Att D3_Portal Training ManualV2

NCIPC Partner’s Portal User Training Manual – Core SIPP 2023 APR

NCIPC Partner’s Portal
Core SIPP
User Training Manual
Version 2.0

1

NCIPC Partner’s Portal User Training Manual – Core SIPP 2023 APR

Introduction
Use the NCIPC Partner's Portal, Core SIPP section to create and submit your Annual Progress
Report (APR) to CDC. Your APR is a comprehensive report on your program's goals. The APR is
organized by sections to enable you to manage the strategies, activities, sub-activities,
indicators, and progress information. The system provides areas that allow you to add, edit, and
save the information.
Each section in the manual focuses on a specific area or topic in the system and provides
requirements, explanations, and instructions.
You can make additional copies of the manual and share with your colleagues.

2

NCIPC Partner’s Portal User Training Manual – Core SIPP 2023 APR

System Basics
Accessing the Partner’s Portal
You can access Partner's Portal through CDC’s Secure Access Management System (SAMS.)
Recipients added to the Partner's Portal receive an email notification from SAMS.

Navigating and Entering Information
The Navigation Bar
The navigation bar is located on the left side of the pages. It allows you to access your APR from
any page in the system.

Use the options provided within the system when navigating between pages, e.g., navigation bar
options, Back to task details link, etc. Do not use the browser Back button, as doing this may result
in unexpected behavior and results.

Check-in/Check-out
You must check out a section in order to edit it, and then check it back in after making your
changes using the Check-out to Edit and Check-in buttons displayed at the top of each section.
If you do not check a section back in after 4 hours, the section will become available for
someone else to check out and edit. All unsaved changes will be lost if you do not save your
work often. You may need to refresh your browser to see changes made by another team
3

NCIPC Partner’s Portal User Training Manual – Core SIPP 2023 APR

member if someone else has checked out a section of the APR. You can click the link for the
section or press F5 or Ctrl+R on your keyboard to refresh the browser.
Check Boxes
Whenever a list of check box options is shown, you may check all that apply. In cases where
your desired choice may not be available, you can select an Other check box, if available and
enter the information in an Other text box, if provided.
Example:

Dropdown Lists
When options are provided in a drop-down list, only one choice can be selected. Click the down
arrow to display the list and select an item. In cases where your desired choice may not be
available, you can select an Other option, if available and enter the information in an Other text
box, if provided.
Example:

4

NCIPC Partner’s Portal User Training Manual – Core SIPP 2023 APR

Radio Buttons
Radio buttons are used when there are several options, such as Yes or No, and only one choice
is allowed.
Example:

Text Boxes
A text box allows you enter text into a text field. The number of characters that you can type
into a text box is limited and specified. In the example below, you can enter up to 2000
characers in the text box. After 2000, the system no longer accepts any more characters. You
can copy text from another program and paste it into a text box in Core SIPP.

5

NCIPC Partner’s Portal User Training Manual – Core SIPP 2023 APR
When copying text from Microsoft Word, we recommend that you paste the text into Notepad first and
then copy it from Notepad and paste it into the text box in Core SIPP. This is because Word sometimes
has hidden characters that may count towards the maximum characters allowed for a text box.

6

NCIPC Partner’s Portal User Training Manual – Core SIPP 2023 APR

The Agreement Page
The agreement page is first when you access the Partner’s Portal. Please be sure to read the
terms and the Rules of Behavior, and then click I Accept the Terms in order to access the
system.

Click I Accept the Terms to
access the system.

7

NCIPC Partner’s Portal User Training Manual – Core SIPP 2023 APR

The Welcome Page
After agreeing to the terms of use, the system displays the Program Tasks page. The page
identifies your program and has a table that displays your program's open tasks and other
information about the task, such as the status, due date, etc.

Click on the link for
the task you want to
edit

The information for the program task is described in a table. The information displayed in the
table is described below.
Column

Description/Instructions

Status

Displays the status of the APR. The following statuses are available.
Chapter 1: Open: This program task is available for editing.
Chapter 2: Closed: The submission date of this program task has passed.
This column is sortable. To sort a list by this column, click the column
heading.

Task Name

A link that identifies the program task. Click on the link to display the Task
Details page and start working on the APR.

Submit Status

Indicates whether the APR has been submitted to CDC or not. A status of not
submitted means that the APR has not been submitted to CDC while a status
of submitted means that the APR has been submitted to CDC.
Note: A program task with either submitted or not submitted status can be
edited and submitted to the CDC.

