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Applicant User Guide - Susan G Komen® Northwest North Carolina

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1. Close button to close the system message e Click the name of the sender to send an email to the sender of the message Initiating an Application The Project Director Authorized Signer and Writer roles are permitted to initiate applications through the local Affiliate In order to create an application follow these steps 1 From the User Homepage click the View Opportunities button under the View Available Opportunities section on the main menu This section will show you all of the grant program types where you may apply for a new grant Proposals should be initiated for GY2015 in GeMS View Available Proposals You have 1 My Opportunities available select the View Opportunities button below to see whatis available to your organization NOTE Use this option to initiate new proposals only To edit applications already in progress select the My CG Applications tab above 2 For those grant programs where you are eligible to apply you will see an Apply Now button under the description of the grant Click the Apply Now button Updated 8 10 15 12 Susan G Komen Northwest NC GeMS Applicant User Guide GY2015 2016 3 A confirmation page will appear By clicking the I Agree button you will initiate a new application An application will be created and you will be taken to the CG Application Menu where you can begin filling out the various sections of the application Agreement Please
2. Open button Choose file Lookin OO Be bie zl enam CH i sampleuploadfie Gol Recent Network j as File name sampleuploadfile bd k Files of type La Files C D Cancel After the page reloads you must then click the page Save button to save the uploaded file PDF Version In many pages once the page is saved a Print Version button will be available that will automatically create a PDF for you with the data you provided for each form These dynamic PDF s can be printed or saved to your computer for reference Updated 8 10 15 20 Susan G Komen Northwest NC GeMS Applicant User Guide GY2015 2016 Copy and Paste Applicants should be cautious when utilizing copy and paste We suggest you copy to NotePad first then to GeMS Copying to NotePad will remove all formatting Text Limits Applicants must also be aware of the character limits of each text box as attempting to copy and paste text larger than the allotted amount of space will yield an error The character limit may be found at the bottom left of each text box Data exceeds the allowed length Provide a brief description of the organization s history lf your program is part of a larger organization briefly explain the mission of the larger entity and your relationship to it Provide a brief description of the organization s history If your program is part of a larger Note If you exceed the allowed length do not exit th
3. Affiliate representative and all other users will be approved validated by the organization s Project Director In order for all users within an organization to be validated approved the Project Director must follow the steps listed below the screen image Komen Project Director User Approval This page will allow administrative users to approve one or more users Search Criteria liame wooo oman OOOO organizaron O Organization State User Type To approve the user select the record and click the button Approval Type Approve User Assign person s organization to Aspen Ski Lodge ze Set person s role to Authorized Signer Active Date 0 3 2011 Inactive Date Cd i ES wen em om be em m 3 r Search Results Export Results to Screen 7 sortey 29 ler E New Organization Requested Organization Contact info I Title kl AS Ski Lodge False Aspen Ski Lodge 123 Main Street Phone 1 6546546544 UserName skipd2 Title Authorized Signer Aspen CO 45654 5455 Email lgroves komen org County Hinsdale County Date Requested 10 03 2011 Updated 8 10 15 8 Susan G Komen Northwest NC GeMS Applicant User Guide GY2015 2016 Validating Users 1 The Project Director will receive an email when a user within their organization has registered and needs to be validated 2 The Project Director logs in to GeMS and will select the My Administration tab at the top of the User Homepage 3 Select the User A
4. Status select the View Status Options button below to perform actions such as submitting applications or request modifications Possible Statuses AUTHORIZED SIGNATURE REQUIRED APPLICATION CANCELLED Access Management Tools The Access Management Tools section allows certain administrative responsibilities such as the ability to add edit people from the application and view the status history of the application Functionality is based on your user role Access Management Tools Select the View Management Tools button below to perform actions such as adding people to this document or viewing the document history Updated 8 10 15 15 Susan G Komen Northwest NC GeMS Applicant User Guide GY2015 2016 Management Tools amp CREATE FULL PRINT VERSION Select the link above to create a printable version of the document dy CREATE FULL BLANK PRINT VERSION Select the link above to create a blank printable version of the document d ADD EDIT PEOPLE Select the link above to perform actions such as adding people changing a security role or altering people s active dates on this document MY ACTIVITIES SEARCH REPORTS Select the link above to perform a search and output the results from the My Activities eh STATUS HISTORY Select the link above to view the status history of this document CH CHECK FOR ERRORS Select the link above to check the entire document for errors eh VIEW MODIFICATION HISTORY Select the link abo
