The grant record stores all the information about the grant you need to track and manage. When you access a grant record, general information about the grant appears at the top of the page. This includes the grant amount, type, associated transaction codes, grant federal status, and date range.
Note: From the grant record, you can delete the grant and add alerts. For more information about adding alerts, see Alerts.
Additional information about the grant appears in the tiles on the record. You can open and close these tiles to view or hide the information. Each tile is described below.
From the Attachments tile on a grant record, you can now upload or link to files you want attached to the grant - such as images, PDFs, Word documents, Excel spreadsheets, and other files. For more information about media, see Attachments.
Tip: In the database view, you can attach files to grants from the Media tab. If a file saved on the Media tab doesn't open correctly under Attachments, verify it looks OK in the database view and then reattach it to the record in the web view.
The Contacts tile displays any contacts associated with this grant. To add contact information, select Add. For more information, see Contacts.
The Custom fields tile displays any custom fields you've created for the grant. Use custom fields to add additional information to a record, and to further filter records when you search. For information on how to add custom fields, see Custom Fields.
The History tile displays the date the grant was created and by whom. It also displays the date of any changes made to the grant and who made the changes. You can filter this information using the date drop-down selections.
The Projects tile displays any projects associated with this grant. To add a project, select Add. For more information about projects, see Projects.
The Notes and actions tile displays the notes and actions you've created for the grant. To add notes or actions to the grant, select Add note or Add action. For more information about notes and actions, see Notes and Actions.
To edit a grant, access and open the grant from the Grants list. From the grant record action bar, select Edit and make your changes. For example, you might want to change grant status, or the contact associated with the grant.
To delete a grant, access and open the grant from the Grants list. From the grant record action bar, select Delete grant. Keep in mind, you cannot delete grants that have transaction activity or are in use by other records. You must also have security rights to delete a grant.