8

NCIPC Partner’s Portal User Training Manual – Core SIPP 2023 APR

Due

Displays the due date for the program task. This is the date that the program
task must be submitted to the CDC. If the submission date has passed for a
task, a zero (0) is displayed in this column.
This column is sortable. To sort a list by this column, click the column
heading.

Days Left

Indicates how many days you have left before the submission due date. If
the submission date has passed for a task, a zero (0) is displayed in this
column.
This column is sortable. To sort a list by this column, click the column
heading.

9

NCIPC Partner’s Portal User Training Manual – Core SIPP 2023 APR

The Task Details Page
Use the Task Details page to complete and submit your APR. The fields on this page allow you
to view, add, and update all the components of your APR. Several team members can work on
the APR at the same time, as the system utilizes a check-in/check-out feature which ensures
that only one individual can work on a particular section at any given time. To work on a
section, simply check out the section, update it, and check it back in when you're done. The
system updates the Edit Status of a section each time it's checked in or out, thereby making it
easy to know when a section is checked out and when it becomes available for editing. An item
that is checked out for editing by a team member can only be viewed by other team members.

Viewing Strategy/Activity Information
A strategy consists of activities. An activity is an overarching strategy/approach to a burden that
is addressed across multiple years or the entire 5-year project period. Activities describe work
to be accomplished and the manner in which results will be measured and achieved. Defining
your activities is the starting point of completing your APR. The Task Details page displays all
the strategies and associated activities. There is no limit to the number of activities that you can
add to a strategy, but each strategy must have at least one activity upon submission of the APR.
You can add an activity, edit an existing activity, or delete an activity. You must check out an
activity before you can edit it. If you have checked out an activity, the system displays a Checkin button that you can click to check the activity back in and make it available to others for
editing. The information displayed is view-only if the section is checked out by someone else.
Although you cannot edit or delete the strategy when it is checked out to another team
member, you can still view it.
There are two sections: Core SIPP Base and Core SIPP Enhanced. Core SIPP Enhanced has an
additional strategy—Implementation and Enhanced Evaluation. Depending on your jurisdiction,
you may or may not be required to complete the Enhanced section.

•

•

•

10

You must check out a section in order to edit it, and then check it back in after
making your changes. If you do not check in a section for more than 4 hours, the
section becomes available for someone else to check it out. All unsaved changes will
be lost.
If another team member has checked out a section of the APR, you may need to
refresh your browser before you can see the changes made by the team member. To
refresh the browser, simply click the link for the section or press F5 or Ctrl+R on your
keyboard.
If another team member has checked out a section of the APR, you may need to
refresh your browser before you can see the changes made by the team member. To
refresh the browser, simply click the link for the section or press F5 or Ctrl+R on your
keyboard.

NCIPC Partner’s Portal User Training Manual – Core SIPP 2023 APR

You can check out and edit a section
that has a status of Available.

Click Add Activity to add an activity to
a strategy.
Click Rubric to complete Rubric
information for a section.

The Task Details Page, Continued

11

NCIPC Partner’s Portal User Training Manual – Core SIPP 2023 APR

When all the sections are
complete, click here to submit your
APR to CDC.

12

NCIPC Partner’s Portal User Training Manual – Core SIPP 2023 APR

Creating and Submitting your APR
Your Annual Progress Report (APR) is a comprehensive report on your program's work. The APR
consists of sections that you can use to manage the strategies, indicators, activities, progress
information, etc. that make up your APR. The system provides areas that allow you to add, edit,
and save the information.
When you have completed all the information for a section, select Yes in the Is this section
complete and ready to submit to CDC? field. If you select Yes, the system displays a check mark
(
) for the Strategy section on the Task Details page. When every section displays a check
mark, you are ready to submit your APR to CDC.
You must check out a section in order to edit it, and then check it back in after making your
changes. If you do not check in a section for more than 4 hours, the section becomes available for
someone else to check it out. All unsaved changes will be lost.

You must complete the information in the sections before submitting your APR.
•
•
•
•

Core SIPP Base Activities
Core SIPP Enhanced Activities (if applicable)
Rubric
Success Stories

Add an Activity
Activities are part of a comprehensive plan for attaining your program's goals. An activity
consists of overview information, indicators, progress information, next year’s work plan, etc.
You can add activities to the different strategies in the APR, track progress on your activities on
a yearly basis, and document the results. You can add a new activity or work with an existing
activity.
To add an activity, click the Add Activity link under the desired strategy.

Add Overview Information for an Activity
The first step in adding an activity is to add the overview information which consists of
information such as the title and description of the activity, the topic areas that the activity
affects, barriers and challenges, etc.
To add overview information to an activity:
1. Access the Task Details page and locate the section that you want to add the activity.
2. Under the desired section, Click the Add Activity link. The system displays the Add
Activity Overview page.

