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Maintain and Modify Grants Chapter 8. Maintain and Modify Grants 8-2 Objectives Understand How to Modify an Approved Grant Learn How to Edit Budget Information.

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Presentation on theme: "Maintain and Modify Grants Chapter 8. Maintain and Modify Grants 8-2 Objectives Understand How to Modify an Approved Grant Learn How to Edit Budget Information."— Presentation transcript:

1 Maintain and Modify Grants Chapter 8

2 Maintain and Modify Grants 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 Maintain and Modify Grants 8-3 Staff Menu Click to Search Grants

4 Maintain and Modify Grants 8-4 Modify Grant Enter grant number that needs to be modified

5 Maintain and Modify Grants 8-5 Modify Grant Click to view the grant

6 Maintain and Modify Grants 8-6 Modify Grant Click to go to Grant Plan Information

7 Maintain and Modify Grants 8-7 Modify Grant Click to create a modification LWA Contact can be updated without creating a modification

8 Maintain and Modify Grants 8-8 Modify Grant Clicking ‘Modify Grant’ will create a new modification of this grant

9 Maintain and Modify Grants 8-9 Modification #1 Click to update Grant Plan Information Note save confirmation and new modification number

10 Maintain and Modify Grants 8-10 Modification in Draft Status Note status is read-only Click on the Program Funding link

11 Maintain and Modify Grants 8-11 Modify Program Funding Note once the Original Allocations are locked

12 Maintain and Modify Grants 8-12 Modify Program Funding Enter information then click ‘Calculate Program Funding’

13 Maintain and Modify Grants 8-13 Modify Program Funding Click ‘Save’ when finished

14 Maintain and Modify Grants 8-14 Update Successful Click to add Budget Information

15 Maintain and Modify Grants 8-15 Modify Budget Note the updated Funds Available

16 Maintain and Modify Grants 8-16 Modify Budget Enter the updated budget line items and click ‘Save’

17 Maintain and Modify Grants 8-17 Update Successful Click to edit Program Funding Information

18 Maintain and Modify Grants 8-18 Set to Pending Once status is changed to Pending click ‘Save’

19 Maintain and Modify Grants 8-19 Update Successful Click to add Registrants

20 Maintain and Modify Grants 8-20 Modify Registrants Enter information then save

21 Maintain and Modify Grants 8-21 Set to Pending Once status is changed to Pending click ‘Save’

22 Maintain and Modify Grants 8-22 Update Successful Click to go to Grant Plan Information

23 Maintain and Modify Grants 8-23 Set to Pending Change to Pending to allow for review Click to save after status changed

24 Maintain and Modify Grants 8-24 Confirmation Message Clicking ‘Save’ at this point will lock the grant

25 Maintain and Modify Grants 8-25 Grant Planning Form Click to create Grant Planning Form

26 Maintain and Modify Grants 8-26 Click to go to a listing of all pending grants Staff Menu

27 Maintain and Modify Grants 8-27 Pending Grants Click to view grant Click to view the grant

28 Maintain and Modify Grants 8-28 Pending Approval Click to disapprove Program Funding

29 Maintain and Modify Grants 8-29 Change Funding/Budget Status Click to change status

30 Maintain and Modify Grants 8-30 Funding/Budget Disapproved Click to save after status changed

31 Maintain and Modify Grants 8-31 Update Successful Click to review Registrants Note save confirmation

32 Maintain and Modify Grants 8-32 Change Registrants Status Click to change status

33 Maintain and Modify Grants 8-33 Registrants Approved Click to save after status changed

34 Maintain and Modify Grants 8-34 Update Successful Click to disapprove the grant Note save confirmation

35 Maintain and Modify Grants 8-35 Change Grant Status Click to change status

36 Maintain and Modify Grants 8-36 Grant Disapproved Click to save after status changed

37 Maintain and Modify Grants 8-37 Disapproved Grant Click to Search Grants

38 Maintain and Modify Grants 8-38 Search for Grant Enter grant number and click “Search”

39 Maintain and Modify Grants 8-39 Disapproved Grant Click to view the grant

40 Maintain and Modify Grants 8-40 Grant Menu Click to view Program Funding

41 Maintain and Modify Grants 8-41 Program Funding/Budget Status Status is read-only

42 Maintain and Modify Grants 8-42 Grant Menu Click to change grant status back to Draft

43 Maintain and Modify Grants 8-43 Change Status Click to change status back to ‘Draft’

44 Maintain and Modify Grants 8-44 Take Grant Back to Draft Click to save change of status

45 Maintain and Modify Grants 8-45 Update Successful Click to view the updated status Note save confirmation after each screen is changed to ‘Draft’

46 Maintain and Modify Grants 8-46 Change Status Click to change status to ‘Draft’ then click ‘Save’

47 Maintain and Modify Grants 8-47 Update Successful Click to edit either Program Funding or Budget Note save confirmation after each screen is changed to ‘Draft’

48 Maintain and Modify Grants 8-48 Edit Program Funding/Budget

49 Maintain and Modify Grants 8-49 Set to Pending Once status is changed to Pending click ‘Save’

50 Maintain and Modify Grants 8-50 Update Successful Click to view Registrants

51 Maintain and Modify Grants 8-51 Registrants Approved

52 Maintain and Modify Grants 8-52 Change Grant Status Click to go to Grant Plan Information

53 Maintain and Modify Grants 8-53 Set to Pending Change to Pending to allow for review Click to save after status changed

54 Maintain and Modify Grants 8-54 Confirmation Message Clicking ‘Save’ at this point will lock the grant

55 Maintain and Modify Grants 8-55 Staff Menu Click to Search Grants

56 Maintain and Modify Grants 8-56 Search for Grant Enter grant to view and click ‘Search’

57 Maintain and Modify Grants 8-57 Inactive Grants Note status change in grant

58 Maintain and Modify Grants 8-58 Summary Learned How to Modify an Approved Grant Learned how to Edit Budget Information Learned how to Edit Registrant Information Learned How to Edit a Disapproved Grant Reviewed Inactive Grants


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