Grants
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      2. Administrator Help Guide
      3. Grants

      Manage Grants

      This article is for administrators who would like to manage an existing grant.

      Managing grant applications is covered in a separate part of this guide. Refer to Manage Grant Applications.

       

       

      The best place to view and manage Grants is on the Grants menu. Here you can see a list of all your Grants.

       

      • Go to the Grants menu, locate the grant you wish to view, then click View.

      Tip: You can search for your grant using Keywords or by filtering the grant by Status or Category.

      After you enter Keywords or select filters, Press Search. If you need to, you can clear your search by clicking the X button next to the search button.



      Alternatively, navigate to the grant from your Dashboard or by clicking on the Grant Title.

       




      As a Grant moves through the various stages, there are generally two places where you can perform a majority of actions:

       

      One: Via the Applications Menu, then selecting the down arrow to access a dropdown menu.

       

       

      Two: Within the Application itself, there are a variety of actions on the right hand side.

       

       

      Available actions change depending on the Grant status. Here are some functions you can perform that are not covered separately in this guide:

      • Export Application

      • See Application History

      • Act as an Applicant

      • Transfer Ownership

      • Internal Comments

      • Withdraw Application

      Duplicate

      See Copy Grant.

       

      Delete Grant 

      You can delete a draft Grant or a published Grant that has no applications. Alternatively, you may wish to Archive the grant instead.

       

      Delete Draft Grant

      Delete Published Grant

       

      Unpublish & Edit

      After you have published a Grant, applicants will be able to view and apply for it. If for some reason you need to edit the grant after submission, you can unpublish & edit it.

       

      • Go to the Grants menu, locate the grant you wish to unpublish & edit, click the down arrow next to View, then click Unpublish & Edit.

       

      • Alternatively, navigate to the grant from your Dashboard or by clicking View on the Grants menu, then click Unpublish & Edit.

       



      View Conversation

      Throughout the application process, you can communicate with Applicants via the "View Conversation" feature which can be found within Grants, or via the All Applications menu.

      When an applicant sends you a message, a task will pop up on your dashboard. You can click "View Conversation" to view and respond.