[Department of Health & Human Services, USA; HRSA, Health Resources & Services Administration]
Welcome to the Help video for the DGIS Performance Reports!
The DGIS Performance Reports are part of the Maternal and Child Health Bureau's (MCHB)
Discretionary Grant Information System, DGIS.
In this video, we will provide an overview on the different types of DGIS performance
reports and forms, go over how to access and navigate in the reports and walk through how
to submit the reports to HRSA.
Let's start with the three different types of DGIS Performance Reports.
There is a New Competing Report, a Non Competing Continuation Report and a Project Period End
Report.
The New Competing Report is made available to grantees on the project period start date
and is due within 120 days.
This is when grantees submit performance details at the beginning of the Project Period.
The Non Competing Continuation Report is available to grantees on the budget period start date
and is due within 120 days.
This is when grantees submit performance details on the previous budget period.
And the Project Period End Report is available on the project period end date and is due
within 90 days.
This report is when grantees submit performance details on the previous year.
Please note that for the Healthy Start program, all three types of DGIS Performance Reports
are due within 90 days of the available date.
Since there are many different programs included in the MCHB Discretionary Grants, there are
many different types of forms included in the DGIS Reports.
There are financial forms which collect information about budget and expenditures;
workforce forms collect information on staffing; and the Health Start site form
collects information on the Health Start sites.
And finally, there are many forms that collect information on performance measures.
While there are many DGIS performance measures, your project officer has selected those measures
which are most applicable to your grant.
Now that we know what the DGIS reports are for, let's see how to get to the
report in the Electronic Handbooks, the EHBs.
From your EHBs Home page, click on the "Tasks" tab.
Find your DGIS Performance Report task in the list of tasks and click "Start" to work
on it.
Quick tip!
If your previous DGIS performance report has not been approved, you will not be able to
work on the next report.
If this is the case, you will see a message when you click the "Start" link for the task
of the new report.
Also, if the report due date has passed, you will not be able to work on it and you will
see a message when you access the related task.
Please contact MCHB to request a due date extension.
Let's click "Start" to work on the report.
Here is the DGIS Performance Report Status Overview page where you can see the status
of your report and identify how much work is left.
The deadline and remaining days are highlighted here at the top.
From the "Resources" link you can view previous performance reports.
The "Forms Overview" section shows how many forms are left and when the report was last
updated.
In the center, you can see all the forms and the status of each.
Click the links to open the forms and edit the report.
On the left is the navigation menu where you can click on different sections of the report.
The "Validation Report" shows the validation errors pending in the report and provides
a link to the "Validation Summary Report" where you can see a summary of the errors across
the different sections of the report to easily track and fix them.
This will only show errors for the sections that you have already started working on.
Easily print your current report and submit your completed report here in the "Submit and
Print" section.
Okay, now for some tips and tricks on navigating in the forms!
To get started entering data, let's click on a form from the Status Overview page.
As you enter data in the forms, there will be helpful messages telling you if your data
is acceptable or not.
These messages are the validation errors that will be listed on the Validation Summary Report.
For example, in this field, you can see the guidance message says this value should match
the value in Financial Form 5, and it even says what the value is in the other section.
This allows you to easily compare data in sections that must match.
Some of the fields will be automatically calculated based on other numbers you have already entered
on the report.
This will help you keep your data validated across different sections of the report.
Make sure to check the column header above these fields, to see how the number is calculated.
As you go through the different sections of the report, you can add comments to provide
additional details.
Once you have completed entering the information on a section, click "Save and Continue" to go
to the next section.
Or click "Next" to move to the next tab if the section has multiple tabs.
Helpful tip!
Make sure to save your work regularly by clicking the "Save" button at the bottom of the page.
You will see a "Form saved successfully" confirmation.
Once you have completed the last table and you click "Save and Continue" you will find
yourself on the Validation Report page.
The Validation Report shows you any remaining data entry errors that need to be corrected
before you can submit.
You can fix the errors by clicking the links in the "Fix In Section" column.
This will take you to the relevant sections of the report where you can fix the data.
After you've corrected all fields, the Validation Report will show "No Results" and you will
be able to click "Continue" to go to the "Submit" page.
You can also get to the submit page from the Status Overview Page, 'Submit and Print' section.
To submit the report to HRSA, check the "Certification" box and click "Confirm."
Once the report has been submitted, you can view the report from the Recently Completed
section of your pending tasks.
When your HRSA project officer requests that a change be made to a report, you will receive
a new task with the status change request.
You may receive a new deadline and you may add additional comments during the resubmission.
Follow the same submission steps we just went over to resubmit your report back to HRSA.
That's it for the DGIS Performance Reports Help video!
We covered the different types of reports and forms, how to access and navigate in the
reports and how to submit the reports to HRSA.
Thanks for joining us in this walkthrough of the DGIS Performance Reports!
If you have any questions or need any support while you are working on your reports, please
call the HRSA Call Center at 1-877-464-4772.
[Department of Health & Human Services, USA; HRSA, Health Resources & Services Administration]