13

NCIPC Partner’s Portal User Training Manual – Core SIPP 2023 APR

14

NCIPC Partner’s Portal User Training Manual – Core SIPP 2023 APR

1. Complete the fields on the page as described below.
a. Activity Title: Enter a descriptive title for the activity, e.g., “Increase the number
of Data Surveillance Centers in Cobb County.” Maximum text is 500 characters,
about 100 words.
b. Topic Area: select the topic areas that the activity(ies) address. If the desired
topic is not displayed, select Optional Topic (write-in option) and enter the topic
in the Other Flex Topic Area(s) text box. If you need to add more topic areas, click
the Add link and enter another topic area. Maximum text for the Other Flex
Topic Area(s) text box is 200 characters, about 40 words.

15

NCIPC Partner’s Portal User Training Manual – Core SIPP 2023 APR

c. Please explain how you anticipate this activity will affect the topic areas you
selected above: describe in detail the effects that you believe the activity you are
creating will have on the topic areas you selected or added in the previous field.
Maximum text is 1500 characters, about 300 words.
d. Description: Enter a detailed description of the activity. Maximum text is 2000
characters, about 400 words
e. Alignment with logic model activities: Select all the logic models that align with
the activity.
f. Progress: Enter a description of the progress that has been made so far for the
activity. Maximum text is 2000 characters, about 400 words.
g. Status: Select the status that best describes the progress, e.g. Not Yet Started,
New, On Track, Completed, etc.
h. Does this activity support additional strategies? Select the additional strategies
that this activity supports.
i. CDC assistance necessary to complete this Activity in Year YYY: Enter a detailed
description of the assistance needed from CDC in order to complete this activity
in the performance year. Maximum text is 2000 characters, about 400 words.
j. Barriers or challenges associated with the Activity in Year YYYY : Describe the
barriers or issues encountered in the process of achieving success for this activity
during the specific year. Maximum text is 2000 characters, about 400 words
2. Click Save to save the activity information and remain on the page. Click Save & close to
save the activity information and go to the Overview tab of the new Activity.
If you do not complete the required field when you click Save, the system displays an error.
Correct all errors and click Save again

16

NCIPC Partner’s Portal User Training Manual – Core SIPP 2023 APR

Confirmation that the
Activity was saved
successfully.

The fields for creating an activity and editing an activity are the same. The only difference is
that when creating a new activity, the fields are blank, when editing an existing activity, the
fields are prepopulated by the activity information.

Edit an Already Existing Activity
After creating an activity, you can edit the activity and save your edits.
To edit an already existing activity:
1. On the Task Details page, locate the activity that you want to edit and click on it. The
system displays the activity details. If the activity is not already checked out to you, click
Check-out.

17

NCIPC Partner’s Portal User Training Manual – Core SIPP 2023 APR

Click here to edit the activity.

2. Click the Edit link. The system displays the Edit Activity Overview page and makes the
page editable.
3. Update the Overview information and other sections as desired.
4. Click Save to save the activity information and remain on the page or click Save and
Close to save the activity information and return to the Activity overview.

Delete an Activity
To delete an activity:
1. Locate the activity and click on it. The system displays the activity details. If the activity
is not already checked out to you, click Check-out.
2. Scroll to the bottom of the activity. The system displays a Delete Activity button at the
bottom of the activity.

Click here to delete the activity.

3. Click the Delete Activity button. The system displays a confirmation message.
4. Click Delete to confirm the deletion. The system deletes the activity and displays a
confirmation message. Once an activity is deleted, it is no longer available in the system.
18

NCIPC Partner’s Portal User Training Manual – Core SIPP 2023 APR

Always check with your Project Officer and Evaluation Officer before deleting an activity!

Ordering Activities
You can now choose how your activities are ordered under each strategy. To change the order,
follow the steps below:
1. Click Order Activities under the appropriate strategy

Click Order Activities to order
the activities under the
strategy

2. Use the Up and Down buttons to re-order the activities and click Save and Close.

Use the Up and Down buttons
to re-order the activities

Click Save and Close to save
and return to the Task Details
page.

Working with Indicators
Indicators are used for measuring progress in an activity. You can add an indicator, edit the
indicator, or delete it. An indicator can be activity specific or cross-cutting.
19

NCIPC Partner’s Portal User Training Manual – Core SIPP 2023 APR

For additional information on indicators, refer to the “Checklist for Effective Evaluation.”