5. must complete this page Key Personnel Cy You must provide written justification for all items requested Other 5 Authorized Signer logs in to GeMS and clicks Open My Tasks 6 Select the grant you would like to submit in your task list 7 Click View Status Options to see the possible statuses Change the Status Select the View Status Options button below to perform actions such as submitting applications or request modifications 8 Click Apply Status for Application Submitted Helpful Hints e When completing the application within GeMS please review the Request for Applications and additional support tools provided by the local Affiliate for details on each application page and submission requirements e Always hit Save to save your data If you do not hit Save and you navigate away from the screen your data will be lost e lf you scroll over the first aid kits help content will be available for that specific question Updated 8 10 15 23 Susan G Komen Northwest NC GeMS Applicant User Guide GY2015 2016 e The system will log out after 45 minutes with no activity If the system logs out automatically the last data entered will not be saved if the save button was not selected prior to the log out e If you copy and paste text from Word you must hit the backspace button within the text field for the character count to be shown e The Project Work Plan Summary is a repor
6. Application Menu is home base for the majority of forms and pages you will need to complete the 2015 2016 Grant Application View Edit and Complete Forms The Forms section is where the vast majority of the application is located This section contains all of the forms associated with your application To view the application forms simply click the View Forms button and then click on the name of the form you wish to view View Edit and Complete Forms select the View Forms button below to view edit and complete forms Status Page Name Note Created By Last Modified By e CG Application RFA Project Profle lt _ Organization Summary lt Project Abstract Project Narrative Project Target Demographics Key Personnel Project Work Plan Goals Project Work Plan Objectives Project Work Plan Summary Salaries Consultants Supplies Travel Patient Care Sub Contracts Other Indirect DOUOBRBAOOBRPEHERP BE UVUUBEAEEBEA Project Budget Summary Updated 8 10 15 14 Susan G Komen Northwest NC GeMS Applicant User Guide GY2015 2016 Change the Status The Change the Status section allows the Project Director and Authorized Signer to change the status of an application or report Status options are dependent on the current status of the document and the role of the user Click the View Status Options button to see what status push options you currently have available Change the
7. Contracts Other Indirect DDHDHDHDHDHDHDHHe DHDHDHD DHDHL Project Budget Summary Updated 8 10 15 17 Susan G Komen Northwest NC GeMS Applicant User Guide GY2015 2016 Forms Completion When filling out an application form it is suggested you first complete all of those fields for which you have information Not everyone in each organization will have all of the information necessary to complete each form Complete as much of it as you can and then click the Save button Fields followed by red asterisks are required fields Helpful Hint Please refer to the 2015 2016 Request for Applications RFA and the Additional Support Tools on Komen Northeast Ohio s website for specific information related to the various forms and required information associated with the 2015 2016 Grant Application In the creation of some forms the Add button is used to create additional fields so the applicant can list each item that falls under a particular category Project Work Plan Goals for example will typically consist of more than one item Any form that has an Add button allows you to have multiple instances of that particular form The following picture shows the available Add button on a page where multiple pages can be created When multiple pages have been created for a particular form you can choose between them A dropdown menu will appear on the far right of the button toolbar Select th
