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pdfBlock Grant Management
Information System
User Training Manual
(Work Plan)
Version 4.3
Copyright 2013
BGMIS User Training Manual
Contents
Contents
Introduction ....................................................................................................................... 1
Overall Learning Objectives ........................................................................................... 1
The BGMIS Training Manual ......................................................................................... 1
BGMIS Purpose .............................................................................................................. 1
BGMIS Users .................................................................................................................. 1
Permission/Access types ................................................................................................. 2
BGMIS Help ................................................................................................................... 2
System Requirements...................................................................................................... 2
Chapter 1: Changes to the Login page............................................................................ 3
Learning Objectives ........................................................................................................ 4
Log in to BGMIS Training Exercise ............................................................................... 4
BGMIS Subsystems ........................................................................................................ 5
The Work Plan Subsystem .......................................................................................... 6
The Annual Report Subsystem ................................................................................... 6
The Success Stories Subsystem .................................................................................. 6
The Compliance Review Subsystem .......................................................................... 6
Bulletins .......................................................................................................................... 6
BGMIS FAQs ................................................................................................................. 6
Logging off BGMIS ........................................................................................................ 6
Chapter 2: Creating a 2013 Work Plan .......................................................................... 8
Learning Objectives ........................................................................................................ 8
Create a work plan training exercise ............................................................................... 8
The Work Plan Summary Page ..................................................................................... 13
The Navigation Pane/Work Plan Tree ...................................................................... 13
The Work Plan Summary Section............................................................................. 13
The Other Tasks Section ........................................................................................... 14
Chapter 3: Adding a Cover Page ................................................................................... 15
Chapter 4: Adding Statutory Information ................................................................... 16
Add statutory information practice exercise ................................................................. 16
Chapter 5: Adding Total Budget Information ............................................................. 17
Chapter 6: Adding Program Information .................................................................... 18
Learning Objectives ...................................................................................................... 18
Add program information practice exercise ................................................................. 19
Adding a program and program FTEs to the work plan ............................................... 19
Adding a setting ............................................................................................................ 23
Adding a national health objective ............................................................................... 24
Changing a national health objective ............................................................................ 25
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Important note on changing a national health objective ........................................... 25
Adding a state health objective ..................................................................................... 29
Adding the state health problem ................................................................................... 31
Adding Evidence Based Guidelines.............................................................................. 33
Adding Block Grant Role and Funds Information ........................................................ 35
Adding Impact Objective Information .......................................................................... 38
Adding a second national objective .............................................................................. 42
Chapter 7: Submitting your Work Plan ....................................................................... 44
Learning Objectives ...................................................................................................... 44
Submit work plan practice exercise .............................................................................. 44
Viewing the Allocation Table ....................................................................................... 50
Chapter 8: Reports ......................................................................................................... 51
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BGMIS User Training Manual
Introduction
Introduction
Overall Learning Objectives
The overall learning objectives for the BGMIS training manual are:
•
Identify changes to the Login module
•
Identify changes in the Work Plan module
The BGMIS Training Manual
This training manual contains eight chapters that will be reviewed and used during the
training session. Each chapter focuses on a specific section or topic and provides
requirements, explanations, instructions, and exercises.
Please feel free to make additional copies of the manual and share with your colleagues.
BGMIS Purpose
BGMIS was developed to accomplish the following goals:
•
To organize your work plan.
•
To create your work plan and submit it to CDC.
BGMIS Users
BGMIS users consist of:
•
PHHS Block Grant Coordinators
•
State Program Managers
•
Other PHHS Block Grant Personnel
•
CDC Users
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Introduction
Abstract Plus Training Manual
Permission/Access types
The following table describes the permissions or access types in BGMIS:
Permission
Description
Control Center
Has the ability to create new work plans, submit, and
delete work plans. This access type is recommended
only for Grant Coordinators.
Edit Budget
Has the ability to edit top level information, i.e. cover
page, total budget, and statutory information. This
access type is recommended only for Grant Coordinators
and/or Financial Manager.
Edit Program
Has the ability to enter program information, national
health objective, state health objective, and impact
objectives.
BGMIS Help
The BGMIS Help is always available by clicking the Help link at the top right corner of
each page. The Help consists of very useful information and step-by-step procedures to
assist you in completing your tasks.
