CFDA Maintenance Document

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CFDA Maintenance Document

A part of the setup of the CFDA-related KFS-Streamlyne Research integration functionality is the CFDA maintenance document, which is new to the Streamlyne Research system. The CFDA maintenance document is used to establish and maintain numeric codes and textual description values which are stored in the database table. This data serves as reference information that is made available for display and selection in various areas of the system, including e-docs and other maintenance e-docs. The e-doc that this maintenance document supports is the Streamlyne Research Award document, which has a CFDA Number field that appears on the Award page > Details & Dates section > Sponsor subsection, with text entry, lookup, and direct inquiry icons that query this table.

Navigation / Creation

Streamlyne Research app > Maintenance menu > Awards group > CFDA link > [create new] button on CFDA Lookup screen

Document Layout

The CFDA Maintenance document has one unique tabbed section that is labeled Edit CFDA. This houses four required fields that allow for the necessary creation and maintenance of the primary information that makes up a single record.

Edit CFDA Section

The Edit CFDA section of the CFDA maintenance document is a unique section that allows you to specify and maintain the details associated with the reference table record in fields.

Field	Description
CFDA Number	Required. The numeric value assigned by grants.gov as a result of validation against the database in the cfda.org website. Click within the text box (or press the tab key from a previous field) to reposition the cursor so that it is within the field, and then type (or paste from virtual clipboard) to enter text in the box as necessary to provide the appropriate information.
CFDA Program Title Name	Required. The textual name associated with the numeric value commonly used to refer to the program verbally or in writing. Click within the text box (or press the tab key from a previous field) to reposition the cursor so that it is within the field, and then type (or paste from virtual clipboard) to enter text in the box as necessary to provide the appropriate information.
CFDA Maintenance Type Id	Required. When set to Automatic, this indicates updating from the batch job that validates information against the cfda.org website. When set to Manual, this indicates updating of this CFDA record in Streamlyne Research is done via the editing of the CFDA Maintenance Document. Click within the text box (or press the tab key from a previous field) to reposition the cursor so that it is within the field, and then type (or paste from virtual clipboard) to enter text in the box as necessary to provide the appropriate information.
Active	Required. Indicates whether or not the CFDA record is active in the system, and thus made available for selection in other e-docs. Click within the checkbox to select the item. A check mark appears within the checkbox to indicate the item is selected. Click within the checkbox again to clear the mark and deselect the item.

Examples

Common Features

This maintenance document includes the following features that are common to most Streamlyne Research maintenance documents:

• Document Header

• Document Overview Tabbed Section

• Notes and Attachments Tabbed Section

• Ad Hoc Recipients Tabbed Section

• Route Log Tabbed Section

For more information about how to use these common maintenance e-doc features, see the respective subtopic in the “Common E-Doc Tabbed Sections” in the Overview portion of the Streamlyne Research User Manual or Online Help.

Common Procedures

For information about searching for, initiating, editing, copying, submitting, saving, closing, canceling, and/or routing a maintenance document, see “Common Maintenance E-Doc Operations” in the Overview section of the Streamlyne Research User Manual or Online Help.