation for National and Community

My AmeriCorps AmeriCorps and VISTA Programs

Create and Manage an eGrants Account

Presentation developed for the Corporation for National and Community Service by the eGrants Coaching Unit JBS International, Aguirre Division (2009); 1-888-333-8272

Page 2: My AmeriCorps AmeriCorps and VISTA Programs Create and Manage an eGrants Account Presentation developed for the Corporation for National and Community

Introduction

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The following presentation* is designed for AmeriCorps State, National, and VISTA program users. This presentation will guide users through the processes of creating and managing an eGrants account request. eGrants is the gateway to the My AmeriCorps

eGrants Coaching Unit

system, users must have an account in eGrants in order to access the My AmeriCorps functions. We will also cover user roles.

*Instructions are quoted in some slides for reference only. Please confirm the guidelines with your State Commission Program Officer, CNCS State Office, or CNCS Program Officer.

Page 3: My AmeriCorps AmeriCorps and VISTA Programs Create and Manage an eGrants Account Presentation developed for the Corporation for National and Community

Agenda3

Access the eGrants login screenCreate an account requestComplete the login informationSubmit the account requestManage your account informationUser roles definedAssign a user roleSurveyWhat’s next?

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Page 4: My AmeriCorps AmeriCorps and VISTA Programs Create and Manage an eGrants Account Presentation developed for the Corporation for National and Community

www.cns.gov4

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Page 5: My AmeriCorps AmeriCorps and VISTA Programs Create and Manage an eGrants Account Presentation developed for the Corporation for National and Community

eGrants Page5

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Page 6: My AmeriCorps AmeriCorps and VISTA Programs Create and Manage an eGrants Account Presentation developed for the Corporation for National and Community

eGrants Login Page6

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Page 7: My AmeriCorps AmeriCorps and VISTA Programs Create and Manage an eGrants Account Presentation developed for the Corporation for National and Community

Create a Grantee Account7

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Page 8: My AmeriCorps AmeriCorps and VISTA Programs Create and Manage an eGrants Account Presentation developed for the Corporation for National and Community

Create a New Account8

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Page 9: My AmeriCorps AmeriCorps and VISTA Programs Create and Manage an eGrants Account Presentation developed for the Corporation for National and Community

Login Information Page9

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Page 10: My AmeriCorps AmeriCorps and VISTA Programs Create and Manage an eGrants Account Presentation developed for the Corporation for National and Community

Turn off Pop-up Blocker10

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Page 11: My AmeriCorps AmeriCorps and VISTA Programs Create and Manage an eGrants Account Presentation developed for the Corporation for National and Community

Help Menu for Password11

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Page 12: My AmeriCorps AmeriCorps and VISTA Programs Create and Manage an eGrants Account Presentation developed for the Corporation for National and Community

Toggle Help Menu12

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Page 13: My AmeriCorps AmeriCorps and VISTA Programs Create and Manage an eGrants Account Presentation developed for the Corporation for National and Community

Complete Required Fields13

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Page 14: My AmeriCorps AmeriCorps and VISTA Programs Create and Manage an eGrants Account Presentation developed for the Corporation for National and Community

Enter EIN14

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Page 15: My AmeriCorps AmeriCorps and VISTA Programs Create and Manage an eGrants Account Presentation developed for the Corporation for National and Community

Select Your Organization15

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Page 16: My AmeriCorps AmeriCorps and VISTA Programs Create and Manage an eGrants Account Presentation developed for the Corporation for National and Community

Organization Information16

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Page 17: My AmeriCorps AmeriCorps and VISTA Programs Create and Manage an eGrants Account Presentation developed for the Corporation for National and Community

Enter Your Contact Numbers17

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Page 18: My AmeriCorps AmeriCorps and VISTA Programs Create and Manage an eGrants Account Presentation developed for the Corporation for National and Community

Review and Submit Account Request18

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Page 19: My AmeriCorps AmeriCorps and VISTA Programs Create and Manage an eGrants Account Presentation developed for the Corporation for National and Community

Account Request Confirmation Page19

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Page 20: My AmeriCorps AmeriCorps and VISTA Programs Create and Manage an eGrants Account Presentation developed for the Corporation for National and Community

Email to Account Requestor20

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Page 21: My AmeriCorps AmeriCorps and VISTA Programs Create and Manage an eGrants Account Presentation developed for the Corporation for National and Community

