Skip to main content

TATS Help - Consultant and Vendor

Page tree

Versions Compared

Old Version 10

changes.mady.by.user Kasey Struble

Saved on

compared with

New Version 11

changes.mady.by.user Kasey Struble

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

This feature has been made available in the EHBs as of January 19, 2018. 

 

Info

The Structured Technical Assistance Report, STAR, Module allows Experts, Vendors and BPHC staff to collaboratively prepare, edit, review and approve TA Reports in a structured electronic report format within the EHB.

Overview

The Structured Technical Assistance Report (STAR) module improves the site visit TA Report documentation and review process.  The STAR is applicable to site visit Technical Assistance (TA) Reports for BPHC H80 Operational Site Visits (OSVs), look-alike OSVs, and look-alike applicant initial designation (ID) site visits.

STAR enables Experts and BPHC staff to document Operational Site Visit (OSV) TA Report findings directly within a structured electronic report template in the EHB.  Prior to the STAR module, OSV TA Reports were manually created by Experts in an MS Word document, reviewed by Vendor roles offline, uploaded manually by Experts into EHB, and then reviewed by HRSA staff as an attachment within the EHB.

With the new STAR module, Experts, Vendors and HRSA staff can collaborate and document OSV TA Report findings directly within the EHB, eliminating the need to manually upload OSV TA Reports into the EHB system and making it easier to capture data for report trend analyses.  The STAR module also eliminates the need to convert a report into a PDF, because the STAR module automatically creates a PDF version of the report once the report has been approved by the PQC.  The report PDF automatically uploads into the Site Visit Conduct module, ensuring consistency between the modules.

Impacted Users

  • BPHC Project Officers (POs) and BPHC Project Quality Controllers (PQCs)
  • BPHC Experts (site visit consultants)
  • BPHC Vendors: Vendor Reviewers, Vendor Editors, and Technical Assistant Reviewers (TARs)
  • Currently enabled for the following types of BPHC site visits:
    • H80 Operational Site Visits (OSVs)
    • LAL OSVs
    • LAL applicant Initial Designation (ID) site visits  
Info
iconfalse
titleOn This Page

Table of Contents

Info
iconfalse
titleConceptual Overview Document

STAR Conceptual Overview

Info
iconfalse
titleSTAR Help Video for Experts and Vendor Reviewers

Video - STAR for Experts and Vendor Reviewers

Info
iconfalse
titleDetailed Help Pages

Key Features

Collaboration

  • Experts can now collaboratively prepare the TA Report directly within EHB.
  • Eliminates the use of two separate systems to prepare and submit the TA Reports, consolidating all work into the EHB.

Structured TA Report and Validations

  • The TA Report forms are in a structured format, which streamlines the completion and review of the forms.
  • The TA Report triggers validations to Experts and BPHC staff as they work on the report, helping to ensure the report is completed correctly.

Compliance Determinations

  • Experts can separately document their compliance recommendations and HRSA/BPHC staff can clearly document their compliance determinations.

Improved Review and Approval Process

  • Supports two new Vendor roles in STAR module:
    • Vendor Reviewer
    • Vendor Editor
  • BPHC Vendors and BPHC staff can more easily and efficiently review, edit, track, change request, and approve site visit reports.
  • STAR Reports are prepared by Experts, and are then reviewed, in this order, by Vendor Reviewers, Vendor Editors, and Technical Assistant Reviewers (TARs). TARs then send the reports to the HRSA Project Officer (PO) for review who sends it to the BPHC Project Quality Controllers (PQCs) for approval.  Each role can send it back to the previous role for change requests as needed. 

Roles, Responsibilities and Related Help Pages

RoleResponsibilitiesRelated Help Page and Instructions
ExpertTypically, a group of Experts responsible for preparing the site visit report.  Only the designated team leader is responsible for submitting the report to the Vendor Reviewer.STAR for Experts
Vendor ReviewerVendor role who reviews the TA Report received from the Expert and submits the report to the Vendor Editor for review.
STAR for Vendors

Vendor Editor

Vendor role who reviews the TA Report received from the Vendor Reviewer and submits the report to the Vendor Technical Assistant Reviewer (TAR) for review.

Vendor Technical Assistant Reviewer (TAR)

Vendor role who reviews the TA Report received from the Vendor Editor and submits the report to the Project Officer (PO) for review.

POProject Officer, responsible for reviewing the TA Report.N/A
PQCProject Quality Control, responsible for reviewing and approving TA Report.