Getting to Know the New Work In Process Section

There are four main sections of data on the re-designed Segment home: navigation pane, key information, dates and dollars, and work in process. The data has been captured in this way to allow users easier navigation, require less clicks to receive information and highlight upcoming and/or outstanding activities.

The work in process section consolidates segment to-do’s into one location at the bottom of the screen – users may have to scroll to view/ access all actionable items.  By streamlining all the items that require attention into one section, the work in process section will decrease the number of clicks to access and complete actions by bringing items to the front page and providing links that take you directly to a specific item.  

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The segment homepage will show only the panels that have outstanding and/or upcoming activities.  Each panel is indicated with black bold heading – where there are outstanding activities the panel heading will include a red triangle with an exclamation point.  The order begins with open revisions and overdue items and then shows upcoming items due.  Overdue items will default to the top of screen.

Below is a list of panels that will show in the work in process section:

  • Overspent Accounts –accounts where the total expenses are greater than the total allocated amount.
  • Invalid Code Combinations – appears if there are invalid code strings on the dates and dollars page for the segment.
  • Outstanding Approvals – approvals that are not considered ‘done’.
  • Unapplied notices – any notice on the segment that has a status of ‘Under Review’ or ‘Reviewed’.
  • Upcoming financial and non-financial reports – segment financial or non-financial reports that are due in the next 30 days. 
  • Overdue financial and non-financial reports – financial or non-financial report on the segment where the completed date has not been entered and the due date has passed.
  • Upcoming receivables – displays receivables expected in the next 30 days.
  • Overdue receivables – displays receivables that are overdue.
  • Requests not yet submitted – displays all requests that have not been submitted.
  • Submitted requests (not awarded) – shows any request on the segment that has the status of “Submitted to Sponsor”.
  • Open segment revisions – shows uncommitted revisions for the segment.  
  • Subagreements to be drafted – Subagreements with a ‘Sponsor Approved’ or ‘Subagreement Pending’ status.
  • Pending subagreement amendments –Subagreements with a status of ‘Under Review’ or ‘Duly Executed’.
  • Subagreements that need extending – Subagreements on that segment that has an issued end date less than 30 days from the current date and the issued date is less than the anticipated end date.

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.
  • Top Segment Home Activities – Now that the segment homepage has been redesigned there is an easier way to perform many activities that are performed from the segment home.  In other instances there are simply new locations for items.  This job aid is relevant to all roles accessing segment home.
  • Overview of Segment Homepage: Work in Process Section – The Work in 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.