PELICAN Keys to Quality – GSD August 4th, 2008
Jan 24, 2016
PELICAN Keys to Quality – GSD
August 4th, 2008
Questions: General Questions
1. Do you need the Certificate ID on the Legal Entity Information (top blue bar) on all screens?
2
Questions: STARS Application Management
1. Do we need to create an enrollment packet at a later point?
2. What is the preference for sending the Enrollment packet to the user: email or snail mail?
3. Is all the information required for an enrollment packet available at the time when an application is being created?
3
Provider: STARS Application Management
Business Rules
1. In order to generate an enrollment packet, the STARS Enrollment Application status must be complete.
Related Requirements
4
Req # Title Category Description
12. Manage applications STARS The system will allow the user to create, update, delete, or view the applications information for the selected location.
Provider: STARS Application Management
5
Provider: STARS Application Management
Screen Mockup Fields Information
6
Field
Automatically Populated
(Y/N)
Default Value
Automatically Calculated
(Y/N)Related Error
ConditionsHistory(Y/N)
Required (Y/N)
Read Only(Y/N)
Effective Dating?
(Y/N)
Reference Table
MappingField
Length
Workflow/ Navigation
Related Alerts Related
Correspondence
Sorting Capabilitiesfor tables
STARS Enrollment Application
Location Type* N N N/A N/A Y N N/A Y N/A
Tax Identifier N N N/A N/A N N N/A N N/A
School Age Site N N N/A N/A N N N/A N N/A
Application Purpose N N N/A N/A N N N/A Y N/A
Application Details
Application Date* N N N/A N/A Y N Y N/A N/A
Application Status* N N N/A N/A Y N Y Y N/A
Date Received* N N N/A N/A Y N Y N/A N/A
Verified Signature Checkbox N N N/A N/A N N Y N/A N/A
CommentsN N N/A N/A N N Y N/A N/A
Provider: STARS Application Management…Continued
Screen Mockup Fields Information
7
Field
Automatically Populated
(Y/N)
Default Value
Automatically Calculated
(Y/N)Related Error
ConditionsHistory(Y/N)
Required (Y/N)
Read Only(Y/N)
Effective Dating?
(Y/N)
Reference Table
MappingField
Length
Workflow/ Navigation
Related Alerts Related
Correspondence
Sorting Capabilitiesfor tables
Documents
Start with STARS Grant Application N N N/A N/A N/A N/A N/A N/A N/A
Request a Self Study N N N/A N/A N/A N/A N/A N/A N/A
Packet Requested N N N/A N/A N/A N/A N/A Y N/A
Request a STAR4 (based on NAEY/NSACA/NAFCC/NECPA Accredited) Designation Packet N N N/A N/A N/A N/A N/A N/A N/A
Request a STAR4 (Head Start Program) Designation Packet N N N/A N/A N/A N/A N/A N/A N/A
Certificate of Occupancy N N N/A N/A N/A N/A N/A N/A N/A
Provider: STARS Application Management…Continued
Screen Mockup Fields Information
8
Field
Automatically Populated
(Y/N)
Default Value
Automatically Calculated
(Y/N)Related Error
ConditionsHistory(Y/N)
Required (Y/N)
Read Only(Y/N)
Effective Dating?
(Y/N)
