Add State Reserve (1S) Grants Chapter 4. Add State Reserve (1S) Grants 4-2 Objectives Understand How...

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Add State Reserve Add State Reserve (1S) Grants (1S) Grants Chapter 4 Chapter 4

Transcript of Add State Reserve (1S) Grants Chapter 4. Add State Reserve (1S) Grants 4-2 Objectives Understand How...

Add State ReserveAdd State Reserve(1S) Grants(1S) Grants

Chapter 4Chapter 4

Add State Reserve (1S) Grants 4-2

ObjectivesObjectives Understand How to Add a State Reserve

(1S) Grant Enter Grant Plan Information Enter Budget Enter Registrants Set the Grant Plan to Pending Status Create Grant Planning Form

Understand How to Approve a State Reserve (1S) Grant Set the Grant Plan to Approved Status Create Grant Planning Form

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Staff MenuStaff Menu

Click to add a grant

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Add a 1S GrantAdd a 1S Grant

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Choose Grant TitleChoose Grant Title

Click to select grant title

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Choose Grant YearChoose Grant Year

Click to choose grant year

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Choose LWAChoose LWA

Click to choose LWA

Click ‘Next’ to continue

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Add a 1S GrantAdd a 1S Grant

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Add a 1S GrantAdd a 1S Grant

Note Grant # is not listed

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Grant Plan InformationGrant Plan Information

Click to edit Grant Plan Information

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Grant Plan InformationGrant Plan Information

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Grant Plan InformationGrant Plan Information

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Grant Plan InformationGrant Plan Information

Enter Parent Grant # and LWA Grant # then click

‘Save’

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Update SuccessfulUpdate Successful

Note Grant # is now listed

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Add BudgetAdd Budget

Click to add Budget Information

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Add BudgetAdd Budget

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Add BudgetAdd Budget

Enter information

then calculate

totals

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Add BudgetAdd Budget

Click ‘Save’ when finished

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Update SuccessfulUpdate Successful

Click to add Registrants

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Add RegistrantsAdd Registrants

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Add RegistrantsAdd Registrants

Enter information then save

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Update SuccessfulUpdate Successful

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Submit Grant Plan for ReviewSubmit Grant Plan for Review

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Changing to PendingChanging to Pending

Click to go to Budget screen

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Draft to PendingDraft to Pending

Once status is changed to Pending click ‘Save’

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Update SuccessfulUpdate Successful

Click to go to Registrants screen

Note save confirmation

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Draft to PendingDraft to Pending

Once status is changed to Pending click ‘Save’

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Update SuccessfulUpdate Successful

Click to go to Grant Plan Information screen

Note save confirmation

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Draft to PendingDraft to Pending

Once status is changed to Pending click ‘Save’

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Confirmation MessageConfirmation Message

Clicking ‘Save’ at this point will lock the grant

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Update SuccessfulUpdate Successful

Click to go to Grant Plan Information

screen

Note save confirmation

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Note status is now

read- only

Click ‘Cancel’ to

return

Pending StatusPending Status

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Grant Planning FormGrant Planning Form

Click to create Grant Planning Form

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Grant Planning FormGrant Planning FormPrint Icon

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Approve/DisapproveApprove/Disapprove

Click to go to a listing of all

pending grants

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Approve/DisapproveApprove/Disapprove

Click to view the grant

Approve/DisapproveApprove/Disapprove

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Approve/DisapproveApprove/Disapprove

Click to go to Budget screen

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Approve/DisapproveApprove/Disapprove

Click to Approve or Disapprove

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Approve/DisapproveApprove/Disapprove

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

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Update SuccessfulUpdate Successful

Click to go to Registrants screen

Note save confirmation

Click to go to Registrants screen

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Approve/DisapproveApprove/Disapprove

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

Approve/DisapproveApprove/Disapprove

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Update SuccessfulUpdate Successful

Click to go to Grant Plan Information

Note save confirmation

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Approve/DisapproveApprove/Disapprove

Click to Approve or Disapprove

Approve/DisapproveApprove/Disapprove

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Approve/DisapproveApprove/Disapprove

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

Approve/DisapproveApprove/Disapprove

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Approve/DisapproveApprove/Disapprove

Note clicking ‘Save’ will lock grant

Approve/DisapproveApprove/Disapprove

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Update SuccessfulUpdate Successful

Note save confirmation

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Grant Planning FormGrant Planning Form

Click to create Grant Planning Form

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Grant Planning FormGrant Planning FormPrint Icon

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SummarySummary Walked Through How to Add a State Reserve

(1S) Grant Entered Grant Plan Information Entered Budget Entered Registrants Set the Grant Plan to Pending Status Created Grant Planning Form

Walked Through How to Approve a State Reserve (1S) Grant Set the Grant Plan to Approved Status Created Grant Planning Form