add governors discretionary (1g) grants chapter 6

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Add Governor’s Add Governor’s Discretionary (1G) Grants Discretionary (1G) Grants Chapter 6 Chapter 6

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Page 1: Add Governors Discretionary (1G) Grants Chapter 6

Add Governor’s Add Governor’s Discretionary (1G) GrantsDiscretionary (1G) Grants

Chapter 6Chapter 6

Page 2: Add Governors Discretionary (1G) Grants Chapter 6

Add Governor’s Discretionary (1G) Grants 6-2

ObjectivesObjectives

Understand How to Add a Governor’s Discretionary (1G) Grant Enter Grant Plan Information Enter Budget Enter Registrants Set the Grant Plan to Pending Status Create Grant Planning Form

Understand How to Approve a Governor’s Discretionary (1G) Grant Set the Grant Plan to Approved Status Create Grant Planning Form

Page 3: Add Governors Discretionary (1G) Grants Chapter 6

Add Governor’s Discretionary (1G) Grants 6-3

Staff MenuStaff Menu

Click to add a grant

Page 4: Add Governors Discretionary (1G) Grants Chapter 6

Add Governor’s Discretionary (1G) Grants 6-4

Add A 1G GrantAdd A 1G Grant

Page 5: Add Governors Discretionary (1G) Grants Chapter 6

Add Governor’s Discretionary (1G) Grants 6-5

Choose Grant TitleChoose Grant Title

Click to select grant title

Page 6: Add Governors Discretionary (1G) Grants Chapter 6

Add Governor’s Discretionary (1G) Grants 6-6

Choose Grant YearChoose Grant Year

Click to choose grant year

Page 7: Add Governors Discretionary (1G) Grants Chapter 6

Add Governor’s Discretionary (1G) Grants 6-7

Choose LWA or RegionChoose LWA or Region

Page 8: Add Governors Discretionary (1G) Grants Chapter 6

Add Governor’s Discretionary (1G) Grants 6-8

Choose LWAChoose LWA

Click ‘Next’ to continue

Click to choose LWA

Page 9: Add Governors Discretionary (1G) Grants Chapter 6

Add Governor’s Discretionary (1G) Grants 6-9

Add a 1G Grant for LWAAdd a 1G Grant for LWA

Page 10: Add Governors Discretionary (1G) Grants Chapter 6

Add Governor’s Discretionary (1G) Grants 6-10

Add a 1G Grant for LWAAdd a 1G Grant for LWA

Click ‘Next’ to continue

Check boxes of titles to be served by grant

Page 11: Add Governors Discretionary (1G) Grants Chapter 6

Add Governor’s Discretionary (1G) Grants 6-11

Add a 1G Grant for LWAAdd a 1G Grant for LWA

Note Grant # is not listed

Page 12: Add Governors Discretionary (1G) Grants Chapter 6

Add Governor’s Discretionary (1G) Grants 6-12

Grant Plan Information for LWAGrant Plan Information for LWA

Click to view Grant Plan Information

Page 13: Add Governors Discretionary (1G) Grants Chapter 6

Add Governor’s Discretionary (1G) Grants 6-13

Grant Plan Information for LWAGrant Plan Information for LWA

Page 14: Add Governors Discretionary (1G) Grants Chapter 6

Add Governor’s Discretionary (1G) Grants 6-14

Grant Plan Information for LWAGrant Plan Information for LWA

Page 15: Add Governors Discretionary (1G) Grants Chapter 6

Add Governor’s Discretionary (1G) Grants 6-15

Choose LWA 90Choose LWA 90

Click ‘Next’ to continue

Click to choose LWA 90

Page 16: Add Governors Discretionary (1G) Grants Chapter 6

Add Governor’s Discretionary (1G) Grants 6-16

Add a 1G Grant for LWA 90Add a 1G Grant for LWA 90

Page 17: Add Governors Discretionary (1G) Grants Chapter 6

Add Governor’s Discretionary (1G) Grants 6-17

Add a 1G Grant for LWA 90Add a 1G Grant for LWA 90

Click ‘Next’ to continue

Check boxes of titles to be served by grant

