1 / 58

Maintain and Modify Grants

This chapter focuses on how to modify an approved grant, edit budget and registrant information, and review inactive grants. Learn step-by-step instructions on accessing and making changes to grant plans, program funding, and budget details. Take control of your grants management process with these essential modifications.

rpittman
Download Presentation

Maintain and Modify Grants

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. Maintain and Modify Grants Chapter 8

  2. Objectives • Understand How to Modify an Approved Grant • Learn How to Edit Budget Information • Learn How to Edit Registrant Information • Understand How to Edit a Disapproved Grant • Review Inactive Grants

  3. Staff Menu Click to Search Grants

  4. Modify Grant Enter grant number that needs to be modified

  5. Modify Grant Click to view the grant

  6. Modify Grant Click to go to Grant Plan Information

  7. Modify Grant LWA Contact can be updated without creating a modification Click to create a modification

  8. Modify Grant Clicking ‘Modify Grant’ will create a new modification of this grant

  9. Modification #1 Note save confirmation and new modification number Click to update Grant Plan Information

  10. Modification in Draft Status Note status is read-only Click on the Program Funding link

  11. Modify Program Funding Note once the Original Allocations are locked

  12. Modify Program Funding Enter information then click ‘Calculate Program Funding’

  13. Modify Program Funding Click ‘Save’ when finished

  14. Update Successful Click to add Budget Information

  15. Modify Budget Note the updated Funds Available

  16. Modify Budget Enter the updated budget line items and click ‘Save’

  17. Update Successful Click to edit Program Funding Information

  18. Set to Pending Once status is changed to Pending click ‘Save’

  19. Update Successful Click to add Registrants

  20. Modify Registrants Enter information then save

  21. Set to Pending Once status is changed to Pending click ‘Save’

  22. Update Successful Click to go to Grant Plan Information

  23. Set to Pending Change to Pending to allow for review Click to save after status changed

  24. Confirmation Message Clicking ‘Save’ at this point will lock the grant

  25. Grant Planning Form Click to create Grant Planning Form

  26. Staff Menu Click to go to a listing of all pending grants

  27. Pending Grants Click to view the grant Click to view grant

  28. Pending Approval Click to disapprove Program Funding

  29. Change Funding/Budget Status Click to change status

  30. Funding/Budget Disapproved Click to save after status changed

  31. Update Successful Note save confirmation Click to review Registrants

  32. Change Registrants Status Click to change status

  33. Registrants Approved Click to save after status changed

  34. Update Successful Note save confirmation Click to disapprove the grant

  35. Change Grant Status Click to change status

  36. Grant Disapproved Click to save after status changed

  37. Disapproved Grant Click to Search Grants

  38. Search for Grant Enter grant number and click “Search”

  39. Disapproved Grant Click to view the grant

  40. Grant Menu Click to view Program Funding

  41. Program Funding/Budget Status Status is read-only

  42. Grant Menu Click to change grant status back to Draft

  43. Change Status Click to change status back to ‘Draft’

  44. Take Grant Back to Draft Click to save change of status

  45. Update Successful Note save confirmation after each screen is changed to ‘Draft’ Click to view the updated status

  46. Change Status Click to change status to ‘Draft’ then click ‘Save’

  47. Update Successful Note save confirmation after each screen is changed to ‘Draft’ Click to edit either Program Funding or Budget

  48. Edit Program Funding/Budget

  49. Set to Pending Once status is changed to Pending click ‘Save’

  50. Update Successful Click to view Registrants

More Related