Create a High Risk Record


Concept

In this topic, you will learn how to create a high risk record.


Steps:

  1. Click the Risk Module menu item to begin the process of creating a high risk record.

    Step 1
  2. Click the Create button to create a new high risk record.

    Step 2
  3. Enter the correct information into the UEI field.

     

    For this example, enter a valid value e.g. "EEE555FFF674".

    Step 3
  4. Click the Continue > button to move to the UEI Risk Info tab.

    Step 4
  5. Click in the Risk Status field to display the list of Risk Statuses.

    Step 5
  6. Click the Active list item to make the Risk Status active.

    Step 6
  7. Click the Select Contact button to select a Department of Education contact.

    Step 7
  8. The screen displays which allows you to search for a Department of Education contact.

     

    Enter the person's last name into the Last Name field.

     

    For this example, enter a valid value e.g. "wayne".

    Step 8
  9. Click the Search button to search the system for the person(s) with that last name.

    Step 9
  10. The system displays all persons with the last name you entered which currently exist in G5.

     

    Click the Select button to mark Bruce Wayne.

    Step 10
  11. Click the Continue > button to return to the UEI Risk Info page.

    Step 11
  12. Click the Select a Date icon to select a Risk Start Date.

    Step 12
  13. Select the appropriate date from the calendar. 

     

    In this example, select September 12.

    Step 13
  14. Click the Vertical scrollbar to scroll down and select an EDGAR Risk Reason.

    Step 14
  15. Select the appropriate reason in the Available Reasons field.

     

    In this example, select 1. Has a history of poor performance.

    Step 15
  16. Click the Add > button to add the Available Reason you selected to the Selected Reasons section of the page.

    Step 16
  17. Click the Vertical scrollbar to scroll down the page.

    Step 17
  18. Note:  The reason you selected displays in the Selected Reasons box.

     

    You must also attach any supporting documents by using the Document Upload feature.

    Step 18
  19. Click the Upload button to browse for the document you want to attach.

    Step 19
  20. Click the Choose File button.

    Step 20
  21. Navigate to and select the appropriate file.

     

    In this example, select the Risk Assessment file.

    Step 21
  22. Click the Open button.

    Step 22
  23. Click the Perform Upload button to upload the file to G5.

    Step 23
  24. Click the Vertical scrollbar to scroll down the page.

    Step 24
  25. Enter the supporting document's title into the Document Title field.

     

    For this example, enter a valid value e.g. "Risk Assessment".

    Step 25
  26. Click the Attach Document button to attach the document you uploaded to the high risk record.

    Step 26
  27. Click the Vertical scrollbar to scroll down the page.

    Step 27
  28. Click the Continue > button to move to the Award Risk Info tab.

    Step 28
  29. Note:  You may specify which of the recipient's awards should have a High Risk status.  The system will not automatically mark the awards as high risk if the UEI is high risk, it is a manual process to mark the separate awards.

     

    Also Note:  If you are entering the information at the UEI level, and the recipient has no current awards in the "Open" status, then you will not be able to mark specific awards.

    Step 29
  30. Click the Add Awards button to open the Recipient Awards page.

    Step 30
  31. Click the checkboxes to select the appropriate awards or click the All link to select all of the awards listed.

     

    In this example, select the first checkbox.

    Step 31
  32. Click the Continue button to return to the Award Risk Info page.

    Step 32
  33. Click the Continue > button to move to the Summary screen.

    Step 33
  34. Click the Vertical scrollbar to scroll down and review the information you have entered.

    Step 34
  35. Click the Submit button to submit the risk record to the system.

    Step 35
  36. The system displays a message indicating that the risk record was created successfully.

     

    Click the Vertical scrollbar to scroll down.

    Step 36
  37. Note:  If you want to create additional high risk records, you may click the Done button and return to the create screen to repeat the process.

    Step 37
  38. Click the Go To Home button to return to the My Home Page screen.

    Step 38

Congratulations!

 

You have successfully created a high risk record.