Add Formula Grants Chapter 3. Add Formula Grants 3-2 Objectives Understand How to Add a Formula...

Add Formula GrantsAdd Formula Grants

Chapter 3Chapter 3

Add Formula Grants 3-2

ObjectivesObjectives Understand How to Add a Formula Grant

Enter Grant Plan Information Enter Program Funding Enter Budget Enter Registrants Set the Grant Plan to Pending Status Create Grant Planning Form

Understand How to Approve a Formula Grant Set the Grant Plan to Approved Status Create Grant Planning Form


Staff MenuStaff Menu

Click to add a grant


Add a Formula GrantAdd a Formula 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


Grant Already EnteredGrant Already Entered

Note only one formula grant per year per LWA


Formula GrantFormula Grant

Choose New Program Year

Click ‘Next’ to

continue


Grant AddedGrant Added

Note message that grant has been added and new grant number


Grant Plan InformationGrant Plan Information

Click to add Grant Plan Information


Grant Plan InformationGrant Plan Information


Add CommentsAdd Comments

Enter comments then save


Update SuccessfulUpdate Successful


Add Program FundingAdd Program Funding

Click to add Program Funding Information


Add FundingAdd Funding


Add FundingAdd Funding

Enter information then click ‘Calculate Program Funding’


Program FundingProgram Funding

Click ‘Save’ when finished




Add BudgetAdd Budget

Click to add Budget Information



Add the budget line items and

click ‘Save’




Add RegistrantsAdd Registrants

Click to add Registrants





Enter information then save




Submit Grant Plan for ReviewSubmit Grant Plan for Review


Changing to PendingChanging to Pending

Click to edit Program Funding Information


Draft to PendingDraft to Pending

Once status is changed to Pending click ‘Save’



Click to see Budget status



Status is now

‘Pending’ click

Registrants to continue



Click to edit Registrants Information






Click to go to Grant Plan Information





Confirmation MessageConfirmation Message

Clicking ‘Save’ at this point will lock the grant



Note save confirmation


screen


Pending StatusPending Status

Note status is now

read-only

Click ‘Cancel’ to

return


Grant Planning FormGrant Planning Form

Click to create Grant Planning

Form


Grant Planning FormGrant Planning FormSave and Print Icons

Grant Planning Form in

‘Pending’ status


Approve/DisapproveApprove/Disapprove

Click to go to a listing of all

pending grants



Click to view the grant



Click to add Program Funding Information



Click to Approve or Disapprove



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




Click to go to Budget screen





Click to go to Registrants screen










Click to Approve or Disapprove






Note clicking ‘Save’ will lock grant





Grant Planning FormGrant Planning Form

Click to create Grant Planning Form


Grant Planning FormGrant Planning FormPrint Icon


SummarySummary Walked Through How to Add a Formula Grant

Entered Grant Plan Information Entered Program Funding Entered Budget Entered Registrants Set Grant Plan to Pending Status Created Grant Planning Form

Walked Through How to Approve a Formula Grant Set the Grant Plan to Approved Status Created Grant Planning Form

Date post:	18-Jan-2016
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Add Formula Grants Chapter 3. Add Formula Grants 3-2 Objectives Understand How to Add a Formula...

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