Expanding and collapsing the indicators list
When the Add/Edit Indicator page is first displayed only the indicator titles are displayed. To
view the details for an indicator, click next to the indicator. To collapse it again and hide the
details, click the next to the indicator. To expand all the indicators, click the Open All link at
the top right of the list. To collapse all the indicators, click the Close All link.

Activity Specific Indicators
Indicators can be activity specific or cross-cutting. Activity specific means that the indicator is
measuring progress for only one activity.
Indicators added directly into an activity (see Add an Activity Specific Indicator) are activity
specific indicators.
Add an Activity-Specific Indicator
To add an activity-specific indicator to your activity:
1. On the Task Details page, locate the activity to which you want to add the indicator and
click on it. The system displays the activity details. If the activity is not already checked
out to you, click Check-out to make it editable.

Click here to access the indicators
section.

20

NCIPC Partner’s Portal User Training Manual – Core SIPP 2023 APR

2. Click the Indicators tab. The system displays the Indicators section.

Click here to add an Indicator.

3. Click the Add Indicator link. The system displays the Add Activity Indicator page.

21

NCIPC Partner’s Portal User Training Manual – Core SIPP 2023 APR

22

NCIPC Partner’s Portal User Training Manual – Core SIPP 2023 APR

4. Complete the fields on the Add Activity Indicator page as follows:
a. Is this indicator qualitative or quantitative?: Choose whether the indicator is
qualitative or quantitative. All following fields will be the same regardless of
selection, but value field will increase if qualitative.
b. Indicator Name: Enter the name for the indicator. Maximum text is 200
characters, about 40 words. This field is required.

23

NCIPC Partner’s Portal User Training Manual – Core SIPP 2023 APR

Description: Enter a detailed description of the indicator. Maximum text is 2000
characters, about 400 words.
d. Population(s) of Interest: Enter a short description of the population(s) specified
in and addressed by the indicator. Maximum text is 1000 characters, about 200
words.
e. Type of Indicator: Select the type of duration of the indicator. The available types
are Process, Short-Term, Intermediate, and Long-Term (available only to Core
SIPP Enhanced).
c.

The fields displayed after selecting an indicator type will vary based on the selected in the
Type of Indicator dropdown. The Long-term option is available only to Core SIPP Enhanced
recipients.

Do one of the following:
• If you selected Short-term in the Type of Indicator field, select the shortterm outcome(s) that align with this indicator.
• If you selected Intermediate in the Type of Indicator field, select the
intermediate outcome(s) that align with this indicator.
• If you selected Long-Term in the Type of Indicator field, select the longterm outcome(s) that align with this indicator.
g. Data Source: Enter the data source associated with the indicator. Maximum text
is 500 characters, about 100 words.
h. Are you using existing data?: Select yes or no from the drop-down.
i. Are you planning to collect additional data?: Select yes or no from the dropdown.
j. Unit field: Select the unit of measurement (Count, Percent, Proportion, or Rate)
that will be used to measure the indicator. This field will only show if the
indicator is quantitative.
k. Baseline: In the first dropdown, select the baseline year for what will be
measured. In the Value text box, enter the value for the year. For example, if the
baseline for year 1 is 2021 and the value is 10%, select Percent as the Unit, select
2018 as the Baseline year, and enter 10 in the Value text box. Do not include the
% sign.
• Complete the Years and Values information for Years 1-4. For each year,
enter the corresponding value.
l. Anticipated Directionality: Select the direction of change that will be measured
by indicator by selecting to increase the value, decrease the value, or keep it
stable.
m. Notes: Enter notes or comments that you want to associate with the indicator.
Maximum text is 2000 characters, about 400 words.
4. Click Save to save the indicator information and remain on the page or click Save and
Close to save the indicator information. The system adds the indicator and displays a
success message.
f.

24

NCIPC Partner’s Portal User Training Manual – Core SIPP 2023 APR

Edit an Activity Specific Indicator
After adding an indicator, you can edit it and save your changes. The form for editing an
indicator is similar to the form for adding one. The difference is that the fields on the Edit
Indicator page are pre-populated by the existing indicator’s information.

Click here to edit the indicator.

Click here to delete the
indicator.

Click here to change an activity specific
indicator to a cross-cutting indicator.

Delete an Activity-Specific Indicator
To delete an indicator:
1. Locate the indicator and click on it.

25

NCIPC Partner’s Portal User Training Manual – Core SIPP 2023 APR

2. Click the Delete link for the indicator. The system displays a confirmation message.

3. Click the Delete button in the confirmation message. The system deletes the indicator
and displays a success message.

Cross-Cutting Indicators
Cross-cutting indicators are identified by this graphic

.