Reference Table
MappingField
Length
Workflow/ Navigation
Related Alerts Related
Correspondence
Sorting Capabilitiesfor tables
Certificate of Compliance N N N/A N/A N/A N/A N/A N/A N/A
Certificate of Registration N N N/A N/A N/A N/A N/A N/A N/A
Save ButtonN N N/A N/A N/A N/A N/A N/A N/A
Generate Enrollment Packet Button N N N/A N/A N/A N/A N/A N/A TBD
Delete ButtonN N N/A N/A N/A N/A N/A N/A N/A
Provider: Designation Management
Business Rules
1. A provider location must have an open/active provider status in order to go through a renewal/designation process.
2. No designation visit is required for provider locations that are designated as a STAR 1 level.
3. A designation record must exist for an ERS Score record to be created.
4. No ERS score is required for STAR 1 and STAR 2 level.
Related Requirements
9
Req # Title Category Description
8. Manage ERS STARS The system will allow the user to create, update, end or view the ERS scores for the current location. This will be listed in the ERS score section in chronological order
13. Manage designation STARS The system will allow the user to create, update, delete, or view the designation information
14. Manage renewal designation
STARS The system will allow the user to create or view the renewal designation information
Provider: Designation Management Details
10
Provider: Designation Management Details
Screen Mockup Fields Information
11
Field
Automatically Populated
(Y/N)
Default Value
Automatically Calculated
(Y/N)Related Error
ConditionsHistory(Y/N)
Required (Y/N)
Read Only(Y/N)
Effective Dating?
(Y/N)
Reference Table
MappingField
Length
Workflow/ Navigation
Related Alerts Related
Correspondence
Sorting Capabilitiesfor tables
Designation Information
Location Type* N N N/A Y Y N Y Y N/A
Requested STAR Level* N N N/A Y Y N Y Y N/A
Date Requested* N N N/A Y Y N Y N/A N/A
Pre-Designation Date N N N/A Y N N Y N/A N/A
Designation Site Visit Scheduled Date N N N/A Y N N Y N/A N/A
Designation Date N N N/A Y N N Y N/A N/A
Designation Renew Date N N N/A Y N N Y N/A N/A
Designation Review Date N N N/A Y N N Y N/A N/A
Status* N N N/A Y Y N Y Y N/A
Provider: Designation Management Details…Continued
Screen Mockup Fields Information
12
Field
Automatically Populated
(Y/N)
Default Value
Automatically Calculated
(Y/N)Related Error
ConditionsHistory(Y/N)
Required (Y/N)
Read Only(Y/N)
Effective Dating?
(Y/N)
Reference Table
MappingField
Length
Workflow/ Navigatio
n Related Alerts
Related Correspondence
Sorting Capabilitiesfor tables
Status Reason N N N/A Y N N N Y N/A
Verified Signature Checkbox N N N/A Y N N N Y N/A
Expiration Date N N N/A Y N N N N/A N/A
Renewal Checkbox N N N/A Y N N N N/A N/A
Comments N N N/A Y N N N N/A N/A
ERS Score
STAR Level* N N N/A Y Y N N Y N/A
Overall ERS Score* N N N/A Y Y N N N/A N/A
Learning Env. ERS Score* N N N/A Y Y N N N/A N/A
Achieved N N N/A Y N N N N N/A
Provider: Designation Management Details…Continued
Screen Mockup Fields Information
13
Field
Automatically Populated
(Y/N)
Default Value
Automatically Calculated
(Y/N)Related Error
ConditionsHistory(Y/N)
Required (Y/N)
Read Only(Y/N)
Effective Dating?
(Y/N)
Reference Table
MappingField
LengthWorkflow/
Navigation
Related Alerts
Related Correspondence
Sorting Capabilitiesfor tables
Achieved Date* N N N/A Y Y N Y N/A N/A
Action Plan N N N/A Y N N N N N/A
Date Visited N N N/A Y N N Y N/A N/A
Visit Requested N N N/A Y N N N N N/A
Completion N N N/A Y N N N N N/A
ERS Assessment Start Date N N N/A Y N N Y N/A N/A
ERS Assessment End Date N N N/A Y N N Y N/A N/A
Report Received N N N/A Y N N N N/A N/A
Comments N N N/A Y N N N N/A N/A
Save Button N N N/A N N N N/A N/A N/A
Designation History button N N N/A N N N N/A N/A
Designation History table
ERS History button N N N/A N N N N/A N/A
ERS History table
Delete Button N N N/A N N N N/A N/A N/A
Provider: Designation Information History
14
Provider: Designation Information History
Screen Mockup Fields Information
15
Field
Automatically Populated
(Y/N)
Default Value
Automatically Calculated
(Y/N)Related Error
ConditionsHistory(Y/N)
Required (Y/N)
Read Only(Y/N)
Effective Dating?
