51
PELICAN Keys to Quality – GSD August 4th, 2008

PELICAN Keys to Quality – GSD

  • Upload
    habib

  • View
    19

  • Download
    0

Embed Size (px)

DESCRIPTION

PELICAN Keys to Quality – GSD. August 4th, 2008. Questions: General Questions. Do you need the Certificate ID on the Legal Entity Information (top blue bar) on all screens?. 2. Questions: STARS Application Management. Do we need to create an enrollment packet at a later point? - PowerPoint PPT Presentation

Citation preview

Page 1: PELICAN Keys to Quality – GSD

PELICAN Keys to Quality – GSD

August 4th, 2008

Page 2: PELICAN Keys to Quality – GSD

Questions: General Questions

1. Do you need the Certificate ID on the Legal Entity Information (top blue bar) on all screens?

2

Page 3: PELICAN Keys to Quality – GSD

Questions: STARS Application Management

1. Do we need to create an enrollment packet at a later point?

2. What is the preference for sending the Enrollment packet to the user: email or snail mail?

3. Is all the information required for an enrollment packet available at the time when an application is being created?

3

Page 4: PELICAN Keys to Quality – GSD

Provider: STARS Application Management

Business Rules

1. In order to generate an enrollment packet, the STARS Enrollment Application status must be complete.

Related Requirements

4

Req # Title Category Description

12. Manage applications STARS The system will allow the user to create, update, delete, or view the applications information for the selected location.

Page 5: PELICAN Keys to Quality – GSD

Provider: STARS Application Management

5

Page 6: PELICAN Keys to Quality – GSD

Provider: STARS Application Management

Screen Mockup Fields Information

6

Field

Automatically Populated

(Y/N)

Default Value

Automatically Calculated

(Y/N)Related Error

ConditionsHistory(Y/N)

Required (Y/N)

Read Only(Y/N)

Effective Dating?

(Y/N)

Reference Table

MappingField

Length

Workflow/ Navigation

Related Alerts Related

Correspondence

Sorting Capabilitiesfor tables

STARS Enrollment Application

     

Location Type* N N N/A N/A Y N N/A Y N/A

Tax Identifier N N N/A N/A N N N/A N N/A

School Age Site N N N/A N/A N N N/A N N/A

Application Purpose N N N/A N/A N N N/A Y N/A

Application Details

Application Date* N N N/A N/A Y N Y N/A N/A

Application Status* N N N/A N/A Y N Y Y N/A

Date Received* N N N/A N/A Y N Y N/A N/A

Verified Signature Checkbox N N N/A N/A N N Y N/A N/A

CommentsN N N/A N/A N N Y N/A N/A

Page 7: PELICAN Keys to Quality – GSD

Provider: STARS Application Management…Continued

Screen Mockup Fields Information

7

Field

Automatically Populated

(Y/N)

Default Value

Automatically Calculated

(Y/N)Related Error

ConditionsHistory(Y/N)

Required (Y/N)

Read Only(Y/N)

Effective Dating?

(Y/N)

Reference Table

MappingField

Length

Workflow/ Navigation

Related Alerts Related

Correspondence

Sorting Capabilitiesfor tables

Documents

     

Start with STARS Grant Application N N N/A N/A N/A N/A N/A N/A N/A

Request a Self Study N N N/A N/A N/A N/A N/A N/A N/A

Packet Requested N N N/A N/A N/A N/A N/A Y N/A

Request a STAR4 (based on NAEY/NSACA/NAFCC/NECPA Accredited) Designation Packet N N N/A N/A N/A N/A N/A N/A N/A

Request a STAR4 (Head Start Program) Designation Packet N N N/A N/A N/A N/A N/A N/A N/A

Certificate of Occupancy N N N/A N/A N/A N/A N/A N/A N/A

Page 8: PELICAN Keys to Quality – GSD

Provider: STARS Application Management…Continued

Screen Mockup Fields Information

8

Field

Automatically Populated

(Y/N)

Default Value

Automatically Calculated

(Y/N)Related Error

ConditionsHistory(Y/N)

Required (Y/N)

Read Only(Y/N)

Effective Dating?

