Grants

From AvectraWiki, the wiki of Avectra netFORUM

This module page (and subsequent sub-pages) are UNDER CONSTRUCTION. Please be aware that the information on this page is in flux as it is still under review and in progress. Further, the information on this page may be out-of-date until it is complete as it was converted from the previously used netFORUM RoboHelp files. It will continue to be updated until it is compliant with netFORUM version 2.2 or greater. See Documentation schedule for an estimate on when this page will be updated.

Grants
What's New in the GRANTS Module!

Contents 1 Overview 2 Getting Started 2.1 Setting Up the Grants Drop-down Lists 2.1.1 Grants Setup 2.2 Workflow 3 Common Tasks 3.1 Finding a Grant Program 3.2 Adding an Applicant 3.3 Adding Program Funding 4 Advanced Tasks 5 Related Modules

Overview

Grants
Grant Program Grant Applicant Program Fund Grants Distribution ---------- Grants Setup Centralized Order Entry ---------- netFORUM 2.0 UI netFORUM Glossary ---------- Grants Options Grants Tables Grants Reports
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The Grants content group lets you manage your grants-related items, categories and types.

• Grant application process
• Track contact information
• Track documents
• Administer the program funds

The Group Items within the Grants Module:

Grant Program	Grant Applicant	Program Fund	Grant Distribution

The primary Profile Pages in the Grants Module include:

• Grant Program Profile
• Issue Profile

Getting Started

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.

BOLD text is a likely indicator that the field is REQUIRED data. Other data fields, check boxes, and drop-down lists may be CONDITIONAL i.e. affected by others, are not required but available if you need them.

You can add, edit, or delete data from the Grants Setup pages just as you would from any netFORUM child form. However, once a data element is used on a profile page or form, it can be disabled or hidden but not deleted.

Grants Setup

You can also access the Setup links from the Overview Group Item.

Workflow

Common Tasks

Finding a Grant Program

Adding an Applicant

Adding Program Funding

Advanced Tasks

Related Modules

netFORUM Modules	t
Abstract | Accounting | Accreditation | Admin | Advertising | Awards | Certification | CEU | Committee | CMS | CRM | Emarketing | Events | Exhibits | Fundraising | Grants| Grassroots | Inventory | Membership | Reports | Sales | Subscriptions |Time and Billing | Toolkit | ALL