(Y/N)
Reference Table
MappingField
Length
Workflow/ Navigation
Related Alerts Related
Correspondence
Sorting Capabilitiesfor tables
Designation Information
Location Type* Y N N/A N/A N/A Y N/A N/A N/A
Requested STAR Level* Y N N/A N/A N/A Y N/A N/A N/A
Date Requested* Y N N/A N/A N/A Y N/A N/A N/A
Pre-Designation Date Y N N/A N/A N/A Y N/A N/A N/A
Designation Site Visit Scheduled Date Y N N/A N/A N/A Y N/A N/A N/A
Designation Date Y N N/A N/A N/A Y N/A N/A N/A
Designation Renew Date Y N N/A N/A N/A Y N/A N/A N/A
Designation Review Date Y N N/A N/A N/A Y N/A N/A N/A
Status* Y N N/A N/A N/A Y N/A N/A N/A
Status Reason Y N N/A N/A N/A Y N/A N/A N/A
Provider: Designation Information History…Continued
Screen Mockup Fields Information
16
Field
Automatically Populated
(Y/N)
Default Value
Automatically Calculated
(Y/N)Related Error
ConditionsHistory(Y/N)
Required (Y/N)
Read Only(Y/N)
Effective Dating?
(Y/N)
Reference Table
MappingField
Length
Workflow/ Navigation
Related Alerts
Related Correspondence
Sorting Capabilitiesfor tables
Verified Signature Checkbox Y N N/A N/A N/A Y N/A N/A N/A
Expiration Date Y N N/A N/A N/A Y N/A N/A N/A
Renewal Checkbox Y N N/A N/A N/A Y N/A N/A N/A
Comments Y N N/A N/A N/A Y N/A N/A N/A
N/A
Return to Designation Management button N N N/A N/A N N N/A N/A
STARS Designation
Management Page
Provider: ERS Score History
17
Provider: ERS Score History
Screen Mockup Fields Information
18
Field
Automatically Populated
(Y/N)
Default Value
Automatically Calculated
(Y/N)Related Error
ConditionsHistory(Y/N)
Required (Y/N)
Read Only(Y/N)
Effective Dating?
(Y/N)
Reference Table
MappingField
Length
Workflow/ Navigation
Related Alerts
Related Correspondence
Sorting Capabilitiesfor tables
ERS Score
STAR Level* Y N N/A N/A N/A Y N/A N/A N/A
Overall ERS Score* Y N N/A N/A N/A Y N/A N/A N/A
Learning Env. ERS Score Y N N/A N/A N/A Y N/A N/A N/A
Achieved Y N N/A N/A N/A Y N/A N/A N/A
Achieved Date* Y N N/A N/A N/A Y N/A N/A N/A
Action Plan Y N N/A N/A N/A Y N/A N/A N/A
Date Visited Y N N/A N/A N/A Y N/A N/A N/A
ERS Assessment Start DateERS Assessment End Date
Visit Requested Y N N/A N/A N/A Y N/A N/A N/A
Provider: ERS Score History…Continued
Screen Mockup Fields Information
19
Field
Automatically Populated
(Y/N)
Default Value
Automatically Calculated
(Y/N)Related Error
ConditionsHistory(Y/N)
Required (Y/N)
Read Only(Y/N)
Effective Dating?
