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User`s Manual to Nomination Forms Online

1. release version 2 41 10 July 2002 Funded by T HE PEW CHARITABLE TRUSTS through its presidential transition initiatives THE TRANSITION TO GOVERNING PROJECT amp THE PRESIDENTIAL A PPOINTEE INITIATIVE Notice By using this program the nominee acknowledges that this software is provided as a convenience to presidential nominees that the nominee is responsible for carefully reading and editing answers in order to ensure delivery to the proper recipient and that the nominee is responsible for the content of all information he or she provides Nominee acknowledges that the authors operators and owners of this software program expressly waive any and all responsibility or liability for claims or damage of any nature caused by any actual or alleged malfunction or failure to operate of this software program Notice In order to illustrate useful functions the N omination Forms Online manual presents screen facsimiles from an N FO session The individual used in this facsimile is fictitious Any resemblance to anyone living or dead is unintended and coincidental Windows Windows95 Windows98 WindowsNT and Windows2000 are registered trademarks of Microsoft Inc Adobe and Acrobat are registered trademarks of Adobe Systems Inc Java is a registered trademark of Sun Microsystems Inc QUICK GUIDE TO USEFUL INFORMATION steal cap ent aE esa E E E EE AE EE S ect eee ence I ll f
2. 34 User s G uide to N omination F orms O nline G etting Help When you contact us please have ready information about your program and your computer so that we can understand how to duplicate your problem if we need to Table 5 on the next page summarizes the useful information that the CallN FO staff will need It also gives you direction on how to find the needed information We also provide additional copies of this form in the appendix for your use on later calls Over time we intend to improve NFO adding features and expanding its capabilities In order to maintain records on these innovations we regularly number the different versions of the program We store that information in the icon on the task bar at the top of the working program To find what type of operating system you are using you can simply click on the Start button on the MS Windows tool bar A menu will appear and on the left side of the menu Windows tells you what system you have In Figure 16 for example the Start Menu indicates that the Windows 2000 Professional drives this computer Figure 16 Finding the System on the Start Menu 1 2 3 gt See WD Weston Udin ah Fam banli gale demu Gorri web HF erm Soret ont 1 39 User s G uide to N omination F orms O nline G etting Help If this sim
3. Home Telephone Illegal Substances Liabilities 1 Citizenship 1 2 Citizenship II 3 Immigration IT 4 Immigration IIT 1 Association Record 2 Breach of Ethics 1 Financial Record 2 Financial Delinquencies 3 Convictions Investigations 2 Medical Records 1 Foreign Activities I 2 Foreign Activities II 3 Foreign Activities III 2 Alcohol Investigations Other Identifying Information 7 1 Police Record IT 2 Drug Activity Schedule C Part II Personal and Family 2 Schedule C Part II 3 Schedule D Part I 4 Schedule D Part II Schedule C Pat I Reference Tear Sheets Then Re examine Answers Ha LES Pe CEES ES CE lho On the F278 Future Employment Personal Infonnation Background Part I Automatically updated when changed on the Basic Biographical Information screen 1 Employment Acquaintances 1 Personal and Family 1 Address Assets 3 Future Employment Background Part IT Liabilities User s Guide to Naxinatim Fans Online _ Then Re examine Answers Ha LES Pe CEES ES VE bo Reference Tear Sheets Name Office Address Other Names Used Place of Birth Police Record Position Relatives and Cotenants Sexual Harassment or Discnmination Social Security Number Spouse s Information Taxes Transactions Purchase Sale or Exchange of real property stocks bonds commodity futures and o
4. Figure 12 Selecting Documents to Print ani r a gt Fle HPO FORME 7 00 LIET SWHPrDa COMMERCE SCIENCE AND TRANSPORTATION GENERAL FORM CONTACT PRIVACY AND TAX IMMIGRATION ADDENDUM TO THE SFE ch on TO DO LIST te go back to data entry n 29 User s Guide to N omination F orms O nline Printing from N FO N omination Forms Online uses Adobe Acrobat to place data in and then print your documents Using Acrobat allows N FO to make multiple copies or extension pages on those forms that print multiple pages e g the SF 278 Financial Disclosure Schedule A Assets Using Acrobat also allows the program to print on almost any printer NFO Helps Acrobat configured in almost any format The message Invoking Adobe The NFO interface with Adobe Acrobat will flash on the screen of NFO Your computer should Acrobat allows you to use all of take you directly to the Adobe Acrobat program and the form Acrobat s functions You may save you have chosen to print will appear in the Acrobat window your document files to the hard drive from Acrobat dc Canceling Inside Acrobat you must scroll through the document to Acrobat returns you to NFO allow Acrobat and NFO to calculate how many extension pages you will need and to populate these forms Printing the Forms To finish printing and send the form to the printer you must click on the prin
5. 100 000 100 001 250 000 Fidelity Puritan Fund 250 001 500 000 m j Over 1 000 000 5 23 User s Guide to N omination F orms O nline Running N FO SAVING PRINTING AND RECORD KEEPING To NFO each of these three functions relates to its workspace records When you have finished each screen and as you move on to the next N FO queries you about the state of your answers It asks you whether you want to save the current information and it asks you if you have finished with this screen Answers to these questions affect the To Do List and the status of submitting your forms Answering that you have finished with a screen means that NFO will change the To Do List for that screen from Black to Green Since the government will not accept them NFO will not let you submit an uncompleted form Of course you can print out and send in any draft forms you wish to get a summary judgment or advice from OGE or the White House Counsel or from your agency DAEO But the To Do list for a particular form needs to show Green before you can use the submit function GoTo Reference Printing the Forms At any time during your NFO session you can save all of your forms in the current state by using the save function located on the command menu on the upper left side of the screen Breaking Upstream At any time during your N FO session you can print out draft copies of your C
6. Figure 15 Illustrating the Use of Query Help ES NOMINATION FORMS ONLINE SFs6 Employment Acquaintances E Message a Listyouremployment activities beginning with the pres ITEM NO 11 YOUR EMPLOYMENT AC l l N i full time work parttime work military service tempora other paid work and all periods of unemployment The for without breaks butyou need not list employments EXCEPTION Show all Federal civilian service whethe 1 Active military duty stations List your employment activities Start Date MM Y YYY 2 National quardfreserve 3 U5 P H 5 Commissioned Corps 4 Other federal employment 5 State government 6 SelFemployment include business name and veri T Unemployment tinclude verifier fod ees ee ee ee pte ee Ea 32 User s Guide to N omination F orms O nline G etting Help How TO CONTACT CALLNFO CallN FO 1 888 388 1015 You can use our 888 service to get toll free phone help from our help desk at the University of North Carolina at Chapel Hill CallN FO handles calls directly or through a call back system depending on what time of the day and day of the week you call CallNFO Hours see whitehouse200Lorg callnfo You can find out the hours of the CalNFO help desk by checking our website whitehouse2001 org callnfo Email NFO helpnfo whitehouse200Lorg You can get a good turn around response with our email syste
7. directory D ouble click on it to unpack the program It will ask you to install the software into a directory it will create The installer will default to the c nfo directory Clicking the UnZip button begins the process 9 Open the c nfo directory Read any Read This Please pdf file in order to get up to date information on NFO You have finished the installation process Y ou are ready to run As an additional check see if your desktop has an icon on it for NFO If it has then you are finished You run the program from this icon on your desktop If it has not installed a desktop icon then double click on the CreateShortcut exe file and it will make one for you 9 As indicated on our website the White House 2001 Project will not under any circumstances short of a subpoena reveal information about its users to anyone outside of the Project working group We do not intend to use the information to contact you except if an update on your version is required or if we respond to a request for assistance from you Y ou may choose to ignore the request and you will still have full access to the software User s G uide to N omination F orms O nline Installing N FO Figure 1 Examples of Installation Windows The downloaded installer Double click on InstallN FO exe and it will begin to unpack the program and its support documentation gt 34 reper iai O EE UNC PRELOD iC O oe The SETUP program starts up to unpa
8. run it from the Windows START Programs menu To follow NFO through its entire working process see the more detailed instructions starting on page 14 BASIC INFORMATION N omination Forms O nline involves four processes Starting The nominee initiates N FO by choosing from among GoTo Reference Keeping Track 1 four options 1 to fill out a set of new forms or 2 to continue with a set of previous forms only partially filled in or 3 restructure the set of forms to be filed or 4 write out the information Record Keovin already filled in onto a portable file suitable for emailing to others The program then requests some basic information including name social security number birth date and position and whether or not the position you apply for requires Senate approval Printing the Forms Building the NFO Workspace The program then builds a special record called a workspace of the jobs it must do This facility allows the nominee to keep track of progress through the program For more information you can read the section on Keeping Track and on Record K eeping E ntering Data NFO then takes data from the keyboard or from the clipboard to fill in the various forms you must file You can enter data directly into the program by typing it in or you can use your word processor to produce an answer highlight copy and paste it into the answer window in NFO Saving Printing and Record Keeping N
9. 40 000 when you should enter only the amount itself i e 40000 as you would in a spreadsheet program Invalid Date Format NFO has detected an entry on a date question that does not match the required format for that question In this case the nominee entered 01 21 55 when NFO expected 01 21 1955 to match the format required on the question mm dd yyyy Future D ates NFO has detected a date in the future where it expects no such date The software will not allow such entries Please recheck dates entered Future D ates NFO has detected a date that is not in the future where it expects one Please recheck dates entered User s Guide to N omination F orms O nline Getting Help NOMINATION FORMS ONLINE Message Description on D ay Night Checkbox Some forms requiring fei Message Ea information especially phone numbers ask you to indicate whether the number apply during the day or night In this instance the nominee forgot to check the appropriate box indicating day or night Time Limits NFO keeps track of whatever time limits the forms require For example this question asked for an event with an end date within the preceding twelve months the date entered was earlier than the preceding twelve months Please check the entry dates fas Submit Form not Complete NFO will allow you to use E networking button only aftr you have i Can not port data because Form has mot been filed in