(Y/N)

Reference Table

MappingField

Length

Workflow/ Navigation

Related Alerts Related

Correspondence

Sorting Capabilitiesfor tables

Certificate of Compliance N N N/A N/A N/A N/A N/A N/A N/A

     

Certificate of Registration N N N/A N/A N/A N/A N/A N/A N/A

Save ButtonN N N/A N/A N/A N/A N/A N/A N/A

Generate Enrollment Packet Button N N N/A N/A N/A N/A N/A N/A TBD

Delete ButtonN N N/A N/A N/A N/A N/A N/A N/A

Page 9: PELICAN Keys to Quality – GSD

Provider: Designation Management

Business Rules

1. A provider location must have an open/active provider status in order to go through a renewal/designation process.

2. No designation visit is required for provider locations that are designated as a STAR 1 level.

3. A designation record must exist for an ERS Score record to be created.

4. No ERS score is required for STAR 1 and STAR 2 level.

Related Requirements

9

Req # Title Category Description

8. Manage ERS STARS The system will allow the user to create, update, end or view the ERS scores for the current location. This will be listed in the ERS score section in chronological order

13. Manage designation STARS The system will allow the user to create, update, delete, or view the designation information

14. Manage renewal designation

STARS The system will allow the user to create or view the renewal designation information

Page 10: PELICAN Keys to Quality – GSD

Provider: Designation Management Details

10

Page 11: PELICAN Keys to Quality – GSD

Provider: Designation Management Details

Screen Mockup Fields Information

11

Field

Automatically Populated

(Y/N)

Default Value

Automatically Calculated

(Y/N)Related Error

ConditionsHistory(Y/N)

Required (Y/N)

Read Only(Y/N)

Effective Dating?

(Y/N)

Reference Table

MappingField

Length

Workflow/ Navigation

Related Alerts Related

Correspondence

Sorting Capabilitiesfor tables

Designation Information

     

Location Type* N N N/A Y Y N Y Y N/A

Requested STAR Level* N N N/A Y Y N Y Y N/A

Date Requested* N N N/A Y Y N Y N/A N/A

Pre-Designation Date N N N/A Y N N Y N/A N/A

Designation Site Visit Scheduled Date N N N/A Y N N Y N/A N/A

Designation Date N N N/A Y N N Y N/A N/A

Designation Renew Date N N N/A Y N N Y N/A N/A

Designation Review Date N N N/A Y N N Y N/A N/A

Status* N N N/A Y Y N Y Y N/A

Page 12: PELICAN Keys to Quality – GSD

Provider: Designation Management Details…Continued

Screen Mockup Fields Information

12

Field

Automatically Populated

(Y/N)

Default Value

Automatically Calculated

(Y/N)Related Error

ConditionsHistory(Y/N)

Required (Y/N)

Read Only(Y/N)

Effective Dating?

(Y/N)

Reference Table

MappingField

Length

Workflow/ Navigatio

n Related Alerts

Related Correspondence

Sorting Capabilitiesfor tables

Status Reason N N N/A Y N N N Y N/A

     

Verified Signature Checkbox N N N/A Y N N N Y N/A

Expiration Date N N N/A Y N N N N/A N/A

Renewal Checkbox N N N/A Y N N N N/A N/A

Comments N N N/A Y N N N N/A N/A

ERS Score

STAR Level* N N N/A Y Y N N Y N/A

Overall ERS Score* N N N/A Y Y N N N/A N/A

Learning Env. ERS Score* N N N/A Y Y N N N/A N/A

Achieved N N N/A Y N N N N N/A

Page 13: PELICAN Keys to Quality – GSD

Provider: Designation Management Details…Continued

Screen Mockup Fields Information

13

Field

Automatically Populated

(Y/N)

Default Value

Automatically Calculated

(Y/N)Related Error

ConditionsHistory(Y/N)

Required (Y/N)

Read Only(Y/N)

Effective Dating?

(Y/N)

Reference Table

MappingField

LengthWorkflow/

Navigation

Related Alerts

Related Correspondence

Sorting Capabilitiesfor tables

Achieved Date* N N N/A Y Y N Y N/A N/A

     

Action Plan N N N/A Y N N N N N/A

Date Visited N N N/A Y N N Y N/A N/A

Visit Requested N N N/A Y N N N N N/A

Completion N N N/A Y N N N N N/A

ERS Assessment Start Date N N N/A Y N N Y N/A N/A

ERS Assessment End Date N N N/A Y N N Y N/A N/A

Report Received N N N/A Y N N N N/A N/A

Comments N N N/A Y N N N N/A N/A

Save Button N N N/A N N N N/A N/A N/A

Designation History button N N N/A N N N N/A N/A

Designation History table

ERS History button N N N/A N N N N/A N/A

ERS History table

Delete Button N N N/A N N N N/A N/A N/A

Page 14: PELICAN Keys to Quality – GSD

Provider: Designation Information History

14

Page 15: PELICAN Keys to Quality – GSD

Provider: Designation Information History

Screen Mockup Fields Information

15

Field

Automatically Populated

(Y/N)

Default Value

Automatically Calculated

(Y/N)Related Error

ConditionsHistory(Y/N)

Required (Y/N)

Read Only(Y/N)

Effective Dating?