Page 18: Add Governors Discretionary (1G) Grants Chapter 6

Add Governor’s Discretionary (1G) Grants 6-18

Add a 1G Grant for LWA 90Add a 1G Grant for LWA 90

Note Grant # is not listed

Page 19: Add Governors Discretionary (1G) Grants Chapter 6

Add Governor’s Discretionary (1G) Grants 6-19

Grant Plan Information for LWA 90Grant Plan Information for LWA 90

Click to view Grant Plan Information

Page 20: Add Governors Discretionary (1G) Grants Chapter 6

Add Governor’s Discretionary (1G) Grants 6-20

Grant Plan Information for LWA 90Grant Plan Information for LWA 90

Page 21: Add Governors Discretionary (1G) Grants Chapter 6

Add Governor’s Discretionary (1G) Grants 6-21

Grant Plan Information for LWA 90Grant Plan Information for LWA 90

Page 22: Add Governors Discretionary (1G) Grants Chapter 6

Add Governor’s Discretionary (1G) Grants 6-22

Choose RegionChoose Region

Click ‘Next’ to continueClick to choose Region

Page 23: Add Governors Discretionary (1G) Grants Chapter 6

Add Governor’s Discretionary (1G) Grants 6-23

Add a 1G Grant for RegionAdd a 1G Grant for Region

Page 24: Add Governors Discretionary (1G) Grants Chapter 6

Add Governor’s Discretionary (1G) Grants 6-24

Add a 1G Grant for RegionAdd a 1G Grant for Region

Click ‘Next’ to continue

Check boxes of titles to be served by

grant

Check LWAs participating in

grant

Page 25: Add Governors Discretionary (1G) Grants Chapter 6

Add Governor’s Discretionary (1G) Grants 6-25

Grant Plan Information for RegionGrant Plan Information for Region

Click to view Grant Plan Information

Note the grant name is not filled in

Page 26: Add Governors Discretionary (1G) Grants Chapter 6

Add Governor’s Discretionary (1G) Grants 6-26

Grant Plan Information for RegionGrant Plan Information for Region

Page 27: Add Governors Discretionary (1G) Grants Chapter 6

Add Governor’s Discretionary (1G) Grants 6-27

Grant Plan Information for RegionGrant Plan Information for Region

Page 28: Add Governors Discretionary (1G) Grants Chapter 6

Add Governor’s Discretionary (1G) Grants 6-28

Add BudgetAdd Budget

Click to add Budget Information

Page 29: Add Governors Discretionary (1G) Grants Chapter 6

Add Governor’s Discretionary (1G) Grants 6-29

Choose Starting DatesChoose Starting Dates

Page 30: Add Governors Discretionary (1G) Grants Chapter 6

Add Governor’s Discretionary (1G) Grants 6-30

Choose Starting QuarterChoose Starting Quarter

Click to select program quarter

Page 31: Add Governors Discretionary (1G) Grants Chapter 6

Add Governor’s Discretionary (1G) Grants 6-31

Choose Starting Program YearChoose Starting Program Year

Click to select program year

Page 32: Add Governors Discretionary (1G) Grants Chapter 6

Add Governor’s Discretionary (1G) Grants 6-32

Add BudgetAdd Budget

Page 33: Add Governors Discretionary (1G) Grants Chapter 6

Add Governor’s Discretionary (1G) Grants 6-33

Add BudgetAdd Budget

Enter information

then calculate

totals

Page 34: Add Governors Discretionary (1G) Grants Chapter 6

Add Governor’s Discretionary (1G) Grants 6-34

Add BudgetAdd Budget

Click ‘Save’ when finished

Page 35: Add Governors Discretionary (1G) Grants Chapter 6

Add Governor’s Discretionary (1G) Grants 6-35

Add QuarterAdd Quarter

Click ‘Add Quarter’ to add additional quarters

Page 36: Add Governors Discretionary (1G) Grants Chapter 6

Add Governor’s Discretionary (1G) Grants 6-36

Add QuarterAdd Quarter

Click to add quarter

THIS ACTION CANNOT BE

UNDONE