10. D isdosure SF 278 M aking a Personal N FO D atabase Figure 14 N FO Directory from Windows Explorer Making a Version of NFO For a Family Member U sing N FO s Portability to M ake E xternal D ata Files GETTING HELP WITH NFO cccecccccccccccccccccccccccccecececcscccccecccccccccescccecccecseceeeceececcesaeeeees Privacy U nder N FO If You Represent the Nominee H dp within the Program Form Help General Help Query Help Figure 15 Illustrating the Use of Query Help H ow to Contact CallN FO CalINFO 1 888 388 1015 CalINFO Hours see whitehouse2001 0rg callnfo Email NFO _ helpnfo whitehouse2001 org Table 5 Basic Information Form For CallN FO Basic Information to H ave Ready Nomination Forms Online Version Y our Computer s O perating System Figure 16 Finding the System on the Start Menu 1 2 3 Figure 17 The System Information Panel 1 2 3 Printer Information Locating Y our Printer D river Nature of the Problem Type of Appointment If Y ou have Called Before Figure 18 Locating Y our Print Driver 1 2 3 Some N FO E rror M essages Table 6 N FO Error Messages GENERAL REFERENCE TEAR SHEET 9 ccivikccccececeeviniehceuinceadeelel itech ONNA OOA Aaea nanona W orking T oolbar Color C oding on the To D o List Forms induded in N FO A Copy of the Basic Information F orm For CallN FO Table of Contents G uide to D ownStream E diting Table 7 Relationship between D ownstream Q uestions vi 47 47 INTRODUCT
11. This help function presents the nominee with instructions taken from the relevant government form The instructions exactly match those the nominee has in hardcopy provided by the White House or the Agency or the Senate See further description at Form Help on page 31 NFO version Clicking on this icon will give you the current version of the software Y ou will need to give this information to the CallN FO help desk Geeral Hep This help function resembles Windows help It has a Table of C ontents that allows you to click on atopic The Index and Find functions allow you to search for specific words or phrases See further description at G eneral Help on page 32 Query If you are unsure about how to answer a particular question click on this icon after clicking on the answer space for that question and it will give you any other more detail information we have about the question and what it requires As always though Q uey relies on the government forms for this further information See further description at Query Help on page 32 13 Running N FO User s Guide to N omination F orms O nline Running N FO Keeping Track of Y our W ork N omination F orms O nline keeps detailed records of what work you have completed and what you have left to do This record keeping makes up part of its workspace function You define the workspace when you start the program The workspace in turn outlines a To Do list for you and s
12. W ill N eed screen allows you to alter the forms the program is assisting you in filling out A check will appear in the box to the left of the forms previously selected Simply click the box on any additional forms necessary to complete or uncheck any forms you no longer wish to include Use the motion arrows at the bottom left of the screen to advance to data entry portion of N FO FILING YOUR ANNUAL FINANCIAL DISCLOSURE SF278 One of the particularly nice features of NFO is the ability for you to use the program after the nomination process is complete to fill out the United States Office of Government Ethics Standard Form 278 the Public Financial Disclosure Report in future years N FO minimizes your need to reenter information from previous years forms If you want to save your originally filed documents in electronic form follow steps a b and c below then copy the four files to your new directory You can then proceed with using the program and altering the SF278 to fit the current year Simply delete the outdated information and enter the information pertinent to the current year MAKING A PERSONAL NFO DATABASE N omination Forms Online saves your personal data in four separate files in the nfo classes directory nfo backup nfo data nfo properties nfo script Because it stores the data in separate files outside of the program N FO can work on multiple individuals multiple submissions from the same individual or share the same
13. and it has pulled down to reveal the categories available to him for Valuation Releasing on the highlighted category that best describes the assets i e 500 000 1 000 000 NFO will record that information on his financial disclosure document as a check in the appropriate box See Figure 11 on the following page for an illustration of what the output looks like from this pull down menu selection Select a ae Spe 5 Vale fect 3 ae s TLE EJT 250 000 100 001 250 000 290 001 400 000 Pasting from the C lipboard NFO allows you to use your text editor program to draft long or complicated answers You can then copy and paste these answers into the NFO answer screens using the EDIT menu on your word processor and some simple keyboard commands described below Table 4 summarizes the editing commands recognized by NFO These commands come from the standard keyboard commands in MS Windows These commands also allow you to work with N FO itself to move information around from one response to another Table 4 Editing Commands in NFO NFO Help Special Characters When transferring data from your word processor to NFO you might lose some special characters like Keyboard Sequence Cntrl C Cntrl X Command the apostrophe or the dash You can restore your intended text to the answer by editing it in Cntrl V NFO Cntrl Z 22 User s G uide to N omination Forms O nline Figure 1
14. completely Answering Yes to the save question tells the program to save into its internal database the information entered in the screen If the nominee says No then the program does not save the data in its database and moves onto the next screen f Complete Q 11 User s Guide to N omination F orms O nline Running N FO When NFO loads the next screen it searches its database to find information that it could transfer to the questions in that screen If it finds any useful information it updates the entry windows and activates the save function in preparation for the nominee s next movement We cover this process in such detail at this point so that you can understand the reason for asking you about the status of the information in each screen at the end of each screen If Y ou Don t SAVE One advantage of not saving data N FO will continue to query its database each time you come to that screen In doing so the program allows you to continue to edit upstream answers in order to refine them before their contents get transferred permanently to any downstream variant of the question appearing on another form somewhere 12 User s Guide to N omination F orms O nline Helpful Buttons and Help Buttons Most of N FO involves entering data and distributing that answer automagically to other forms But the program does allow for some other functions In particular it assists you in understanding the que
15. in order to ensure delivery to the proper recipient and that the nominee is responsible for the content of all information he or she provides Nominee acknowledges that the authors operators and owners of this software program expressly waive any and all responsibility or liability for claims or damage of any nature caused by any actual or alleged malfunction or failure to operate of this software program User s G uide to N omination F orms O nline Introduction WHAT NFO DOES By designing the Nomination Forms Online software we have tried to make the process easier for nominees without reforming it taking the process of inquiry as nominees find it and simply making it easier to get through N FO accomplishes that objective by taking the information provided by nominees and distributing its contents among the various forms required of them Where possible NFO customizes the information provided to answer other related questions but as a nominee you should know that while related to each other many questions require significantly different information NFO cannot always make the complete transfer of required information and because of that fact the nominee must pay special attention to all questions and whether the supplied answers best comply with GoTo Reference the question Y ou may have to supplement the information transferred by the software and you may Installing N FO have to edit it to reduce the information provided R
16. individual s information across machines with N FO installed In order to create a separate file of information for you or for someone else you need to create a directory in the nfo classes subdirectory for that person In order to free N omination Forms Online from your own data and make it ready to work on someone else you follow these simple instructions a From the Start Programs menu launch Window Explorer b Locate and open the nfo directory and then its nfo classes subdirectory See Figure 14 below c From inside the nfo classes directory create a new directory with your name e g Trent Hayden d Drag the four files listed above nfo backup nfo data nfo properties nfo script from the nfo classes directory into your Trent Hayden directory e In the nfo classes directory locate and open the directory marked EmptyN FO In that directory you will find new blank versions of the nfo databases f Highlight these four files and using the Edit Menu Copy command copy these files into the nfo classes directory 28 User s Guide to N omination F orms O nline Reusing N FO g Restarting NFO at this moment will produce a New Forms session in which N FO has no data entered Y ou have successfully initiated a new N FO session Figure 14 NFO Directory from Windows Explorer ile Edie View Ppi Jeb Hale Seach Cyroiers a PX aa Fe F Fie Foker S0 Loe A 4 DEMERS Fis Faki EA ii PM Serer Fis P
17. only a few requirements You probably have the hardware and software to run N FO You will need _ 30 MB of free disk space on your hard drive Minimum 128 MB RAM in your machine working memory or in virtual memory _ Inkjet or Laser printer x NFO produces output on your printer for submission to the appropriate authorities An Internet Connection recommended _ A Windows operating system like Windows95 Windows98 Windows2000 WindowsNT A Java runtime environment N FO automatically provides a runtime environment for you _ Adobe Acrobat Reader If your machine does not already have a copy of the A crobat Reader copy that file onto your hard drive and install it first using the directions that come with that pack age gt lt The N FO software itself 2 Under some circumstances requests for information and some help functions N FO will launch your default browser or email application 3 The Java software provided is JRE 1 2 2 If you already have a runtime environment this additional software will not interfere with that environment 4 Provided as shareware by Adobe Systems Incorporated this software allows NFO to print the forms necessary to complete the nominee s filing process User s Guide to N omination F orms O nline Installing N FO INSTALLING NFO FROM THE WEB These instructions cover installation of the NFO software from the White House 2001 Project websi
18. particular programs In addition the entry panel notes the CallN FO help desk contact methods The screen further notes that the American Enterprise Institute owns the copyright on N omination F orms Online which it makes freely available under this project It also notes that the Pew Charitable Trusts represents the central funding agency for this program and the entire White House 2001 Project As suggested by the flashing notation click anywhere on the large icon to start the program Figure 5 NFO Entry welcome Panel Hatiin 07 ja memm e ANELLI TELEN FLOEEM CON LIVE The Taasi Marirsger ana hadeg of Leader udp Ths Chabal y a Masti f arolas a hapt TE Tie Jema i Maker 10 anime for Pubi Feliry n De Fert Gee Ther et Tirs dave peepee ba Harina doe eer rimai gin Vid Demie BF peed ee ieee og pi E Fi Ape ot Cates prior dete e Fumat THE FEW CHARITABLE TREATS 15 User s Guide to N omination F orms O nline Running N FO Figure 6 The Introduction Panel H ETRODLOTIN ROLE Tole NOMINATION FORMS ONLINE Simplifying the Path to Appointment An Overview of NFO Using the Program Using HELP NFO A Sele overview af the nomnaiians MFO allows you to cusomite your Hem to uba REO haig process season by selecting from armeong the Danaral Help Facile PONS HEF Geming ramieniu help with Hew Aeetiinadion Farma Omina Guiry PE ETETEA PERE a Initiate filling i Ferns Email for kisitinca M pripo i TE ELPHF white marg