(Y/N)

Reference Table

MappingField

Length

Workflow/ Navigation

Related Alerts Related

Correspondence

Sorting Capabilitiesfor tables

Designation Information

     

Location Type* Y N N/A N/A N/A Y N/A N/A N/A

Requested STAR Level* Y N N/A N/A N/A Y N/A N/A N/A

Date Requested* Y N N/A N/A N/A Y N/A N/A N/A

Pre-Designation Date Y N N/A N/A N/A Y N/A N/A N/A

Designation Site Visit Scheduled Date Y N N/A N/A N/A Y N/A N/A N/A

Designation Date Y N N/A N/A N/A Y N/A N/A N/A

Designation Renew Date Y N N/A N/A N/A Y N/A N/A N/A

Designation Review Date Y N N/A N/A N/A Y N/A N/A N/A

Status* Y N N/A N/A N/A Y N/A N/A N/A

Status Reason Y N N/A N/A N/A Y N/A N/A N/A

Page 16: PELICAN Keys to Quality – GSD

Provider: Designation Information History…Continued

Screen Mockup Fields Information

16

Field

Automatically Populated

(Y/N)

Default Value

Automatically Calculated

(Y/N)Related Error

ConditionsHistory(Y/N)

Required (Y/N)

Read Only(Y/N)

Effective Dating?

(Y/N)

Reference Table

MappingField

Length

Workflow/ Navigation

Related Alerts

Related Correspondence

Sorting Capabilitiesfor tables

Verified Signature Checkbox Y N N/A N/A N/A Y N/A N/A N/A

     

Expiration Date Y N N/A N/A N/A Y N/A N/A N/A

Renewal Checkbox Y N N/A N/A N/A Y N/A N/A N/A

Comments Y N N/A N/A N/A Y N/A N/A N/A

N/A

Return to Designation Management button N N N/A N/A N N N/A N/A

STARS Designation

Management Page

Page 17: PELICAN Keys to Quality – GSD

Provider: ERS Score History

17

Page 18: PELICAN Keys to Quality – GSD

Provider: ERS Score History

Screen Mockup Fields Information

18

Field

Automatically Populated

(Y/N)

Default Value

Automatically Calculated

(Y/N)Related Error

ConditionsHistory(Y/N)

Required (Y/N)

Read Only(Y/N)

Effective Dating?

(Y/N)

Reference Table

MappingField

Length

Workflow/ Navigation

Related Alerts

Related Correspondence

Sorting Capabilitiesfor tables

ERS Score

     

STAR Level* Y N N/A N/A N/A Y N/A N/A N/A

Overall ERS Score* Y N N/A N/A N/A Y N/A N/A N/A

Learning Env. ERS Score Y N N/A N/A N/A Y N/A N/A N/A

Achieved Y N N/A N/A N/A Y N/A N/A N/A

Achieved Date* Y N N/A N/A N/A Y N/A N/A N/A

Action Plan Y N N/A N/A N/A Y N/A N/A N/A

Date Visited Y N N/A N/A N/A Y N/A N/A N/A

ERS Assessment Start DateERS Assessment End Date

Visit Requested Y N N/A N/A N/A Y N/A N/A N/A

Page 19: PELICAN Keys to Quality – GSD

Provider: ERS Score History…Continued

Screen Mockup Fields Information

19

Field

Automatically Populated

(Y/N)

Default Value

Automatically Calculated

(Y/N)Related Error

ConditionsHistory(Y/N)

Required (Y/N)

Read Only(Y/N)

Effective Dating?