Page 37: Add Governors Discretionary (1G) Grants Chapter 6

Add Governor’s Discretionary (1G) Grants 6-37

Quarter AddedQuarter Added

Note First Available Quarter

Note Quarter Added

Page 38: Add Governors Discretionary (1G) Grants Chapter 6

Add Governor’s Discretionary (1G) Grants 6-38

Add BudgetAdd Budget

Enter information

then calculate

totals

Page 39: Add Governors Discretionary (1G) Grants Chapter 6

Add Governor’s Discretionary (1G) Grants 6-39

Add BudgetAdd Budget

Page 40: Add Governors Discretionary (1G) Grants Chapter 6

Add Governor’s Discretionary (1G) Grants 6-40

View QuarterView Quarter

Click to view

additional quarters

Page 41: Add Governors Discretionary (1G) Grants Chapter 6

Add Governor’s Discretionary (1G) Grants 6-41

View QuarterView Quarter

Click to select program quarter

Page 42: Add Governors Discretionary (1G) Grants Chapter 6

Add Governor’s Discretionary (1G) Grants 6-42

View QuarterView Quarter

Click to select program year

Page 43: Add Governors Discretionary (1G) Grants Chapter 6

Add Governor’s Discretionary (1G) Grants 6-43

View QuarterView Quarter

Click ‘Select’ when finished

Page 44: Add Governors Discretionary (1G) Grants Chapter 6

Add Governor’s Discretionary (1G) Grants 6-44

View QuarterView Quarter

Click ‘Save’ when finished

Page 45: Add Governors Discretionary (1G) Grants Chapter 6

Add Governor’s Discretionary (1G) Grants 6-45

Update SuccessfulUpdate Successful

Click to add Registrants

Page 46: Add Governors Discretionary (1G) Grants Chapter 6

Add Governor’s Discretionary (1G) Grants 6-46

Add RegistrantsAdd Registrants

Page 47: Add Governors Discretionary (1G) Grants Chapter 6

Add Governor’s Discretionary (1G) Grants 6-47

Add RegistrantsAdd Registrants

Enter information

Page 48: Add Governors Discretionary (1G) Grants Chapter 6

Add Governor’s Discretionary (1G) Grants 6-48

Add QuarterAdd Quarter

Click ‘Add Quarter’ to add additional quarters

Page 49: Add Governors Discretionary (1G) Grants Chapter 6

Add Governor’s Discretionary (1G) Grants 6-49

Add QuarterAdd Quarter

Click to add quarter

THIS ACTION CANNOT BE

UNDONE

Page 50: Add Governors Discretionary (1G) Grants Chapter 6

Add Governor’s Discretionary (1G) Grants 6-50

Quarter AddedQuarter Added

Note Quarter Added

Page 51: Add Governors Discretionary (1G) Grants Chapter 6

Add Governor’s Discretionary (1G) Grants 6-51

Add RegistrantsAdd Registrants

Enter information then click

‘Save’

Page 52: Add Governors Discretionary (1G) Grants Chapter 6

Add Governor’s Discretionary (1G) Grants 6-52

Update SuccessfulUpdate Successful

Page 53: Add Governors Discretionary (1G) Grants Chapter 6

Add Governor’s Discretionary (1G) Grants 6-53

Search for GrantSearch for Grant

Click to search for the grant

Page 54: Add Governors Discretionary (1G) Grants Chapter 6

Add Governor’s Discretionary (1G) Grants 6-54

Search for GrantSearch for Grant

Select search criteria

Page 55: Add Governors Discretionary (1G) Grants Chapter 6

Add Governor’s Discretionary (1G) Grants 6-55

Choose GrantChoose Grant

Click to view the grant

Page 56: Add Governors Discretionary (1G) Grants Chapter 6

Add Governor’s Discretionary (1G) Grants 6-56

Grant Plan InformationGrant Plan Information

Click to edit Grant Plan Information

Page 57: Add Governors Discretionary (1G) Grants Chapter 6

Add Governor’s Discretionary (1G) Grants 6-57

Grant Plan InformationGrant Plan Information

Enter Parent Grant # and LWA Grant # then click

‘Save’