Sample Email to the Grantee Administrator21

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Page 22: My AmeriCorps AmeriCorps and VISTA Programs Create and Manage an eGrants Account Presentation developed for the Corporation for National and Community

Home Page for My AmeriCorps-only Access22

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Page 23: My AmeriCorps AmeriCorps and VISTA Programs Create and Manage an eGrants Account Presentation developed for the Corporation for National and Community

Account Page with My AmeriCorps-only Access23

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Page 24: My AmeriCorps AmeriCorps and VISTA Programs Create and Manage an eGrants Account Presentation developed for the Corporation for National and Community

Edit Login Information24

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Page 25: My AmeriCorps AmeriCorps and VISTA Programs Create and Manage an eGrants Account Presentation developed for the Corporation for National and Community

Home Page for eGrants and My AmeriCorps User25

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Page 26: My AmeriCorps AmeriCorps and VISTA Programs Create and Manage an eGrants Account Presentation developed for the Corporation for National and Community

My Account Page26

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eGrants Coaching Unit

Page 27: My AmeriCorps AmeriCorps and VISTA Programs Create and Manage an eGrants Account Presentation developed for the Corporation for National and Community

Update Email Address27

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Page 28: My AmeriCorps AmeriCorps and VISTA Programs Create and Manage an eGrants Account Presentation developed for the Corporation for National and Community

User Roles and Overview28

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eGrants -only User Roles:Grantee without access to budget

Has limited application information; no budget access.Cannot assign user role.Can authorize, assure, and certify.

Grantee with access to budgetHas access to entire application information, including budget information.Cannot assign user role.Can authorize, assure, and certify.

eGrants and My AmeriCorps User Role:

*Grantee AdministratorHas access to entire application, including budget information.Can assign user role and update organizational information.Can authorize, assure, and certify.Has access to Portal functions for all programs, operating sites, and/or service locations.

eGrants Coaching Unit

Page 29: My AmeriCorps AmeriCorps and VISTA Programs Create and Manage an eGrants Account Presentation developed for the Corporation for National and Community

User Roles and Overview

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My AmeriCorps-only User Roles (these roles do not have access to the eGrants screens, except when noted):*Grantee Administrator

This user role has both eGrants and My AmeriCorps functions. Please see previous slide for details.

Grantee RecruiterHas access to all recruitment functions.

VISTA Grantee Member ManagementApplies to VISTA sponsors and supervisorsHas access to all member management functions, including user role management, for assigned programs, operating sites, and/or service locations.

State/National Member ManagementApplies to state and national grantees.Has access to all member management functions, including user role management, for assigned programs, operating sites, and/or service locations.

Grantee Travel ProfileApplies only to VISTA sponsors and supervisors.Can process V-81 travel forms.

**For additional information on My AmeriCorps user roles and access, please review the tutorial on User Roles and Management.

eGrants Coaching Unit

Page 30: My AmeriCorps AmeriCorps and VISTA Programs Create and Manage an eGrants Account Presentation developed for the Corporation for National and Community

User Roles and Overview

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eGrants User Roles for State Commission Staff Only:Commissioner

This is a state commission-only role.

Commissioner – Executive DirectorThis is a state commission-only role for the Executive Director.

Commissioner – Chair PersonThis is a state commission-only role for the Chair.

PDAT Budget RoleThis is a state commission-only role for viewing budget information for PDAT grants.

CADMIN Budget RoleThis is a state commission-only role for viewing budget information for Commission Administrative grants.

DISAB Budget Role This is a state commission-only role for viewing budget information for Disability grants.

eGrants Coaching Unit

Page 31: My AmeriCorps AmeriCorps and VISTA Programs Create and Manage an eGrants Account Presentation developed for the Corporation for National and Community

Edit User Role/Permissions Page31

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Show Inactive Roles

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eGrants Coaching Unit

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User Role Assigned33

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Page 34: My AmeriCorps AmeriCorps and VISTA Programs Create and Manage an eGrants Account Presentation developed for the Corporation for National and Community

What’s next?34

The Resource Centero www.nationalserviceresources.org/ac-training-supporto Includes other tutorialso Live training and registration schedule

The eGrants Coaching Unito 1-888-333-8272o [email protected] o Training/Technical Assistance

The eGrants Help Desko 1-888-677-7849o Technical Assistanceo User name/Password reset assistance

04/10/23eGrants Coaching Unit