(Y/N)
Reference Table
MappingField
Length
Workflow/ Navigation
Related Alerts
Related Correspondence
Sorting Capabilitiesfor tables
Completion Y N N/A N/A N/A Y N/A N N/A
Report Received Y N N/A N/A N/A Y N/A N/A N/A
Comments Y N N/A N/A N/A Y N/A N/A N/A
Return to Designation Management button N N N/A N/A N/A N N/A N/A
STARS Designation
Management Page
Questions: STARS Management
1. Would you like to view any other information in addition to the location name at the top of the page?
20
Provider: STARS Management
Business Rules
1. A Designation Management Details record must exist for a STARS Management record to be created.
Related Requirements
21
Req # Title Category Description
7. Update subsidy information
STARS The system will allow the user to update, or view subsidy information.The level of subsidization is one of the determining factors for grant eligibility. Facilities that are subsidized "5% Subsidized' or "At least 1 out of 6 Subsidized" are eligible for all grant types.Those NOT subsidized are only eligible for the Start with STARS grant
9. Manage verified complaints
STARS The verified complaint information will be populated from the PELICAN certification system
10. Manage certification status
STARS The system will allow the user to create, update, delete or view the certification status information. However, the information stored in Certification and MPI repositories will not be updatable via Keys to Quality
11. Select core training series STARS The system will allow the user to select or view the core training series There are three (3) Core Training Series Items that can be selected; they are FTP/CQIP, CBK/PDR and Environment Rating Scale.
Provider: STARS Management
22
Provider: STARS Management
Screen Mockup Fields Information
23
Field
Automatically Populated
(Y/N)
Default Value
Automatically Calculated
(Y/N)Related Error
ConditionsHistory(Y/N)
Required (Y/N)
Read Only(Y/N)
Effective Dating?
(Y/N)
Reference Table
MappingField
LengthWorkflow/
Navigation
Related Alerts
Related Correspondence
Sorting Capabilitiesfor tables
Designation Details Work list
Date Requested* N N N/A N Y Y N/A N/A
Designation Management Details Page
Location Type* N N N/A N Y Y N/A N/A N/A
Requested STAR Level* N N N/A N Y Y N/A N/A N/A
Status* N N N/A N Y Y N/A N/A N/A
Expiration Date N N N/A N N Y N/A N/A N/A
Overall ERS Score N N Y N N Y N/A N/A N/A
Learning Env. ERS Score N N Y N N Y N/A N/A N/A
New ButtonN N N/A N N N N/A N/A
Designation Management Details Page
Subsidy Information
Subsidy N N N/A N Y N N/A Y N/A
Save Button N N N/A N/A N/A N/A N/A N/A N/A
Provider: STARS Management …Continued
Screen Mockup Fields Information
24
Field
Automatically Populated
(Y/N)
Default Value
Automatically Calculated
(Y/N)Related Error
ConditionsHistory(Y/N)
Required (Y/N)
Read Only(Y/N)
Effective Dating?
(Y/N)
Reference Table
MappingField
Length
Workflow/ Navigation
Related Alerts Related
Correspondence
Sorting Capabilitiesfor tables
Core Training Series
FTP/CQIP N N N/A N N Y N/A N/A N/A
FTP/CQIP Date N N N/A N N N N/A N/A N/A
CBK/PDR N N N/A N N Y N/A N/A N/A
CBK/PDR Date N N N/A N N N N/A N/A N/A
Environment Rating Scale N N N/A N N Y N/A N/A N/A
Environment Rating Scale Date N N N/A N N N N/A N/A N/A
ERS Foundation N N N/A N N Y N/A N/A N/A
ERS Foundation Date N N N/A N N N N/A N/A N/A
Save Button N N N/A N/A N/A N/A N/A N/A N/A
Provider: STARS Management…Continued
Screen Mockup Fields Information
25
Field
Automatically Populated
(Y/N)
Default Value
Automatically Calculated
(Y/N)Related Error
ConditionsHistory(Y/N)
Required (Y/N)
Read Only(Y/N)
Effective Dating?
