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EHBs KB for Grantees

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This page provides helpful resources on the HRSA Electronic Handbooks (EHBs) for recipients who are attending the HAB Conference.

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Helpful Resources 

General TopicSpecific Help TopicDescriptionHelp & Video PagesVideo Time

EHBs Registration

Getting Started in the EHBs

This video will give you an overview of how to get started in HRSA’s EHBs.

Image and Shortcut to Getting Started on the EHBs

3:49

How to Register to an Organization

This video will take you through the required steps to register a account to an organization in HRSA’s EHBs.

Image and Shortcut to How to Register an Organization

4:50

How to Add a Grant to the EHBs Portfolio

This video will take you through the required steps of adding a grant to the HRSA EHBs Portfolio.

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6:08

Permissions & Access

EHBs User Permissions Overview

This video provides an overview of the EHBs Roles and Permissions for Organizations and Grants, and walks through the different types of privileges associated with Grantee and Applicant roles.

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6:36

Managing Users in the EHBs

This video provides an overview of how Authorizing Officials and Project Directors can manage users in the EHBs, and provides the steps for approving new users, managing permissions, and removing users, at the Organization and Grant level. 

Image and Shortcut to Managing Users in the EHBs

9:14 

Removing a User from a Grant

This video provides a step by step walk through on how to remove a user from a grant in the Electronic Handbooks (EHBs) and provides an overview of the user permissions required to do this.

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4:26

Removing a User from an Organization

This video provides a step by step walk through on how to remove a user from an organization in the Electronic Handbooks (EHBs) and provides an overview of the user permissions required to do this.

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3:58

How do I change my Project Director?

This video will take you through the required steps to change your Project Director in HRSA’s EHBs.

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4:11

Helpful Features

Archive Tasks Feature

This video provides an overview on the EHBs Archive Tasks feature for External Organization Users. 

This video explains:

  • How External EHBs users can declutter their pending tasks with the new Archive Tasks feature
  • Who can archive what types of tasks
  • How to archive tasks that are no longer needed
  • How to unarchive tasks, if needed

Image and Shortcut to Archive Tasks Feature

Wiki: https://help.hrsa.gov/x/EwDKAw 

4:53

Download and Print Documents Feature 

This video provides an overview of the EHBs Download and Print Documents feature which allows grantees to download and print their Grant related documents in one place.

This video shows how to: 

  • Find the Download Documents feature
  • Select your documents to download
  • Start the download request
  • Download the documents

Image and Shortcut to Download and Print Documents Feature

Wiki: https://help.hrsa.gov/x/FQDKAw

4:35

Assistance with EHBs Using Screen Sharing

The EHBs Screen Sharing feature allows the HRSA Customer Support Center staff to see your screen while assisting with your EHBs related request.

Wiki: https://help.hrsa.gov/x/JwC8AwN/A
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