add formula grants chapter 3. add formula grants 3-2 objectives understand how to add a formula...
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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
Add Formula Grants 3-3
Staff MenuStaff Menu
Click to add a grant
Add Formula Grants 3-4
Add a Formula GrantAdd a Formula Grant
Add Formula Grants 3-5
Choose Grant TitleChoose Grant Title
Click to select grant title
Add Formula Grants 3-6
Choose Grant YearChoose Grant Year
Click to choose grant year
Add Formula Grants 3-7
Choose LWAChoose LWA
Click to choose LWA Click ‘Next’ to
continue
Add Formula Grants 3-8
Grant Already EnteredGrant Already Entered
Note only one formula grant per year per LWA
Add Formula Grants 3-9
Formula GrantFormula Grant
Choose New Program Year
Click ‘Next’ to
continue
Add Formula Grants 3-10
Grant AddedGrant Added
Note message that grant has been added and new grant number
Add Formula Grants 3-11
Grant Plan InformationGrant Plan Information
Click to add Grant Plan Information
Add Formula Grants 3-12
Grant Plan InformationGrant Plan Information
Add Formula Grants 3-13
Add CommentsAdd Comments
Enter comments then save
Add Formula Grants 3-14
Update SuccessfulUpdate Successful
Add Formula Grants 3-15
Add Program FundingAdd Program Funding
Click to add Program Funding Information
Add Formula Grants 3-16
Add FundingAdd Funding
Add Formula Grants 3-17
Add FundingAdd Funding
Enter information then click ‘Calculate Program Funding’
Add Formula Grants 3-18
Program FundingProgram Funding
Click ‘Save’ when finished
Add Formula Grants 3-19
Update SuccessfulUpdate Successful
Add Formula Grants 3-20
Add BudgetAdd Budget
Click to add Budget Information
Add BudgetAdd Budget
Add BudgetAdd Budget
Add the budget line items and
click ‘Save’
Add Formula Grants 3-23
Update SuccessfulUpdate Successful
Add Formula Grants 3-24
Add RegistrantsAdd Registrants
Click to add Registrants
Add Formula Grants 3-25
Add RegistrantsAdd Registrants
Add Formula Grants 3-26
Add RegistrantsAdd Registrants
Enter information then save
Add Formula Grants 3-27
Update SuccessfulUpdate Successful
Add Formula Grants 3-28
Submit Grant Plan for ReviewSubmit Grant Plan for Review
Add Formula Grants 3-29
Changing to PendingChanging to Pending
Click to edit Program Funding Information
Add Formula Grants 3-30
Draft to PendingDraft to Pending
Once status is changed to Pending click ‘Save’
Add Formula Grants 3-31
Update SuccessfulUpdate Successful
Click to see Budget status
Add Formula Grants 3-32
Draft to PendingDraft to Pending
Status is now
‘Pending’ click
Registrants to continue
Add Formula Grants 3-33
Draft to PendingDraft to Pending
Click to edit Registrants Information
Add Formula Grants 3-34
Draft to PendingDraft to Pending
Once status is changed to Pending click ‘Save’
Add Formula Grants 3-35
Update SuccessfulUpdate Successful
Click to go to Grant Plan Information
Add Formula Grants 3-36
Draft to PendingDraft to Pending
Once status is changed to Pending click ‘Save’
Add Formula Grants 3-37
Confirmation MessageConfirmation Message
Clicking ‘Save’ at this point will lock the grant
Add Formula Grants 3-38
Update SuccessfulUpdate Successful
Note save confirmation
Click to go to Grant Plan Information
screen
Add Formula Grants 3-39
Pending StatusPending Status
Note status is now
read-only
Click ‘Cancel’ to
return
Add Formula Grants 3-40
Grant Planning FormGrant Planning Form
Click to create Grant Planning
Form
Add Formula Grants 3-41
Grant Planning FormGrant Planning FormSave and Print Icons
Grant Planning Form in
‘Pending’ status
Add Formula Grants 3-42
Approve/DisapproveApprove/Disapprove
Click to go to a listing of all
pending grants
Add Formula Grants 3-43
Approve/DisapproveApprove/Disapprove
Click to view the grant
Add Formula Grants 3-44
Approve/DisapproveApprove/Disapprove
Click to add Program Funding Information
Add Formula Grants 3-45
Approve/DisapproveApprove/Disapprove
Click to Approve or Disapprove
Add Formula Grants 3-46
Approve/DisapproveApprove/Disapprove
Once status is changed to Approved or Disapproved click ‘Save’
Add Formula Grants 3-47
Update SuccessfulUpdate Successful
Note save confirmation
Click to go to Budget screen
Add Formula Grants 3-48
Approve/DisapproveApprove/Disapprove
Add Formula Grants 3-49
Update SuccessfulUpdate Successful
Click to go to Registrants screen
Add Formula Grants 3-50
Approve/DisapproveApprove/Disapprove
Once status is changed to Approved or Disapproved click ‘Save’
Add Formula Grants 3-51
Update SuccessfulUpdate Successful
Note save confirmation
Click to go to Grant Plan Information
Add Formula Grants 3-52
Approve/DisapproveApprove/Disapprove
Click to Approve or Disapprove
Add Formula Grants 3-53
Approve/DisapproveApprove/Disapprove
Once status is changed to Approved or Disapproved click ‘Save’
Add Formula Grants 3-54
Approve/DisapproveApprove/Disapprove
Note clicking ‘Save’ will lock grant
Add Formula Grants 3-55
Update SuccessfulUpdate Successful
Note save confirmation
Add Formula Grants 3-56
Grant Planning FormGrant Planning Form
Click to create Grant Planning Form
Add Formula Grants 3-57
Grant Planning FormGrant Planning FormPrint Icon
Add Formula Grants 3-58
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
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