8. In order to receive these messages it is important you include an active frequently used email address when creating your profile in the system If you provide an incorrect email address or an address to an account that is either inactive or full you will not be able to receive these important messages System Messages In addition to the automatic email notifications there is an area referred to as System Messages that manages messages sent to you either from the system itself or from Komen GeMS Affiliate personnel You can view or edit your System Messages by following these steps 1 Click the Open My Inbox button under the View My Inbox section on the main menu You will now see any unread system messages You may filter system messages by choosing an option from the drop down labeled Sort my inbox messages by Updated 8 10 15 11 Susan G Komen Northwest NC GeMS Applicant User Guide GY2015 2016 My Inbox Sort my inbox messages by Priority Gen Subject Date Time 2 Date Time Anew user has registered 629 2011 3 34 4 20 PM system Grant Cody Test 6 has been added to KOMEN_TX100 Test Org 1 6 3 2011 11 51 34 AM system Grant Anew user has registered 5 3 2011 11 49 57 AM 2 Clicking the Subject of a message will take you to the message itself You can read the message from that screen and may then perform any of the following actions e Click the Reply button to reply to the system message e Click the
9. SUSGNG E Komen NORTHWEST NC Susan G Komen for the Cure Northwest NC Grants eManagement System GeMS Applicant User Guide Version 2 0 Susan G Komen Northwest NC GeMS Applicant User Guide GY2015 2016 Table of Contents Gels Logom and FEO SW e E 4 eer ebe 5 GI NISC TOSS ci casera a E E ET E E EEE E O A TE E 5 Creating a New Account 6 el ecas MOLS roA A E E P A AE A A A E O A E A E ET TN 9 usor PROMODA OO oraa E E E AE A E ET 9 KEE ee 10 Automatic E Mail Nottcatons A 11 OV SUSI WIC SS AOC S eegener enee eegene ee 11 Idien EE 12 The CG Application M Nu cccccessccsssscssssecsssscssssecssescssesecsssecsensesesuecsesecseatecsenscsessesesuecseasesenesees 13 Vew Edl and COMI Ce FONTS ee rtsasecsicascces te ycavty cosaetucasdaeaiesaedsneeacnnty sone aeavoneniqete usenet 14 Change RE 15 Dees ege 15 Examine Related Items Progress Reports ENEE 16 elei Zeie viel ren ME 17 FONS e Ee BEE 17 Reigu eine NEE 18 Te ee CAC UA EE 19 ITO AVI CS SAO EE 20 LOO ADS edel 20 PD VF GIO ee e A E E E E E E E E 20 CODY ana NEE 21 IR e e 21 Updated 8 10 15 2 Susan G Komen Northwest NC GeMS Applicant User Guide GY2015 2016 Applicaton SUDMISSIOM EE 21 FS E EE 23 Updated 8 10 15 3 Susan G Komen Northwest NC GeMS Applicant User Guide GY2015 2016 GeMS Login and Registration To access Susan G Komen s Grants eManagement System GeMS type httos affiliategrants komen org into the address bar of your we
10. are approved Once you are approved you will receive an email informing you that you have access to the system Prefix First Middle Last Suffix Ss SN CC me om pC Deeg JB What is your position at your Affiliate ee tat Stat me lt lt Affiliate Organization ve Ka _ _ Username 3 Password ee confirm Password Updated 8 10 15 6 Susan G Komen Northwest NC GeMS Applicant User Guide GY2015 2016 2 Complete the user form in its entirety Once any user has created a user account and gained access to the system they will never have to request access again There is no need for multiple accounts within GeMS a If a question has a pink GO button next to it when completing a question you MUST select the GO button and wait approximately 5 seconds before advancing to the next question b Always select either applicant or grantee in the What is your position at your Affiliate question c Fillin all information as required All items marked with an are required to create your account d The Username field must consist of all letters and numbers minimum length 5 characters maximum length 20 characters e The Password field must consist of all letters and numbers minimum length 7 characters maximum length 20 characters f The fields Password and Confirm Password must be the same 3 If your organization already exists within GeMS please s
11. b browser and hit Enter The page you see should look like the image shown below t System Login Portal Home Welcome to the Grants eManagement System GeMS for Susan G Komen for the Cure GeMS allows you to apply online for available Komen community grants in your area If you would like to search for information on a Susan G Komen for the Cure Affiliate in your area please visit komen org lf you are already a registered user in the system please use the login box in the top right hand corner of the page Ifyou are anew user please register now Updated 8 10 15 4 Susan G Komen Northwest NC GeMS Applicant User Guide GY2015 2016 ATTENTION INTERNET EXPLORER USERS By default Internet Explorer 10 in Windows 8 does not run in compatibility mode This is easily tested by logging into GeMS If the compatibility mode is not enabled the progress wheel in GeMS will simply spin without ever completing an action To enable the compatibility mode for Internet Explorer 10 follow these steps Windows 7 users start at step 2 Windows 8 only From the Windows 8 start screen select the Desktop From the Desktop launch Internet Explorer 10 Press the Alt key on your keyboard to bring up the top menu Go to Tools Compatibility View seitings Either Add https affiliategrants komen org to the Compatibility View websites or e Select Display all websites in Compatibility View NOTE enabling the compatibility mode usin