(Y/N)

Reference Table

MappingField

Length

Workflow/ Navigation

Related Alerts

Related Correspondence

Sorting Capabilitiesfor tables

Completion Y N N/A N/A N/A Y N/A N N/A

     

Report Received Y N N/A N/A N/A Y N/A N/A N/A

Comments Y N N/A N/A N/A Y N/A N/A N/A

Return to Designation Management button N N N/A N/A N/A N N/A N/A

STARS Designation

Management Page

Page 20: PELICAN Keys to Quality – GSD

Questions: STARS Management

1. Would you like to view any other information in addition to the location name at the top of the page?

20

Page 21: PELICAN Keys to Quality – GSD

Provider: STARS Management

Business Rules

1. A Designation Management Details record must exist for a STARS Management record to be created.

Related Requirements

21

Req # Title Category Description

7. Update subsidy information

STARS The system will allow the user to update, or view subsidy information.The level of subsidization is one of the determining factors for grant eligibility. Facilities that are subsidized "5% Subsidized' or "At least 1 out of 6 Subsidized" are eligible for all grant types.Those NOT subsidized are only eligible for the Start with STARS grant

9. Manage verified complaints

STARS The verified complaint information will be populated from the PELICAN certification system

10. Manage certification status

STARS The system will allow the user to create, update, delete or view the certification status information. However, the information stored in Certification and MPI repositories will not be updatable via Keys to Quality

11. Select core training series STARS The system will allow the user to select or view the core training series There are three (3) Core Training Series Items that can be selected; they are FTP/CQIP, CBK/PDR and Environment Rating Scale.

Page 22: PELICAN Keys to Quality – GSD

Provider: STARS Management

22

Page 23: PELICAN Keys to Quality – GSD

Provider: STARS Management

Screen Mockup Fields Information

23

Field

Automatically Populated

(Y/N)

Default Value

Automatically Calculated

(Y/N)Related Error

ConditionsHistory(Y/N)

Required (Y/N)

Read Only(Y/N)

Effective Dating?

(Y/N)

Reference Table

MappingField

LengthWorkflow/

Navigation

Related Alerts

Related Correspondence

Sorting Capabilitiesfor tables

Designation Details Work list

     

Date Requested* N N N/A N Y Y N/A N/A

Designation Management Details Page

Location Type* N N N/A N Y Y N/A N/A N/A

Requested STAR Level* N N N/A N Y Y N/A N/A N/A

Status* N N N/A N Y Y N/A N/A N/A

Expiration Date N N N/A N N Y N/A N/A N/A

Overall ERS Score N N Y N N Y N/A N/A N/A

Learning Env. ERS Score N N Y N N Y N/A N/A N/A

New ButtonN N N/A N N N N/A N/A

Designation Management Details Page

Subsidy Information

Subsidy N N N/A N Y N N/A Y N/A

Save Button N N N/A N/A N/A N/A N/A N/A N/A

Page 24: PELICAN Keys to Quality – GSD

Provider: STARS Management …Continued

Screen Mockup Fields Information

24

Field

Automatically Populated

(Y/N)

Default Value

Automatically Calculated

(Y/N)Related Error

ConditionsHistory(Y/N)

Required (Y/N)

Read Only(Y/N)

Effective Dating?

(Y/N)

Reference Table

MappingField

Length

Workflow/ Navigation

Related Alerts Related

Correspondence

Sorting Capabilitiesfor tables

Core Training Series

     

FTP/CQIP N N N/A N N Y N/A N/A N/A

FTP/CQIP Date N N N/A N N N N/A N/A N/A

CBK/PDR N N N/A N N Y N/A N/A N/A

CBK/PDR Date N N N/A N N N N/A N/A N/A

Environment Rating Scale N N N/A N N Y N/A N/A N/A

Environment Rating Scale Date N N N/A N N N N/A N/A N/A

ERS Foundation N N N/A N N Y N/A N/A N/A

ERS Foundation Date N N N/A N N N N/A N/A N/A

Save Button N N N/A N/A N/A N/A N/A N/A N/A

Page 25: PELICAN Keys to Quality – GSD

Provider: STARS Management…Continued

Screen Mockup Fields Information

25

Field

Automatically Populated

(Y/N)

Default Value

Automatically Calculated

(Y/N)Related Error

ConditionsHistory(Y/N)

Required (Y/N)

Read Only(Y/N)

Effective Dating?

