OTIS Tips for Your 07-10 Tobacco Control Plan OTIS Address http://www.tcsotis.org/ OTIS Access to Plan You will be given access to your plan using the same username and password on March 1, 2007. Use the Project Directory 1. From the home page, click “Advanced Search” 2. Select a Category 3. Select a second option (this list of options will be filled after you select the first) 4. Select which procurements to search 5. Enter keyword if necessary 6. Click Search Getting to your Plan 1. From the home page, click “Procurement Tools” under Local Lead Agency 07-10. Note: you have two links for Procurements Tools, one for Local Lead Agency 04-07 and the other for Local Lead Agency 07-10. 2. Click “Plan”. You are now at the Plan Index Page. Status and Action Links Status – Describes the stage the document is in. Open, means you can edit it. Submitted, means TCS is reviewing it. Action Links – Usually to the right of a list or underneath the page title. Action links let you add, edit and delete “things.”
Use the Definitions Bubbles Throughout OTIS you will see a question mark. Move your mouse over the question mark to get a definition. Don’t Forget about My Agency The “My Agency” link is located at the bottom of the Plan Index page. Please be sure to fill this out. Sections from Previous Plan Copied Over Several sections of your 2005-2007 Tobacco Control Plan were copied over and pasted into this plan. These sections are the Contact Information, Media Profile, Coalition Functioning*, and the Coalition Membership. *Note the “Communities of Excellence and Comprehensive Tobacco Control Plan Development” form did not copy to this plan. Don’t Use Back When entering a form, you must click “Save Information” to save the additions or edits to OTIS. Clicking the back button when you are filling out an online form does not save the form!
2007 LLA Guidelines – OTIS Breakout Session OTIS Tips
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Associate User Account to Contact Directory Entries OTIS generated e-mail communications are sent to the e-mail address set in the associated user account for a particular contact. Make Sure Your evaluator is on the Local Program Evaluator Directory The evaluator you identify must have a profile submitted to the Local Program Evaluator Directory. Please make sure your evaluator has a profile by searching the list at http://tcsotis.org/public/evaluator/index.cfm. Make Sure Your Evaluator Submits Certification OTIS requires that your evaluator submits a certification before you can submit your plan. Your evaluator submits a certification by logging into the Local Program Evaluator Directory. Subcontracts that Require a Sub-Budget If you have a subcontract that requires a sub-budget*, you need to do the following: Request a user account with Subcontractor access. 1. Click “My Agency” 2. Click “Request User Account” 3. Fill out the form and select “subcontract” access. Note: TCS needs to activate this account. Associate the subcontract line item in your budget with the user account. 4. From the Plan Index Page, click “Budget Information” 5. Click “View” for Subcontracts” 6. Click “Add Subcontracts and Consultants “ 7. Enter the title, description and yearly amounts for the sub-budget. 8. Check the box next for “This Subcontractor will enter a sub-budget” and select the an user account from the pull down. The subcontractor would login with the subcontractor user account and enter a sub-budget. *Refer to the LLA Guidelines Use Reports to Review the Sections copied over You can view print reports from the reports section of OTIS to review the data that was copied over. 1. From the Home Page, click “Procurement Tools” 2. Click “Reports” 3. Click “Plan” 4. Click “Version .1” 5. From here you can print every section of your plan. 7. Results will come up, drill down for details Look in the Manual Most of all of your questions can be answered by reading the OTIS User Guide at http://www.tcsotis.org/index.cfm?fuseaction=help.index. The guide is split up into the different sections of your plan. Also, the OTIS Evaluation Guide, at http://www.dhs.ca.gov/tobacco/documents/eval/OTISEvaluationGuide.pdf, provides in depth instructions for entering the Evaluation components of you plan. Call for Help You can always call Augustine Chavez at (916) 449-5491.
2007 LLA Guidelines – OTIS Breakout Session OTIS Tips
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