12. e Item and hit the Go button and it will take you to that item s page PROJECT WORK PLAN GOALS Test Goal 2 Project Work Plan Goals This section should include the main goals for the entire project Goals are high level statements that provide overs context for what the project is trying to achieve Once you have completed the form below please make sure you click the save button or no information will be saved If you are working on the page and need to close the window make sure you click the save button or none of your information will be saved lf you click the check global errors button your page will not be saved If you would like to check the entire application for global errors please save your information and then click check global errors All fields with a red asterisk are required fields All programs must include atleast one goal to submit an application Fill in both the goal name and the goal description and click the save button to complete the goal Adding additional goals To add another goal click the add button The page will refresh and the goal name and description fields will be empty Complete both fields and click the save button You will notice above the project work plan goals title a drop down box will appear As you add goals the goal names will appear in this box To revisit a goal click on the goal name and click the go button next to the box That goal will reappear and you can make changes to the
13. e document until you have edited it down to the allowed text limit otherwise your text will be lost Application Submission The Project Director must change the status of the application to Authorized Signature Required to begin the application submission process After the Project Director has changed the Application status the Authorized Signer must finalize the submission by changing the status to Application Submitted Once an application is submitted it will enter into a read only status and cannot be changed 1 Project Director logs in and clicks Open My Tasks Updated 8 10 15 21 Susan G Komen Northwest NC GeMS Applicant User Guide GY2015 2016 D GE Fi S i 7 FORTHE GREATER cure AMARILLO gt My Home gt My CG Applications gt My SG Applications My Administration My Organization s MyProfile Logout SHOW FET Instructions Welcome Cody Select the SHOW HELP button above for detailed instructions on the following Project Director gt Applying for an Opportunity Change My Picture gt Using System Messages gt Understanding your Tasks gt Managing your awarded grant Hello Cody please choose an option below View Available Proposals You have 1 My Opportunities available Select the View ities button below to see whatis available to your organization NOTE Use this option to initiate new proposals only To edit applications already in progress select the My CG App
14. elect your organization from the Organization field drop down list If your organization does not exist please choose other in the Organization drop down list If you choose other you will be required to complete the Organization Registration section during your registration Organization Organization Name p Organization Type ei Business Address o City k State Texas W a Zip Code h County v i Phone 1 s Phone 2 Fax Cell Phone C CH Do you have a Federal Tax ID Number Yes No Federal Tax ID Non profit Documentation Helpful Hint To guarantee a Project Director can locate your user request in the system make sure your organization information matches theirs exactly Updated 8 10 15 7 Susan G Komen Northwest NC GeMS Applicant User Guide GY2015 2016 4 Click Save in the upper right hand corner to save the data Having saved your contact information your account must then be approved before you can access the system If you attempt to access the system prior to getting approved validated you will receive the following message page Error s Your account has not yet been validated You will receive an email notification when your registration has been submitted for approval and when access has been granted you will receive an email message confirming your account has been validated Project Directors will be approved validated by an