System Requirements
BGMIS works best on a Windows platform with Microsoft Internet Explorer 6.0 (or
later), JavaScript enabled, screen resolutions of 1024x768 (or greater) and 256 colors (or
better). Pop-up blockers should be turned off for this site to function properly.
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Changes to the Login page
Chapter 1: Changes to the Login page
The Login module has been enhanced to conform to the new CDC Password Policy. The
fields on the Login page have not changed; however, additional password requirements
have been implemented on the Login page.
When creating a password, the following rules apply:
•
Passwords are case sensitive.
•
Passwords must contain at least 8 characters
•
Passwords must be created using 3 of the following 4 criteria:
•
o Uppercase letters.
o Lowercase letters.
o Numbers.
o Punctuation symbols. Punctuation symbols allowed are @, #, $, |, {, }, ^
Passwords may not contain your User ID or any part of your name
After 5 unsuccessful attempts to log in, your account will be temporarily locked for 15
minutes. You may try to log in again after 15 minutes. If you have forgotten your
password, send an email to [email protected] and a new temporary password will be sent
to you.
For security reasons, a period of 60 or more minutes of inactivity requires that you log in
again
The rules are also included in the Login page below the User Name and Password fields.
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Changes to the Login page
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Learning Objectives
Upon the completion of this chapter, you will know how to:
•
•
Log in to BGMIS using your new system-generated ID and password.
Log out of BGMIS.
Log in to BGMIS Training Exercise
To ensure that user passwords conform to CDC’s New Password Policy, all
passwords have been reset and will be sent you in an e-mail. You must change
your password from the system-generated password in the email to a password
of your choice before logging into the system.
1. Type http://nccd.cdc.gov/BGMIS into the address field in your browser. The system
displays the BGMIS Log In page.
2. Enter your user ID in the User ID field and your password in the Password field.
Note: Enter the password that was e-mailed to you.
Be sure to enter the password that was e-mailed to you.
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Changes to the Login page
3. Click Log In. The system displays the Change Password page.
4. In the New Password field, enter your new password.
5. Enter the same password into the Confirm Password field.
6. Click Change Password. The system displays the BGMIS Home page.
Unless you need a screen reader, ensure that the “Enable Screen Reader”
compatibility mode check box is not selected.
BGMIS Subsystems
The system currently has four active subsystems – Work Plan, Annual Reports, Success
Stories, and Compliance Review.
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Changes to the Login page
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The Work Plan Subsystem
The Work Plan subsystem allows you to enter work plan information, i.e. program
information, FTEs, health objectives, etc. After adding your work plan information, you
can verify it, and then submit it to CDC.
The Annual Report Subsystem
The Annual Report subsystem allows you to create an annual report, enter outcome
information for your program in order to report progress regarding your health objectives,
impact objectives, and activities, and submit the annual report to CDC.
The Success Stories Subsystem
The Success Stories subsystem allows you to add success stories related to achievements
in your program and also review success stories that other grantees have submitted to
CDC.
The Compliance Review Subsystem
The Compliance Review module allows you to View the Compliance Review schedule
details for your location and view the scheduled dates for other grantees. You can also
download and upload Compliance Review-related documents and view the
Recommendations letter after the completion of the Compliance Review visit.
Bulletins
The Bulletins section displays downloadable announcements that have been posted for
your information.
BGMIS FAQs
The BGMIS FAQs link opens a PDF document containing frequently asked questions
about BGMIS.
Logging off BGMIS
You can log off BGMIS by clicking the Log Out link at the top right side of the page.
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BGMIS User Training Manual
Changes to the Login page
If you are updating a page it is important that you save your data before logging
out of BGMIS.
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Creating a 2013 Work Plan
BGMIS User Training Manual
Chapter 2: Creating a 2013 Work Plan
A work plan is a comprehensive plan to attain your program’s goals.
After creating and saving a work plan, you can edit it, add information, and then submit it
to CDC.
Learning Objectives
Upon the completion of this chapter, you will:
•
•
Create a Work Plan.
Know how the changes are implemented in BGMIS 4.3.
Create a work plan training exercise
1. On the Work Plan Main page, click the Work Plans tab.
Result: The system displays the Work Plan Main page.