Cross-cutting indicators are indicators used for measuring progress across multiple activities.
There are multiple ways to make and use a cross-cutting indicator, such as:
3. Adding an indicator in the Manage Cross-Cutting Indicators section
4. Adding an activity specific indicator and making it cross-cutting
5. Use a cross-cutting indicator in a specific activity

Cross-cutting indicators can only be edited in the Manage Cross-Cutting Indicators Section of
the Portal. Updates made to a cross-cutting indicators will be reflected in all the activities that
use the cross-cutting indicator. You can add a cross-cutting indicator and edit or delete a crosscutting indicator that is checked out to you. You can delete a cross-cutting indicator if it is not
used in any activity. To delete a cross-cutting indicator, you must remove its association to any
activity first, and then delete it from the Manage Cross-cutting Indicators page.

26

NCIPC Partner’s Portal User Training Manual – Core SIPP 2023 APR

Managing Cross Cutting Indicators
To work with cross-cutting indicators:

1.

On the Task Details page, click on the Manage Cross-cutting Indicators link in the
Description column and when the Manage Cross-cutting Indicators page displays, click
the Check-out to Edit button.

Click here to check out the Crosscutting Indicators section and edit
it.

Use the Open All button to expand all the
indicators and view the details. Use the Close All
button to collapse all the indicators.

Click here to add a cross-cutting
indicator.

Click here expand a cross-cutting
indicator and view the details.

Add a Cross-cutting Indicator

The fields for adding a cross-cutting indicator are similar to the fields for adding an indicator
that is not cross-cutting. To add a cross-cutting indicator, click the Add Cross-cutting

27

NCIPC Partner’s Portal User Training Manual – Core SIPP 2023 APR

Indicator link and complete the fields as described in the Activity Specific
Indicators
Indicators can be activity specific or cross-cutting. Activity specific means that the indicator is
measuring progress for only one activity.
Indicators added directly into an activity (see Add an Activity Specific Indicator) are activity
specific indicators.
Add an Activity-Specific Indicator section.
Edit a Cross-cutting Indicator
To edit a cross-cutting indicator, click the Edit link for the cross-cutting indicator and edit
the fields as desired.
Updates made to a cross-cutting indicator will be reflected in all the activities that use the crosscutting indicator.

Change an Activity Specific Indicator to a Cross-cutting Indicator
To change an activity specific indicator to a cross-cutting indicator:

When you make an indicator cross cutting the indicator becomes available to use in other
activities. The new cross-cutting indicaotr can only be updated in the Manage Cross-Cutting
Indicators section, found on the Task Details page.
1.

Access the indicator by clicking on it. The system displays the details for the indicator.

Click here to change a regular
indicator to a cross-cutting
indicator.

28

NCIPC Partner’s Portal User Training Manual – Core SIPP 2023 APR
2.

Click the Make this indicator Cross-cutting link. The system displays the Make this
Indicator Cross-cutting pop-up window.

3. Click Make Cross-cutting. The system displays a success message and changes the
indicator to a cross-cutting indicator, making it available in other activities associated
with any major activity.
This indicator is now a crosscutting indicator.

Include a Cross-cutting Indicator in an Activity
To use a cross-cutting indicator in your activity:
1. On the Task Details page, select the activity in which you want to use a cross-cutting
indicator and click the Indicators tab. The system displays the indicators associated with

29

NCIPC Partner’s Portal User Training Manual – Core SIPP 2023 APR

the activity.

Click here to use a cross-cutting
indicator in an activity.

2. Click the Use Cross-cutting Indicator button and when system displays the Use Crosscutting Indicator page, click on the field to view the existing cross-cutting indicators.

Click on the drop-down to see existing crosscutting indicators.

30

NCIPC Partner’s Portal User Training Manual – Core SIPP 2023 APR

3. In the Cross-cutting Indicator dropdown, select the desired cross-cutting indicator. The
system displays the details for the selected indicator.

Click here to use the selected
cross-cutting indicator in the
current sub-strategy.

4. Click the Save & Close button. The uses the cross-cutting indicator in the selected
activity and displays a success message.
5. Click the Indicators tab. Note that the system has added the cross-cutting indicator to
the activity. The cross-cutting activity is denoted by the following graphic

31

.

