Grants

Modules>Grants

The Grants module allow you to manage the following Grant related items:

• Grant Programs
• Grant Applicants
• Program Funds
• Grant Distribution

The primary Profile Pages in the Grants Module include:

• Grant Program Profile
• Grant Applicant Profile

Setting Up the Grants Drop-down Lists

NetForum uses drop-down lists for easy data entry. Some drop-down lists have baseline information that may need to be changed to make the list more organization-specific e.g. organizations have different types of activities.

To set up the Grants drop-down lists, complete the following steps:

1. Expand the Module Menu and click the Grants link. This will open the Grants Overview page.
2. Click the Grant Setup Page link. This will open the Grant Setup Page.

   Tip: You can also mouse-over the Overview group item in the Grants module and click the Grant Setup link to open the Grant Setup page.

   On the Grant Setup Page you can set up any expense types you wish to use for your grant programs as well as any applicant statuses you wish to use for your grants. Any items added here will be available in the appropriate drop-down menus within NetForum.

Adding a Grant Program Expense Type

To add a Grant Program Expense Type, complete the following steps:

1. Click the Add icon located on the right side of the grant program expense type child form.

   This will open the Add - Grant Program Expense Type pop-up window.

2. Enter the name for the new Grant Program Expense Code in the expense code field. This is how this Grant Program Expense Code will appear in all of the drop-down menus in which it is used in NetForum.
3. If desired, enter a short description of the new Grant Program Expense Code in the description field.
4. Click the Save button.

   The grant program expense type child form will update with the newly added expense type.

   Clicking the Edit icon will open the Edit - Grant Program Expense Type pop-up window where you can make changes to the name or description of the Grant Program Expense Type.

   Clicking the Delete icon will delete the selected Grant Program Expense Type from NetForum.

Adding a Grant Applicant Status

To add a Grant Applicant Status, complete the following steps:

1. Click the Add icon located on the right side of the grant applicant status child form.

   This will open the Add - Grant Applicant Status pop-up window.

2. Enter the name for the new Grant Applicant Status in the status code field. This is how this Grant Applicant Status will appear in all of the drop-down menus in which it is used in NetForum.
3. If desired, enter a short description of the new Grant Applicant Status in the status description field.
4. Click the Save button.

   The grant applicant status child form will update with the newly added status.

   Clicking the Edit icon will open the Edit - Grant Applicant Status pop-up window where you can make changes to the name or description of the Grant Applicant Status.

   Clicking the Delete icon will delete the selected Grant Applicant Status from NetForum.

Work Flow

1. Setup the drop-down lists.
2. Add a Grant Program.
3. Add Program Funding.
4. Add Grant Applicants.
5. Add Grant Applicant Reviewers and their recommendations. Grant>Grant Applicant>Find, List, Add, Query Applicant>Grant Applicant Profile>Reviewers tab > grant applicant reviewer child form>Add button.
6. As the review process progresses, change the status of the grant application. Grant>Grant Program>Find, List, Add, Query Program>Applicants tab>grant applicants child form.
7. Once the application is approved, distribute funds, i.e. Add a Distribution.
8. Enter the award date and award amount here: Grant>Grant Program>Find, List, Add, Query Program>Applicants tab>grant applicants child form. And here: Grant>Grant Applicant>Find, List, Add, Query Applicant>Grant Applicant Profile>Edit button.