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Creating a 2013 Work Plan
2. Click the Work Plan List tab.
Result: The system displays the Select Work Plan page which displays all the work
plans for your state.
3. Click the Create New button.
Result: The system displays the Create New Work Plan page.
4. Select the Create the initial Work Plan for FY2013 based on an existing approved
Work Plan or blank forms option.
Result: The system displays the fields for selecting the basis for the new work plan.
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Creating a 2013 Work Plan
BGMIS User Training Manual
5. Click the Create based on previous approved Work Plan option.
Result: The system displays a list of previously approved Work Plans from which
you can select.
6. Select the Work Plan to use as the basis for the new work plan and click OK.
Result: The system displays the newly created work plan on the Select Work Plan
page and gives it a status of In Progress meaning that your work plan is being
developed and has not yet been submitted to CDC.
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Creating a 2013 Work Plan
Beginning in FY 2013, Work Plans will be based on Healthy People 2020
Objectives. If you based the new Work Plan on an existing approved one and
want to continue with the same programs you had in FY 2012, you must map
the Healthy People 2010 Objectives used in your FY 2012 Work Plan to
Healthy People 2020 Objectives. A matrix is available to help you in mapping
Healthy People 2010 Objectives to Healthy People 2020 Objectives.
Your work plan can have one of the following statuses:
•
•
•
•
•
•
In progress - Work plan is being developed and has not yet been
submitted to CDC.
Submitted to CDC - Your work plan has been submitted to CDC.
Under CDC review - Your submitted work plan is being reviewed by
CDC.
Returned for revision - Your submitted work plan has been returned and
requires revision.
Approved - Your work plan has been approved.
Revision in progress - Your returned work plan is being revised.
7. Click OK to create the Work Plan.
Result: The system copies the selected work plan, assigns it a version number, and
also assigns it a status of In Progress, meaning that your work plan is being
developed and has not yet been submitted to CDC.
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Creating a 2013 Work Plan
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8. Select the newly created Work Plan and click OK.
Result: The system displays the newly created Work Plan.
If you create a work plan based on an existing, approved work plan, you may
need to revise the dates for your State Health Objectives, Impact Objectives,
and Activities, and other pertinent information before you can submit the work
plan to CDC. You must also map the existing HP 2010 objectives in your
previous Work Plan to HP 2020 objectives.
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Creating a 2013 Work Plan
The Work Plan Summary Page
The Work Plan Summary page is divided into three main sections: the navigation pane,
the work plan summary section, and the other tasks section.
The Navigation Pane/Work Plan Tree
The work plan tree allows you to navigate through all the sections of a work plan and
also gives you a visual representation of the status of the sections in your work plan by
using different colors for the various statuses. A legend above the navigation pane
explains what each color means.
The Work Plan Summary Section
The work plan summary section allows you to see the funding allocation in your work
plan by category, calculate the page count, and view the completion status. As you update
the information in your work plan, the summary will reflect the changes a way that will
let you easily see how the funding is allocated.
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Creating a 2013 Work Plan
BGMIS User Training Manual
The Other Tasks Section
The other tasks section directly below the work plan summary section allows you to
perform other tasks related to work plans.
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Adding a Cover Page
Chapter 3: Adding a Cover Page
The cover page identifies items such as the Title of your State's Block Grant Work Plan,
date and time of creation, Version (Original or Revision), Work Plan Fiscal Year, etc.
The cover page also contains the Executive Summary and Funding Rationale sections.
The Executive Summary section gives a picture of your work plan at a glance and allows
you to include information such as the history, funding assumptions, and rationale for
using Block Grant dollars for the work plan.
The Funding Rationale section helps to identify the reasons why the grantee and the
Advisory Board decided to fund the activities described in the Block Grant Work Plan for
the identified fiscal year.
To add a cover page, click the Cover Page option in the work plan tree and complete the
fields as necessary.
•
For more information on how to add a cover page to your Work Plan, refer to
the Cover Page section in the BGMIS Help.
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Adding Statutory Information
BGMIS User Training Manual
Chapter 4: Adding Statutory Information
Add statutory information practice exercise
The Statutory Information section of the work plan is mandatory and it identifies the
dates that the Public Hearing and Advisory Committee meetings were held. It also allows
you to enter Advisory Committee Representation information and indicates to CDC
whether or not copies of the Certifications Form and Certifications and Assurances Form
signed by the Chief Executive Officer were uploaded into BGMIS and sent to CDC.