(Y/N)

Reference Table

MappingField

Length

Workflow/ Navigation

Related Alerts Related

Correspondence

Sorting Capabilitiesfor tables

Verified Complaints

     

Complaint* N N N/A Y Y N N/A N/A N/A

Complaint Date* N N N/A Y Y N N/A N/A N/A

Date Verified N N N/A Y N N N/A N/A N/A

Corrective Date N N N/A Y N N Y N/A N/A

Corrective End Date N N N/A Y N N Y N/A N/A

Comments N N N/A Y N N N/A N/A N/A

Save Button N N N/A N/A N/A N/A N/A N/A N/A

Delete Button N N N/A N/A N/A N/A N/A N/A N/A

History button N N N/A N/A N/A N/A N/A N/A TBD

Page 26: PELICAN Keys to Quality – GSD

Provider: STARS Management…Continued

Screen Mockup Fields Information

26

Field

Automatically Populated

(Y/N)

Default Value

Automatically Calculated

(Y/N)Related Error

ConditionsHistory(Y/N)

Required (Y/N)

Read Only(Y/N)

Effective Dating?

(Y/N)

Reference Table

MappingField

LengthWorkflow/

Navigation

Related Alerts Related

Correspondence

Sorting Capabilitiesfor tables

Certification Status

     

Reason N N N/A Y N N N/A Y N/A

Effective Date* N N N/A Y Y N Y N/A N/A

Corrective Date N N N/A Y N N Y N/A N/A

Comments N N N/A Y N N N/A N/A N/A

Save Button N N N/A N/A N/A N/A N/A N/A N/A

Delete ButtonN N N/A N/A N/A N/A N/A N/A N/A

History ButtonN N N/A N/A N/A N/A N/A N/A TBD

Page 27: PELICAN Keys to Quality – GSD

Provider: STARS Financial Awards Request Worksheet

Business Rules

1. The Total Cost column will be auto-calculated by multiplying the “Cost per 1 Item” field and the “Quantity (#)” field.

2. The “Amount” column on the Financial Awards Request Worksheet Summary page for each grant request will be auto-calculated. The “Amount” column is equal to the sum of the “Total Cost” on the respective “Grant Request Details” page.

3. The “Total Grant Requested” field is auto-calculated through the sum of all the “Amounts”, “Tax” and “Shipping & Handling” fields.

Related Requirements

27

Req # Title Category Description

15. Manage STARS Worksheets

STARS The system will allow the user to create, update, delete or view the STARS worksheet information

Page 28: PELICAN Keys to Quality – GSD

Questions: STARS Financial Awards Request Worksheet

1. Should the calculation for the auto-calculated fields be done in real-time or via a batch job?

28

Page 29: PELICAN Keys to Quality – GSD

Provider: STARS Financial AwardsWorksheet

29

Page 30: PELICAN Keys to Quality – GSD

Provider: STARS Financial AwardsWorksheet…Continued

30

Page 31: PELICAN Keys to Quality – GSD

Provider: STARS Financial AwardsWorksheet…Continued

31

Page 32: PELICAN Keys to Quality – GSD

Provider: STARS Financial AwardsWorksheet…Continued

32

Page 33: PELICAN Keys to Quality – GSD

Questions: STARS Grant

1. Can a Grant Description have multiple Grant Categories and can a Grant Type have multiple Grant Categories?

2. Should the Grant Summary worklist be sorted based on Grant Description or the Grant Type?

3. Does a relationship exists between Grant Description and Grant Categories or does the relationship exist between Grant Type and Grant Categories?

4. How many Revision Amount fields is needed on the Grant Category Summary page? There are three different Revision Amount and Date fields in the current KIDS system.

5. Should the rolled-up grant sub-category information be displayed on the Grant Category Summary page or on the Grant Category Details page?

33

Page 34: PELICAN Keys to Quality – GSD

Provider: STARS Grant

Business Rules

1. The Grant Closed checkbox will be set to yes if the Contract End Date is a past date.

2. The Unspent Amount is auto-calculated from the difference between Amount Approved and Actual Spent.

3. Duplicate grant record with the same Grant Description, Contract Date and Grant Type cannot be created.

4. The Amount Approved for a Grant Type is an addition of all the amount approved for each of the different Grant Categories.

5. Funds Dispersed must equal all the existing Grant Checks for a Grant Type and Funds Returned must equal all the existing Grant Returned for a Grant Type.