Page 58: Add Governors Discretionary (1G) Grants Chapter 6

Add Governor’s Discretionary (1G) Grants 6-58

Grant Number AddedGrant Number Added

Note Grant # is now listed

Page 59: Add Governors Discretionary (1G) Grants Chapter 6

Add Governor’s Discretionary (1G) Grants 6-59

Update SuccessfulUpdate Successful

Click to view Grant Plan Information

Page 60: Add Governors Discretionary (1G) Grants Chapter 6

Add Governor’s Discretionary (1G) Grants 6-60

Grant Plan InformationGrant Plan Information

Note the Funding Start and End Dates

Click ‘Save’ or ‘Cancel’ when

finished

Page 61: Add Governors Discretionary (1G) Grants Chapter 6

Add Governor’s Discretionary (1G) Grants 6-61

Update SuccessfulUpdate Successful

Click to view Budget Information

Page 62: Add Governors Discretionary (1G) Grants Chapter 6

Add Governor’s Discretionary (1G) Grants 6-62

View Updated BudgetView Updated Budget

Note Quarter has shifted due to new funding start date

Click ‘Save’ or ‘Cancel’ when

finished

Page 63: Add Governors Discretionary (1G) Grants Chapter 6

Add Governor’s Discretionary (1G) Grants 6-63

Update SuccessfulUpdate Successful

Click to view Registrant

Information

Page 64: Add Governors Discretionary (1G) Grants Chapter 6

Add Governor’s Discretionary (1G) Grants 6-64

View Updated RegistrantsView Updated RegistrantsNote Quarter has

shifted due to new funding start date

Click ‘Save’ or ‘Cancel’ when

finished

Page 65: Add Governors Discretionary (1G) Grants Chapter 6

Add Governor’s Discretionary (1G) Grants 6-65

Submit Grant Plan for ReviewSubmit Grant Plan for Review

Page 66: Add Governors Discretionary (1G) Grants Chapter 6

Add Governor’s Discretionary (1G) Grants 6-66

Changing to PendingChanging to Pending

Click to go to Budget screen

Page 67: Add Governors Discretionary (1G) Grants Chapter 6

Add Governor’s Discretionary (1G) Grants 6-67

Draft to PendingDraft to Pending

Once status is changed to Pending click ‘Save’

Page 68: Add Governors Discretionary (1G) Grants Chapter 6

Add Governor’s Discretionary (1G) Grants 6-68

Update SuccessfulUpdate Successful

Click to go to Registrants screen

Note save confirmation

Page 69: Add Governors Discretionary (1G) Grants Chapter 6

Add Governor’s Discretionary (1G) Grants 6-69

Draft to PendingDraft to Pending

Once status is changed to Pending click ‘Save’

Page 70: Add Governors Discretionary (1G) Grants Chapter 6

Add Governor’s Discretionary (1G) Grants 6-70

Update SuccessfulUpdate Successful

Note save confirmation

Click to go to Grant Plan Information screen

Page 71: Add Governors Discretionary (1G) Grants Chapter 6

Add Governor’s Discretionary (1G) Grants 6-71

Draft to PendingDraft to Pending

Once status is changed to Pending click ‘Save’

