Create a Technical Review Form


Concept

In this topic, you will learn how to create a technical review form in G5.


Steps:

  1. Click the Technical Review Forms menu to begin creating a technical review form.

    Step 1
  2. Note:  You should begin by searching for the technical review form to ensure that it has not already been created by another user.

    Step 2
  3. Enter the information into the Fiscal Year field. 

     

    For this example, enter a valid value e.g. "2012".

    Step 3
  4. Enter the information into the CFDA/Subprogram field.

     

    For this example, enter a valid value e.g. "84.422A".

    Step 4
  5. Enter the information into the Schedule No field.

     

    For this example, enter a valid value e.g. "4".

    Step 5
  6. Click the Search button to execute the search.

    Step 6
  7. The 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 7
  8. Note:  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 8
  9. Enter the information into the CFDA/Subprogram field.

     

    For this example, enter a valid value e.g. "84.422A".

    Step 9
  10. Enter the information into the Schedule No. field.

     

    For this example, enter a valid value e.g. "4".

    Step 10
  11. Click the Search button to execute the search for schedules and related tiers.

    Step 11
  12. Click the Select button next to Schedule No. 4, Tier 1 to mark it.

    Step 12
  13. Click the Continue > button to move to the Review Form Entry screen.

    Step 13
  14. Enter the information into the Form Title field.

     

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

    Step 14
  15. Enter the information into the First Name field for the Contact Information.

     

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

    Step 15
  16. Enter the information into the Last Name field for the Contact Information.

     

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

    Step 16
  17. Enter the information into the Email field for the Contact Information.

     

    For this example, enter a valid value e.g. "ed.washington12@ed.gov".

    Step 17
  18. Click the Vertical scrollbar to scroll down.

    Step 18
  19. Click the Upload button to search for a document to attach.

    Step 19
  20. Click the Browse... button to open your file directory.

    Step 20
  21. Once 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 21
  22. Click the Perform Upload button to attach the file to the form.

    Step 22
  23. Click the Continue > button to move to the Questions screen.

    Step 23
  24. Click the Add Question button to start entering the first question on the technical review form.

    Step 24
  25. Click the button to the right of the Question (Q) Group field to display the list of question groups.

    Step 25
  26. Select the Selection Criteria list item.

    Step 26
  27. Note:  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 27
  28. Click the Select radio button to mark the Quality of Project Design topic.

    Step 28
  29. Click the Select Topic button to add the topic to the form.

    Step 29
  30. Note:  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 30
  31. Click the button to the right of the Answer Option field to display the list of answer options.

    Step 31
  32. Note:  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 32
  33. Select the Long Text list item.

    Step 33
  34. Click the Answer Required option for this example.

    Step 34
  35. Enter the information into the Max Score field.

     

    For this example, enter a valid value e.g. "30".

    Step 35
  36. Enter 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 36
  37. Click the Add Question button to add the question you just created to the form.

    Step 37
  38. The 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 38
  39. The system displays a message indicating that the form has been saved.

     

    Click the Add Question button to create another question.

    Step 39
  40. Once again, click the button to the right of the Question (Q) Group field to display the list of question groups.

    Step 40
  41. Select the Enter Manual Group/Topic list item.

    Step 41
  42. Note:  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 42
  43. Enter the topic into the Question (Q) Topic field.

     

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

    Step 43
  44. Note:  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 44
  45. Click the button to the right of the Answer Option field to display the list of answer options.

    Step 45
  46. Select the Checkbox list item for this example.

    Step 46
  47. Click the Add Answer Values button to add/create answer values.

    Step 47
  48. Enter the first answer value into the Answer Value field.

     

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

    Step 48
  49. Click the Add Answer Value button to add the answer you created.

    Step 49
  50. Enter the next answer value into the Answer Value field.

     

    For this example, enter a valid value e.g. "No".

    Step 50
  51. Click the Add Answer Value button to add the second answer you created.

    Step 51
  52. The 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 52
  53. Click the Answer Required option.

    Step 53
  54. Enter the information into the Max Score field.

     

    For this example, enter a valid value e.g. "30".

    Step 54
  55. Enter the question into the Question field.

     

    For this example, enter a valid value e.g. "Are the proposed costs reasonable and necessary?".

    Step 55
  56. Click the Add Question button to add the question you created to the form.

    Step 56
  57. Click the Save button to save your work.

    Step 57
  58. Note:  For this example, a third question has also been added and saved.

    Step 58
  59. Click the Vertical button of the scrollbar to scroll down.

    Step 59
  60. Click the Continue > button to move to the Priority Questions tab.

    Step 60
  61. Click the Add Question button to add a priority question.

    Step 61
  62. Click the button to the right of the Question (Q) Group field to display the list of question groups.

    Step 62
  63. Select the Enter Manual Group/Topic list item for this example.

    Step 63
  64. Note:  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 64
  65. Enter the question topic into the Question (Q) Topic field.

     

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

    Step 65
  66. Note:  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 66
  67. Click the button to the right of the Answer Option field to display the list of answer options.

    Step 67
  68. Select the Overall Comments list item.

    Step 68
  69. Enter the information into the Max Score field.

     

    For this example, enter a valid value e.g. "5".

    Step 69
  70. Enter 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 70
  71. Click the Add Question button to add the question you created to the form.

    Step 71
  72. Click the Save button to save your work.

    Step 72
  73. The system again displays a message indicating that the information was saved.

     

    Click the Continue > button to continue to the Signature/Comments tab.

    Step 73
  74. Enter the information into the Signature Page Instructions field.

     

    For this example, enter a valid value e.g. "Fax to 555-555-5555.".

    Step 74
  75. Click the Continue > button to move to the Summary tab.

    Step 75
  76. Click the Vertical scrollbar to scroll down.

    Step 76
  77. Click the Submit button to submit your work.

    Step 77
  78. Click the Vertical button of the scrollbar to scroll down.

    Step 78
  79. NoteIf you need to enter more technical review forms, you can click the Done button and repeat the process.

    Step 79
  80. Click the Go To Home button to acknowledge the system message and return to the My Home Page screen.

    Step 80

Congratulations!

 

You have successfully created a technical review form.