Transcript ppt, 1.1mb

Comprehensive Continuous
Improvement Plan (CCIP)
Training Module 1
General System Functions
Agenda
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System Goals
System Prerequisites
Functional Overview
Email Notifications
Accessing the Site
Creating Users & Roles
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System Goals
• Reduce the administrative burden placed on Local
Education Agencies (LEAs) when applying for grant
funding.
• Increase transparency of grant activities to ensure
funds are spent in accordance with federal and
state guidelines.
• One project that will consolidate the planning and
application process to reduce duplication of
information across the state.
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System Prerequisites
• Internet Access
– Today we will be using the Training database
• cciptest.schools.nc.gov/training
• Using current data and budgets
• What happens in Training, stays in Training!
• Recommended Browsers
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IE v7.0 or above
Firefox v2.0 or above
Safari
GOOGLE Chrome
• Valid NCID User ID
– This does not allow automatic entry into CCIP
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AUTHORITATIVE DATA SOURCES
Functional Overview
ALLOTMENTS &
CARRYOVER
Initial and Amended
BAAS
Chart of Accounts
026, 050, 051, 091,
103, 105, 109, 110
EDDIE
School Directory
PowerSchool/
HomeBase – Eligible
Schools Summary
Report (ESSR)
For Title I
Building
Eligibility
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Accessing CCIP
In order to edit or approve applications in the system you
•Must have a valid NCID user account and
•be “known” To CCIP.
To become “known”, you must contact your organization’s User Access
Administrator (in LEAs, historically, the Title I Funding Application
contact) and provide your NCID user ID so the appropriate roles can be
assigned.
Public Access:
The application allows anyone to visit the site and view Approved
applications without a login. Please remember that you must have a
valid NCID user ID and be given the appropriate access to make edits,
start budget revisions, and make submissions for approval.
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NCCCIP Sign In
• Click the NCCCIP Sign In button at the bottom left of the CCIP
home page.
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NCCCIP Sign In
• Enter your NCID User ID and NCID Password and click Submit.
• Having a valid NCID does not automatically gain you entry into CCIP,
you must be assigned a role in CCIP
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Home Screen
Once signed in, the application populates the system with your
associated LEA.
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Create User
User Access Administrators Only:
• Click Administer, then User Access from the left hand menu.
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Create User
The User Access page allows you to modify roles for existing
users and create new users. To create a new user click the
Create User link.
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Create User
Enter all appropriate information and click the Create
button.
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New User Email
The new user will receive a confirmation email once
their login has been added to the system.
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Administer Roles
A user that has been assigned no roles is considered inactive. You can
never delete a user, just delete the roles associated with them.
Click the Create Role link to provide system access to the selected user.
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Administer Roles
Make sure the appropriate role is selected and click the
Create button.
Please see role descriptions on next slide.
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CCIP Roles
Role Name
Description
User Access
Administrator
Allows the user to create, update, and delete users/roles for an
organization. This role does not give the user any access to edit
the Funding Application or Planning Tool.
Data View
Allows the user to view unapproved Funding Applications for an
organization. This would be an appropriate role for the Homeless
Liaison. “Look, but don’t touch”
Data Entry
Allows the user to edit the Funding Application for an
organization.
Planning Tool
Data Entry
Allows the user to edit the Active Plan for an organization.
Fiscal
Representative
Allows the user to mark an application Fiscal Representative
Approved and inherits all permissions from the Data Entry role.
Chief
Administrator
Allows the user to mark an application Chief Administrator
Approved and inherits all permissions from the Data Entry role.
Only role that can copy a Plan forward.
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Administer Roles
Once a role has been added you will be redirected to the Administer
Roles page, displaying all of the selected user’s roles.
•To remove a role, click the trash can icon directly right of the role.
•To add additional roles, repeat steps from previous slides.
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Modify Existing User
To modify an existing user, fill in at least one of the search criteria boxes,
and click the Search button.
To modify one of the search results click on the Edit link under the
Administer Roles column next to the appropriate user.
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Activity
Create a new user account and assign roles
1. Log into the system with your training ID. Format is
train_OrgCode, e.g., train_010
2. Create a new CCIP user
– For NCID use “Yourname_test” ex: “JohnDoe_test”. (FYI the Training database does NOT validate against NCID)
– Use your actual email address
– Assign the user the roles of Data Entry & Treasurer
3. Search for your new user through the User Access
screen and delete their role of Treasurer.
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