Working and Navigating in G5 for External Users


Concept

In this topic, you will learn basic navigation in G5 for external users.


Steps:

  1. When you navigate to the G5 web site, the G5 Home Page opens.  G5 is a Portal web site that provides access to multiple functions through different regions on the web site that are called Portlets.

    Step 1
  2. On the G5 Home Page, you may log in using your email ID and password.  You may also read the Department of Education's terms for using the G5 site by clicking the link.

    Step 2
  3. You may also reset your password or register for the first time.

    Step 3
  4. After entering your Email ID and Password, you must check the box indicating that you accept the Department of Education's terms for using the G5 site.

    Step 4
  5. For this example, the Email ID and Password have been completed and the check box for the terms has been checked.

     

    Click the Login to G5 button to log in.

    Step 5
  6. Once you log in, the system displays what is called My Home Page which is associated with your User ID and G5 role.  The menu bar displays the functionality to which you have access.

     

    In this example, the primary menu includes:

    Main - to access and update G5 profile information under My Profile or to access the G5 online training under Help.

    Payments - to manage payment requests, refund requests, adjustments, refund bank accounts or payee/servicer relationships.

    G5 Admin - for inquiry functions.

    Reports - to generate reports.

    Logout - to log out of G5.

     

    Important Note:  When you are navigating in G5, it is important to use the G5 menus and buttons only.  Clicking your Internet browser Forward or Backward buttons will kick you out of G5 and lose any data you have entered.

    Step 6
  7. NoteWhen you hover over each menu item, the sub-menus for that menu item display.  You may highlight the function you need to perform and click it.

     

    With the exception of the Reports menu, each menu item has 3 levels which are indicated by their color coding on the screen shown:

     

    (1) Main (Example: Payments)

     

    (2) Sub-Level 1 (Example: Payment Requests) and

     

    (3) Sub-Level 2 (Example: Create Payments).

    Step 7
  8. Also Note:  If you prefer to use the keyboard only, you can navigate using the following key strokes:

     

    Tab Key - moves you from the menu level you are on down to the next lower menu level.

     

    Shift + Tab Key - moves you from the menu level you are on up to the next menu level.

     

    Right and Left Arrow Keys - move you from one main menu item to the next main menu item.

     

    Up and Down Arrow Keys - move you from one sub-menu to another sub-menu on the same menu level (e.g., moving between Formula Grants and Discretionary Grants or moving between Grant Team and Grant Schedules).

     

    Enter Key - opens the screen for the function you have highlighted.

    Step 8
  9. At the top of the My Home Page screen, there are sections for Help Desk contact information, messages for external and internal users, News and Events and Related Links.

    Step 9
  10. Click the Vertical scrollbar to scroll down to the bottom of the screen.

    Step 10
  11. At the bottom of the My Home Page screen, there are sections for G5 Web Site Hours of Operation and Frequently Asked Questions (FAQs).

    Step 11
  12. Click the Vertical scrollbar to scroll back to the top of the screen.

    Step 12
  13. You are now ready to begin working in G5.

    Step 13

Congratulations!

 

You have successfully learn