[Department of Health & Human Services, USA; HRSA, Health Resources & Services Administration]
Hello!
And welcome to the How to Register as FRA Help Video!
This video provides an overview of the FRA, or Financial Reporting Administrator, role,
and will walkthrough how to register as the FRA for a Grant in the EHBs, and how an FRA
can manage financial reporting permissions.
The FRA is the person responsible for financial reporting of grants given to the organization.
In most cases they interact with the Payment Management System, or PMS, and they are responsible
for approving privileges to work on financial reports for other individuals in the organization.
To register to a Grant as the FRA, you must first be registered to the organization as
either the Authorizing Official (AO), or Business Official (BO), and you must indicate that you
are responsible for approving and submitting the financial grant reports.
Ok!
Let's walkthrough how to register to a Grant as the FRA.
From your EHBs home page, click on the Grants tab.
Click "Add Grant to Portfolio."
Remember!
You will not be able to register as the FRA if you are not registered to the organization
as the AO or BO and have indicated responsibility for financial grant reporting.
Now Select "Register as Financial Reporting Administrator" and click "Continue."
Find the organization for which you wish to be the FRA and click "Register."
You will be taken to the Verify AO or BO Identity page, depending on which organization role
you are registered as.
Here you will need to provide your PMS account information.
Helpful tip!
Make sure you have your Account and PIN number from the Payment Management System before
you register as the FRA!
For new awardees, you will find the instructions on how to set up your PMS account and obtain
your PIN in the Standard Terms of your Notice of Award.
Now, enter your Account Number and PIN, click the Certification box, confirming that you
are the AO or BO for the organization, and click "Save and Continue."
You will then see a success message verifying that you have successfully added the grant
to your portfolio.
Now that you are registered as the FRA, you can give others permission to work on financial reports.
Let me show you!
If someone in your grant sends you a request for financial report permissions, you can
approve it from the Tasks tab.
In your Pending Tasks List, you will see an Access Financial Request task.
Let's click "Start" and take a look!
From the Grant Access Requests Review List Page, click Approve.
You will see the Financial Privileges the user requested and any comments they added
along with their request.
Find the financial reports privileges.
As an FRA, these are the only ones you can edit.
Choose the financial reports privileges you wish to give the user, which include submit,
view, create, edit, and administer financial reports.
By selecting the administer privilege, you are granting that user permission and the
ability to give others access to financial reports.
Click "Approve" to navigate to the confirmation page.
Confirm the privileges selected and click "Approve" to finalize the request.
Here's another helpful tip!
You can also proactively give someone access to the financial reports privileges by going
to the Grants tab and selecting Manage Users from the dropdown menu, for any grant to which
you are the FRA.
Well that's it!
Now you know all about the FRA role!
If you want to learn more about permissions and privileges, check out the EHBs User Permissions
Overview and Managing Users in the EHBs help videos on your EHBs home page Help Widget,
by clicking on "View All Videos!"
If you have any questions or need help along the way, contact the HRSA Contact Center at
877-464-4772.
Thanks for watching!
[Department of Health & Human Services, USA; HRSA, Health Resources & Services Administration]