Working and Navigating in G5 for Internal Users


Concept

In this topic, you will learn basic navigation in G5 for internal users.


Steps:

  1. When you click the link for the web site, the G5 Home Page opens.

     

    G5 is a Portal web site that provides access to multiple functions through different regions on the web site that are called Portlets.

    Step 1
  2. On the G5 Main Home Page, you may log in using your email ID and password.  You may also read the Department of Education's terms for using the G5 site by clicking the link.

    Step 2
  3. In addition, you may reset your password or register for the first time.

    Step 3
  4. After entering your Email ID and Password, you must check the box indicating that you accept the Department of Education's terms for using the G5 site.

    Step 4
  5. For this example, the Email ID and Password have been completed and the check box for the terms has been checked.

     

    Click the Login to G5 button to log in.

    Step 5
  6. Once you log in, the system displays what is called My Home Page which is associated with your User ID and G5 role.  The menu bar displays with the functionalities to which you have access.

     

    The primary menu includes:

    Main - to access and update G5 User ID and profile information online.

    Grant Setup - to access functionality for pre-award tasks.

    Grant Maintenance - to access functionality for post-award tasks.

    Payments - to create, inquire, modify or cancel payment requests or process refunds.

    G5 Admin - to maintain forms, clauses, attachments, letters and people.

    Reports - to generate reports.

     

    Important Note:  When you are navigating in G5, it is important to use the G5 menus and buttons only.  Clicking your Internet browser Forward or Backward buttons will kick you out of G5 and lose any data you have entered.

     

    Step 6
  7. NoteWhen you highlight each menu item, the sub-menus for that menu item display.  You may highlight the function you need to perform and click it.

     

    With the exception of the Reports menu, each menu item has 3 levels which are indicated by their color coding on the screen shown:

     

    (1) Main (Example: Grant Setup)

     

    (2) Sub-Level 1 (Example: Planning and Scheduling) and

     

    (3) Sub-Level 2 (Example: CFDA).

    Step 7
  8. Also Note:  If you prefer to use the keyboard only, you can navigate using the following key strokes:

     

    Tab Key - moves you from the menu level you are on down to the next lower menu level.

     

    Shift + Tab Key - moves you from the menu level you are on up to the next menu level.

     

    Right and Left Arrow Keys - move you from one main menu item to the next main menu item.

     

    Up and Down Arrow Keys - move you from one sub-menu to another sub-menu on the same menu level (e.g., moving between Formula Grants and Discretionary Grants or moving between Grant Team to Grant Schedules).

     

    Enter Key - opens the screen for the function you have highlighted.

     

     

    Step 8
  9. When you move the mouse back off the menus without clicking anything, the sub-menus disappear.

     

    Click the Click here link under the My Quick View section to see awards associated to your program office.

    Step 9
  10. The system displays a search screen for awards associated to your Email ID (based on program office).  The first CFDA associated to your program office defaults in the Filter By CFDA/Subprogram field.

     

    Click the button to the right of the Filter By CFDA/Subprogram field to display the entire list of CFDAs and subprograms associated to your program office.

    Step 10
  11. Select the 84.007A list item.

    Step 11
  12. Click the button to the right of the Award Status field to display the list of award statuses.

    Step 12
  13. Click the Closed list item to search for awards with that status.

    Step 13
  14. Click the OK button to display the awards which meet the search criteria.

    Step 14
  15. The awards which meet the criteria display.

     

    Click the Vertical scrollbar to scroll down and review the information for each award.

    Step 15
  16. Once you have finished reviewing the information, click the Go To Home button to return to the My Home Page main screen.

    Step 16
  17. Click the My Tasks menu item to display the tasks associated with your Email ID.

    Step 17
  18. The list of your tasks displays.

     

    Click the Vertical scrollbar to scroll down and view your tasks and options.

    Step 18
  19. Any tasks that you have not completed are listed.  You can mark the box for the task you would like to work on and click the Claim button to claim the task.

    Step 19
  20. For this example, click the Claim Task option for the last task listed.

     

    Note:  The list of tasks displays the most recent tasks at the top of the list.

    Step 20
  21. Once you claim the task, the task item displays as a link in blue.  You may click the link to view the task.

    Step 21
  22. Click the Review Payment Request link to open the task screen for the task you just claimed.

    Step 22
  23. For this example, the task is approving a routed payment and a comment is required.

     

    Enter the approval reason into the Comments field.  Enter a valid value e.g. "payment authorized".

    Step 23
  24. Click the Approve button to approve the payment and complete your task.

    Step 24
  25. The system displays a message indicating that the payment has been approved.

     

    Click the Cancel button to cancel the current screen and return to your task list.

    Step 25
  26. Note:  Once you claim and complete a task, the system removes it from your task list.

    Step 26
  27. Click the Home menu item to again return to the My Home Page main screen.

    Step 27
  28. On the left side of your home page screen, there is a list of Related Links which will link you to additional web sites which can provide helpful information for grant administration.

     

    Click the Vertical scrollbar to scroll down and view the remaining sections of the My Home Page screen.

    Step 28
  29. At the bottom of the My Home Page screen, there are sections for News and Events, G5 Web Site Hours of Operation and Frequently Asked Questions (FAQs).

    Step 29
  30. Click the Vertical scrollbar to scroll back up to the top of the My Home Page screen.

    Step 30
  31. You are now ready to begin working in G5.

    Step 31

Congratulations!

 

You have learned basic navigation in G5 for internal users.