Grants - Revision history

Kempscas: /* Grant tracking form */

2017-08-24T16:57:38Z

Grant tracking form

← Older revision		Revision as of 16:57, 24 August 2017
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	[[File:Gra10.png\|thumb\|none]]		[[File:Gra10.png\|thumb\|none]]

	~~12)~~ Search/Edit Grantor and Grants – Gets information on a Grantor or locates one or more Grantors that meet certain criteria		===Search/Edit Grantor and Grants===
			Gets information on a Grantor or locates one or more Grantors that meet certain criteria

	[[File:Gra11.png\|thumb\|none]]		[[File:Gra11.png\|thumb\|none]]

Kempscas: /* Grant tracking form */

2017-08-24T16:56:55Z

Grant tracking form

← Older revision		Revision as of 16:56, 24 August 2017
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	8. Budget – A budget for a Grant consists of two things: how you plan on spending the money and how you actually spent it. This page allows you to enter slips that track both of these		8. Budget – A budget for a Grant consists of two things: how you plan on spending the money and how you actually spent it. This page allows you to enter slips that track both of these

			[[File:Gra9.png\|thumb\|none]]

	9. Calendar – This interfaces with the general case management calendar. Dates that forms are due, meetings are scheduled, and evaluation visits will take place are easily entered in the calendar.		9. Calendar – This interfaces with the general case management calendar. Dates that forms are due, meetings are scheduled, and evaluation visits will take place are easily entered in the calendar.

			[[File:Gra10.png\|thumb\|none]]

	12) Search/Edit Grantor and Grants – Gets information on a Grantor or locates one or more Grantors that meet certain criteria		12) Search/Edit Grantor and Grants – Gets information on a Grantor or locates one or more Grantors that meet certain criteria

			[[File:Gra11.png\|thumb\|none]]

Kempscas at 16:54, 24 August 2017

2017-08-24T16:54:25Z

← Older revision		Revision as of 16:54, 24 August 2017
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	If you try to add a Grant, you get a prompt that you must first find a Grantor, using the Grantor search screen, before adding a Grant		If you try to add a Grant, you get a prompt that you must first find a Grantor, using the Grantor search screen, before adding a Grant

			====Grantor search screen====
	[[File:Gra1.png\|thumb\|none]]		[[File:Gra1.png\|thumb\|none]]

	~~====Grantor search screen====~~
	:i) Search Name of Organization using the Search Field pull down		:i) Search Name of Organization using the Search Field pull down
	:ii) Locate your Grantor in the list and double click it OR		:ii) Locate your Grantor in the list and double click it OR
	:iii) Locate your Grantor in the list, put your cursor next to it and click on the Open Intake button		:iii) Locate your Grantor in the list, put your cursor next to it and click on the Open Intake button
	:iv) You can limit the list of Grantors to only those with Grants by pressing the With Grants button.		:iv) You can limit the list of Grantors to only those with Grants by pressing the With Grants button.

	~~[[File:Gra2.png\|thumb\|none]]~~

	====Grant tracking form====		====Grant tracking form====
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	1. The Grantor tab displays information about the agency offering the grant		1. The Grantor tab displays information about the agency offering the grant

	[[File:~~Gra3~~.png\|thumb\|none]]		[[File:Gra2.png\|thumb\|none]]

	2. Go to the Grants List tab to add a grant. This tab acts as a table of contents showing a summary of the grants offered by the Grantor. To enter a new grant, enter the basic information here. Click on the arrow pointing at a yellow star in the left hand bottom corner of the screen to go to the first empty intake sheet.		2. Go to the Grants List tab to add a grant. This tab acts as a table of contents showing a summary of the grants offered by the Grantor. To enter a new grant, enter the basic information here. Click on the arrow pointing at a yellow star in the left hand bottom corner of the screen to go to the first empty intake sheet.

	[[File:~~Gra4~~.png\|thumb\|none]]		[[File:Gra3.png\|thumb\|none]]

	3. Next, go to the Grant Detail form to complete the information. Selecting a grant from the previous tab (Grants List) displays all the information about that grant on this page.		3. Next, go to the Grant Detail form to complete the information. Selecting a grant from the previous tab (Grants List) displays all the information about that grant on this page.