•
16
For more information on how to add statutory information to your Work Plan,
refer to the Statutory Information section in the BGMIS Help.
BGMIS User Training Manual
Adding Total Budget Information
Chapter 5: Adding Total Budget Information
The Total Budget section provides a total fiscal funding by annual basic award, basic
administrative costs, direct assistance, transfer to other block grant, sex offense award,
and prior year funds. This section also includes direct assistance information.
For more information on how to add total budget, direct assistance,
and total budget information to your Work Plan, refer to the Total
Budget section in the BGMIS Help.
If the allocation table has been updated, you must modify your
total budget information to match the allocation table. The manner
in which the table is modified will depend on the status of your
work plan. For more information on how to modify total budget
information in order to match the allocation table, refer to the
Total Budget section in the BGMIS Help.
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Adding Program Information
BGMIS User Training Manual
Chapter 6: Adding Program Information
Use the Programs section to enter information such as the Program’s Strategy which
includes its title, goal, setting, national and state health objectives, and their impact
objectives and activities.
Learning Objectives
Upon the completion of this chapter, you will be able to:
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•
Add a program to your work plan
•
Add FTEs to your program
•
Add a setting to your program
•
Add a national objective to your program
•
Add a state health objective to your program
•
Add a state health problem to your program
•
Add evidence based guidelines to your program
•
Add Block Grant role and funds information to your program
BGMIS User Training Manual
Adding Program Information
Add program information practice exercise
•
•
You may populate the fields with the provided sample data or your own state
data.
Required fields on a page are marked with an asterisk (*).
Adding a program and program FTEs to the work plan
1. Click the Programs option in the work plan tree.
Result: The system displays the Program summary page in the right display pane.
2. Click the Add a new program to the work plan link at the bottom of the page.
Result: The system displays the Add Program page.
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Adding Program Information
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3. Complete the fields as follows:
Title: Poison Control System
Strategy:
Goal: Reduce the effect of poisonings (unintentional and intentional) in Montana.
Health Priority: Maintain the Montana Poison Control system toll-free telephone
line for citizen access.
Primary Strategic Partnerships: The Denver-based Rocky Mountain Poison and
Drug Center (RMPDC) provides: 1) poison information and management services to
callers and 2) clinical toxicological services to Montana's health care professionals.
Evaluation Methodology: RMPDC maintains detailed records and data about all
calls. This data is utilized to assess poisonings and provide public information and
prevention opportunities.
4. Click the Save then add FTEs link at the bottom of the page.
Result: The system displays the Program FTEs page.
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Adding Program Information
5. Click the Add FTE link.
Result: The system displays the Add Program FTE page.
6. Complete the fields as follows:
Position title: Diabetes Nurse Consultant
% time funded by block grant devoted to state activities: 100
% time funded by block grant devoted to local activities: 0
% time funded by block grant devoted to other activities: 0
7. Click OK.
Result: The system displays the Program FTEs page.
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Adding Program Information
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8. Add another FTE by repeating steps 5 – 7.
9. After adding the FTE, click OK on the Program FTES page.
Result: The system displays the Program summary page.
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Adding Program Information
Adding a setting
1. Click the Setting option in the work plan tree.
Result: The system displays the Setting page in the right display pane.
2. Click the Edit link.
Result: The system displays the Edit Program Setting page.
3. Select the following check boxes:
Community based organization
Community health center
Local health department
State health department
4. Click OK.
Result: The system adds the Setting information.
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Adding Program Information
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Adding a national health objective
1.
Click the Add a new national health objective (to the program: Poison Control
System) link under the program.
Result: The system displays the Select the Healthy People 2020 national objective to
add to this program page.
The system displays only the health objectives related to your Work Plan
Beginning in FY 2013, Work Plans will be based on Healthy People 2020
Objectives. If you based the new Work Plan on an existing approved one and
want to continue with the same programs you had in FY 2012, you must map
the Healthy People 2010 Objectives used in your FY 2012 Work Plan to
Healthy People 2020 Objectives. A matrix is available to help you in mapping
Healthy People 2010 Objectives to Healthy People 2020 Objectives.
2.