(Y/N)
Reference Table
MappingField
Length
Workflow/ Navigation
Related Alerts Related
Correspondence
Sorting Capabilitiesfor tables
Verified Complaints
Complaint* N N N/A Y Y N N/A N/A N/A
Complaint Date* N N N/A Y Y N N/A N/A N/A
Date Verified N N N/A Y N N N/A N/A N/A
Corrective Date N N N/A Y N N Y N/A N/A
Corrective End Date N N N/A Y N N Y N/A N/A
Comments N N N/A Y N N N/A N/A N/A
Save Button N N N/A N/A N/A N/A N/A N/A N/A
Delete Button N N N/A N/A N/A N/A N/A N/A N/A
History button N N N/A N/A N/A N/A N/A N/A TBD
Provider: STARS Management…Continued
Screen Mockup Fields Information
26
Field
Automatically Populated
(Y/N)
Default Value
Automatically Calculated
(Y/N)Related Error
ConditionsHistory(Y/N)
Required (Y/N)
Read Only(Y/N)
Effective Dating?
(Y/N)
Reference Table
MappingField
LengthWorkflow/
Navigation
Related Alerts Related
Correspondence
Sorting Capabilitiesfor tables
Certification Status
Reason N N N/A Y N N N/A Y N/A
Effective Date* N N N/A Y Y N Y N/A N/A
Corrective Date N N N/A Y N N Y N/A N/A
Comments N N N/A Y N N N/A N/A N/A
Save Button N N N/A N/A N/A N/A N/A N/A N/A
Delete ButtonN N N/A N/A N/A N/A N/A N/A N/A
History ButtonN N N/A N/A N/A N/A N/A N/A TBD
Provider: STARS Financial Awards Request Worksheet
Business Rules
1. The Total Cost column will be auto-calculated by multiplying the “Cost per 1 Item” field and the “Quantity (#)” field.
2. The “Amount” column on the Financial Awards Request Worksheet Summary page for each grant request will be auto-calculated. The “Amount” column is equal to the sum of the “Total Cost” on the respective “Grant Request Details” page.
3. The “Total Grant Requested” field is auto-calculated through the sum of all the “Amounts”, “Tax” and “Shipping & Handling” fields.
Related Requirements
27
Req # Title Category Description
15. Manage STARS Worksheets
STARS The system will allow the user to create, update, delete or view the STARS worksheet information
Questions: STARS Financial Awards Request Worksheet
1. Should the calculation for the auto-calculated fields be done in real-time or via a batch job?
28
Provider: STARS Financial AwardsWorksheet
29
Provider: STARS Financial AwardsWorksheet…Continued
30
Provider: STARS Financial AwardsWorksheet…Continued
31
Provider: STARS Financial AwardsWorksheet…Continued
32
Questions: STARS Grant
1. Can a Grant Description have multiple Grant Categories and can a Grant Type have multiple Grant Categories?
2. Should the Grant Summary worklist be sorted based on Grant Description or the Grant Type?
3. Does a relationship exists between Grant Description and Grant Categories or does the relationship exist between Grant Type and Grant Categories?
4. How many Revision Amount fields is needed on the Grant Category Summary page? There are three different Revision Amount and Date fields in the current KIDS system.
5. Should the rolled-up grant sub-category information be displayed on the Grant Category Summary page or on the Grant Category Details page?
33
Provider: STARS Grant
Business Rules
1. The Grant Closed checkbox will be set to yes if the Contract End Date is a past date.
2. The Unspent Amount is auto-calculated from the difference between Amount Approved and Actual Spent.
3. Duplicate grant record with the same Grant Description, Contract Date and Grant Type cannot be created.
4. The Amount Approved for a Grant Type is an addition of all the amount approved for each of the different Grant Categories.
5. Funds Dispersed must equal all the existing Grant Checks for a Grant Type and Funds Returned must equal all the existing Grant Returned for a Grant Type.
34
Provider: STARS Grant
Related Requirements
35
Req # Title Category Description
16. Manage Grant Request
STARS - Grants The system will allow the user to create, update, delete or view the grant request information for the selected location
17. View Grant Summary STARS - Grants The system will allow the user to view the grant summary information for the selected location which include attributes such as the following:Grant Summary – provides general informationGrant ChecksFunds Returned
18. Manage Grant Checks
STARS - Grants The system will allow the user to create, update, delete or view the grant checks distributed to a facility based on a grant
19. Manage Funds Returned Check
STARS - Grants The system will allow the user to create, update, delete or view the funds returned checks sent to reimburse the Region from locations unable to spend the issued grant amount.
