ePage Training Manual-NV Department of Education

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LEA training manual for ePage (Electronic Plans, Applications, Grants, and Expenditures)

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Nevada Department of Education ePAGE – Electronic Plans, Applications, Grants and Expenditures Training Manual

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ePAGE Training Manual Table of Contents Application Security ....................................................................................................................................................................................................... 4 Logging In ................................................................................................................................................................................................................... 4 User Administration ................................................................................................................................................................................................... 6 Funding Application ..................................................................................................................................................................................................... 13 Accessing Funding Applications ............................................................................................................................................................................... 13 Application Workflow .............................................................................................................................................................................................. 15 Create Comment ...................................................................................................................................................................................................... 17 Allocations................................................................................................................................................................................................................ 21 Save And Go To ........................................................................................................................................................................................................ 24 Supplemental Schedule ........................................................................................................................................................................................... 25 Spending Plan........................................................................................................................................................................................................... 30 Spending Plan Plus/Minus ....................................................................................................................................................................................... 32 Spending Plan Details............................................................................................................................................................................................... 34 Plan Relationships .................................................................................................................................................................................................... 36 Related Documents.................................................................................................................................................................................................. 37 Contacts ................................................................................................................................................................................................................... 40 NDE Director Checklist ............................................................................................................................................................................................. 42 Changes, Validations, and Print ............................................................................................................................................................................... 44 Planning Tool................................................................................................................................................................................................................ 45 Accessing Planning Tool ........................................................................................................................................................................................... 45 Needs Assessment ................................................................................................................................................................................................... 47 Page 2 of 72

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ePAGE Training Manual Create Goal .............................................................................................................................................................................................................. 49 Update Goal ............................................................................................................................................................................................................. 51 Create Objective ...................................................................................................................................................................................................... 52 Create Action Step ................................................................................................................................................................................................... 54 Request for Funds ........................................................................................................................................................................................................ 56 Accessing Request for Funds ................................................................................................................................................................................... 56 Create Request for Funds ........................................................................................................................................................................................ 58 Expenditure Details .................................................................................................................................................................................................. 60 Request .................................................................................................................................................................................................................... 63 Final Financial Report................................................................................................................................................................................................... 67 Starting FFR .............................................................................................................................................................................................................. 67 Final Financial Report............................................................................................................................................................................................... 68 FFR Adjustments ...................................................................................................................................................................................................... 71 Page 3 of 72

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ePAGE Training Manual Application Security Logging In 1. On the application home page, select the ePAGE Sign-In link. Page 4 of 72

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ePAGE Training Manual 2. On the Sign-In page, enter User ID and Password. Click Submit. Page 5 of 72

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ePAGE Training Manual User Administration 1. Some users will have the ability to administer user accounts in ePAGE. Those users may locate the Administer link on the left-hand navigation menu and click on User Access. Page 6 of 72

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ePAGE Training Manual 2. To modify existing users, enter any of the optional criteria and click Search. To create a new user click on Create User. Page 7 of 72

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ePAGE Training Manual 3. Complete all fields and click Create. The new user will receive an email that will require him/her to change his/her temporary password. Page 8 of 72

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ePAGE Training Manual 4. Once a user has been created, roles need to be assigned to that user. To assign roles to a user, click Create Role. Page 9 of 72

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ePAGE Training Manual 5. Select the appropriate role for that user from the drop down menu and click Create. Page 10 of 72

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ePAGE Training Manual The following table provides a brief synopsis of some of the main district-level ePAGE roles. Role User Access Administrator Description Allows the user to create, update, and delete users/roles for an organization. This role does NOT give the user any access to view or edit the Funding Application or Planning Tool. Allows the user to edit the Active Plan. Allows the user to view unapproved Funding Applications and the Active Plan. Allows the user to edit the specified Funding Application. This role does not include access to edit the Planning Tool. Allows the user to give the first approval for a Funding Application and the final approval for Reimbursement Requests. Includes the roles Data View and Data Entry. Allows the user to give the final approval to the Funding Application. Includes the Data View role and all of the School District [Funding Application] Update roles. School District Planning Tool Data Entry School District Data View School District [Funding Application] Update School District Fiscal Representative School District Superintendent/Authorized Representative Page 11 of 72

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ePAGE Training Manual 6. After searching for an existing user, an Administrator will have the ability to update user information, reset password, and remove roles. When a user has no roles assigned, he/she is deemed inactive. Page 12 of 72

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ePAGE Training Manual Funding Application Accessing Funding Applications 1. From the application home page, select Funding then Funding Application from the left-hand menu. Alternately, the organization name at the top of the page can be clicked. Page 13 of 72

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ePAGE Training Manual 2. The Funding Application page allows users to view all the different applications an LEA is applying for by fiscal year. The grants are broken out into two different groups: entitlement and competitive. Click on the appropriate application to access the grant detail pages. Starting in FY 2014, the Consolidated/Title I Funding Application will be merged with the Consolidated Funding Application. Page 14 of 72

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ePAGE Training Manual Application Workflow 1. The Funding Application sections page contains information on the status of the funding application and links to all of the funding application pages. 2. The current application status is listed next to “Application Status:”. The next available application statuses are displayed next to “Change Status To:”. Please note that the application must be moved from Not Started to Draft Started so that edits can be made. Page 15 of 72

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