19. representative We respect your responsibilities as a representative to protect the identity of your principal and will do everything that we can to preserve that relationship We will however need some information that allows us to keep unique records on your problem or help call so that we can contact you When you call please have devised some way to maintain the unique identity of your client for our record keeping HELP WITHIN THE PROGRAM N FO carries a full line of helpful assistance on board and accompanying the program itself This manual represents one obvious source of assistance In addition the software carries with three separate assistance functions Form Help The first called Form help provides useful information from the sources of the forms you must file The program itself carries all of the instructions found on the hard copy forms you have received NFO correlates these instructions to each of its questions so that wherever you have 31 User s Guide to N omination F orms O nline Getting Help difficulty you can quickly access the instructions that came with the form Please note that we have not attempted to clarify the instructions that appear on these government forms Their clarity rests entirely with the originating agencies To find further interpretations on the mean of the form s instructions you will have to refer either to the White House Counsel s O ffice or the D esignated Agency Ethics Office
20. the top of the screen in the Function and Help area These buttons represent the full functionality of N omination F orms Online as well as provide the three kinds of assistance available from within the program Once the nominee enters data he can move on to the next screen in the To Do list by either clicking on the next screen in the list or by clicking on the movement buttons at the bottom of the screen Figure 2 The NFO Workspace BUROMMATION FORMS ONLINE sra Ws woo YAMA VI AT AJA A Ha bs TER E Tie NFO FORMS MS TO DO LIST lt lt BASIC BIOGRAPHICAL INFORM ITEM NO 9 WHERE YOU HAVE LIVED BWHPDS A SF86 Start Date MM YYYY End Date MM YYYY Address City State B PERSONAL INFORMATION a OTHER IDENTIFYING INFORN CITIZENSHIP 1 CITIZENSHIP II ADDRESSES SCHOOLS ATTE EMPLOYMENT ACQUAINTAN SPOUSE 1 SPOUSE ID Addresses Schools Amended o y J a m ITEM NO 1 YSU WENT TO SCHOOL Start Date MM YYYY End Date MM YYYY Code Name ofthe School De 09 1973 06 1977 Select a Value Yale University BA POLICE RECORD 1 09 1982 05 1 985 5elect a Value Dartmouth Law School JD POLICE RECORD I1 Select a Value DRUG ACTIVITY Select a Value ALCOHOL INVESTIGATIONS FINANCIAL RECORD Select a Value FINANCIAL DELINQUENCIES Select a Value ASSOCIATION RECO
21. the typical spreadsheet program You merely enter the amount without commas or money signs So you should enter the amount 200 800 00 as 200800 without the comma and without the sign If you do use these additional characters you will get an Invalid Format error Note the text on this message on page 39 Transferred Data Most of what NFO does involves transferring data from one entry to related entries throughout the workspace As suggested in the disclaimer and reported on in several publications by the White NFO Helps How It Transfers Data House 2001 Project staff many of the questions that i i Table 3 ilustrates the general relationships between receive transferred data ask questions that differ information recorded in one form and how N FO transfers that slightly from the original question you answered On information downstream to the other forms As a consequence your real estate holdings for example the FBI wants You can edit downstream information to make it more detailed to know only what you au but most Senao or less detailed than earlier information and that information is eee Oe passed on to later forms but not earlier ones Committees of jurisdiction want more information 1 For example see this selected bibliography Terry Sullivan Repetitiveness Redundancy and Reform Rationalizing the Inquiry of Presidential Nominees in Paul Light and G Calvin MacKenzie editors The Pre
22. 0 An Example of a Pull Down Menu IE SF 2 7a Tax and Financial information SCHEDULE A enbhication Assets and incame Pull down menus for Hona income type descriptions IFSC SC Pub Svc Auth Bond 1 001 415 000 FSC 1008 tein St Wet Apt 904 100 001 8250 000 i FSC Ledourd Fan iy Parner enc 715 00 1 3 5 DOG Fol FidHihy aur Fund Norert aa Vanguard Smal CAP Spock Fung ry f e 0 TRES ee 2 ae an A HUE Fine fy Outan Fin 100 001 8250 000 20 DE Seo Ei 000 0 65 000 oo 000 OO Fa BOO Oo gt 00 Ob 50 Foo 00 ee ee ee ee ee ee eee Running N FO Pii E IFO FORME 70 00 LET LADIT SMORAFHICAL KFOKMAN eB WHPLE oe Ga E as PEASORaAL AHD FAMILY RACI TAS AHD PIS AM CLAL IA FOR a SCHEDULE A ASSETS ANT EOULE C PART SCHEDULE C PAAT It AGRE SCHEDULE O FART k POSIT SCHEDULE D PART Cl COH FHARHED SERVICES ERLER HOUZIHO AND OREAM LADO COMMERCE SCIENCE AND TRAX ENERO Figure 11 Detail of Output Generated by Pull Down Menu SF 278 For yourself also report the source and actual amount of eamed income exceeding 200 other than from the U S Government For your spouse report the source but not the amount of earned income of more than 1 000 except report the actual amount of any honoraria over 200 of your spouse None L 6 a z E amp Z 50 001
23. FO Helps Data Entry NFO transfers information from one questionnaire to another in an hierarchy beginning with the White House Personal Data Statement and passing information downstream to US Senate Committee forms Therefore you begin filling in the forms at the beginning Learn more about entering data and how N FO transfers data by reading the section on Entering D ata The software creates output files in the portable data format PDF so it can print them on your local printer The printing relies on Adobe s Acrobat Reader to instruct the printer on how to form the pages Using PDF files allows NFO to reproduce exactly the hardcopy forms you have received and will submit For more information you can read the sections on Printing the Forms and on Record K eeping User s G uide to N omination F orms O nline Running N FO WORKING WITH THE NFO WORKSPACE Y ou will divide your work between four elements of N FO Figure 2 illustrates these elements It shows a typical screen from the software at work In this screen our test subject nominee has begun to fill in the national security profile document the SF 86 with information about previous education using the Data Entry Area Our test nominee could track his process by locating his current task in the To Do List and noting its color If the nominee needs help with the question or wants to save the current information he would use the buttons along
24. For has mol ioen Mieg in anmi hela he as well V alue D oes not E x d N FO expects to record fe Message information on this question in ex css of some fixed amount in this case 1 000 Y our entry has not exceeded that lower limit Y ou can either enter another dollar amount if the correct amount exceeds 1 000 or you can remove the entered information as it does not exceed 1 000 Value Does not Exoed NFO expects the answer to exceed a certain minimum in this case age should be after your 21st birthday The entered information did not exceed that minimum You can either enter information with the appropriate date exceeding your 21st birthday or you can remove the entered information as it does not exceed the lower limit 41 GENERAL REFERENCE TEAR SHEETS User s Guide to N omination F orms O nline Reference Tear Sheets WORKING TOOLBAR T Save Clicking on it will allow you to save the forms and work you have already completed Print Clicking on it allows you to print any forms at any time Submit Clicking on this button allows for a record keeping function of the program Fe printouts This function is allowed only when you are completely finished with the imma forms This function insures that should any problem occur with delivery or receipt of the materials you will have a complete record of all the completed forms E mail Clicking this
25. ION ABOUT THIS MANUAL This manual provides instructions for using N omination Forms Online on Windows machines Because screens sometime appear differently on different platforms the screen captures in this manual may seem slightly different from those you see with your computer The manual covers five topics an overview of the software its installation its Operations some basic reference materials and instructions on how to use N omination Forms Online for other tasks You may jump to any of these topics by clicking on the appropriate page number in the Table of Contents or by clicking on cross references in the text itself For example if you want to jump to the section on how to use N FO to file your annual financial disclosure reports just click on this bookmark Financial Disclosure GoTo Reference In using this manual we provide you with two important additions in the margins The first called NFO Helps provides helpful hints on options The second called GoTo Reference allows you to jump to sections in the manual that cover an additional related topic Simply by clicking on the buttons in the GoTo Reference section you can jump to that topic DISCLAIMER Please read carefully the disclaimer below Notice By using this program the nominee acknowledges that this software is provided as a convenience to presidential nominees that the nominee is responsible for carefully reading and editing answers
26. NS DOs E forms by clicking on the printer icon next to the diskette icon Note that 3 doing so will lock in answers on screens that you print see the section entitled Submit Breaking Upstream Connections on page 3 For more information see the section on Printing the Forms Reusing N FO At any time during your NFO session you can submit those forms which you have completed by tam Clicking on the submit button NFO keeps a record for you of your submission so that you can recall when you submitted what forms and to whom See Submit below 8 NFO allows you to submit forms individually to the different agencies involved You must have a specific form Green before it will submit 24 Printing the forms involves two actions saving the information into the forms and then sending the forms to the printer U pdating the e Forms and Calculati ing Extens sion Pages To begin printing the forms click on the print icon in the top left comer of the program you may click this icon at any time in the process Once you initiate the print function the program will present the Print screen At the print screen you select the form you wish to print Figure 12 illustrates that process To select the form simply use the pull down menu and release the mouse on the highlighted form of your choice as illustrated Once you have selected the form to print click OK and NFO will initiate the process of sending your data to the printing documents
27. Phone for sssiwlance at Tour reseeniibiltian ano ERB TAB ATE Cthenr 05 61 Stare pa AN UE PrisHenmis Appetite ds miira aici US Offices of Gavernmant Ethics Stare NFO drta in a portable file Portable File Widest UP Ore feared BT Fer OT oT Be SOR eee Le toe Figure 6 illustrates the startup of the N FO program Through this screen you define what kind of work you need to do with NFO The screen divides information in three sections A n Overview of N FO Using the Program and Using H dp N FO Clicking on the links below A n Overview of N FO on left side of screen will provide an overview of the nomination process how N FO simplifies the process and particularly important a description of the nominee s responsibilities in the appointments process Beneath the U sing H dp N FO heading on the right are ways to obtain help from the program or from the White House 2001 Project Included is information on troubleshooting and contact information through CallN FO In addition the screen identifies links to two important supporters of the White House 2001 Project and its Nomination Forms Online program The Presidential Appointee Initiative at the Brookings Institution provides useful information for nominees and a very useful Survivor s Guide We have reprinted their guide on our CD Rom The US Office of Government Ethics provides support of financial disclosure and conflicts of interests The middle
28. RD Select a Value AFFILLATIONS PROPERTY 4 ria CONVICTIONS INVESTIGATIC BREACH OF ETHICS POLITIC I Ji Nt 2 ft a gt Entering Data N FO works like most programs when it comes to entering data Figure 3 illustrates one of the functions Placing the cursor over any of the entry table panels allows the nominee to adjust the entry space Where the nominee does not want to adjust the entry space NFO will still take the required data For more detailed descriptions of entering data see the section on Entering D ata found on page 19 10 User s Guide to N omination F orms O nline Running N FO Figure 3 Editing in the Workspace a em sha pe M PERSONAL HPORHATKIH ee ee ee L UCG Goat i on B i my Oto Sakit a Wale Ba Pe Earle aie ee ee Be ee sa a aul Moving to the N ext Screen When the nominee has completed the data entry on this screen he will push one of two buttons in the Movement area to jump forward or backward one screen The To Do List will then adjust colors according to these movements keeping track of his work As the program begins to move to the next screen it checks to see if the nominee has changed any answer If he has not then the program moves on to the next screen without adjusting the To Do list If he has then the program asks two questions Do you want to save changes and Have you filled in the Section
