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Top Segment Home Activities

With the new segment homepage redesign there are easier ways to perform many activities that are performed from the segment home, and new locations for all of the data that was accessible from the old segment homepage. This job aid is relevant to all roles accessing the segment homepage.

Steps

Below are some of the key actions taken from the segment home along with the old and new process/ steps/ location.

Actions Button – Create Request, Log Notice, Make Revision, Segment Close, Confirm Research Team
Old GMAS Process/ Steps/ Location
  1. From the segment homepage, click one the of the red buttons to “create request”, “log notice”, “make revision”, “segment closeout” or “confirm research team”.
  • Confirm research team only appears prior to the research team being confirmed.
  • Make revision only shows after the first revision.

New  GMAS Process/ Steps/ Location
  1. From the segment homepage, click the blue Actions button.
  2.  From the list click on the action you would like to perform such as “create request”, “log notice”, “make revision”, “segment closeout” or “confirm research team”.
  3. Actions that you are not allowed to take shows disabled with a tooltip.
  4. Confirm research team will only appear prior to the research team being confirmed.
  5. Make revision only shows after the first revision.

Users with security can now log a notice at any time from segment home.
Finding Award Number, Prime Sponsor and Prime Award Number
Old GMAS Process/ Steps/ Location
  1. From the segment homepage, the award number and prime number are found in the middle of the page.
New  GMAS Process/ Steps/ Location
  1. From the segment homepage, the award number and prime sponsor and number, if applicable, can be found in the snapshot.
Adding Project Summary
Old GMAS Process/ Steps/ Location
  1. From the segment homepage, click Open next to the Project Summary box
  2. Click Edit and enter project summary text in the dialog box.
  3. Click OK when complete.
New  GMAS Process/ Steps/ Location
  1. From the segment homepage, click on More details in the project snapshot.
  2. Click the pencil icon next to the Project Summary label.
  3. Insert the project summary into the text box and click Done.
Accessing Segment Documents
Old GMAS Process/ Steps/ Location

1. To view all of the documents within a segment, click Segment documents from the link on the right side of the screen.

2. To access documents uploaded to the segment home document repository, click Document at the bottom of the screen.
New  GMAS Process/ Steps/ Location
  1. From the segment homepage, click Documents.
  • Click Segment Repository to view or upload documents related to the Segment Homepage.   
  • Click All documents to view all documents in any segment repository (i.e., request, approval, notice, etc.)
Accessing the Administrative Team
Old GMAS Process/ Steps/ Location

1. From the segment homepage, click Administrative Team from the right hand side list. 
New  GMAS Process/ Steps/ Location

1. From the segment homepage, select More details in the project snapshot.
2. Click Administrative Team link to the right of the page.
Navigating Between Segments (Segment Chooser)
Old GMAS Process/ Steps/ Location 1.From the segment homepage, choose the desired segment by clicking on one of the red segment names/ number.
  • Users can access the project overview by clicking on the first item listed, with the project title.
New  GMAS Process/ Steps/ Location 1. From the segment homepage, click the drop down arrow next to the segment name (i.e., Segment 3 of 3).
  • The segment chooser/ drop down arrow will only be present if there are multiple segments on the project.
  • The segment chooser details include the segment status.
  • Users will be able to access the project overview, which will only appear if there is more than one segment.

2. Choose the desired segment or project overview.
Locating Action Memos
Old GMAS Process/ Steps/ Location

1. From the segment homepage, click Revisions.
New  GMAS Process/ Steps/ Location
  1. From the segment homepage in the navigation pane, click Action Memos.
Finding the Segment Event History
Old GMAS Process/ Steps/ Location

1. Click Event History from the right hand side of the screen.
New  GMAS Process/ Steps/ Location
  1. Select Activity from the menu bar alongside documents, comments and related links.

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Additional Segment Home Job Aids

Looking for additional information to help you navigate the segment homepage and other changes as a result of the December 14, 2015 release?

  • Edit Equipment Process – This job aid documents the new process to edit equipment for a segment in the GMAS system.  The edit equipment functionality is used by the business to enter the equipment terms and conditions when the special equipment flag is marked as a yes.  As a result of the December system release, only Central Users will have the ability to edit equipment on a segment.
  • Overview of Segment Homepage – This job aid provides an overview of the new segment homepage layout and orients users to new locations of information.  There are four main sections of data on the re-designed segment home: Navigation pane, Key Information, Dates and Dollars, and Work in Process.  This job aid provides details around these four main sections.
  • Overview of Segment Homepage: Work in Process Section – The Workin Process job aid takes a deeper look at one section of the segment homepage.  The Work in Process section of the segment home provides segment to-do’s in one consolidated location.  This section is meant to streamline all the items that require attention into one section of the segment homepage.

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See also: General, All Job Aids, Central, Central Financial, Department, Observers, Principal Investigator