Grants Setup

Overview

The Grants Setup is used to configure the values in the drop-down lists for the fields within the many Profile Pages in the Grants Module.

To Navigate to the Grants Setup Page:

1. Open the Modules Menu and select Grants.
2. On the Grants Overview, click the Grants Setup Page link.

Deleting Values

To Delete a Value From a Drop-down List:

1. On the Grants Setup page, on the appropriate child form, find the record you would like to delete and click the Delete button.
2. You will receive a warning message. Click OK to delete the item from the child form.

Note: After a drop-down list item is used, you will not be able to permanently delete the item. However, you can hide the record so that it does not show in the list by disabling it. To disable the record, check the hide/disable record? check box (see below).

Editing Values

All of the Edit pages contain the same fields as their respective Add pages.

Hiding/Disabling Values

To Hide/Disable a Value From a Drop-down List:

1. On the Grants Setup page, on the appropriate child form, find the record you would like to hide and click the edit button.
2. Select the hide/disable record? check box and click Save. This removes the value from all of the drop-down lists.

Note: There is no show option to reverse the hide option. If you need the value again, you will need to add it again.

Grant Program Expense Type

Expenses might include postage, printing costs, travel expenses, long-distance phone charges, or other expenses related to the grant program.

To Set Up Expense Types:

1. Go to the Grants Setup page.
2. On the grant program expense type child form, click Add. The Add - Grant Program Expense Type window displays.
3. In the Add Grant Program Expense Type window, enter the expense code.
4. Enter the expense description.
5. Click Save.

Grant Applicant Status

The Applicant Status reflects the steps in the grant application process (e.g., preliminary evaluation, in review, approved, or whatever terms fit your program).

To Set Up Application Statuses:

1. Go to the Grants Setup page.
2. On the grant applicant status child form, click Add. The Add - Grant Applicant Satus window displays.
3. In the Add - Grant Program Expense Type window, enter the status code.
4. Enter the status description.
5. Click Save.