29. am has made every effort to preserve the privacy of your responses In particular we decided to avoid the use of the Internet in completing or filing your forms The software works entirely on your Gata Re owie own machine PC Rai gt Portability Because NFO saves your information separately from the output onto the forms you may choose to forward your files to others 7 via email or a disk In either case the software provides a handy means for translating your data into other programs See the section on Portability SOMETHING NFO DOESN T DO While we have used some of the most sophisticated programming available for N FO it simply cannot overcome some elements of the process we designed it to ameliorate This section helps you understand how the program deals with these challenges THE RANGE OF INQUIRIES OVER TIME Nominees must answer around 300 points of inquiry Of those separate inquiries only 19 require identical information across the forms nominees must file Many of the remaining scores of inquiries require the nominee to repeat information but in altered formats with more or less information and with more or less detail As a consequence of this variation the internal structure of NFO the theory behind its programming cannot do one important thing Breaking U pstream C onnections Because nominees must file some forms before others NFO connects the answers to questions in a hierarchal way transferring inf
30. aunch the program 4 Use your Windows Explorer program to open the directory on the CD 5 Click on the Read This Please pdf file for late breaking news You have finished the installation process You are ready to run You can launch the program by double clicking on the icon on your desktop If Your CD Doesn t N What to Do If Y our CD Doesn t Install We have included these instructions just in case your CD does not perform as expected If the CD does not immediately launch the NFO install module you can still install NFO from your CD manually With Windows Explorer open your CD drive and double click on Setup exe Then return to the instructions above and continue at step 2 UPDATING YOUR NFO PROGRAM Just so you have the most up to date version please check our website at whitehouse2001 org nfo The NFO Download Center will provide the best instructions for how to finish an update In general the process involves first obtaining the software then securing your current data and then updating the program Securing your data makes sure that you have kept any information that you might have already entered or any versions of data say for a family member that you have stored in a separate folder RUNNING NFO This section takes you through using the basic features of the N omination Forms Online software These instructions start after you have launched the program by double clicking on its N FO Icon on the desktop or
31. button allows you to e mail the Help Desk at NFO if you have MS Outlook Express To email the Help Desk with other programs you must return to the opening screen of N FO Portability Clicking on this button allows you to save your database of responses on each form in an easy to separate electronic document This document or portable file allows you to send your data electronically through email or on a disk to others as you like Functional Buttons Exit When you click on this icon the N FO program will shut down It will ask you first if you want to save any changes that you have made After your response N FO will proceed to record the status of the program your place in the Workspace To Do list and then it will close up Form H dp This help function presents the nominee with instructions taken from the relevant government form The instructions exactly match those the nominee has in hardcopy provided by the White House or the Agency or the Senate NFO version Clicking on this icon will give you the current version of the software Y ou will need to give this information to the CallN FO help desk Geeral Hep This help function resembles Windows help It has a Table of C ontents that allows you to click on atopic The Index and Find functions allow you to search for specific words or phrases Help Buttons Query If you are unsure about how to answer a particular question click on this icon after click
32. cal Records z Commerce Saem and Transportation Boards C ommissions R dease cS SF 86 Immigration addendum g Ic ommerce Saence and Transportation NOAA SF278 Financial D iscosure Commerce Sdence and Transportation C oast G uard SF450 Finandal Disdosure short amp E nergy and N atural Resources E Environment and Public W orks 5 Finanoe Z Foreign Rdations A Governmental A ffairs Indian A ffairs Judidary N on Judidal Judicary A ll Judical N omines H ealth E ducation L abor and Pensions Rules and A dministration 7 Small Business V eterans A ffairs Select Intelligence 44 User s G uide to N omination F orms O nline Reference Tear Sheets A COPY OFTHE BASIC INFORMATION FORM FOR CALLN FO What we need to know Version of N FO Computer O perating system Printer Brand amp Model D river Information Contact Information Nature of the problem The type of appointment Have you called before CallN FO Incident Where to find it On the CD Rom itself or click NFO icon on the tool bar in the program window Click on Windows Start menu When the menu appears read down the left hand side for the name of the operating system e g WindowsNT Windows 2000 Professional See Figure 16 If this does not work double click on My Computer on your desktop double click on the control panel folder icon double click System
33. ck N FO components and the user information directories Click on Unzip to begin the setup If you want to locate your program on another drive you can change the location by hitting the BROWSE button or if you want typing in another hard drive name e g E and then click on HNT INO SWHO4 NOLLYNINON ONDIOVdUN Unzip The unpacking begins on C Wint ip Self Extractor Setup exe E g Unzip Wnzipping AgnFarnn ML class The installer has finished Click WinZip Selanne ya OK to close the screen ae User s Guide to N omination F orms O nline Installing N FO INSTALLING NFO FROMTHE CD ROM 1 Open your CD drive and insert the NFO CD Please insert the CD with its GoTo Reference label up Close the drive and the CD will automagically spin up and begin to install the necessary program elements onto your computer s hard drive If you CD doesnt immediately spring into action s the setion on W hat to do If Y our CD D oesn t Install The installer begins to copy all of the program elements into the C drive N FO folder 3 When the program has finished installing the N FO software in its folder look on your desktop for an N FO logo If you have one go onto the next step If you do not have one then use your Windows Explorer program to open the c nfo directory There you will find a program called CreateShortcut exe Double click on that file to create a custom icon on your desktop That allows you to l
34. compledaty fully completed the form You should check to make sure that everything in the To Do List for that form has turned GREEN Where it has not return to that section and complete it Be sure to check that you have clicked on any Attachments indicating that you have completed these as well Be sure to check that you have completed all attachments tasks in the To Do List for this form See the earlier section on Attachments Character Limits NFO administers a number E Message of restrictions set on the forms primarily having to do with limited space Length cannot exceed 50 characters of answers Where it can reproduce your answers on extension sheets NFO will do so In this case the form requires that the response to this question not exceed 50 characters Do not exceed the number of characters allowed by NFO Please note that questions may have different character limitations 40 User s Guide to N omination F orms O nline Getting Help NOMINATION FORMS ONLINE Message Description Form not Complete N FO will not allow you to pj Submit use the Submit function for record keeping if a form has not been completed You should check to make sure that everything in the To Do List for that form has tumed GREEN Where it has not return to that section and complete it Be sure to check that you have clicked on any Attachments indicating that you have completed these 1 id Can roi ke Sub ried katsusa
35. dous expertise In the George W Bush White House we have received assistance and encouragement from Mr James Carroll and Ms Laura Flippin Clearance Counsels and Mr Clay Johnson III Director of Presidential Personnel Four institutions have played pivotal roles in supporting the software development of N omination Forms Online The University of North Carolina at Chapel Hill the Presidential Appointee Initiative of the Brookings Institution The Transition to Governing Project of the American Enterprise Institute and the James A Baker III Institute for Public Policy of Rice University Without their support the NFO program would have failed In particular the White House 2001 Project staff wants to recognize Dr Paul Light Senior advisor to the Presidential A ppointee Initiative for his relentless and unswerving support of this programming effort In addition Dr Norman Ornstein of AEI and Dr Thomas Mann of the Brookings Institution who coordinated the Transition to Governing Project at AEI have been unswerving advocates of the software approach to helping nominees and their financial support underwrote the major staff components supporting N omination Forms Online especially its testing and technical support groups Without their help none of the programming efforts would have made any difference And in many ways most importantly The White House 2001 Project pays special tribute to the Infinity Software Group USA and its pare
36. e 6 on page 14 for additional information on error messages 17 User s G uide to N omination F orms O nline Running N FO Figure 7 Basic Biographical Information Screen p ET This window ends by asking whether this position requires the Advice and Consent of the U S Senate You should know the answer to this question and should answer accordingly In the case of the example we are using our test nominee answers Yes since the position of Assistant Secretary requires Senate confirmation Click on the arrow on the bottom right of the screen to advance to the next screen where you will build your To Do List The next screen illustrated in Figure 8 below lists all of the forms stored on the N FO program Click on each form that you have received instructions to complete for your nomination In this case our Mr Hayden has selected the Executive forms from the White House the FBI and the Financial Disclosure statement from the OGE the SF278 and the Senate Commerce Committee form When you have selected all of the forms you need click on the arrow on the bottom right of the screen It will advance you to the first form that you need to complete Be sure to complete the forms in order as the program forwards information from earlier forms upstream to later forms downstream 18 User s Guide to N omination F orms O nline Running N FO Fi
37. e answers We will tell you which files you would need to send 29 User s Guide to N omination F orms O nline Reusing N FO A second way though involves sending files that N FO writes out in a special protocol readable by other programs such as Microsoft s EXCEL spreadsheet program or many of the contact manager programs that personnel systems use Y ou can allow other programs to access your answers so that those programs can compile your information in an internal personnel system like the White House Personnel system s Telemagic program You can reach this facility either by clicking on the Port D ata button on the N FO task bar or by clicking on the button entitled Portable File from the N FO entry panel see Figure 6 earlier in this manual Using either method the command brings up the Portable File screen You have the option of choosing which form to work with by using the pull down menu Clicking OK launches Microsoft Internet Explorer and then creates your data in xml format Y ou then have the option of saving the data to a disk or a file Use the save as feature to choose where you would like to save this document NFO will not allow you to choose a form that you have not completed See the earlier section on how to check about completing Attachments in the To Do List and their impact on these kinds of tasks 30 GETTING HELP WITH NFO In addition to the help facilities embedded within the program itself N omi