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From the Health Objective drop-down list, select AHS -5 Source of Ongoing Care
and click Go.
Result: The system populates the Full Title field with the title of the selected health
objective.
BGMIS User Training Manual
Adding Program Information
3. Click OK.
Result: The system displays the newly added health objective in the navigation tree.
Changing a national health objective
Important note on changing a national health objective
Beginning in FY 2013, Work Plans will be based on Healthy People 2020 Objectives. If
you based the new Work Plan on an existing approved one and want to continue with the
same programs you had in FY 2012, you must map the Healthy People 2010 Objectives
used in your FY 2012 Work Plan to Healthy People 2020 Objectives. A matrix is
available to help you in mapping Healthy People 2010 Objectives to Healthy People 2020
Objectives.
To map FY 2012 Objectives to Healthy People 2020 Objectives, click the link for
opening the matrix and then use the matrix to map your old HP 2010objectives to HP
2020 objectives. This link is available under Bulletins on the Home page and on all pages
when changing or adding a health objective.
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Adding Program Information
BGMIS User Training Manual
All FY 2013 Work Plans must utilize Healthy People 2020 Objectives in order to be
submitted to CDC.
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Adding Program Information
1. Select the national health objective you want to change on the Work Plan Tree (AHS
-5 Source of Ongoing Care).
Result: The system displays the health objective summary in the right display pane.
2.
Click the Change this national health objective to a different national health
objective link under the Click links below to perform other tasks section.
Result: The system displays the Select a different Healthy People 2020 national
objective page.
3. Select “AHS-3 Usual primary care provider” from the Health Objective drop-down
list and click OK.
Result: The system displays a message showing the existing health objective and the
new one, and requests you to confirm the change.
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BGMIS User Training Manual
4. Confirm the change by entering CHANGE in the Confirmation text box and click
OK. The system saves the information and displays the newly selected national
health objective in the work plan tree.
Result:
If you change a national health objective, you are responsible for ensuring
that the information below the health objective is still pertinent. If the
information is no longer pertinent, you must to go back and modify the
incorrect items. Be sure to correct all items affected by the health objective
change, if necessary.
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Adding Program Information
Adding a state health objective
The state health objective should mirror the national health
objective.
1. Click the State Health Objective link under the Health Objective.
Result: The system displays the selected health objective in the right display pane.
2.
Click the Edit link.
Result: The system displays the Edit State Health Objective page.
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3. Complete the fields as follows:
Start Date: 1/2013
End Date: 06/2013
Objective Description: Reduce the diabetes death rate to 82.5 per 100,000 people
(age adjusted rate per 100,000 persons of all ages).
Objective Baseline: 83.5 deaths from diabetes in 2004 (age adjusted rate per 100,000
persons of all ages).
Data Source: BRFSS
4. Click OK.
Result: The system displays the Health Objective summary.
The circle next to the State Health Objective option in the work plan tree turns green
to indicate that the section has been completed.
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Adding Program Information
Adding the state health problem
1. Click the State Health Problem link under the Health Objective.
Result: The system displays the Health Problem Information page in the right display
pane.
2. Click the Edit link.
Result: The system displays the Edit State Health Problem page.
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In the Health Burden field, enter: In 2006, the most recent year data was available, an
estimated 764,000 adults (18+) or 8% of adults in the Commonwealth reported that
they had ever been told that they had diabetes (Pennsylvania BRFSS 2006).
3. Complete the fields in the Target Population section as follows:
Number: 264,000
Ethnicity: Non Hispanic
Race: African American or Black, Amer Indian or Alaskan Native, Asian, Native
Hawaiian or Other Pacific Islander, White
Age: 20 - 24 years, 25 - 34 years, 35 - 49 years, 50 - 64 years, 65 years and older
Gender: Both
Geography: Both
Primarily Low Income: No
4. Complete the fields in the Population with Disparate Need section as follows:
Number: 264,000
Ethnicity: Non Hispanic
Race: African American or Black, American Indian or Alaskan Native, Asian, Native
Hawaiian or Other Pacific Islander, White
Age: 20 - 24 years, 25 - 34 years, 35 - 49 years, 50 - 64 years, 65 years and older
Gender: Female and Male
Geography: Rural and Urban
Primarily Low Income: No
Location: Statewide
5. In the Data Sources field, enter. BRFSS 2006
6. Click OK.
Result: The system displays the Health Problem Information summary.