NCIPC Partner’s Portal User Training Manual – Core SIPP 2023 APR

Delete a Cross-cutting Indicator
Cross-cutting indicators that are not used in an activity may be deleted. To delete a crosscutting indicator, remove its association to any activity first, and then delete it.
To delete a cross-cutting indicator:
1. Access the Task Details page and click the Manage Cross-cutting Indicators link. The
system displays the Manage Cross-cutting Indicators page.
2. Click on the cross-cutting indicator that you want to delete and click the Delete link. The
system displays a message letting you know that the cross-cutting indicator is used in
another section.

This section displays all the activities that use the crossindicator. You must remove the connections before you can
delete the cross-cutting indicator. If there are no activities
displayed in this section, you can delete the indicator.

3. If there are no activities displayed in this section, you can delete the indicator. If this
section displays activities that use the cross-cutting indicator, go to each activity and
remove the cross-cutting indicator from the activity as seen in the screenshot below.

32

NCIPC Partner’s Portal User Training Manual – Core SIPP 2023 APR

Click here to remove the cross-cutting
indicator connection.

4. Click Remove Cross-cutting Indicator to remove the connection to the cross-cutting
indicator. The system displays a confirmation message.

5. Click the Remove button. The system removes the connection to the cross-cutting
indicator, makes the cross-cutting available to be deleted, and displays a confirmation
message.
When you click Remove, the connection to the cross-cutting indicator is removed. The crosscutting indicator still remains in the system and is available to be used in other activities.

33

NCIPC Partner’s Portal User Training Manual – Core SIPP 2023 APR

6. Remove all cross-cutting indicator connections and then proceed to delete the crosscutting indicator.

Previous Year Progress, Mid-Year Progress, and Next Year Workplan
The Previous Year Progress tab is where you will update your progress from the last 6 months
of the previous program year (3/1/2022-7/31/2022).
The Mid-Year Progress tab is where you will be doing your progress reporting on your subactivities for the current reporting period (8/01/2022-2/28/20223). Sub-activities included in
this section are annual activities submitted in the workplan of the previous year’s APR (or, in
this case, the workplan submitted in the initial months of the funding).
You can also add sub-activities to your Next Year Work Plan. Click on the Next Year Work Plan
tab and follow the same steps above. Next Year Work Plan sub-activities are sub-activities you
intend to implement in the upcoming budget year (8/1/2023 – 7/31/2024).

Add/Edit Sub-Activities
You will be able to enter sub-activities in all three progress reporting tabs (previous year
progress, mid-year progress, and next year workplan). Sub-activities are the smaller activities
that help to accomplish the large Activity they fall under.
To add a sub-activity:
1. Under the desired strategy, click on the activity to add or edit, and then click the
appropriate progress reporting tab. The example below is looking at Mid-Year Progress.

34

NCIPC Partner’s Portal User Training Manual – Core SIPP 2023 APR

2. Click the Add Sub-Activity link, the system displays the Edit Mid-Year Sub-Activity page.

35

NCIPC Partner’s Portal User Training Manual – Core SIPP 2023 APR

36

NCIPC Partner’s Portal User Training Manual – Core SIPP 2023 APR

3. Complete the fields on the page as follows:
a. Sub-Activity Name: Enter the name of the sub-activity that you want to add to
the mid-year progress. Maximum text is 500 characters, about 100 words. This
field is required.
b. Description: Enter a detailed description of the sub-activity. Maximum text is
2000 characters, about 400 words.
c. Progress: Enter a description of progress you made for the mid-year activity.
Maximum text is 2000 characters, about 400 words.
d. Frequency of Sub-Activity: Select program year(s) in which the sub-activity
occurs. If you anticipate this sub-activity will occur during all program years,
please select Annual.
e. Status: Select the status that best describes the current state of the sub-activity,
e.g., Initiated-current timeframe for completion unknown, On track-on track to
complete by due date, or Completed-completed on time, etc.
f. Responsible Party: Enter the name of the party that is responsible for completing
this progress. Maximum text is 500 characters, about 100 words.
4. Click the Save button to save the information and remain on the page or click the Save
and Close button to save the information and return to the Activity page. The system
saves the progress entry.
Once you have added your sub-activity, you can then continue to edit the sub-activity or delete
it.

Sub-Activity Automation
In the Core SIPP Year 2 APR, there is added functionality to allow you to copy sub-activities
from your Mid-Year Progress directly into your Next Year Workplan, without having to re-type
them. To do this, follow the below instructions:
1. Add or edit your sub-activities in the Mid-Year Progress tab, first (follow instructions from
Add/Edit Sub-Activities
2. Then, navigate to the Next Year Work-Plan Tab and click Add Sub-Activity
3. A page will load with the option to either add a new sub-activity or to add a sub-activity from
the mid-year progress tab.

