Add National Reserve (1N) Grants Chapter 5. Add National Reserve (1N) Grants 5-2 Objectives...

Add National Reserve Add National Reserve (1N) Grants(1N) Grants

Chapter 5Chapter 5

Add National Reserve (1N) Grants 5-2

ObjectivesObjectives Understand How to Add a National Reserve

(1N) Grant Enter Grant Plan Information Enter Budget Enter Registrants Set the Grant Plan to Pending Status

Understand How to Approve a National Reserve (1N) Grant Set the Grant Plan to Approved Status

Staff MenuStaff Menu

Click to add a grant

Add a 1N GrantAdd a 1N Grant

Choose Grant TitleChoose Grant Title

Click to select grant title

Choose Grant YearChoose Grant Year

Click to choose grant year

Choose LWAChoose LWA

Click to choose LWA

Click ‘Next’ to continue

Note Grant # is not listed

Grant Plan InformationGrant Plan Information

Click to edit Grant Plan Information

Update SuccessfulUpdate Successful

Add BudgetAdd Budget

Click to add Budget Information

Choose Starting DatesChoose Starting Dates

Choose Starting QuarterChoose Starting Quarter

Click to select program quarter

Choose Starting Program YearChoose Starting Program Year

Click to select program year

Enter information

then calculate

totals

Click ‘Save’ when finished

Add QuarterAdd Quarter

Click ‘Add Quarter’ to add additional quarters

Click to add quarter

THIS ACTION CANNOT BE

UNDONE

Quarter AddedQuarter Added

Note Quarter Added

Note First Available Quarter

Enter information

then calculate

totals

View QuarterView Quarter

Click to view

additional quarters

Click to select program quarter

Click to select program year

Click ‘Select’ when finished

Click ‘Save’ when finished

Click to add Registrants

Add RegistrantsAdd Registrants

Enter information

Click ‘Add Quarter’ to add additional quarters

Click to add quarter

THIS ACTION CANNOT BE

UNDONE

Quarter AddedQuarter Added

Note Quarter Added

Enter information then click

‘Save’

Search for GrantSearch for Grant

Click to search for the grant

Search for GrantSearch for Grant

Select search criteria

Choose GrantChoose Grant

Click to view the grant

Click to edit Grant Plan Information

Enter Parent Grant # and LWA Grant # then click

‘Save’

Grant Number AddedGrant Number Added

Note Grant # is now listed

Click to view Grant Plan Information

Note the Funding Start and End Dates

Click ‘Save’ or ‘Cancel’ when

finished

Click to view Budget Information

View Updated BudgetView Updated Budget

Note Quarter has shifted due to new funding start date

finished

Click to view Registrant

Information

View Updated RegistrantsView Updated Registrants

Note Quarter has shifted due to new funding start date

finished

Submit Grant Plan for ReviewSubmit Grant Plan for Review

Changing to PendingChanging to Pending

Click to go to Budget screen

Draft to PendingDraft to Pending

Once status is changed to Pending click ‘Save’

Click to go to Registrants screen

Note save confirmation

Click to go to Grant Plan Information screen

Confirmation MessageConfirmation Message

Clicking ‘Save’ at this point will lock the grant

Click to go to Grant Plan Information

screen

Pending StatusPending Status

Note status is now

read-only

Click ‘Cancel’ to

return

No Grant Planning FormNo Grant Planning Form

Note there is no Grant Planning Form

Approve/DisapproveApprove/Disapprove

Click to go to a listing of all

pending grants

Click to view the grant

Click to go to Budget screen

Click to Approve or Disapprove

Once status is changed to Approved or Disapproved click ‘Save’

Click to go to Registrants screen

Click to go to Grant Plan Information

Click to Approve or Disapprove

Note clicking ‘Save’ will lock grant

SummarySummary Walked Through How to Add a National

Reserve (1N) Grant Entered Grant Plan Information Entered Budget Entered Registrants Set the Grant Plan to Pending Status

Walked Through How to Approve a National Reserve (1N) Grant Set the Grant Plan to Approved Status

Add National Reserve (1N) Grants Chapter 5. Add National Reserve (1N) Grants 5-2 Objectives...

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