38. ents Beyond N omination Forms Online Boston has developed software for D P Solutions Inc USA the E conomic Times Identitech USA Coca Cola WebO man to name but a few Please visit Boston on the world wide web at one of our portals www testvarsity com our IT testing portal or www eduunlimited com our online learning portal Arvind Shah J P Nag Founder BEST Project Program Manager N omination F orms O nline jii TABLE OF CONTENTS QUICK GUIDE TO USEFUL INFORMATION vcccccccccccsecsccsccsscssccscccscssccsccsccssccsccsccsccsscascnsees BACKOPOUND TON FO ranana A bout the W hite H ouse 2001 Project and N FO A bout N FO A Word from Boston E ducation amp Software T echnologies LTD INTRODUCTION E A bout this M anual D isdaime WHAT N FO DOES woccecccccccccccccccccecccccsccecccccccececcetccccecccsccccceccscccecccccceeceseceeeceecaececueeeaues SOMETHING N FO DOESN T DO cicccccccccccccccccccccsccccecccceccecectccececcccccecceccecetceesceesceeeeeeeauee The Range of Inquiries Over Time Breaking Upstream Connections Editing D ownstream BN STE TG IN aca tec cae ENE EEE EEE E E A PC Requirments Installing N FO from the W eb Figure 1 Examples of Installation Windows Installing N FO from the C D Rom What to Do If Your CD Doesn t Install U pdating Y our N FO Program RUNNING NFO ce sccaceceveeecodccasczcacsahecetesstaycteeatacedeceucvaseseeasaioesiestasaieteiastiseinconesetsnsiiwniets Basic Information W orkin
39. ersity of North Carolina at Chapel Hill led by Jennifer Hora This team includes Christine Kelleher Daniel Kono Andrea McAtee Todd McNoldy Adam Newmark and Christopher Witko The original programming designs resulted from work done by Professor Stephanie Haas of UNC s School of Information and Library Sciences SILS Terry Sullivan the NFO Director and Anna Kemp a graduate student in SILS Welcome to N omination Forms Online The website delivery system for NFO comes from the Ibiblio org consortium at UNC Chapel Hill Professor Paul Jones Director and Kelly Jo Gamer Visit this interesting consortium In Washington Dr Martha J Kumar the Director of the White House 2001 Project has played an important role coordinating the support of government agencies and the administration in providing us with useful information A number of people both inside and outside the current government have lent us assistance in understanding the inquiry process and how this software could play a role in making things easier These include most of the previous Directors of Presidential Personnel Mr Pendleton James Mr Chase Untemeyer and Mr Robert Nash It also includes those involved in the clearance process and the financial disclosure processes particularly Ms Jan Naylor Cope Mr A B Culvahouse Mr Kenneth D uberstein and Ms Constance Homer In the current government Ms Jane Ley of the US Office of Government Ethics has provided tremen
40. g with the N FO W orkspace Figure 2 The N FO Workspace Entering D ata Figure 3 Editing in the Workspace Moving to the Next Screen If You Don t SAVE Helpful Buttons and Help Buttons Keeping Track of Y our Work Table 1 Color Codes on the Work Space To Do List Keeping Track of Required Attachments Starting N FO Figure 4 MS Windows Command Interpreter O pen Figure 5 N FO Entry welcome Panel Figure 6 The Introduction Panel Table 2 Workspace O ptions Building and U sing Y our W ork space Figure 7 Basic Biographical Information Screen Figure 8 Building a To Do List E ntering D ata in N FO Typical D ata Entry Figure 9 Data Entry in N FO Help in Data Entry Query Table 3 How N FO Transfers D ata Entering Money Amounts Transferred D ata Table of Contents Pull D own Menus Pasting from the Clipboard Table 4 Editing Commands in N FO Figure 10 An Example of a Pull Down Menu Figure 11 D etail of Output G enerated by Pull Down Menu SF 278 Saving Printing and Record Keeping PRINTING THE FO RMS vacescecacccccscccecsuucasosudasceavenscn dekcuevadaeauavaduseeieadoeaeacasutaavoakesausendedensendraasevaceees Updating the Forms and Calculating Extension Pages Figure 12 Selecting Documents to Print Printing the Forms RECO RD EE PING VLE EE oes BNR ccc tek ccc acece a a AE eee Figure 13 Logging Y our Submitted Forms RENO Ft 2a Sete er tn A AONE A O A A O N AA Restructuring Y our A pplication Filing Y our A nnual Finanaal
41. ges the assistance and guidance of Dr Michael Delli Carpini and Ms Elaine Casey at Pew s Policy Studies program and Mr Donald Kimelman at Pew s Venture Fund The board and members of the Presidency Research G roup the worldwide professional organization of scholars focused on the American presidency and a section of the American Political Science Association played an important role in designing and developing the White House 2001 Project ABOUT NFO In order to address the volume of information required from appointees and the problem of the plethora of forms to be filled out by nominees the N omination Forms Online program provides a software package that nominees can use to complete the myriad of forms required by the White House the FBI the US Office of Government Ethics and where appropriate the Senate committee of jurisdiction The software uses innovative programming techniques to distribute repetitive information across the several forms nominees must complete The software allows the nominee to store information for future use in completing annual reports It also makes available a portable file of data in standard formats so the nominee can share information at his or her discretion with the White House Office of Presidential Personnel and other agencies N omination Forms Online is freeware A very talented group of people have worked on N omination Forms Online for the White House 2001 Project These include a team at the Univ
42. gure 8 Building a To Do List F e E ee F m mar a E ae a ENTERING DATA IN NFO N FO takes data in one of four ways as text from keyboard transferred data from previous questions as data from pull down menus and as data from the clipboard Typical Data Entry Figure 9 illustrates the typical panel for entering data From looking at the To Do List we can tell this panel of questions comes from the SF 278 Financial Disclosure Form In this kind of panel the nominee must enter raw data in a number of blocks NFO has already transferred some information from previous panels blocked in gray The nominee cannot enter data in these blocks Other blocks in white require the nominee to add information Enter the data as you would on any other form 19 User s G uide to N omination Forms O nline Figure 9 Data Entry in NFO A NCRORATION FORAS ONLINE ATH Het EE eed De Le jem cms come OD i el ooo parting i n Ibid i bead I Ao MAL LM Ae Ee O hcumb nt m mew Entrant C Termination Filer Calendar Year Covered Terminates Dateli Appice bey Repetir YYY MADDY FY E SiaeProvince heo Tawny 15 Postai Code rao Teephone Ke include area Code FERSOHAL AHD FAMILY Be Running N FO Aaii In some situations NFO prompts you as to what kind of information you should enter This kind of cueing happens mostly when entering dates or
43. hows that list down the right hand side of the program The To Do list illustrates your work progress by changing the colors of the text NFO always highlights the active screen in black text Different colors of text indicate the differences in completion status for the area Table 1 decodes the colors In this example then the nominee has worked on the Basic Biographical Information form and completed it he has not completed the White House Personal Data Statement And in the current FBI document he has completed the first two screens including his citizenship but he has not finished several screens and has not begun the basic screen on Personal Information Table 1 Color Codes on the Work Space To Do List Black text The current working screen where the nominee inserts data Red text Screens yet to begin work on Orange text A screen partially completed but not ready for submission Green text The nominee has finished the screen and ready to file it Keeping Track of Required A ttachments Many Senate committees of jurisdiction and other agencies require the nominee to file copies of documents previous year s income taxes returns State income tax returns dc The NFO To Do List keeps NFO Helps Check your Attachments track of these requirements for you It also requires you NFO does not allow you to submit a form to the to acknowledge when you have gotten those govemment if you have not completed tha
44. icon See Figure 17 for an illustration Look on the front of the printer for a brand name and model number e g HP Laserjet 4000N Look in Start Menu Settings Control Panels Printers Default Printer Properties See the section on Your Printer Driver on page Coe See the section on Privacy on page 31 O bserve when the problem arises What hardware is at work What other programs are open From the White House or your new agency head See section on Privacy on page 31 You get a tracking number from the CallN FO Help Desk Your answer here 45 User s Guide to N omination F orms O nline Reference Tear Sheets Intentionally blank 46 User s Guide to Nanxinatim Fans Online Reference Tear Sheets GUIDE TO DOWNSTREAM EDITING In order to help nominees manage their editing this section describes the relationship between questions asked on the three principal Executive Branch forms Table 7 presents information designed to help you track out answers you need to consider when you have edited upstream questions In using this table note the following i ii iii iv v The table only lists inquines on the Executive Branch forms Be sure to look for similar questions on the relevant committee questionnaire as well Most nomines will only file a SF278 a an SF450 but not both The table only lists those inquiries that repeat on several forms Yo
45. illed in the information about the how you have submitted forms No form you are submitting click on the Submit button agencies currently have plans to implement electronic submissions of Unlike other functions N FO will not allow you to complete forms record keeping if you have not finished filling in the relevant form You can check the status of the form you wish to submit by noting whether or not all of its items in the workspace To Do List appear green including any attachments see the earlier section on Attachments on the To Do List or reminders lists that you need to completed Note for example in the illustration in Figure 13 the Bush White House Personal D ata Statement BWHPDS does not appear green gray in print and hence N FO will not allow recording this form as submitted 26 G etting Started with N omination Forms O nline Record K eeping Figure 13 Logging Your Submitted Forms AIEE Sr af REUSING NFO RESTRUCTURING YOUR APPLICATION Once you have started filling out your forms using NFO you can change the forms you need to file distributed at any time If it becomes necessary to file an additional form the Restrucure command allows you to simply select the new form and NFO distributes the information already entered to that new form To select an additional form simply choose Restructure on the Introduction Screen Once you choose restructure the Identifying the F orms Y ou
46. ind it under Assure myself I have secure data Call for help with the program Call for help with the program but I am not the nominee If Y ou Represent the N ominee Change which forms I file Restructuring Y our A pplication Email for help with the program helpnfo whitehouse2001 org Email my data to the government to Make External D ata Files Figure out if my computer has what it takes to run the software PC Requirments Figure out what all these buttons mean H elpful Buttons Get all the information together I will need to call the help desk Basic Information F orm How to start the program starting N FO Install my software from the CD Installing N FO from the C D Rom Install my software from the website Installing N FO from the W eb Interpret the error messages I get Some N FO E rror M essages Know the people behind this program W hite H ouse 2001 Project Print my forms Printing the F orms Re use my data for a family member NFO Fora Family M ember Re use my financial data for my annual disclosure report Finandal D isclosure Re use my program for others but still save my data Making a Personal N FO D atabase Send suggestions to the N FO staff helpnfo whitehouse2001 0rg Update my N FO Software U pdating Y our N FO Program on page BACKGROUND TO NFO The White House 2001 Project and the Boston Education and Software Technology programming group proudly present N omination Forms Online a software package designed to aid presidential nominee
