FF.002.1 Create Grant - VC01 (Project Archive)

User Acceptance Test Overview

The Grant, Project Costing, and Customer Contracts are all separate module; however these three modules need to work together to be successful.  The Grant Module is where grant information is recorded in CtcLink.  Colleges will still be submitting Grant Proposals via OGMS (Online Grant Management System).  Project Costing is where projects are created if they are not attached to a Grant.  The other important function of Project Costing is that this module collects all of the transactions that occurs and organizes these items so that they can help fulfill the requirements of the Grant or Project.  Customer Contracts is terms and conditions part of the Grant or Project, Customer Contracts also determines the way the grant or project is billed or invoiced.

The first steps in the Grant process is to create a proposal and then submit the proposal.  Creating a proposal is where the information about the Grant that you applied to be awarded is entered.  Due to the fact that the colleges are still using OGMS, this proposal might technically be awarded from the sponsor.  Even if this is already awarded by the sponsor the proposal and submission of the proposal is still needed.  

**Important Tip** In order to show the true business process please share the Project ID number(s) and Activity ID(s) to your colleagues who are testing the Purchasing and Travel modules; so they can create transactions that you can later invoice.

To use this UAT guide first review the business process flow diagram below, which outlines the various steps to complete the test activities.  Note that the business process flow diagram has distinct places where one can start testing this process, noted by a green 'Start' circle.  Use the diagram, following the arrows to each step that must be executed.  Use the Quick Reference Guide (QRGs) links, also below, to find the instructions on how to execute each step.  The Quick Reference Guides are numbered to match each box on the flow diagram to assistant testers with following the flow of the business process.  Once testing is complete for each box on the flow diagram, click the link in the Next Step (Tier 2) in the High Level UAT Framework section to access the next UAT Guide.

Self-Paced Training Materials (Advanced Prep)

To prepare yourself in advance for the richest testing experience below are required Canvas Courses. Successful course completion is a prerequisite to participate in all UAT activities.

  • GR100 Grants
  • GR200 Intermediate Grants
  • KK100 Commitment Control Basics

To register for these required courses visit the ctcLink Training Registration Page.

Additional Resources

Instructor-Led Training Materials and Recordings

Instructor-Led Training Materials

Create Grant PowerPoint

ILT - GR100 Grants Presentation

Training Session Recordings

Create Grant Recording (3 hr 8 min 44 sec)

ILT - GR100 Grants Recording  (1 hr 57 min 05 sec)

Background Configuration Information:

For information on the configuration behind what is seen in this step in the UAT flow process please refer to the following Quick Reference Guide(s):

Overview of a Grant

Minimum Test Case (Data) Scenarios:

  • Create a Proposal:
    • Create a Reimbursable Grant Proposal
    • Create a Fixed Price Grant Proposal
  • Establish the Proposal Budget:
    • Create a Proposal Budget for a Reimbursable Price Proposal
    • Create a Proposal Budget for a Fixed Price Proposal
  • Create a Proposal:
    • Error Condition: While creating Proposal if items are not entered in the proper order the system will not let enter them.
      • Expected Behavior:  The field that is missing will be highlighted in red.

Next Step in the High Level UAT Framework:

Links to User Acceptance Test 'How To' Information:

Overview of User Acceptance Testing

Security Matrix Mapping Information

The information below provides those completing the Security Matrix Mapping templates with the Menus, Pages and Role names needed to execute the User Acceptance Testing relevant to  this UAT guide.

All staff working in the Grants module must have a Project Security Tree defined on the Grants Operator Security page in order to commence testing of Grants. The Project Security Tree defines the SetID and Departments at the user's institution and is needed whether the user is view only or has read/write access.

Navigation: Set Up Financials> Security> Grants Security

FF.002.1.1 Create Grant:

MENU: Grants> Proposals> Maintain Proposal
ROLE NAME: ZZ Proposal Processing

FF.002.1.2 Establish the Proposal Budget:

MENU: Grants> Proposals> Maintain Proposal
ROLE NAME: ZZ Proposal Processing

FF.002.1.3 Copy a Proposal:

MENU: Grants> Proposals> Copy Proposal
ROLE NAME: ZZ Proposal Processing

FF.002.1.4 Copy a Proposal Version:

MENU: Grants> Proposals> Copy Proposal Version
ROLE NAME: ZZ Proposal Processing

PDF Version of Flow Diagram for Printing


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