15. g either option will affect all GEMS web sites Accessing GeMS Welcome to GeMS In order to use the system you must first be granted access to it There is one basic way to get access to GeMS through registering and creating an account Prior to doing so we recommend you take some time to think through what system roles are appropriate for the individuals in your organization There is also an order in which registration should occur so users at your organization should plan this step first GeMS User Roles Project Director The role of Project Director should be assigned to the individual at your organization that will serve as the project s lead contact This individual is responsible for validating all new users when they register for the system under their organization This individual will have the highest level of access in the system and will be responsible for overseeing all administrative functions available such as application creation and completion Authorized Signer The role of Authorized Signer should be assigned to the individual at your organization that has the authority to sign legal documents on behalf of the organization This individual is responsible for electronically signing the application before submission and the grant contract if the organization is awarded funds Viewer Updated 8 10 15 5 Susan G Komen Northwest NC GeMS Applicant User Guide GY2015 2016 The role of viewer should be assigned
16. goal as needed Repeatthese steps to continue to add goals Goal Name Test Goal 1 Goal Description Test 4 of 300 Updated 8 10 15 18 Susan G Komen Northwest NC GeMS Applicant User Guide When additional pages have been created a number in parentheses will appear after the form name to indicate the number of pages connected with the particular link MultiPage forms will not display a Created By or Last Modified By name date k Key Fersonnel Project Work Plan Goals 3 lt AN Project Work Plan Objectives Automatic Calculations When possible GeMS will automatically calculate totals for you Click the Save button to perform calculations calculations will not occur until the Save button is selected Agency Affiliation if Applicable Hourly Rate of Hours Total Totals Name of Consultant Agency Affiliation if Applicable Hourly Rate of Hours Total Jeepen rom zing Jop rom e zing mwe rom za as Cl Cl Cl Totals 3 290 The Budget Summary page is another example of automatic calculations When the Budget GY2015 2016 Summary is opened the system will take the values you have entered in the Budget pages and display the information in the Budget Summary From Other Sources Requested from Komen Cash In Kind Total Required Consultant Costs Se E 9 200 Travel Patient Care Costs Screening Diagnostics Treatment Transportation Other Subtotal Direct Costs Indi
17. lications tab above bebe My Inbox You have 3 new messages Select the Open My Inbox button below to open your system message inbox FOPEREREOT My Tasks Youg Pu have O tasks that Sag critical Select the Open My TaskSputton below to view your active tasks 2 Select the grant you would like to submit in your task list 3 Click View Status Options to see the possible statuses 4 Click Apply Status under the appropriate status Possible Statuses AUTHORIZED SIGNATURE REQUIRED APPLICATION CANCELLED If any errors exist on any of the application s forms when the Project Director attempts to change the status to Authorized Signature Required or the Authorized Signer attempts to submit they will receive an error message directing them to the form s with errors All errors must be fixed before GeMS will allow an application to be submitted If no errors exist the Updated 8 10 15 22 Susan G Komen Northwest NC GeMS Applicant User Guide GY2015 2016 grantee will be prompted to confirm his or her submission You can check for errors at any time using the Global Errors link Global Errors Document Information CGA 2011 KOMEN TAT00 KOMEN TX100 Test Org 1 00036 e Details info Document Type Organization Current Status CG Application KOMEN TAI00 Test Org 1 Project Director Application In Progress CH You must provide written justification for all items requested Consultants Cy You
18. make a selection below to continue Are you sure you want initiate a Community Grants Application TAREE Powered by Intellifsrants Copyright 2000 2010 Agate Software Inc The CG Application Menu The CG Application Menu is divided into various sections to help organize the application tasks and information These sections are displayed and described below CG Application Menu Document Information CGA 2011 KOMEN_TATO0 KOMEN_TXA100 Test Org 1 00036 e Details Pernod Date Info Document Type Organization Current Status Date Due 0201 2011 NA CG Application KOMEN TX100 Test Org 1 Project Director Application In Progress NIA View Edit and Complete Forms Select the View Forms button below to view edit and complete forms Change the Status Select the View Status Options button below to perform actions such as submitting applications or request modifications Access Management Tools Select the View Management Tools button below to perform actions such as adding people to this document or viewing the document history Q Examine Related Items Select the View Related Items button below to view see related items such as claims messages etc Updated 8 10 15 13 Susan G Komen Northwest NC GeMS Applicant User Guide GY2015 2016 Helpful Hint The CG Application Menu allows you to access e All sections of the application including project plan and budget summary e Status change options The CG