The circle next to the State Health Problem option in the work plan tree turns green
to indicate that the section has been completed.
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Adding Program Information
Adding Evidence Based Guidelines
1. Click the Evidence Based Guidelines link under the Health Objective.
Result: The system displays the Evidence Based Guidelines summary page in the
right display pane.
2. Click the Edit link.
Result: The system displays the Edit Evidence Based Guidelines/Best Practices page.
If no evidence based guidelines exist for your program, select the No Evidence
Based Guideline/Best Practice is available option. However, for this exercise, you
will select and enter information for Evidence Based Guidelines.
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3. In the Available Guidelines/Practices box, select Best Practice Initiative (U.S.
Department of Health and Human Service.
4. Click Add.
Result: The system moves the selected option to the Selected Guidelines/Practices
box.
5. Click OK.
Result: The system displays the Evidence Based Guideline summary page.
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Adding Program Information
The circle next to the Evidence Based Guidelines option in the work plan tree turns
green to indicate that the section has been completed.
Adding Block Grant Role and Funds Information
1. Click the Block Grant Role and Funds link under the Health Objective.
Result: The system displays the Block Grant Role and Funds summary page in the
right display pane.
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2. Click the Edit link.
Result: The system displays the Edit Block Grant Role/Funds page.
3. In the Role drop-down list, select Supplemental Funding.
4. Complete the fields as follows:
Annual basic current year: Enter the same amount displayed in the Budgeted
column for this category.
Annual basic prior year: Enter the same amount displayed in the Budgeted column
for this category.
Block $’s vs. other state health department $’s for this health objective: 10-49% Partial source of funding
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Adding Program Information
5. Click OK.
Result: The system displays the Block Grants Role and Funds summary page.
The circle next to the Block Grant Role and Funds option in the work plan tree turns
green to indicate that the section has been completed.
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BGMIS User Training Manual
Adding Impact Objective Information
•
•
•
Starting in FY 2013, Essential Services will no longer be
available in the Work Plan.
Impact Objectives appear alphabetically under each Health
Objective.
Activities are listed sequentially (in order of how they
were entered) under each IO.
1. Click the Enter Impact Objective link under the Health Objective.
Result: The system displays the Add Impact/Process Objective page in the right
display pane.
2. Complete the fields as follows:
Title: Educating District Staff
Time-bound: 01/2013 – 03/2013
Who will do the work: Medical Consultants
will: conduct
number of: 2
what will be measured: Training sessions for District staff per week.
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Adding Program Information
Impact objectives are limited to a total of 12 months. A portion of the time frame
must correspond with the fiscal year.
3. Click Preview SMART Objective.
Result: The system displays the SMART Objective at the bottom of the page.
4. Click OK.
Result: The system displays the Verify Your SMART Objective pop-up page.
5. Review your SMART objective and click the Save impact/process objective then
add activity link at the bottom of the page.
Result: The system displays the Add Activity page.
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BGMIS User Training Manual
6. Complete the fields on the page as follows:
Activity Title: Plan Annual Meetings
Start Date: 01/2013
End Date: 02/2013
Description: Organize annual meeting with district staff to update them on trends and
give them current materials and resources.
7. Click the Save then add another activity link.
Result: The system displays the Add Activity page.
8. Complete the fields as follows:
Activity Title: Provide TA and Resources
Start Date: 02/2013
End Date: 03/2013
Description: Upon request, provide technical assistance and resources to outside
agencies and organizations.
9. Click OK.
Result: The system displays the Activity page.
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Adding Program Information
All the circles for the entered program in the work plan tree turn green to indicate
that the program information has been completed.
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Adding a second national objective
1.
Click the Add a new national health objective (to the program: Poison Control
System link under the program.
Result: The system displays the Select the Healthy People 2020 national objective to
add to this program page.
2.
From the Health Objective drop-down list, select IVP – 40 Sexual Violence (Rape
Prevention).
Result: The system populates the Full Title field with the title of the selected health
objective.
3. Click OK.
Result: The system displays the newly added health objective in the work plan tree.
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Adding Program Information
4. Add the State Health Objective as described in Adding a state health objective on
page 29.