34

Page 35: PELICAN Keys to Quality – GSD

Provider: STARS Grant

Related Requirements

35

Req # Title Category Description

16. Manage Grant Request

STARS - Grants The system will allow the user to create, update, delete or view the grant request information for the selected location

17. View Grant Summary STARS - Grants The system will allow the user to view the grant summary information for the selected location which include attributes such as the following:Grant Summary – provides general informationGrant ChecksFunds Returned

18. Manage Grant Checks

STARS - Grants The system will allow the user to create, update, delete or view the grant checks distributed to a facility based on a grant

19. Manage Funds Returned Check

STARS - Grants The system will allow the user to create, update, delete or view the funds returned checks sent to reimburse the Region from locations unable to spend the issued grant amount.

20. Manage Grant Category List

STARS - Grants The system will allow the user to create, update, delete or view the grant category list information for a grant

Page 36: PELICAN Keys to Quality – GSD

Provider: STARS Grant Summary

36

Page 37: PELICAN Keys to Quality – GSD

Provider: STARS Grant Summary

Screen Mockup Fields Information

37

Field

Automatically Populated

(Y/N)

Default Value

Automatically Calculated

(Y/N)Related Error

ConditionsHistory(Y/N)

Required (Y/N)

Read Only(Y/N)

Effective Dating?

(Y/N)

Reference Table

MappingField

LengthWorkflow/

Navigation

Related Alerts

Related Correspondence

Sorting Capabilitiesfor tables

New Grant * Y N N/A N Y N N/A N/A N/A

     

Location Information

Location Type* Y N N/A N Y Y N/A N/A N/A

Grant InformationGrant Description* Y N N/A N Y Y N/A N/A N/A

Grant Type Y N N/A N N Y N/A N/A N/A

Fiscal Year Y N N/A N N Y N/A N/A N/A

Status* Y N/A N Y Y N/A N/A N/A

Closed Y N N/A N N Y N/A N/A N/A

Agreement Information

Delivery Method Y N N/A N N Y N/A N/A N/A

Date Approved Y N N/A N N Y N/A N/A N/A

Date Sent Y N N/A N N Y N/A N/A N/A

Date Returned Y N N/A N N Y N/A N/A N/A

On-Site Monitoring Y N N/A N N Y N/A N/A N/A

Contract Start Date Y N N/A N N Y N/A N/A N/A

Page 38: PELICAN Keys to Quality – GSD

Provider: STARS Grant Summary …Continued

Screen Mockup Fields Information

38

Field

Automatically Populated

(Y/N)

Default Value

Automatically Calculated

(Y/N)Related Error

ConditionsHistory(Y/N)

Required (Y/N)

Read Only(Y/N)

Effective Dating?

(Y/N)

Reference Table

MappingField

Length

Workflow/ Navigation

Related Alerts Related

Correspondence

Sorting Capabilitiesfor tables

Contract End Date Y N N/A N N N N/A N/A N/A

     

Amount Requested Y N N/A N/A N/A N/A N/A N/A N/A

Amount Approved Actual Spent N N N/A N N Y N/A N/A N/A

Unspent Funds N N N/A N N N N/A N/A N/A

Funds Dispersed N N N/A N N Y N/A N/A N/A

Funds Returned N N N/A N N N N/A N/A N/A

Grant Category Summary button N N N/A N N N N/A N/A

Grant Category Summary

Page

Grant ChecksCheck Date* N N N/A N N N N/A N/A N/A

Check Number* N N N/A N/A N/A N/A N/A N/A N/A

Amounts*Comments

New Button N N N/A N/A N/A N/A N/A N/A N/A

Save Button N N N/A N/A N/A N/A N/A N/A N/A

Delete Button N N N/A N/A N/A N/A N/A N/A N/A

Update Button N N N/A N/A N/A N/A N/A N/A N/A

Cancel Button N N N/A N/A N/A N/A N/A N/A N/A

Page 39: PELICAN Keys to Quality – GSD

Provider: STARS Grant Summary …Continued

Screen Mockup Fields Information

39

Field

Automatically Populated

(Y/N)

Default Value

Automatically Calculated

(Y/N)Related Error

ConditionsHistory(Y/N)

Required (Y/N)

Read Only(Y/N)

Effective Dating?

