In this topic, you will learn how to create a technical review form in G5.
Steps:
Click the Technical Review Forms menu to begin creating a technical review form.
Step 1Note: You should begin by searching for the technical review form to ensure that it has not already been created by another user.
Step 2Enter the information into the Fiscal Year field.
For this example, enter a valid value e.g. "2012".
Step 3Enter the information into the CFDA/Subprogram field.
For this example, enter a valid value e.g. "84.422A".
Step 4Enter the information into the Schedule No field.
For this example, enter a valid value e.g. "4".
Step 5Click the Search button to execute the search.
Step 6The system displays a message indicating that no technical review forms exist in the system for the given search criteria.
Important Note: The tier or tiers must exist in the system for the competition for which you are creating the technical review form.
Click the Create button to create a new form.
Step 7Note: The tab at the top of the screen changes to Schedules Search. Enter the information into the Fiscal Year field.
For this example, enter a valid value e.g. "2012".
Step 8Enter the information into the CFDA/Subprogram field.
For this example, enter a valid value e.g. "84.422A".
Step 9Enter the information into the Schedule No. field.
For this example, enter a valid value e.g. "4".
Step 10Click the Search button to execute the search for schedules and related tiers.
Step 11Click the Select button next to Schedule No. 4, Tier 1 to mark it.
Step 12Click the Continue > button to move to the Review Form Entry screen.
Step 13Enter the information into the Form Title field.
For this example, enter a valid value e.g. "ACME TRF".
Step 14Enter the information into the First Name field for the Contact Information.
For this example, enter a valid value e.g. "Ed".
Step 15Enter the information into the Last Name field for the Contact Information.
For this example, enter a valid value e.g. "Washington".
Step 16Enter the information into the Email field for the Contact Information.
For this example, enter a valid value e.g. "ed.washington12@ed.gov".
Step 17Click the Vertical scrollbar to scroll down.
Step 18Click the Upload button to search for a document to attach.
Step 19Click the Browse... button to open your file directory.
Step 20Once you locate the correct file in your file directory, click the Open button to pull the file name into the G5 File Upload field.
Step 21Click the Perform Upload button to attach the file to the form.
Step 22Click the Continue > button to move to the Questions screen.
Step 23Click the Add Question button to start entering the first question on the technical review form.
Step 24Click the button to the right of the Question (Q) Group field to display the list of question groups.
Step 25Select the Selection Criteria list item.
Step 26Note: When you choose Selection Criteria as the Group, the Question (Q) Topic field displays a List of Values (LOV) button so that you can select a topic from an existing list.
Click the LOV button to display the list of Question Topics.
Step 27Click the Select radio button to mark the Quality of Project Design topic.
Step 28Click the Select Topic button to add the topic to the form.
Step 29Note: The information you enter in the Short Text field will display as the question's header in the published Technical Review Form (TRF). Enter the information into the Short Text field.
For this example, enter a valid value e.g. "Defined Objectives".
Step 30Click the button to the right of the Answer Option field to display the list of answer options.
Step 31Note: When you select an Answer Option that requires a list of possible answers (for example: Checkbox or Drop-down Menu), then you will also need to create the Answer Values. When you select an Answer option that requires a narrative answer (for example: Long Text or Strengths and Weaknesses), you do not need to create Answer Values.
Step 32Select the Long Text list item.
Step 33Click the Answer Required option for this example.
Step 34Enter the information into the Max Score field.
For this example, enter a valid value e.g. "30".
Step 35Enter the question into the Question field.
For this example, enter a valid value e.g. "To what extent are the objectives for each activity realistic and defined in terms of measurable results?".
Step 36Click the Add Question button to add the question you just created to the form.
Step 37The question has been added to the form. Each question has Action icons for modifying, adding sub-questions and removing a question.
Click the Save button to save the question you created.
Step 38The system displays a message indicating that the form has been saved.
Click the Add Question button to create another question.
Step 39Once again, click the button to the right of the Question (Q) Group field to display the list of question groups.
Step 40Select the Enter Manual Group/Topic list item.
Step 41Note: An additional field displays so you may name the manual question group. Enter the information into the Manual Group field.
For this example, enter a valid value e.g. "Budget".
Step 42Enter the topic into the Question (Q) Topic field.
For this example, enter a valid value e.g. "Proposed Costs".
Step 43Note: Again, the information you enter in the Short Text field will display as the question's header in the published Technical Review Form (TRF). Enter the information into the Short Text field.
For this example, enter a valid value e.g. "Costs".
Step 44Click the button to the right of the Answer Option field to display the list of answer options.
Step 45Select the Checkbox list item for this example.
Step 46Click the Add Answer Values button to add/create answer values.
Step 47Enter the first answer value into the Answer Value field.
For this example, enter a valid value e.g. "Yes".
Step 48Click the Add Answer Value button to add the answer you created.
Step 49Enter the next answer value into the Answer Value field.
For this example, enter a valid value e.g. "No".
Step 50Click the Add Answer Value button to add the second answer you created.
Step 51The answers you have entered as acceptable values display at the bottom of the screen. You may repeat these steps for each of the possible answer values.
Click the Continue > button to return to the Question Information screen.
Step 52Click the Answer Required option.
Step 53Enter the information into the Max Score field.
For this example, enter a valid value e.g. "30".
Step 54Enter the question into the Question field.
For this example, enter a valid value e.g. "Are the proposed costs reasonable and necessary?".
Step 55Click the Add Question button to add the question you created to the form.
Step 56Click the Save button to save your work.
Step 57Note: For this example, a third question has also been added and saved.
Step 58Click the Vertical button of the scrollbar to scroll down.
Step 59Click the Continue > button to move to the Priority Questions tab.
Step 60Click the Add Question button to add a priority question.
Step 61Click the button to the right of the Question (Q) Group field to display the list of question groups.
Step 62Select the Enter Manual Group/Topic list item for this example.
Step 63Note: Once again, an additional field displays so that you may name the manual question group.
Enter the information into the Question (Q) Group field. For this example, enter a valid value e.g. "General Comments".
Step 64Enter the question topic into the Question (Q) Topic field.
For this example, enter a valid value e.g. "Overall Comments".
Step 65Note: Again, the information you enter in the Short Text field will display as the question's header in the published Technical Review Form (TRF). Enter the header information into the Short Text field.
For this example, enter a valid value e.g. "Overall Comments".
Step 66Click the button to the right of the Answer Option field to display the list of answer options.
Step 67Select the Overall Comments list item.
Step 68Enter the information into the Max Score field.
For this example, enter a valid value e.g. "5".
Step 69Enter the question into the Question field.
For this example, enter a valid value e.g. "What other comments do you have about the proposed project?".
Step 70Click the Add Question button to add the question you created to the form.
Step 71Click the Save button to save your work.
Step 72The system again displays a message indicating that the information was saved.
Click the Continue > button to continue to the Signature/Comments tab.
Step 73Enter the information into the Signature Page Instructions field.
For this example, enter a valid value e.g. "Fax to 555-555-5555.".
Step 74Click the Continue > button to move to the Summary tab.
Step 75Click the Vertical scrollbar to scroll down.
Step 76Click the Submit button to submit your work.
Step 77Click the Vertical button of the scrollbar to scroll down.
Step 78Note: If you need to enter more technical review forms, you can click the Done button and repeat the process.
Step 79Click the Go To Home button to acknowledge the system message and return to the My Home Page screen.
Step 80Congratulations!
You have successfully created a technical review form.