Agenda Request Access Overview Request Access Approval Process Linking Contacts Recipient and Contact Records Overwrite Scenario 2 3142017 ezFedGrants Request Access Brown Bag Session Request Access Overview ID: 674700
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March 14, 2017
ezFedGrants Request Access Brown Bag SessionSlide2
Agenda
Request Access Overview
Request Access Approval Process (Linking Contacts)
Recipient and Contact RecordsOverwrite Scenario
2
3/14/2017
ezFedGrants Request Access Brown Bag SessionSlide3
Request Access Overview
3/14/2017
ezFedGrants Request Access Brown Bag Session
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Request Access Approval Process
3/14/2017
ezFedGrants Request Access Brown Bag Session
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Request Access Approval Process
3/14/2017
ezFedGrants Request Access Brown Bag Session
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Yes
NoSlide6
Request Access Approval Process
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ezFedGrants Request Access Brown Bag Session
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Recipient and Contact Records
3/14/2017
ezFedGrants Request Access Brown Bag Session
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Recipient Records
This is the grantee or the organization with which the agency is doing business
Typically brought in through interface with SAM.gov
Reside in FMMI/ECC (source) and CRM/ezFedGrants (copy)
Contain Address, DUNS, Cage Code, Banking Information
Consider these the “Yellow Pages”
Contact Records
These are the individuals or partners associated to the grantee/organization
Maintained in CRM and associated to Recipient Records
Contain Address, Contact Info and External Portal ID
Not to be confused with an external user’s access profile which contains their role
Consider these the “White Pages”Slide8
Overwrite Scenario – Part 1
3/14/2017
ezFedGrants Request Access Brown Bag Session
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An organization exists in ezFedGrants/CRM and has zero contact records
Additionally there are zero users who have access to ezFedGrants under this organization
PEGA
Grantor University
CRM
Grantor UniversitySlide9
Overwrite Scenario – Part 1 (Continued)
3/14/2017
ezFedGrants Request Access Brown Bag Session
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Ginny (GAO) requests access to Grantor University organization
Access request is routed to APHIS AGMO
AGMO approves and does not link contact
PEGA
Grantor University
Ginny (GAO)
CRM
Grantor University
Ginny (Contact)Slide10
Overwrite Scenario – Part 2
3/14/2017
ezFedGrants Request Access Brown Bag Session
10
Sonia (Signatory Official) requests access to Grantor University organization
Access request is routed to Ginny (GAO)
GAO approves and links contact to Ginny
Ginny should have “x-
ed
” out of the Find Contact Search because Sonia did not have a contact record
PEGA
Grantor University
Ginny (GAO)
CRM
Grantor University
Sonia (Contact)
Sonia (SO)Slide11
Overwrite Scenario – Part 2
3/14/2017
ezFedGrants Request Access Brown Bag Session
11Slide12
Overwrite Scenario – Part 3
3/14/2017
ezFedGrants Request Access Brown Bag Session
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Greg (Grants Processor) requests access to Grantor University organization
Access request is routed to Ginny (GAO)
GAO approves and links contact to Sonia
Ginny should have “x-
ed
” out of the Find Contact Search because
Greg did
not have a contact record
PEGA
Grantor University
Ginny (GAO)
Sonia (SO)
Greg (GP)
CRM
Grantor University
Greg (Contact)Slide13
Overwrite Scenario – Part 4 (Correction Method)
3/14/2017
ezFedGrants Request Access Brown Bag Session
13
Ginny promotes Greg to GAO from Grants Processor because he has a contact record
PEGA
Grantor University
Ginny (GAO)
Greg (GAO)
Sonia (SO)
CRM
Grantor University
Greg (Contact)Slide14
Overwrite Scenario – Part 5 (Correction Method)
3/14/2017
ezFedGrants Request Access Brown Bag Session
14
Greg revokes access from Ginny and Sonia
Ginny and Sonia re-request access
PEGA
Grantor University
Greg (GAO)
CRM
Grantor University
Greg (Contact)Slide15
Overwrite Scenario – Part 6 (Correction Method)
3/14/2017
ezFedGrants Request Access Brown Bag Session
15
Greg approves access requests from Ginny and Sonia
Greg does not link their requests to contacts because they do not exist
Greg should “x” out of the Find Contact Search Box and submit his decision
PEGA
Grantor University
Greg (GAO)
Ginny (GAO)
Sonia (SO)
CRM
Grantor University
Greg (Contact)
Ginny (Contact)
Sonia (Contact)Slide16
Overwrite Scenario – Part 7 (Correction Method)
3/14/2017
ezFedGrants Request Access Brown Bag Session
16
Ginny demotes Greg back to Grants Processor via the Manage Permissions tab
PEGA
Grantor University
Ginny (GAO)
Sonia (SO)
CRM
Grantor University
Greg (Contact)
Ginny (Contact)
Sonia (Contact)
Greg (GP)