Help

  1. How do I register to use this system?
  2. I am a registered user. How do I log onto the system?
  3. How do I change my password?
  4. How do I add a new form?
  5. How do I complete a form?
  6. How do I contact an administrator?
  7. Where are the guidelines for this form?
  8. How can I view a summary of the work I've completed so far for a particular form?
  9. How do I make changes to a form?
  10. How do I delete a form from my list?
  11. How do I submit my form once it's completed?
  1. How do I register to use this system?
    To register on the system select "Create an Account" on the main page. Enter your user information and click "Proceed."
     
  2. I am a registered user. How do I log onto the system?
    To log onto the system, simply enter your login name and password, and click "Login."
     
  3. How do I change my password?
    At the top of any screen within the system click "My Account." You can change your organization name, password, contact name, and contact email address from this page.
     
  4. How do I add a new form?
    To add a new form choose the grant type from the dropdown menu on the main menu page and click "Create New Application." If there isn’t a dropdown menu, simply click “Create New Application.” The new form should appear on your forms list.
     
  5. How do I complete a form?
    To complete a form on the system click the form's corresponding green "Edit" button on the main menu page. Click "Save and Continue" or "Save and Next" at the bottom of each page to move to the next page. If you'd like to quit and continue working on the form later, click "Save Your Work" before logging out of the system. When you log back onto the system later, you can click the form's "Edit" button and continue completing the form from your previous point.

    You can also access any section of the form by selecting the section name from the top menu of the form. Be sure to save your work on the current page before clicking on one of the section tabs.
     
  6. How do I contact an administrator?
    To contact an administrator, first click "Save Your Work", at the bottom of the page on which you are working, select "Main Menu" from the menu at the top of your page, and click the black "Email" button under the "Actions" column. Your default email program should then open a new composition window with an address in the recipient field.
     
  7. Where are the guidelines for this form?
    If the form has documented guidelines, first click "Save Your Work" at the bottom of the page on which you are working, select "Main Menu" from the menu at the top of your page, and click the blue "Guides" button under the "Actions" column. If there is no blue "Guides" button please contact an administrator for guidelines.
     
  8. How can I view a summary of the work I've completed so far for a particular form?
    To review your work for a form click the yellow "View" button that corresponds to the form in question under the "Actions" column. A PDF of your form will open and you can print it by selecting “Print” from the File menu.
     
  9. How do I make changes to a form?
    To make changes to a form click the green "Edit" button under the "Actions" column, and you will be taken to the main form page. From here, you can view information about the form, make changes or submit the form.
     
  10. How do I delete a form from my list?
    To delete a form from your form list click the red "Delete" button under the "Actions" column. After confirming the deletion the form will be removed from your list of open forms. You will not be able to delete your form after submission.
     
  11. How do I submit my form once it's completed?
    After reviewing your completed form go to the main page for the form you wish to submit by clicking its corresponding green "Edit" button. You can either walk through each step of the process to review your work and click the "Submit My Data" button at the end, or you can select "Finish" from the top menu of the main page of the form you're editing. The system will not let you submit an incomplete form, and you will be instructed to go back and fill in any missing information.