2009 Project Officer (PO) Quick Start Guide

• printer-friendly Project Officer Guide ( 41 KB)

1.0 Reviewing Performance/Final Reports

1. Login into EHB Internal site using the URL https://grants.hrsa.gov/webinternal/home.asp. 
2. Click the "Pending Tasks" link in left hand menu.
3. If you have multiple roles, make sure your current role selected is a PO. To switch roles, use the Tools Menu on the top right hand of the screen.
4. Under the "Post Award Phase" section, you will see "Review Submissions" task next to "BHPr Performance report Review" or "BHPr Final Report Review". Click on the "View Details" link. 
5. Click the "Start" link next to the desired report to begin reviewing the report. 

You will see a list of "What do you want to do?" questions. Click the appropriate question to start reviewing the report.

6. In the report, expand the links in the left hand menu to view the tables within the section.
7. Review each table by clicking on the corresponding link or navigate to the next screen/form by clicking the <Next> button.
8. To view any comments made by the Project Director, click "View Comments" link from the top left side menu within the report.

   Note: Add a comment about specific forms in the "Form Comments" box located at the bottom of each page of the report.
   Add a comment about the entire report by clicking "Add Comments" from the top left menu.
   After typing your comments click the "Save Comment" button.
   In every screen/form only the latest comment will be displayed. Use the “View comments” link to view the list of all comments.

2.0 Clear Report or return to Grantee User

Click either "Clear Report" if no changes are required or "Return Report to Grantee User", if changes to the report are required.

Note: Once the report is cleared, the status of the pending task will be marked as complete. If the report is returned to Grantee, the status remains same and you will continue to see the link. However, you will be able to only view the report and can not perform any actions.

3.0 View Performance/Final reports

1. Click on "My Portfolio" in left hand menu.
2. Under the desired grant number, click on the "Monitor Submissions" link next to the text "Navigate to". 

Note:  If you have several grants in your portfolio, use the "search" button to find your desired grant.

3. A list of cleared reports related to that grant will display.  Click on the appropriate "View" link to view the report.

Alternatively

1. In the "Tools Menu" in the top right, click on "Grant" and then click the "Go" button.
2. Specify Activity Code and Serial Number and click on "Search Button".
3. This will provide the grant details. Click the "View Grant Folder" link.
4. In the left hand menu, click "Performance reports".
5. A list of cleared reports related to that grant will display.  Click on the appropriate "View" link to view the report.

To view reports currently working by the grantees

1. Follow steps in section 1.0 to access a report.
2. Click "Search" tab within the report.
3. Type in the grant number that grantee is currently working on.
4. Select the year "2009" and click the "Search" button.
5. A link with the grant umber will appear. Click the link to view the report..