20. Manage Grant Category List
STARS - Grants The system will allow the user to create, update, delete or view the grant category list information for a grant
Provider: STARS Grant Summary
36
Provider: STARS Grant Summary
Screen Mockup Fields Information
37
Field
Automatically Populated
(Y/N)
Default Value
Automatically Calculated
(Y/N)Related Error
ConditionsHistory(Y/N)
Required (Y/N)
Read Only(Y/N)
Effective Dating?
(Y/N)
Reference Table
MappingField
LengthWorkflow/
Navigation
Related Alerts
Related Correspondence
Sorting Capabilitiesfor tables
New Grant * Y N N/A N Y N N/A N/A N/A
Location Information
Location Type* Y N N/A N Y Y N/A N/A N/A
Grant InformationGrant Description* Y N N/A N Y Y N/A N/A N/A
Grant Type Y N N/A N N Y N/A N/A N/A
Fiscal Year Y N N/A N N Y N/A N/A N/A
Status* Y N/A N Y Y N/A N/A N/A
Closed Y N N/A N N Y N/A N/A N/A
Agreement Information
Delivery Method Y N N/A N N Y N/A N/A N/A
Date Approved Y N N/A N N Y N/A N/A N/A
Date Sent Y N N/A N N Y N/A N/A N/A
Date Returned Y N N/A N N Y N/A N/A N/A
On-Site Monitoring Y N N/A N N Y N/A N/A N/A
Contract Start Date Y N N/A N N Y N/A N/A N/A
Provider: STARS Grant Summary …Continued
Screen Mockup Fields Information
38
Field
Automatically Populated
(Y/N)
Default Value
Automatically Calculated
(Y/N)Related Error
ConditionsHistory(Y/N)
Required (Y/N)
Read Only(Y/N)
Effective Dating?
(Y/N)
Reference Table
MappingField
Length
Workflow/ Navigation
Related Alerts Related
Correspondence
Sorting Capabilitiesfor tables
Contract End Date Y N N/A N N N N/A N/A N/A
Amount Requested Y N N/A N/A N/A N/A N/A N/A N/A
Amount Approved Actual Spent N N N/A N N Y N/A N/A N/A
Unspent Funds N N N/A N N N N/A N/A N/A
Funds Dispersed N N N/A N N Y N/A N/A N/A
Funds Returned N N N/A N N N N/A N/A N/A
Grant Category Summary button N N N/A N N N N/A N/A
Grant Category Summary
Page
Grant ChecksCheck Date* N N N/A N N N N/A N/A N/A
Check Number* N N N/A N/A N/A N/A N/A N/A N/A
Amounts*Comments
New Button N N N/A N/A N/A N/A N/A N/A N/A
Save Button N N N/A N/A N/A N/A N/A N/A N/A
Delete Button N N N/A N/A N/A N/A N/A N/A N/A
Update Button N N N/A N/A N/A N/A N/A N/A N/A
Cancel Button N N N/A N/A N/A N/A N/A N/A N/A
Provider: STARS Grant Summary …Continued
Screen Mockup Fields Information
39
Field
Automatically Populated
(Y/N)
Default Value
Automatically Calculated
(Y/N)Related Error
ConditionsHistory(Y/N)
Required (Y/N)
Read Only(Y/N)
Effective Dating?