19. on this information can be updated at any time by authorized users My Profile Individual user information this information can be updated at any time Logout Logout of the system View Available Proposals Initiate a new grant application offered by the Affiliate My Inbox System notifications regarding system users and application status Updated 8 10 15 10 Susan G Komen Northwest NC GeMS Applicant User Guide GY2015 2016 e My Tasks List of current tasks you must complete Helpful Hint To view edit complete applications that are already in progress go to your My CG Applications tab To initiate a new or additional application click on the View Available Proposals button Automatic E Mail Notifications Automatic email notifications may be sent to you periodically throughout the grant year These messages will be sent by the system according to an automatic process or as the result of a user triggered event These messages might be triggered by the submission of an application an application being sent for modifications or when a pending due date is approaching These messages are intended to help you know what is occurring in the system that pertains to you or your Organization These messages may also be sent by Komen GeMS Affiliate personnel These messages are designed to help keep you up to date with the progress of your application while also serving as reminders when action is required on your part
20. pproval for Project Directors link within the My Administration section 4 Once on the Komen Project Director User Approval Page above enter the new registrants name in the search criteria You could also search the system for new users in the User Type field to perform a broader search 5 Select the pink Search button 6 Select the checkbox next to the users name in the Search Results section 7 Select Approval Type to Approve User or Deny 8 Assign the person s organization to the exact same organization listed as the Project Director s 9 Select a role for the user Authorized Signer Writer or Viewer 10 The current date will appear in the Active Date field You do not have to enter anything into the Inactive Date field unless you know the date you would like the user s access to be inactivated 11 Select the Approve Selected User button to complete the user s validation approval 12 The new user will receive an email notification when they have been approved and can now access GeMS User Homepage When a user logs into GeMS they will land on the User Homepage The content of the page and links across the top of the screen are described below Updated 8 10 15 9 Susan G Komen Northwest NC GeMS Applicant User Guide GY2015 2016 gt MyHome MyCGApplications My SG Applications My CG Reports My Letter Of Intent gt My SG Reports My Administration My Organiza
21. rect Costs Total Updated 8 10 15 46 798 200 0 46 793 200 0 735 15 812 1 558 113 6 715 2 500 0 46 998 19 Susan G Komen Northwest NC GeMS Applicant User Guide GY2015 2016 Error Messages lf any required field is not completed within an application form or there are business rules violated an error message will be displayed in red across the top of the page immediately after the Save button is clicked During form completion it is not necessary to correct errors right away You may return to the form at a later time and fix errors If for Some reason any errors remain when you attempt to submit the application you will receive an error message The Komen GeMS system will require the errors be fixed before the application submission can be completed See the example below ppage Error s Please enter the Project Title Uploads amp Attachments For some pages form fields are not enough to capture the type of information that may be required In those situations a file upload field may be provided to allow you to upload a file instead Files of the following types are allowed as uploads bmp doc docx gif jog pdf png ppt tif txt wpd xls and xlsx To upload a file click the Browse button Uploads should be A mgs or less Bras Browse to the folder that contains the file you would like to upload and either double click the file or click the file and then click the
22. s Navigation There are three basic methods for navigating through the forms of your application You may either use the Back link at the top of any page within the application the breadcrumb links just below the Back link or the links listed in the Forms section at the bottom of the page The image shown below is the Back link with the You are here breadcrumb trail below it These two tools will be commonly used when navigating through the various pages of your application Document Information CGA 2011 KOMEN_TA1T00 KOMEN TX100 Test Org 1 00036 Details By clicking the Back button you will be taken back to the Forms Menu and you can click on the next page you wish to complete You do not have to complete the pages of the application in any particular order Note that the Back button in the system is different than your internet browser back button Be sure you are using the system button and not your browsers The Forms navigation tool can be found at the bottom of the page To access the form simply click on the page name L rrr FOJE e s Status Page Name Note Created By Last Modified By e CG Application RFA Project Profile 4 Organization Summary Project Abstract 1 Project Narrative Project Target Demographics Key Personnel Project Work Plan Goals Project Work Plan Objectives Project Work Plan Summary Salaries Consultants Supplies Travel Patient Care Sub
