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Scenario 12.0 Communication

Scenario 12.0 Communication “Demonstrate how the tool can be used to communicate guidance, budget data requests, and other system messages.”. 12.1 Demonstrate how the tool manages and communicates guidance (i.e., Greenbook and APP&R guidance). BFEM Methods

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Scenario 12.0 Communication

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  1. Scenario 12.0 Communication “Demonstrate how the tool can be used to communicate guidance, budget data requests, and other system messages.”

  2. 12.1 Demonstrate how the tool manages and communicates guidance (i.e., Greenbook and APP&R guidance). BFEM Methods • Post guidance documents on BFEM through document upload feature • Use help feature to post specific guidance with links to training materials Customers using Method Demonstration • Show how DHS posts documents

  3. 12.2 Demonstrate how the tool manages budget data requests (BDRs) including the ability to issue and collect responses to data calls. BFEM Methods • BFEM manages budget data requests in the same manner as a budget submission • Establish a set for the BDR • Define the data that you need collected • Develop guidance and instructions • Open the set for the desired period Customers using Method • All Demonstration • DOI sample set

  4. 12.3 Demonstrate the tool’s ability to generate and display a list of active data calls. BFEM Methods • Could develop a report to show status of phases Customers using Method • None Demonstration • Show DOI sample phases for the 2013 President’s Budget Set

  5. 12.4 Demonstrate the tool’s ability to send automated notifications within the system and through e-mail based on workflow events. BFEM Methods • When an organization is promoted the system sends out emails • System also has a feature to send emails when a document type is uploaded. Admin can select which users will get emails • PMM has email notifications for key actions • BFEM and PMM sends notifications for phase transitions Customers using Method • State • DHS Demonstration • Describe

  6. 12.4 Demonstrate the tool’s ability to send automated notifications within the system and through e-mail based on workflow events. BFEM has the ability to create email lists for a particular document type. This will notify the selected users when there are changes to the document type. Select the “Email List” function in the “Document Type” actions menu. To add all available users to the email list, click the “Assign All” button, or click on each of the available user and it should move the individual to “Assigned Users”. Click the “Save” button to commit the changes.

  7. 12.5 Demonstrate how an administrative user manages system-wide messages to all users as well as messages to select groups. BFEM Methods • BFEM has the ability to send an Email to all agency users. Customers using Method • Available to all Demonstration • Discussion

  8. 12.5 Demonstrate how an administrative user manages system-wide messages to all users as well as messages to select groups.

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