(Y/N)
Reference Table
MappingField
Length
Workflow/ Navigation
Related Alerts Related
Correspondence
Sorting Capabilitiesfor tables
Funds Returned
Check Date* N N N/A N N N N/A N/A N/A
Check Number* N N N/A N/A N/A N/A N/A N/A N/A
Amounts*Comments
New Button N N N/A N/A N/A N/A N/A N/A N/A
Save Button N N N/A N/A N/A N/A N/A N/A N/A
Delete Button N N N/A N/A N/A N/A N/A N/A N/A
Update Button N N N/A N/A N/A N/A N/A N/A N/A
Cancel Button N N N/A N/A N/A N/A N/A N/A N/A
Provider: STARS Grant Category Details
40
Provider: STARS Grant Category Details
Screen Mockup Fields Information
41
Field
Automatically Populated
(Y/N)
Default Value
Automatically Calculated
(Y/N)Related Error
ConditionsHistory(Y/N)
Required (Y/N)
Read Only(Y/N)
Effective Dating?
(Y/N)
Reference Table
MappingField
LengthWorkflow/
Navigation
Related Alerts
Related Correspondence
Sorting Capabilitiesfor tables
Grant Information
Grant Description* N N N/A Y Y N/A N/A N N/A
Grant Type N N N/A Y N N/A N/A Y N/A
Grant Category* N N N/A Y Y N/A N/A Y N/A
Grant Sub-Category* N N N/A Y Y N/A N/A Y N/A
Care Level N N N/A Y N N/A N/A Y N/A
Fiscal Year N N N/A Y N N/A N/A Y N/A
Regional Key N N N/A Y N N/A N/A Y N/A
Grant Location Type* N N N/A Y Y N/A N/A Y N/A
Grant Status* N N N/A Y Y N/A N/A Y N/A
Closed N N N/A Y N N/A N/A N N/A
Agreement InformationContract Start Date N N N/A Y N N/A Y N/A N/A
Contract End Date N N N/A Y N N/A Y N/A N/A
Date Approved N N N/A Y N N/A Y N/A N/A
Date Sent N N N/A Y N N/A Y N/A N/A
Date Returned N N N/A Y N N/A Y N/A N/A
Provider: STARS Grant Category Details …Continued
Screen Mockup Fields Information
42
Field
Automatically Populated
(Y/N)
Default Value
Automatically Calculated
(Y/N)Related Error
ConditionsHistory(Y/N)
Required (Y/N)
Read Only(Y/N)
Effective Dating?
(Y/N)
Reference Table
MappingField
Length
Workflow/ Navigation
Related Alerts Related
Correspondence
Sorting Capabilitiesfor tables
On-Site Monitoring N N N/A Y N N/A N/A N/A N/A
Delivery Method N N N/A Y N N/A N/A N/A N/A
Amount Requested* N N N/A Y Y N/A N/A N/A N/A
Amount Approved Y N/A N/A N/A
Actual Spent N N N/A Y N N/A N/A N/A N/A
Unspent Funds N N N/A Y N N/A N/A N/A N/A
Revision InformationRevision 1 Date N N N/A Y N N/A Y N/A N/A
Revision 1 Amount Y N/A N/A N/A
Revision 2 Date N N N/A Y N N/A Y N/A N/A
Revision 2 Amount N N N/A N N/A N/A N/A N/A
Revision 3 Date N N N/A Y N N/A Y N/A N/A
Revision 3 Amount N N N/A Y N N/A N/A N/A N/A
Sub-Category Description* N N N/A Y Y N/A N/A N/A N/A
Comments N/A N/A N/A Y N/A N/A N/A N/A N/A
New Button N/A N/A N/A N/A N/A N/A N/A N/A N/A
Save Button N/A N/A N/A N/A N/A N/A N/A N/A N/A
Delete Button N/A N/A N/A N/A N/A N/A N/A N/A N/A
Provider: STARS Grant Category Summary
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Provider: STARS Grant Summary
Screen Mockup Fields Information
44
Field
Automatically Populated
(Y/N)
Default Value
Automatically Calculated
(Y/N)Related Error
ConditionsHistory(Y/N)
Required (Y/N)
Read Only(Y/N)
Effective Dating?