47. ing on the answer space for that question and it will give you any other more detail information we have about the question and what it requires As always though Query relies on the government forms for further information O 43 User s Guide to N omination F orms O nline Reference Tear Sheets COLOR CODING ON THE TO DO LIST N omination Forms Online keeps track of your progress in completing forms In the To Do List N FO portrays your progress with color coded text The following table explains that coding Black text The current working screen where the nominee inserts data Red text Screens yet to begin work on Orange text A screen partially completed but not ready for submission Green text The nominee has finished the screen and ready to file it FORMS INCLUDED IN NFO The following table lists the forms N FO will fill out and print for you to file Form N ame Bush Personal D ata Statement TA qiailturd A giou Tture D epartment Contact Shet Agriculture Farm Credit A dministration T ax W aive IRS Check R dease A griculture C ommodity Futures T rading J Credit Check Rdease A griculture Federal A gricultural M ortgage C orporation Memorandum from C ounse initiating Armed Services FBI investigation i SF86 National Seurity Back ground Banking Housing amp Urban A ffairs gt SF86 continuation sheet c ommerce Science and Transportation D epartments i SF86 Supplement amp M edi
48. leted It reminds you of attachments other documents resumes income taxes ec you are required to provide gt Flexibility Because it can remember your work and save it independently in special files the N FO software allows you a number of work options For example you can define a set of forms for one job then change your mind and redefine the number and identity of the forms required for a different job If you got bad advice about what forms you need to file with one click you can correct the workspace see the section on Restructuring Your Application Using this facility you can file forms for additional appointments allow others spouses for example to share the software and reuse the software to provide annual updates of financial disclosure statements or update national security information again see the section on Financial Disclosure gt Sef contained N omination Forms Online comes with all of the necessary elements you need to make it work If you don t have these facilities on your machine it provides them For example N FO requires a particular computer program Java runtime environment so if you don t have it on your machine the software automagically provides it for your use free Financial Disclosure User s G uide to N omination F orms O nline Introduction See the setup information for a complete list of what you need see the section on PC Requirements gt Seurity The programming te
49. m In addition once you have saved any changes to your editing N FO cuts the updating connection between the upstream answer and the current answer so that changes made upstream will not overwrite editing downstream The programming requirement results from the fact that related questions on different forms do not require the same information and N FO cannot fix that problem with the process Pull Down Menus Some questions particularly those having to do with financial disclosure require specific answers For these questions N FO provides easy to use pull down menus On the following page Figure 10 illustrates the use of a pull down menu Reading from the To Do List this screen comes from the SF 278 form NFO Helps Pull down Menus Schedule A listing assets The questionnaire All pull down menus will say Select a Value to requires the nominee to report assets with values specified within categories for Valuation of Assets and Income Type Both of these descriptive categories have pull down menus In this illustration our test indicate that you can click on them and the relevant values will drop down Simply slide down the list and release on the appropriate value and N FO will nominee has already entered a number of assets and Imsert that into the form described them He is currently describing a Fidelity Puritan Fund in terms of its Valuation of Assets To do that he has clicked on the menu
50. m You write us and we check out the problem If we can find a ready made solution we will email that back to you If not then we will promptly call you back or email you to help out 33 User s G uide to N omination Forms O nline Table 5 Basic Information Form For CallN FO What we need to know Version of N FO Computer O perating system Printer Brand amp Model Driver Information Contact Information Nature of the problem The type of appointment Have you called before CallN FO Incident Where to find it On the CD Rom itself or click NFO icon on the tool bar in the program window Click on Windows Start menu When the menu appears read down the left hand side for the name of the operating system e g WindowsNT Windows 2000 Professional See Figure 16 If this does not work double click on My Computer on your desktop double click on the control panel folder icon double click System icon See Figure 17 for an illustration Look on the front of the printer for a brand name and model number e g HP LaserJet 4000N See the section on Privacy on page 31 O bserve when the problem arises What hardware is at work What other programs are open From the White House or your new agency head See section on Privacy on page 31 You get a tracking number from the CallN FO Help D esk G etting Help Your answer here
51. n Forms Online A WORD FROM BOSTON EDUCATION amp SOFTWARE TECHNOLOGIESLTD At Boston Education and Software Technologies Limited we are very pleased to have played a role in developing N omination Forms Online From the beginning we saw this project as an opportunity to participate in the global community in a special way Like technology companies everywhere the staff at Boston is young Everyone working on NFO was born after Indian independence Though our culture has roots in BASTOI GDUCATION unrecorded history our political democracy is an infant by Anglo American standards At a very personal level then we at Boston saw this project as an opportunity for one of the youngest democracies to lend a hand to one of the world s oldest As such we understood this project as a special responsibility felt a special bond to it and wanted to realize it as a unique business opportunity Boston is one of the leading IT Companies in India We specialize in training and software development with more than 200 operational centers and a state of the art software development facility in Mumbai Boston has adopted Total Excellence as its principal guiding light around which revolves its entire spectrum of activities With this unique S0 FIWARE vision Boston is a forerunner in the emerging Technologies market d place and architect of high value end to end I T solutions education Ge Hng LOG 6S and services to a list of global cli
52. nation F orms O nline Introduction to the printer copy N FO as preserved the information you have provided It simply has not transferred it to the printer copy as yet This minor inconvenience results simply from the fact that the government has never rationalized the process of nominee inquiry so that nominees report exactly the same information on all forms Editing Downstream Once N FO begins to update the answers on the printer copies editing answers becomes more difficult To assist in editing upstream answers so that new information gets added to downstream answers we have tracked all questions and their downstream relationships Y ou can find these relationships in Table 7 on page 47 Note that some changes in you make in upstream forms and questions need not affect downstream answers given the variation of information required on the same subject by different forms N omination F orms O nline cannot reduce the effects of this problem further as it results from decisions by the originating agencies INSTALLING NFO We suggest that you print these instructions for your reference while installing the N omination F orms Online software You can install the N omination Forms Online software package onto your platform in one of two ways from our website whitehouse2001 org and from our CD Rom PC REQUIREMENTS So it would require little of the user we have designed the NFO software to run unimpeded on a Windows based system with
53. nation Forms Online offers a range of assistance to you After talking about our philosophy about your privacy this section reviews those helpful options PRIVACY UNDER NFO Maintaining the security of your information represents one of the most important operating principles of N omination Forms Online Program and the White House 2001 Project That principle led us to program N FO as a stand alone program on your machine so that you could control all of the relevant information It also constitutes a major consideration in how we provide assistance for nominees having difficulty with the program In order to resolve your problem we will need some basic contact information however The White House 2001 Project will not divulge the name of any callers to any sources outside of the N FO staff required to service your request We require contact information for two reasons 1 In case we lose our connection we will have the means of getting back to you 2 In rare instances we will need time to diagnose your problem and research an effective solution In those situations we will need contact information in order to provide you with this solution in a timely fashion Since we have staff working virtually around the clock it should be possible to get back to you in a reasonable amount of time If Y ou Represent the N ominee The White House 2001 Project recognizes that not every nominee files their own forms and so we will work with a nominee s
54. nt company Boston Education and Software Technologies Ltd India Their expertise and unswerving loyalty to this project represents the foundation on which it arose In our Original goal we planned to have the software ready for the presidential transition in 2000 Boston programmers worked twelve hour shifts and six day weeks to meet that goal When we asked them to restructure the programming in August 2000 in order to accommodate requests from the presidential Ccampaign transition teams for more functionality they simply shifted their efforts When we asked them to restructure the forms to accommodate Senate committees in November 2000 they simply shifted their focus When we held them off from completing the program so that the new Bush White House could restructure its Personal Data Statement they patiently waited When we brought them a completely new White House form they dived into a head to toe restructuring without complaint and without compensation And then we added more forms and functionality to make it easier for nominees Throughout the entire effort Boston has performed with professionalism creativity and a commitment to customer service and excellence with which we proudly have associated and thankfully have received Martha Joynt K umar Terry Sullivan Director the White House 2001 Project Program coordinator N omination F orms O nline Program amp Associate Director the White House 2001 Project il Welcome to N ominatio
55. numbers that might require special formats When N FO prompts you in this manner you must enter the data in the format as instructed Help in Data Entry Query In some situations especially on open ended substantive questions which might take up considerable space N FO presents you with only those portions of the question that require answers If the question seems confusing to you you can click on the open entry box and then click on the Query button to see if the confusion results from some poor editing on our part If so the Query help function will show you the entire question asked on the form rather than its abbreviated version presented in the screen Clicking on Query Help button again will retract the longer version of the question and leave you room to answer the question See the earlier section on the Quay button and the later section on Query Help For an illustration of Query Help at work see Figure 15 on page 32 20 GoTo Reference Query Query Help Figure 15 User s Guide to N omination F orms O nline Running N FO Table 3 How NFO Transfers Data AGENCY FORMS UPDATING White H ouse Personal D ata Statement SF 86 Executive Nat l Security EXTENSIONS amp PRINTING Branch i FBI Financial Disclosure OGE US Senate Committee 1 Committee 2 Entering Money A mounts The software treats money amounts just as does