23. t of all of the goals and objectives entered on the Project Work Plan pages e Print versions of the blank application and completed application are available within the Access Management Tools section of the application menu e Always use the Back button within the system when trying to return to a previous page e When in doubt contact the GeMS Affiliate staff Elizabeth Miller Mission Outreach Coordinator emillere komennorthwestnc org or 336 721 0037 Updated 8 10 15 24
24. tion s MyProfile Logout i Instructions Welcome Ski Selectthe SHOW HELP button above for detailed instructions on the following A Project Director gt Applying for an Opportunity A Change My Picture gt Using System Messages gt Understanding your Tasks gt Managing your awarded grant Hello Ski please choose an option below View Available Proposals You have 2 My Opportunities available Select the View Opportunities button below to see whatis available to your organization NOTE Use this option to initiate new proposals only To edit applications already in progress select the My CG Applications tab above My Inbox You have 16 new messages Select the Open My Inbox button below to open your system message inbox My Tasks You have 1 new tasks You have 0 tasks that are critical Select the Open My Tasks button below to view your active tasks User Tabs e My Home Brings the user back to their homepage e My CG Applications Access to all community grant applications already in progress e My SG Applications Access to all small grant applications already in progress e My CG Reports Access to all community grant progress and final reports already in progress e My SG Reports Access to all small grant final reports already in progress e My Administration Administrator functions user approval this tab will only appear for authorized users e My Organization Current information about your organizati
25. to any individual at your organization who needs access to view the organization s information but does not need the functionality to save add edit or change anything within the organization s information Writer The role of writer should be assigned to any individual who needs access to an organization s application process to help complete the application but does not have the authority to complete the submission process This individual cannot change the status of an application and will not have administrative function availability Helpful Hint e The Project Director must be the first individual at your organization to register e The Authorized Signer must register and be validated approved prior to the creation of the organizations first application Creating a New Account 1 From the Susan G Komen GeMS homepage click the register now link located towards the bottom of the homepage Registration Please complete all required fields below Once you have completed the fields please select the save button to complete your registration If there is a pink Go button next to a drop down list you must click the Go button before moving to the next question Once you have registered you will receive a message atthe top of the registration page letting you know that your registration is complete and you will receive an email informing you that your registration is complete You will not be able to log into the system until you
26. ve to view various modifications that people have made to specific pages in the document Examine Related Items Progress Reports The Examine Related Items section is where you will find items related to an application or grant An example of a related item would be a Progress Report Examine Related Items select the View Related Items button below to view see related items such as claims messages etc CG Application Menu Related Items The various sections below can link to items that are associated with this document Document Information CGA 2011 KOMEN_TA100 KOMEN_TA100 Test Org 1 00036 e Details ee xP Period Date info Document Type Organization Current Status Date Due CG Application KOMEN_TX100 Test Org 1 Project Director Application In Progress i ES ER Related Documents Sort search results by Select eo Document Type Name Current Status Created By Last Modified By Related Messages Sort search results by Priority Subject Date Time Updated 8 10 15 16 Susan G Komen Northwest NC GeMS Applicant User Guide GY2015 2016 Application Completion If you click on the View Forms button of the View Edit and Complete Forms section on the CG Application Menu the various pages of the application are displayed These are the forms you MUST complete before the application can be submitted The following will lead you through the necessary steps for accomplishing this goal Form

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