TESA Grant Offer Acceptor User Guide
Contents
1. all claims that require review and those which are currently being reviewed by other Grant Offer Acceptors Where a claim is being reviewed by another Grant Offer Acceptors their name will display in the Status column 1 Use the Accept link to open the project The Cover sheet is the first screen to display The Cover Sheet is the last page you should visit ERDF for England ERDF Library ERDF Glossary Best Practice Department for The UK Government s Communities and Local Government ERDF site for England Logged in as USGGOA01 GrantOfferAcceptor Home Reporting pop up Page Help popup Logout USGGOA01 GrantOfferAcceptor Personal Page Government Office for the West Midlands Organisations User Management Personal Details Personal page Your to do list contains a list of tasks for you to action Click on the link in the For you to do column to acceptthe task orto action it Use search when available to find projects or action plans Your To Do list Date Raised Project Reference Project Hame Raised By For You Tpfo Status 30 08 2006 LF1 Cannock Baths Refurishment USGPMNO1 ProjectMonitor Accept For Acceptance Search for Projects and Action Plans 2 The Cover Sheet screen displays The Cover Sheet should be the last screen you visit Use the Steps navigation pane to move to the required page Grant Offer Acceptor User Guide Version 1 Last updated 29 12 06 Document Owner Victoria Norman T2. ESA Project Team Page 4 of 8 Grant Offer Acceptor User Guide Introduction ERDF for England ERDF Library ERDF Glossary Best Practice Eoaniis nd The UK Government s ommunities Local Government ERDF site for England Logged in as USGGOA01 GrantOfferAcceptor Home Reporting pop up Page Help pop up Logout Cannock Baths Refurishment West Midlands Objective 2 Status Revisionlssued Ref LF1 Project Group Progress and Tasks Project Profile Amend Current Offer Details Step Overview O Cover Sheet x AL Offer Letter Grant Offer Acceptor Comments required E Project and Applicant v Details E Claim Schedule Y Targets Y E Project Costs Y E Yearly Funding Profile Attachments Providing Further Details E Quarterly Funding Y Profile There are currently no attachments to display E Terms amp Conditions v T ER EE TEE of Offer Grant Offer Acceptor User Guide Version 1 Last updated 29 12 06 Document Owner Victoria Norman TESA Project Team Page 5 of 8 Grant Offer Acceptor User Guide Introduction Accept the Offer 1 If necessary select the project from your To Do List Your To Do list Page 1 of 1 Date Raised Project Reference Project llame Raised By For You To Do Status 08 09 2006 LFCC4 Community Centre USGPMNO1 ProjectMonitor Accept For Acceptance Amend Current Offer Details Steps Step Overview Cover Sheet x M Offer Lett
3. er Grant Offer Acceptor Comments required Project and Applicant wv This looks Details Claim Schedule v Targets v Project Costs v Yearly Funding Profile y Attachments Providing Further Details Quarterly Funding v Profile There are currently no attachments to display Terms amp Conditions v Add New Attachment of Offer Warning Clicking on one of Histor y these links may result in unsaved changes being lost Status Date Owner Role Attachments Key Revision Issued 08 09 2006 USGPMNO1 ProjectMonitor Project Monitor Can claim be submitted with Comments page in this state This looks 3 Scroll down and click on the Next Steps button 4 Click on the Accept button The draft project is forwarded to the Project Monitor to be made live Grant Offer Acceptor User Guide Version 1 Last updated 29 12 06 Document Owner Victoria Norman TESA Project Team Page 6 of 8 Grant Offer Acceptor User Guide Introduction Community Centre West Midlands Objective 2 Status Revisionlssued Ref LFCC4 Project Group pu and Tasks Profile ELI and Offer View Offer Letter E Cover Sheet Y D Offer Letter Click the Create Offer Letter link below to generate a new Offer Letter B ropes and Applicant HOTE If you do not have Microsoft Office installed you can install Microsoft s Word viewer 2003 for reading Details Word documents by clicking the Install Word Viewer 2003 link below If you see a security warning dialog box iom on clicking t
4. his link you will need to click the Run button twice then follow the onscreen instructions to install E Claim Schedule Y the viewer E Targets Install Word Viewer 2003 B Project Costs u Create Offer Letter E Yearly Funding Profile v Click on the Accept E Quarterly Funding Y Profile iE Terms amp Conditions v of Offer Roue button Logout ERDF for England ERDF Library ERDF Glossary Best Practice Logged in as USGPMH01 ProjectMonitor Home Reporting popup Page Help popup Logout Grant Offer Acceptor User Guide Version 1 Last updated 29 12 06 Document Owner Victoria Norman TESA Project Team Page 7 of 8 Grant Offer Acceptor User Guide Introduction Grant Offer Acceptor User Guide Version 1 Last updated 29 12 06 Document Owner Victoria Norman TESA Project Team Page 8 of 8
5. tesa Transactional ERDF amp State Aid TESA Grant Offer Acceptor User Guide TEMPLATE ONLY NOT TO BE ISSUED Department for Communities and Local Government Table of Contents Grant Offer Acceptor User Guide Introduction Introduction How to use this guide This user guide is designed to support you following your TESA training The guide is broken down into clear sections so that you can pick out the functionality that you are interested in re visiting revising or reminding yourself of The user guide can be used in conjunction with the online help within the TESA system About Grant Offer Acceptors The Grant Offer Acceptor role allows a user to e TBC Grant Offer Acceptor Objectives At the end of this session you will be able to m Accept a project Note to Trainer Remind delegate that Project 2 will take a round about route oince the Grant Offer Acceptor is an external person we will not be reviewing the Offer Just add a comment click on Next and Accept it To Do List Overview Grant Offer Acceptor User Guide Version 1 Last updated 29 12 06 Document Owner Victoria Norman TESA Project Team Page 3 of 8 Grant Offer Acceptor User Guide Introduction Your To Do list displays all tasks relevant to the role or roles that you have been allocated For the purpose of this guide we will focus only on tasks relevant to the Grant Offer Acceptor For the Grant Offer Acceptor the To Do list shows
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