56. oder AMA aA PP i Gal LERY Tf creak eShor toute L SE pph aii Tea 3 46 Pe E nfcacg 306 Jeon St Le F 4 domosdo hp wingi 4 ai O toons D all A Ligi J34 F Lee EmptyiPc E we H Program Files 42 SUPPORT 4 2 Upit FO F HPO Weer fonna Saf eHasenN FD ea Sars L wanders Updste Ssbup Fies H HIT EH beta ps E ibs Ortiwes Making a Version of NFO For a Family Member If you wish to use NFO to prepare forms for someone else who will have virtually the same basic information but has a different name say your spouse then you should see the section on Financial Disclosure There you would find instructions on how to make a GoTo Reference new version of your data and save it into an archived directory You can then restart NFO and simply restructure the program using the Restructure button At that point you can change the name of the nominee and edit the basic information throughout N FO including identifying a different Senate Committee of jurisdiction thus building a new Workspace Financial Disclosure USING NFO S PORTABILITY TO MAKE EXTERNAL DATA FILES If you wish you can send all of your answers to N FO through email You can do that job in one of two ways In one way the way we might ask you to if you need serious consultant help you would send the data files that N omination Forms Online keeps for its own use N omination Forms Online writes these files in its own special code and only it can use th
57. ormation downstream to the later forms You can see a picture of this relationship in Table 3 on page 21 While the program runs answers GoTo Reference and changes to those answers in the upstream questions trickle down to the other questions At some point though the nominee must edit the downstream answers to make them conform to the particular oddities of downstream questions At that point TG Sao NFO will not update information from the upstream form in order to protect the downstream editing It severs the connections between those questions You accomplish this severing function when you save your answers as you move from screen to screen When it severs the upstream connections NFO begins updating answers on the form s printer copy preparing to print that form when the nominee has completed it In some circumstances then you can update an answer on the form in the N FO program window but not have the information transferred as yet 1 As yet no federal agency can receive form submissions electronically If you regularly maintain a connection to the internet through a cable modem or an ISDN or DSL connection you might consider getting a firewall program that prevents unwanted hacker intrusions before you use N FQ Even though you may not observe these intrusions the average internet connected machine receives a very large number of unwanted probes by hacker software each day User s G uide to N omi
58. our buttons and N FO will begin to access your workspace either by defining it for the first time New Forms or by pulling up its previous records the other three buttons BUILDING AND USING YOUR WORKSPACE NFO defines a series of records for you to complete and it keeps track of how far you have gotten in this workspace It saves that information in four data files three of which keep records on different aspects of the program s work and a fourth acts as a backup file In the first step to defining a workspace N FO NEG ene Cuemg gathers some basic identifying information on a screen NFO tries to let you know what kind of entitled Basic Biographical Information and Position information it requires In the screen See Figure 7 In this screen you fill in information illustrated in Figure 7 the nominee needs to about yourself and the position Remember that if you fill in his birth date NFO indicates that the don t know what information a question seeks click on nominee must use the format mm dd yyyy the Query icon the blue question mark with red arrow meaning that the nominee must indicate the on the top of the screen it will give you additional entire four digit year e g 1955 information about what the question requires you to answer In this particular example the nominee has entered a birth date using the wrong format He will get an Invalid Date Format error message from N FO see Tabl
59. ple approach does not work you should try either of the following a On the desktop find and then double click on the My Computer icon See Figure 17 below for an illustration of this approach D ouble click on Control Panel double click on System Make sure that the G eneral tab shows if not click on it Under the word System you will find information regarding the operating system e g Windows 2000 Windows 98 Windows NT Windows 95 b Or from the Start menu click on Settings and then Control panels from there then follow the steps outlined above This approach not illustrated Figure 17 The System Information Panel 1 2 3 etek r i bk Gma i OO El Pe Jacl tH i i mir Faced Lhe Ma FEI Tiea hrat iardbosdan Hanas Liss paaria inea i Svstem Icon ai Fetes E aa ar j bi AD ca Cea TELE id Bae i Hap Mtui Ae Feeeria em Sard weds HF 28 Coase Paral S22 SER 0h e9 5 rrr Printer Information Printing with N FO involves three things Adobe Acrobat Reader your printer and a print driver The last thing in the list a print driver receives instructions for printing from Acrobat and translates them into very specific control statements for your specific printer These driver instructions direct the movement of print heads they drive it or they describe where the laser should charge the paper in order to take the toner which makes yo
60. r or to the agency like the FBI that authored the form G eneral Help NFO carries its own comprehensive help function which describes the program and which provides in one place all of the government help and instructions from each of the forms presented to nominees This help function allows you to go through all of the instructions provided by the government in one place without having to go from form to form In effect this function provides help outside of the context of the form you have before you in the program As in Form Help we have not attempted to interpret the government instructions To find further interpretations on a form s instructions you will have to refer either to the White House Counsel s O ffice or the Designated Agency Ethics O fficer or to the agency author e g the FBI for the SF 86 Query Help This button lets you find out more details for some questions Where a question took up too much space on the screen NFO will condense the text Putting your cursor in the answer area and clicking on the Query button presents the full text Figure 15 illustrates the use of Query help on the SF 86 In this case the employment history question took up too much space A query question replaced the full text leaving the full text under Query Help Clicking on the task bar released the full text Clicking again toggles the information off the screen For most situations the shorter version of the question will suffice
61. s navigate the difficult and time consuming and yes frustrating process of filing the paperwork necessary for a presidential appointment The Pew Charitable Trusts has funded the development of this software and a number of institutions both public and private have participated You will find these institutions listed on N FQ s opening panel ABOUT THE WHITE HOUSE 2001 PROJECT AND NFO http whitehouse2001 org Presidency scholars have lead a two part project designed to ease the transition to power of the new presidential administration The White House 2001 Project has two parts In the first the White House Interview Program we have provided incoming White House staff members with information on operating key White House offices And in the second program the N omination Forms O nline Program we ease some of the burdens for presidential nominees who need help filling out a tidal wave of forms as part of the appointments process Funded by The Pew Charitable Trusts a foundation known for the stature of its programs and the nonpartisan nature of its organization the White House 2001 Project works with two broad Pew initiatives The Transition to Governing Project of the American Enterprise Institute and the Presidential Appointee Initiative of the Brookings Institution The White House 2001 Project acknowledges the assistance of Dr Norman Ornstein and Dr John Fortier at AEI and Dr Paul Light and Ms Carole Plowfield at PAI It acknowled
62. section contains buttons for accessing the program s workspace This middle section has four buttons initiate filing forms resume a previous session restructure a previous session and store N FO data in a portable file Table 2 summarizes the actions associated with each button Most of the work you will do will involve either the New Forms or the Previous Forms buttons 16 User s Guide to N omination F orms O nline Running N FO Table 2 Workspace O ptions H eading Description Initiate filing forms New Forms To begin N FO for the first time click this button This action will initiate the information gathering process leading to defining a workspace and a To Do List Resume a previous session Previous Forms To resume a saved session click this button N FO will then assess the status of your current workspace It also will assess where you left off on the To Do list and place you back into the last entry panel you worked on Restructure a previous session Restructure If you need to change the workspace say by adding a new Senate committee of jurisdiction or changing your financial disclosure form click on the Restrudure button Store N FO data ina portable file Portable File To write a separate file from your data in a format that you could email click on store N FO data in a portable file if you plan on using data from one computer on another computer with NFO installed Click on one of these f
63. sidential Appointments Process Washington The Brookings Institution forthcoming Summer 2001 196 230 Terry Sullivan In Full View The Inquiry of Presidential Nominees Reports from the White House 2001 Project N omination Forms Online Program Study number 15 April 2001 43 pages Also testimony before the U S Senate Committee on Governmental Affairs April 5 2001 Also available at http whitehouse2001 org Terry Sullivan Fabulous Formless Darkness Presidential Nominees and the Morass of Inquiry The Brookings Review 12 2 Spring 2001 22 27 Terry Sullivan Analyzing Questionnaires for Nominees Reports from the White House 2001 Project N omination Forms Online Program Study number 8 D ecember 2000 14 pages Also available at http whitehouse2001 org 21 User s Guide to N omination F orms O nline Running N FO about your spouse or children and their holdings as well So the data that N FO transfers only partially answers the current question Y ou will need to edit that answer N FO allows you to edit any data that it has transferred so that you can make the current answer more compatible with the question asked on the current form Because of the way that NFO transfers data any editing you do only affects the current question and any questions downstream from the one you have just edited The changes will not drift upwards to affect previous answers so that they remain in the same state you last visited the
64. stions asked through a series of help buttons A row of buttons in the upper left corner of the screen maintains these functions for you Functional Buttons Help Buttons m paz O Save Clicking on it will allow you to save the forms and work you have already completed Print Clicking on it allows you to print any forms at any time Submit Clicking on this button allows for a record keeping function of the program printouts This function is allowed only when you are completely finished with the forms This function insures that should any problem occur with delivery or receipt of the materials you will have a complete record of all the completed forms Email Clicking this button allows you to e mail the Help Desk at N FO if you have MS Outlook Express To email the Help Desk with other programs you must return to the opening screen of N FO Port D ata Clicking on this button allows you to save your database of responses on each form in an easy to separate electronic document This document or portable file allows you to send your data electronically through email or on a disk to others as you like Exit When you click on this icon the N FO program will shut down It will ask you first if you want to save any changes that you have made After your response N FO will proceed to record the status of the program your place in the Workspace To Do list and then it will close up Form H dp