5. Add the State Health Problem as described in Adding the state health problem on
page 31.
6. Add the Evidence Based Guidelines as described in Adding Evidence Based
Guidelines on page 33.
7. Add the Block Grant Role and Funds information as described in Adding Block Grant
Role and Funds Information on page 35.
For the Block Grant Role and Funds, enter the same amount that appears in the
Available amount column for Sex offense current year HO 15-35 in the Allocated to
this HO field.
Result: The system turns all the circles in the work plan tree to green.
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Submitting your Work Plan
BGMIS User Training Manual
Chapter 7: Submitting your Work Plan
After successfully entering the sample data for all the sections in the work plan tree, you
are now ready to submit your work plan for the purpose of this training.
Learning Objectives
Upon the completion of this chapter, you will be able to:
•
Update the page count
•
Verify your work plan
•
Submit your work plan
•
View the allocation table
Submit work plan practice exercise
1. Click the Work Plan Summary option in the work plan tree.
Result: The system displays the Work Plan summary page in the right display pane.
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Submitting your Work Plan
2. Click the Verify then submit work plan to CDC or verify this work plan link at
the top right corner or the bottom of the page.
Result: The system displays the Verify Work Plan page.
3. Check to ensure that the Status column displays OK for all the verification items.
All the items must display a status of OK before the work plan can be submitted.
4. Correct HP 2010 objectives errors by mapping them to the correct HP 2020
objectives.
Beginning in FY 2013, Work Plans will be based on Healthy People 2020
Objectives. If you based the new Work Plan on an existing approved one and
want to continue with the same programs you had in FY 2012, you must map
the Healthy People 2010 Objectives used in your FY 2012 Work Plan to
Healthy People 2020 Objectives. A matrix is available to help you in mapping
Healthy People 2010 Objectives to Healthy People 2020 Objectives.
5. Click the Generate the work plan report link.
Result: The system displays the View Reports page.
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6. Click OK to run the Work Plan report.
Result: The system generates the report.
You can download the report in Word or PDF format.
7. Click Cancel.
Result: The system displays the Verify Work Plan page and displays “OK” for all the
items under the Status column.
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Submitting your Work Plan
8. Click Submit.
Result: The system displays the Submit Verified Work Plan to CDC page.
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9. Complete the fields as follows:
Enter Comments to CDC Reviewer: This work plan is complete.
Confirmation: SUBMIT
10. Click OK.
Result: The system displays a confirmation page.
11. Click OK.
Result: The system displays the Work Plan Summary page
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Submitting your Work Plan
The work plan now has a status of “Submitted to CDC”. At this point you can no
longer edit this work plan.
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Viewing the Allocation Table
1. Click the Work Plan Summary option in the work plan tree.
Result: The system displays the Work Plan summary page in the right display pane.
2. Click the show current allocation table link at the bottom of the page.
Result: The system displays the Allocation Table Report.
To view the allocation report for other years, select the desired year from the Fiscal
Year drop-down list and click Go.
3. Click OK to return to the Work Plan Summary page.
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Reports
Chapter 8: Reports
BGMIS allows you to run two types of reports: standard reports and program reports. A
standard report pulls data from all the programs in the work plan while a program report
generates a report for a specific program in the work plan.
The following standard reports are available in BGMIS:
•
•
•
•
•
Work Plan Report: Generates the complete Block Grant Work Plan, including
the Executive Summary, Statutory, Budget and Program/HO information, and
Program/HO Profiles. Sections of the report can be printed by selecting a range of
page numbers to print.
Budget Report: Generates the Executive Summary, Statutory, and Budget
sections of the Block Grant Work Plan.
Program/HO Report: Lists the Programs and HOs in the Work Plan with budget
and FTE figures. The report (with additional fields) can be exported to Excel.
Profile Report: Generates all of the Program/HO Profiles for the Work Plan
Impact Objective Summary: Prints the Impact Objective Description and the
Impact Objective Outcome Template for the Annual Report
•
For more information on how to run reports in BGMIS, refer to the Reports
section in the BGMIS Help.
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| File Type | application/pdf |
| File Title | Microsoft Word - BGMIS Training Manual Work Plan 4_3_2.doc |
| Author | dqv1 |
| File Modified | 2013-01-09 |
| File Created | 2013-01-08 |