Page 72: Add Governors Discretionary (1G) Grants Chapter 6

Add Governor’s Discretionary (1G) Grants 6-72

Confirmation MessageConfirmation Message

Clicking ‘Save’ at this point will lock the grant

Page 73: Add Governors Discretionary (1G) Grants Chapter 6

Add Governor’s Discretionary (1G) Grants 6-73

Update SuccessfulUpdate Successful

Note save confirmation

Click to go to Grant Plan Information

screen

Page 74: Add Governors Discretionary (1G) Grants Chapter 6

Add Governor’s Discretionary (1G) Grants 6-74

Pending StatusPending Status

Note status is now

read-only

Click ‘Cancel’ to

return

Page 75: Add Governors Discretionary (1G) Grants Chapter 6

Add Governor’s Discretionary (1G) Grants 6-75

Grant Planning FormGrant Planning Form

Click to create Grant Planning

Form

Page 76: Add Governors Discretionary (1G) Grants Chapter 6

Add Governor’s Discretionary (1G) Grants 6-76

Grant Planning FormGrant Planning FormSave and Print Icons

Grant Planning Form in

‘Pending’ status

Page 77: Add Governors Discretionary (1G) Grants Chapter 6

Add Governor’s Discretionary (1G) Grants 6-77

Approve/DisapproveApprove/Disapprove

Click to go to a listing of all

pending grants

Page 78: Add Governors Discretionary (1G) Grants Chapter 6

Add Governor’s Discretionary (1G) Grants 6-78

Approve/DisapproveApprove/Disapprove

Click to view the grant

Page 79: Add Governors Discretionary (1G) Grants Chapter 6

Add Governor’s Discretionary (1G) Grants 6-79

Approve/DisapproveApprove/Disapprove

Click to go to Budget screen

Page 80: Add Governors Discretionary (1G) Grants Chapter 6

Add Governor’s Discretionary (1G) Grants 6-80

Approve/DisapproveApprove/Disapprove

Click to Approve or Disapprove

Page 81: Add Governors Discretionary (1G) Grants Chapter 6

Add Governor’s Discretionary (1G) Grants 6-81

Approve/DisapproveApprove/Disapprove

Once status is changed to Approved or Disapproved click ‘Save’

Page 82: Add Governors Discretionary (1G) Grants Chapter 6

Add Governor’s Discretionary (1G) Grants 6-82

Update SuccessfulUpdate Successful

Click to go to Registrants screen

Note save confirmation

Page 83: Add Governors Discretionary (1G) Grants Chapter 6

Add Governor’s Discretionary (1G) Grants 6-83

Approve/DisapproveApprove/Disapprove

Once status is changed to Approved or Disapproved click ‘Save’

Page 84: Add Governors Discretionary (1G) Grants Chapter 6

Add Governor’s Discretionary (1G) Grants 6-84

Update SuccessfulUpdate Successful

Click to go to Grant Plan Information

Note save confirmation

Page 85: Add Governors Discretionary (1G) Grants Chapter 6

Add Governor’s Discretionary (1G) Grants 6-85

Approve/DisapproveApprove/Disapprove

Click to Approve or Disapprove

Page 86: Add Governors Discretionary (1G) Grants Chapter 6

Add Governor’s Discretionary (1G) Grants 6-86

Approve/DisapproveApprove/Disapprove

Once status is changed to Approved or Disapproved click ‘Save’

Page 87: Add Governors Discretionary (1G) Grants Chapter 6

Add Governor’s Discretionary (1G) Grants 6-87

Approve/DisapproveApprove/Disapprove

Note clicking ‘Save’ will lock grant

Page 88: Add Governors Discretionary (1G) Grants Chapter 6

Add Governor’s Discretionary (1G) Grants 6-88

Update SuccessfulUpdate Successful

Note save confirmation

Page 89: Add Governors Discretionary (1G) Grants Chapter 6

Add Governor’s Discretionary (1G) Grants 6-89

Grant Planning FormGrant Planning Form

Click to create Grant Planning

Form

Page 90: Add Governors Discretionary (1G) Grants Chapter 6

Add Governor’s Discretionary (1G) Grants 6-90

Grant Planning FormGrant Planning FormPrint Icon

Page 91: Add Governors Discretionary (1G) Grants Chapter 6

Add Governor’s Discretionary (1G) Grants 6-91

SummarySummary Walked Through How to Add a Governor’s

Discretionary (1G) Grant Entered Grant Plan Information Entered Budget Entered Registrants Set the Grant Plan to Pending Status Created Grant Planning Form

Walked Through How to Approve a Governor’s Discretionary (1G) Grant Set the Grant Plan to Approved Status Created Grant Planning Form