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