(Y/N)

Reference Table

MappingField

Length

Workflow/ Navigation

Related Alerts Related

Correspondence

Sorting Capabilitiesfor tables

Funds Returned

     

Check Date* N N N/A N N N N/A N/A N/A

Check Number* N N N/A N/A N/A N/A N/A N/A N/A

Amounts*Comments

New Button N N N/A N/A N/A N/A N/A N/A N/A

Save Button N N N/A N/A N/A N/A N/A N/A N/A

Delete Button N N N/A N/A N/A N/A N/A N/A N/A

Update Button N N N/A N/A N/A N/A N/A N/A N/A

Cancel Button N N N/A N/A N/A N/A N/A N/A N/A

Page 40: PELICAN Keys to Quality – GSD

Provider: STARS Grant Category Details

40

Page 41: PELICAN Keys to Quality – GSD

Provider: STARS Grant Category Details

Screen Mockup Fields Information

41

Field

Automatically Populated

(Y/N)

Default Value

Automatically Calculated

(Y/N)Related Error

ConditionsHistory(Y/N)

Required (Y/N)

Read Only(Y/N)

Effective Dating?

(Y/N)

Reference Table

MappingField

LengthWorkflow/

Navigation

Related Alerts

Related Correspondence

Sorting Capabilitiesfor tables

Grant Information

     

Grant Description* N N N/A Y Y N/A N/A N N/A

Grant Type N N N/A Y N N/A N/A Y N/A

Grant Category* N N N/A Y Y N/A N/A Y N/A

Grant Sub-Category* N N N/A Y Y N/A N/A Y N/A

Care Level N N N/A Y N N/A N/A Y N/A

Fiscal Year N N N/A Y N N/A N/A Y N/A

Regional Key N N N/A Y N N/A N/A Y N/A

Grant Location Type* N N N/A Y Y N/A N/A Y N/A

Grant Status* N N N/A Y Y N/A N/A Y N/A

Closed N N N/A Y N N/A N/A N N/A

Agreement InformationContract Start Date N N N/A Y N N/A Y N/A N/A

Contract End Date N N N/A Y N N/A Y N/A N/A

Date Approved N N N/A Y N N/A Y N/A N/A

Date Sent N N N/A Y N N/A Y N/A N/A

Date Returned N N N/A Y N N/A Y N/A N/A

Page 42: PELICAN Keys to Quality – GSD

Provider: STARS Grant Category Details …Continued

Screen Mockup Fields Information

42

Field

Automatically Populated

(Y/N)

Default Value

Automatically Calculated

(Y/N)Related Error

ConditionsHistory(Y/N)

Required (Y/N)

Read Only(Y/N)

Effective Dating?

(Y/N)

Reference Table

MappingField

Length

Workflow/ Navigation

Related Alerts Related

Correspondence

Sorting Capabilitiesfor tables

On-Site Monitoring N N N/A Y N N/A N/A N/A N/A

     

Delivery Method N N N/A Y N N/A N/A N/A N/A

Amount Requested* N N N/A Y Y N/A N/A N/A N/A

Amount Approved Y N/A N/A N/A

Actual Spent N N N/A Y N N/A N/A N/A N/A

Unspent Funds N N N/A Y N N/A N/A N/A N/A

Revision InformationRevision 1 Date N N N/A Y N N/A Y N/A N/A

Revision 1 Amount Y N/A N/A N/A

Revision 2 Date N N N/A Y N N/A Y N/A N/A

Revision 2 Amount N N N/A N N/A N/A N/A N/A

Revision 3 Date N N N/A Y N N/A Y N/A N/A

Revision 3 Amount N N N/A Y N N/A N/A N/A N/A

Sub-Category Description* N N N/A Y Y N/A N/A N/A N/A

Comments N/A N/A N/A Y N/A N/A N/A N/A N/A

New Button N/A N/A N/A N/A N/A N/A N/A N/A N/A

Save Button N/A N/A N/A N/A N/A N/A N/A N/A N/A

Delete Button N/A N/A N/A N/A N/A N/A N/A N/A N/A

Page 43: PELICAN Keys to Quality – GSD

Provider: STARS Grant Category Summary

43

Page 44: PELICAN Keys to Quality – GSD

Provider: STARS Grant Summary

Screen Mockup Fields Information

44

Field

Automatically Populated

(Y/N)

Default Value

Automatically Calculated

(Y/N)Related Error

ConditionsHistory(Y/N)

Required (Y/N)

Read Only(Y/N)

Effective Dating?