37

NCIPC Partner’s Portal User Training Manual – Core SIPP 2023 APR
4. If you select “Add new sub-activity to the Next Year Workplan” you will be directed to the subactivity form for a new sub-activity.

5. If you select “Add sub-activity from Mid Year Progress to the Next Year Workplan,” you will be
directed to another new page.

38

NCIPC Partner’s Portal User Training Manual – Core SIPP 2023 APR
6. On this page, you select one or more sub-activities that you entered in Mid-Year Progress to
copy into the Next Year Workplan. To select multiple sub-activities at once, hold the “ctrl”
button on your keyboard while you make your selections.
7. When you have made your selections, use the red arrow to move the selected sub-activities in
the box that says, “Selected Mid-Year Progress Sub-Activities.”
8. If you need to adjust, you can use the remove arrow to adjust your selections.
9. Once your selections are finalized, you can click Save & Close and the selected sub-activities will
be copied into your Next Year Workplan.
a. For this copied sub-activities, the Progress field will be blank, and the Status will be set
to “New – added once initial work plan submitted.”

Rubric
The Rubric section displays prompts that allow you to assess your organization and help CDC to
understand your organization’s Core SIPP work and process. For each prompt, check any of the
items that apply to your Core SIPP work for this reporting period.
•The assessment in this section is not intended to score or compare you to other jurisdictions, but
rather to get an accurate sense of your own unique program.
•Try to give an accurate estimate of items that have been fully completed this specific period.
•CDC does not expect most items to apply to every program; but wants to understand genuine
change over time and not just see more items checked.
• As much as reasonably possible, consider the connections to your Core work and the activities
you have identified through Core when thinking about your capacity.
• Even though you may not be implementing programs, you are still implementing new strategies,
activities, and processes to support work through your state, communities, and partners.
• When the rubric displays, you can click the Print button and print the rubric for an overall review.

Rubric is available for the following sections
• Engage in Robust Data/Surveillance for Public Health Action
• Strengthen Strategic Collaborations and Partnerships for Public Health Action
• Conduct Assessment and Evaluation for Public Health Action
To complete the prompts for a section and view the Rubric, do the following:

39

NCIPC Partner’s Portal User Training Manual – Core SIPP 2023 APR
1. Click the Rubric link under the desired section. The system displays the activities for the selected
section.

2. Click on an activity to expand the activity and click the Edit link. The system displays the
prompts for the rubric.

After completing all the prompts, click here to
view the rubric.

3. Complete all the prompts and click Complete Checklist. Select None of the above
currently apply if none of the options displayed are applicable. The system displays the
40

NCIPC Partner’s Portal User Training Manual – Core SIPP 2023 APR

rubric based on the selected option and estimates your current work for a particular
item. The screenshot below displays an example of the rubric when all the options are
selected.

41

NCIPC Partner’s Portal User Training Manual – Core SIPP 2023 APR

Success Stories
Use the Success Stories section to add success stories of your program. You can add a success
story, edit the information added, and also delete a success story.

Add a Success Story
To add a success story:
1. Click the Add Success Story link in the Success Stories section. The system displays the
Add Success Story page and the fields for adding the success story’s summary
information.

2. Is this Success Story Related to your base work, enhanced work, or both?: This question will only
show for Enhanced recipients. Select the appropriate radio button.

42

NCIPC Partner’s Portal User Training Manual – Core SIPP 2023 APR
3. In the Suggested Title field, enter a title for the success story. Maximum text is 250
characters, about 50 words.

4. In the Problem: Describe the problem identified field, describe the problem by specifying
the topic areas related to the problem that the program, initiative, or activity is
addressing; explaining why the problem was important to address; describing the
population that was affected by the problem and noting the data sources or systems
used to describe the extent of the problem.
5. In the Narrative: How was Core SIPP funding used to address the problem? field,
describe your program, initiative, or activity aimed to address the problem by specifying
the program, initiative, or activity you are highlighting; specifying who was involved in
developing, supporting, or leading the program, initiative, or activity, and describing
how the activity is innovative, including references, and identifying the methods used.
6. In the Outcomes and Impact: What outcomes (short-, intermediate-, or long-term)
resulted from your actions field, describe the evaluation of the activity by identifying the
measurable short-term and/or long-term outcomes that demonstrate how the activity
addressed the problem. In your first year, you can focus on short-term outcomes. Be
sure to avoid stories lacking an outcome.
7. In the Lessons Learned: What lesson(s) was learned that can help others with similar
problems in the future? (optional) field, share any lessons learned from your program,
initiative, or activity highlighted in the success story, if any. Be sure to provide a
conclusion that effectively wraps up the story; provide a summary of the problem,
activity, and outcomes, and also include barriers overcome or facilitators that
contributed to success.
8. In the Check if any of the following are being submitted to complement your story field,
select the additional materials, if any, that you will upload to complement your story. If
the desired material is not listed, select Other and specify it in the field provided.
9. Click the Save button to save the information and remain on the page or click the Save
and Close button to save the information and return to the Success Story page.