(Y/N)
Reference Table
MappingField
LengthWorkflow/
Navigation
Related Alerts
Related Correspondence
Sorting Capabilitiesfor tables
Grant Information
Grant Description* Y N N/A N/A N/A Y N/A N/A N/A
Grant Type Y N N/A N/A N/A Y N/A N/A N/A
Grant Category* Y N N/A N/A N/A Y N/A N/A N/A
Care Level Y N N/A N/A N/A Y N/A N/A N/A
Fiscal Year Y N N/A N/A N/A Y N/A N/A N/A
Regional Key Y N N/A N/A N/A Y N/A N/A N/A
Grant Location Type* Y N N/A N/A N/A Y N/A N/A N/A
Grant Status* Y N N/A N/A N/A Y N/A N/A N/A
Closed Y N N/A N/A N/A Y N/A N/A N/A
Agreement Information N/A
Contract Start Date Y N N/A N/A N/A Y N/A N/A N/A
Contract End Date Y N N/A N/A N/A Y N/A N/A N/A
Date Approved Y N N/A N/A N/A Y N/A N/A N/A
Date Sent Y N N/A N/A N/A Y N/A N/A N/A
Date Returned Y N N/A N/A N/A Y N/A N/A N/A
Provider: STARS Grant Summary …Continued
Screen Mockup Fields Information
45
Field
Automatically Populated
(Y/N)
Default Value
Automatically Calculated
(Y/N)Related Error
ConditionsHistory(Y/N)
Required (Y/N)
Read Only(Y/N)
Effective Dating?
(Y/N)
Reference Table
MappingField
Length
Workflow/ Navigation
Related Alerts Related
Correspondence
Sorting Capabilitiesfor tables
On-Site Monitoring Y N N/A N/A N/A Y N/A N/A N/A
Delivery Method Y N N/A N/A N/A Y N/A N/A N/A
Amount Requested* Y N N/A N/A N/A Y N/A N/A N/A
Amount Approved Y N N/A N/A N/A Y N/A N/A N/A
Actual Spent Y N N/A N/A N/A Y N/A N/A N/A
Unspent Funds Y N N/A N/A N/A Y N/A N/A N/A
Comments Y N N/A N/A N/A Y N/A N/A N/A
New Button N/A N/A N/A N/A N/A N/A N/A N/A N/A
Update Button N/A N/A N/A N/A N/A N/A N/A N/A N/A
Cancel Button N/A N/A N/A N/A N/A N/A N/A N/A N/A
Questions: STARS Fiscal & Grant Management
1. Should “OCDEL Total Allocation Amount” calculation be available in real-time or should it be calculated via a batch job?
2. Should the rolled-up grant sub-category information be displayed on the Grant Category Summary page or on the Grant Category Details page?
3. If the Grant Status is still pending, should the user be allowed to enter any information in the Amount Approved field?
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STARS Fiscal & Grant Management
Business Rules
1. At least one Key Region must be selected from the “Yearly Allocations Summary” table for the “Yearly Allocations Summary Details” to be displayed.
2. The “Pending Grant YTD is the sum of all the “Amount Requested” on the Grant Summary page with a Grant Status of pending.
3. The Pending Grant YTD, Approved Grant YTD, Funds Returned YTD, Remaining Allocations YTD, Actual Spending YTD, Unspent Funds YTD will be auto-calculated from the “Grant Summary” page.
4. The Remaining Allocations YTD field will be auto-calculated after the Original OCDEL Allocations field is populated. The Remaining Allocations YTD is calculated by subtracting the Approved Grants YTD from the OCDEL Original Allocations amount.
47
STARS Fiscal & Grant Management
Related Requirements
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Req # Title Category Description
21. View Annual Allocations
STARS - Fiscal Management
The system will allow the user to view the annual allocations by key regions and by grant type
22. Update Annual Allocations
STARS - Fiscal Management
The system will allow the users to enter allocation amounts for a budget year by Grant Type
23. View Allocation Details
STARS - Fiscal Management
The system will allow the user to view the annual allocations details which a listing of grants made for a particular grant type
STARS Fiscal & Grant Management: Allocation Summary
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STARS Fiscal & Grant Management: Allocation Details
50
Questions & recommendations?