(Y/N)

Reference Table

MappingField

LengthWorkflow/

Navigation

Related Alerts

Related Correspondence

Sorting Capabilitiesfor tables

Grant Information

     

Grant Description* Y N N/A N/A N/A Y N/A N/A N/A

Grant Type Y N N/A N/A N/A Y N/A N/A N/A

Grant Category* Y N N/A N/A N/A Y N/A N/A N/A

Care Level Y N N/A N/A N/A Y N/A N/A N/A

Fiscal Year Y N N/A N/A N/A Y N/A N/A N/A

Regional Key Y N N/A N/A N/A Y N/A N/A N/A

Grant Location Type* Y N N/A N/A N/A Y N/A N/A N/A

Grant Status* Y N N/A N/A N/A Y N/A N/A N/A

Closed Y N N/A N/A N/A Y N/A N/A N/A

Agreement Information N/A

Contract Start Date Y N N/A N/A N/A Y N/A N/A N/A

Contract End Date Y N N/A N/A N/A Y N/A N/A N/A

Date Approved Y N N/A N/A N/A Y N/A N/A N/A

Date Sent Y N N/A N/A N/A Y N/A N/A N/A

Date Returned Y N N/A N/A N/A Y N/A N/A N/A

Page 45: PELICAN Keys to Quality – GSD

Provider: STARS Grant Summary …Continued

Screen Mockup Fields Information

45

Field

Automatically Populated

(Y/N)

Default Value

Automatically Calculated

(Y/N)Related Error

ConditionsHistory(Y/N)

Required (Y/N)

Read Only(Y/N)

Effective Dating?

(Y/N)

Reference Table

MappingField

Length

Workflow/ Navigation

Related Alerts Related

Correspondence

Sorting Capabilitiesfor tables

On-Site Monitoring Y N N/A N/A N/A Y N/A N/A N/A

     

Delivery Method Y N N/A N/A N/A Y N/A N/A N/A

Amount Requested* Y N N/A N/A N/A Y N/A N/A N/A

Amount Approved Y N N/A N/A N/A Y N/A N/A N/A

Actual Spent Y N N/A N/A N/A Y N/A N/A N/A

Unspent Funds Y N N/A N/A N/A Y N/A N/A N/A

Comments Y N N/A N/A N/A Y N/A N/A N/A

New Button N/A N/A N/A N/A N/A N/A N/A N/A N/A

Update Button N/A N/A N/A N/A N/A N/A N/A N/A N/A

Cancel Button N/A N/A N/A N/A N/A N/A N/A N/A N/A

Page 46: PELICAN Keys to Quality – GSD

Questions: STARS Fiscal & Grant Management

1. Should “OCDEL Total Allocation Amount” calculation be available in real-time or should it be calculated via a batch job?

2. Should the rolled-up grant sub-category information be displayed on the Grant Category Summary page or on the Grant Category Details page?

3. If the Grant Status is still pending, should the user be allowed to enter any information in the Amount Approved field?

46

Page 47: PELICAN Keys to Quality – GSD

STARS Fiscal & Grant Management

Business Rules

1. At least one Key Region must be selected from the “Yearly Allocations Summary” table for the “Yearly Allocations Summary Details” to be displayed.

2. The “Pending Grant YTD is the sum of all the “Amount Requested” on the Grant Summary page with a Grant Status of pending.

3. The Pending Grant YTD, Approved Grant YTD, Funds Returned YTD, Remaining Allocations YTD, Actual Spending YTD, Unspent Funds YTD will be auto-calculated from the “Grant Summary” page.

4. The Remaining Allocations YTD field will be auto-calculated after the Original OCDEL Allocations field is populated. The Remaining Allocations YTD is calculated by subtracting the Approved Grants YTD from the OCDEL Original Allocations amount.

47

Page 48: PELICAN Keys to Quality – GSD

STARS Fiscal & Grant Management

Related Requirements

48

Req # Title Category Description

21. View Annual Allocations

STARS - Fiscal Management

The system will allow the user to view the annual allocations by key regions and by grant type

22. Update Annual Allocations

STARS - Fiscal Management

The system will allow the users to enter allocation amounts for a budget year by Grant Type

23. View Allocation Details

STARS - Fiscal Management

The system will allow the user to view the annual allocations details which a listing of grants made for a particular grant type

Page 49: PELICAN Keys to Quality – GSD

STARS Fiscal & Grant Management: Allocation Summary

49

Page 50: PELICAN Keys to Quality – GSD

STARS Fiscal & Grant Management: Allocation Details

50

Page 51: PELICAN Keys to Quality – GSD

Questions & recommendations?