65. t folder and a panel opens with information about the printer Click on the Advanced tab In the Driver window you can read the name of the print driver In this case the printer employs the HP LaserJet 4100 PCL 6 driver Under some circumstances the help desk staff may ask you to select a different driver Nature of the Problem Of course anything that you can tell the Help Desk staff about the nature of your problem will help us solve it Try to note for example whether the problem involves your software general information or printing Note if you have any other programs open or active in the Windows task bar Type of A ppointment In order for us to properly address your problem we will need to know the position of the appointee These can be categorized as presidential appointments to the Executive Branch presidential appointments to the White House staff presidential appointments requiring Senate confirmation Schedule C or Select Executive Service IF YOU HAVE CALLED BEFORE Please inform our team member whether you or the person you represent have called before allowing us to more rapidly grapple with your issue If you have the incident number from that previous call that would help 37 User s Guide to N omination F orms O nline Getting Help Figure 18 Locating Your Print Driver 1 2 3 EJ Control Panel File Edit View Favorites Toob Help Back Y p Y HA Seach L4 Folders 44 His
66. t form It attachments together keeps track of that work on the To Do List If you have trouble submitting a form that you think you have completed then check the To Do List for that form to ets A assure yourself that all is G reen Be sure that you have List by double clicking on the item Doing that will double clicked any attachments when you have gotten change the color of the item from Red to Green the requested additional materials together so that the indicating to the program that you have completed this program knows you have completed that element element You acknowledge these attachments in the To Do STARTING NFO N Find the NFO logo on your desktop Double click on it to launch the program It may take a F minute While it launches Windows shows a command interpreter window similar to that 2 illustrated in Figure 4 Ignore this window Do not close it while you wait It runs the software and will disappear when you exit the N FO program 6 Or click on the START Menu select Programs N omination F orms Online and then end and release on RUNnfo exe 14 User s Guide to N omination F orms O nline Running N FO Figure 4 MS Windows Command Interpreter O pen Figure 5 illustrates the initial NFO panel This panel has a large N FO icon and several links to websites containing information about the program and its sponsors Select any of the websites listed to get further information about these
67. t icon in the Adobe Acrobat program Acrobat will open its standard print dialog box so that you can make choices affecting printing the forms such as the number of copies you wish to print and to which printer to send the document Lastly Adobe Acrobat gives you another dialog box detailing your print status To print another form simply go back to the NFO program by using your Windows tool bar and use the drop down menu to choose another form to print initiating the process again RECORD KEEPING WITH SUBMIT Sometimes nominees must return several amended copies of their forms Using the Submit button located in the upper left corner of the screen NFO allows you to keep records of when and how you sent forms back to the agencies involved with your nomination Clicking on the Submit button brings up the Form Submission L og NFO Help Submitting as illustrated in Figure 13 where you can enter information pertaining to form completion On the Form Submission L og screen Please note that this function in use the pull down menu to select the form you have submitted NFO does not transmit forms to the Then fill in the other information asked for date mailed Federal government to the White carrier method package tracking ID and comments Click on the House or to the Senate It merely V iew Submit Instructions button to obtain more information on filling allows you to keep track of when and in the records Once you have f
68. te whitehouse2001 org See Figure 1 for a display of the most important installation screens so that you can follow along in the instructions These instructions walk you through the process unpacking the N FO installer from its case used for transport through the internet and installing the software using the SET UP exe program 1 Direct your web browser to whitehouse2001 org Click on the N FO Installation web page 2 Check the NFO Updater section top of the left column for late breaking news on the software 3 Scroll down to the D ownload Center Fill in the registration information please 4 Click on the SUBMIT button 5 Determine if you need Adobe Acrobat Reader see the instructions on the site If you do then click on that download selection first and install the Reader When finished return to the D ownload Center 6 Select the package you want to download We recommend the full download InstallN FO 2 4imax exe unless you have a slow modem and then you might prefer to download parts instead 7 Click on the package you wish to download When asked where you wish to save the file respond by creating a new directory called DownloadNFO and save the installer in that directory Y our browser may try to launch the Installer when it finishes If it does try then let it 8 When the download finishes locate the installer file e g InstallN FO 2 4imax exe on your hard drive in the DownloadNFO
69. ther secunities Work Telephone 1 Relatives and Associates Citizenship 2 Foreign Activities III Automatically updated when changed on the Basic nica Information screen White House Contact Sheet Personal and Family Background Part I Name Position Nominated Information Automatically updated when changed on the Basic Biogaphica I MONO screen 1 Police Record 1 2 Police Record II Automatically updated when changed on the Basic LOLE Information screen 1 Former Spouse 2 Immigration IV 3 Relatives and Associates Citizenship A Adults Living With You Sexual Harassment or Breach of Ethics Discrimination Automatically updated when hangad on the Basic Biographical 1 Information screen 1 Information About Spouse 1 Spouse I 2 Tax Check Waiver IT 2 Spouse IT 3 Former Spouses 1 Income Tax Retum 2 Tax Penalties Collections and Audits 3 Tax Check Waiver II 1 White House Contact Sheet Other Identifying Information Personal and Family 2 Tax Check Waiver 1 Background Part I Personal Information
70. tor is U x pee L Double Click Printers Control Panel DateTime Display amp a ava Plug in Keyboard Liveadyvisor Accessibility Options Interne Options Gaming Options Falder Options RealPlayer Patel Ea EJ EJ 2 Your Default Printer Right Click on it to get its properties information E JW FEL amp C Shaft panied ster le page is opooed E Shaw pairing arada Print grecii tothe printer E Pri aoc doarea bat l Ess piieddiuneni R Enable scvanced printing leatunes 3 Read Driver information 38 User s Guide to N omination F orms O nline So ME NFO ERROR MESSAGES G etting Help The software has a number of error checking capabilities For example N FO checks to make sure you enter the right kind of information when you use dates or phone numbers When you don t give it the right kind of information it lets you know with an error screen Table 6 summarizes some of the most often seen error messages If you see others and don t understand them call our help desk at CallN FQ Table 6 NFO Error Messages NOMINATION FORMS ONLINE Message i Invalid Amount g 39 Description Invalid Format NFO has detected an amount entered which it cannot accept This error usually results from entering extraneous characters like a sign or a comma in an amount ie
71. u may edit other questions that appear only once on the several forms The table indicates with numbered screens eg 1 2 3 when related inquiries appear on several screens on a form Some screens listed may have more than one related question Table 7 Relationship between Downstream Questions Then Re examine Answers in These Screens as Well On the SF278 On the SF450 1 Schedule A Address Assets 2 Schedule D Part II 1 Financial Record 2 Financial Delinquencies Breach of Ethics 1 Sources of Embarrassment 1 Breach of Ethics Unprofessional Conduct 2 Critics of Your 2 Adults Living With You Sources of Embarrassment etc Appointment 1 Affiliations Property 2 Convictions Investigations Candidate for Public Office Breech of Ethics 9 Tn particular you should examine screens on forms to the right of the form on which you have made a change 47 User s Guide to Naxinatim Fans Online 1 Loan Payments and Obligations 2 Conmitments with Controversial Organizational Membership Court Record Current Marital Status Date of Appointment Information About Spouse Date of Birth Employment Activities Foreign Activities Gifts Reimbursements and or Travel Expenses Health Home Address 1 White House Contact Sheet 2 Tax Check Waiver 1 1 White House Contact Sheet 2 Tax Check Waiver 1 1 Illegal Sulbstances 2 Illegal Substances B
72. unning N FO Please read carefully these instructions on how to use the N FO software including how to install the software and how to run it The Nomination Forms Online software helps the nominee file the blizzard of forms required by the national government It does so by identifying the linkages between questions asked by the different institutions and then transferring information across the ether between questions In addition to accomplishing this primary task NFO provides a number of useful features These include gt Thoroughness The N omination Forms Online software has developed over the past three years working closely with all of the committees of jurisdiction in the US Senate the White House and a number of Executive agencies in order to make sure that the software gets it right The forms you work with in NFO represent electronic versions of identical in every way to the forms you have received as a nominee in hard copy form gt Inteligence In most cases NFO transfers just the right amount of information from one question to another Where questions on one form asks for similar though not identical information found elsewhere the software identifies Colo kekeno what information it can transfer and then transfers only the information R estructuring Y our needed It also keeps track of your work so that you can stop and i pplication resume your work schedule later It keeps track of those questions you have not comp
73. ur printed page In any case print drivers carry out a very specific function on 36 User s G uide to N omination F orms O nline G etting Help the computer and must correspond very specifically to the exact printer you use Many printers like the HP family of laser printers have a number of alternate print drivers available Sometimes printing problems resolve themselves when we switch print drivers or update the print driver Locating Y our Printer Driver The printer has a piece of software a print driver on your computer that translates instructions from programs into a language that the printer can understand Many printers have several different drivers that work with it and which one you use may vary Figure 18 illustrates the 1 2 3 steps necessary to locate your print driver information First click and hold on the Start Menu and release on the Settings then the Control Panels elements This action opens the Control Panels window as illustrated Second double click on the Printers folder opening another window that lists all printers currently accessible to your computer One of those printers has a check mark over it indicating which printer your machine addresses as its default printer Third click on that printer and right click and release on Properties to get the information panel we need Click on the Advanced tab and read the driver information off the window as illustrated Right click on tha

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