1) USER ID BUTTON
The User ID (user’s name) button at the top right-hand corner of the screen allows users to switch organization views, view or edit profile, change password and logout.
2) ACTION REQUIRED NOTIFICATIONS
The four panels on the home screen alert users if action is required on proposals, amendments, interim and annual reporting, and year-end reconciliation. The panels also provide quick links to these sections of the FMS.
3) LEFT SIDE NAVIGATION PANEL
The panel links to key navigation elements which are always available to users from the left-hand side of the screen.
4) NEWS
The panel contains general messages from the funders to all users.
5) HIGHLIGHTED INFORMATION RESOURCES
The panel contains quick links to key reference documents to help account holders develop funding proposals and manage work plans.
Most pages with editable fields will load in a read-only view with an Edit button at the top right-hand corner of the window.
To enter text select Edit. An editable pane will open from the right-hand side of the screen. All editable fields offer users tools to format their text.
Select Save to capture information in the system or Cancel to erase input.
Screens with two or more editable sections can be opened by different account holders from the same organization. This means information can be added to different parts of a screen in tandem.
However, two account holders cannot work in the same edit box at the same time. The first user to open the section locks out other account holders. Only once the editable section is closed can the section be re-opened for additional revisions.
To ensure the uniformity of text on the screen and when printed, the FMS will remove the original formatting of any data copied and pasted into text fields. To format or edit data, use the editing tool bar at the top of each text box.
Small graphics such as simple charts or pictures may be entered into text boxes by copy and pasting. Please upload large or complex graphics, such as architectural drawings, complex spreadsheets, or a series of high resolution photographs, as support files.
Required information fields are generally identified by an asterisk * in the FMS and must be filled in and saved to proceed. Partial input cannot be saved and will be lost if the user navigates out of an edit screen.
The proposal template is an exception. All proposal fields are required but are not identified by an asterisk. Applicants can navigate away from a screen without filling in all of the required fields. This allows information to be entered and saved in stages. However, the FMS prevents the submission of a proposal, amendment, interim or annual report or year-end reconciliation statement if any required information field is blank.
As a best practice, main account holders should review all information before submitting work.
The columns on tabular screens have a default sort order. This may be reversed by clicking on the column heading. An arrow will indicate the sort order once when it has been modified.
Data may be filtered by clicking on the funnel symbol. When a filter is applied, a red box will appear around the filter icon to indicate the feature is in use.
FMS users can manage organization views, their account profile and password by selecting User ID at the top right of the screen. Choose either View Profile or Change Password and follow the on-screen instructions.
FMS users with access to multiple organizations can switch their view any time while working in the system.
To switch organization views, select User ID at the top right corner of the screen. Organizations linked to the user account will appear. The current organization view will have a star beside it. Upon changing the selection, the view will refresh.
To verify you are in the right view, look to the organization name listed at the top of the left side navigation menu.
The selected organization view remains active until logging out or switch organization views again.
Account holders linked to more than one organization can set their default organization view.
First, select User ID, then View Profile, and scroll down to Associated Organizations. Select the organization that will become the default view from the choices listed. Upon saving the selection, a star will appear beside the default organization under User ID.
To edit a user profile, select View Profile.
Associated Organizations section at the bottom of the screen lists all the organizations linked to the account holder. This is also where the account holder can establish their default organization view.
To change the password for your account, select Change Password and fill in the fields.