Upload a Document to your Success Story
After adding your success story, you can upload a document. To add a document to your
success story:

43

NCIPC Partner’s Portal User Training Manual – Core SIPP 2023 APR

1. Click on the success story. The system displays the details for the success story.

Click here to upload a
document.

2. Click the Document Upload tab.

Click here attach a document.

44

NCIPC Partner’s Portal User Training Manual – Core SIPP 2023 APR

3. Click the Upload Document link. The system displays the Success Story Attachment
page.

4. In the Title field, enter a concise title for the success story. Maximum text is 200
characters, about 40 words.
5. Click Choose File and navigate to the location where the file is saved.
6. After uploading the file, click the Save button. The system displays a success message

and attaches the document to the success story.

Edit a Success Story
To edit a success story:
1. Click on the success story and click the Check-out to edit button.
2. Click the Edit link for the success story and update the fields as necessary.
3. After completing the fields, click the Save button. The system saves the success story
information.

45

NCIPC Partner’s Portal User Training Manual – Core SIPP 2023 APR

Delete a Success Story
To delete a success story:
1. Click on the success story and click the Check-out to edit button.
2. Click the Delete button at the bottom of the success story. The system displays a
message asking you to confirm the deletion..

3. Click Delete in the confirmation message. The system deletes the success story.

46

NCIPC Partner’s Portal User Training Manual – Core SIPP 2023 APR

Submit Your APR
After completing your APR, you may submit it to CDC. You can still make changes prior to the
due date and re-submit it.
To submit your APR to CDC:
1. Select Yes for the question Is this section complete and ready to submit to CDC? This
question is displayed at the top of every section in your APR.

Go to every section and select Yes
for this question.

When you select Yes, the system displays a check mark (
) in the last column of each APR
section to indicate that the section is complete and ready to be submitted to CDC. This is
simply a visual indication of complete sections.

2. Verify that all the sections have a check mark.

47

NCIPC Partner’s Portal User Training Manual – Core SIPP 2023 APR

3. Scroll to the bottom of the page.

Click here to submit your APR.

48

NCIPC Partner’s Portal User Training Manual – Core SIPP 2023 APR

4. Click the Submit APR button. The system displays a message asking you to confirm the
submission.

5. Click OK. The system submits the APR, changes the status of your APR, sends a
confirmation email to all team members in your state who have access to the Partner's
Portal for Core SIPP and the CDC State Support Team, and displays a confirmation
message.

49

NCIPC Partner’s Portal User Training Manual – Core SIPP 2023 APR

Economic Indicators
Use the Economic Indicators section to upload and submit economic indicators for a specific
year. When you upload a document, the system checks the document for errors. If errors are
detected, the system displays the error details in a file. Correct the errors and re-submit the
file. When the file no longer contains errors, the system automatically submits the file to CDC.
To upload economic indicators:
1. Select Yes for the question Is this section complete and ready to submit to CDC? This
question is displayed at the top of every section in your APR.

Click here to access the Economic
Indicators section.

2. Click the Year 1 Economic Indicators link. The system displays the Task Details page and
lists the economic indicators that have been uploaded. The system displays the
following information in the table displayed.
o File name: name of file that was uploaded
o Uploaded By: identifies the person who uploaded it
o Status: status of the file. If there are errors, the system displays an error file and
the number of errors in the file.

50

NCIPC Partner’s Portal User Training Manual – Core SIPP 2023 APR

Click here to upload the economic
indicators file.

3. Click the Upload Cost Tool Data File link. The system displays a standard Windows page
for uploading a file.
4. Navigate to the location where the file is saved and upload the file. The system uploads
the file and does one of the following.
o Displays a success message and submits the file to CDC if the file is error free.
o Displays an error file and the number of errors found if there are errors in the
file.
Accepted file extensions for upload are .xls, and .xlsx.

5. If there are errors identified, review the errors listed, correct the errors in your
spreadsheet, and upload the file again. If free of errors, the system uploads the file and
submits it to CDC.

51

NCIPC Partner’s Portal User Training Manual – Core SIPP 2023 APR

Questions
Have questions? Please send an email to your CDC Project Officer and copy the following email
address: [email protected].

52