	[[File:~~Gra5~~.png\|thumb\|none]]		[[File:Gra4.png\|thumb\|none]]

	4. Grant Notes – These are the general notes stored about the grant displayed on the Grant Detail page		4. Grant Notes – These are the general notes stored about the grant displayed on the Grant Detail page

	[[File:~~Gra6~~.png\|thumb\|none]]		[[File:Gra5.png\|thumb\|none]]

	5. Checklist App – This provides a checklist for an evaluation of your grant application narrative. It is divided into sections and attempts to insure that your application is focused and comprehensive. Having someone else read your application and fill out this form is extremely useful		5. Checklist App – This provides a checklist for an evaluation of your grant application narrative. It is divided into sections and attempts to insure that your application is focused and comprehensive. Having someone else read your application and fill out this form is extremely useful

	[[File:~~Gra7~~.png\|thumb\|none]]		[[File:Gra6.png\|thumb\|none]]

	6. Requirements – All grants have conditions for receiving the grant. These could be pre-grant (only low income organizations), during the grant period (reporting on people helped) or post grant (what was accomplished with the money). This page allows you to track these requirements and whether they were accomplished		6. Requirements – All grants have conditions for receiving the grant. These could be pre-grant (only low income organizations), during the grant period (reporting on people helped) or post grant (what was accomplished with the money). This page allows you to track these requirements and whether they were accomplished

	[[File:~~Gra8~~.png\|thumb\|none]]		[[File:Gra7.png\|thumb\|none]]

	7. Monitor – Once a Grant is received, you have to show that you accomplished something with it. This page provides monitoring information for the grant selected on the Grant Detail page. It stores the goals of the grant, how these goals will be measured, and whether the goals were accomplished		7. Monitor – Once a Grant is received, you have to show that you accomplished something with it. This page provides monitoring information for the grant selected on the Grant Detail page. It stores the goals of the grant, how these goals will be measured, and whether the goals were accomplished

	[[File:~~Gra3~~.png\|thumb\|none]]		[[File:Gra8.png\|thumb\|none]]

	8. Budget – A budget for a Grant consists of two things: how you plan on spending the money and how you actually spent it. This page allows you to enter slips that track both of these		8. Budget – A budget for a Grant consists of two things: how you plan on spending the money and how you actually spent it. This page allows you to enter slips that track both of these

Kempscas: /* Grant tracking form */

2017-08-24T16:52:24Z

Grant tracking form

← Older revision		Revision as of 16:52, 24 August 2017
Line 46:		Line 46:
	2. Go to the Grants List tab to add a grant. This tab acts as a table of contents showing a summary of the grants offered by the Grantor. To enter a new grant, enter the basic information here. Click on the arrow pointing at a yellow star in the left hand bottom corner of the screen to go to the first empty intake sheet.		2. Go to the Grants List tab to add a grant. This tab acts as a table of contents showing a summary of the grants offered by the Grantor. To enter a new grant, enter the basic information here. Click on the arrow pointing at a yellow star in the left hand bottom corner of the screen to go to the first empty intake sheet.

			[[File:Gra4.png\|thumb\|none]]

	3. Next, go to the Grant Detail form to complete the information. Selecting a grant from the previous tab (Grants List) displays all the information about that grant on this page.		3. Next, go to the Grant Detail form to complete the information. Selecting a grant from the previous tab (Grants List) displays all the information about that grant on this page.

			[[File:Gra5.png\|thumb\|none]]

	4. Grant Notes – These are the general notes stored about the grant displayed on the Grant Detail page		4. Grant Notes – These are the general notes stored about the grant displayed on the Grant Detail page

			[[File:Gra6.png\|thumb\|none]]

	5. Checklist App – This provides a checklist for an evaluation of your grant application narrative. It is divided into sections and attempts to insure that your application is focused and comprehensive. Having someone else read your application and fill out this form is extremely useful		5. Checklist App – This provides a checklist for an evaluation of your grant application narrative. It is divided into sections and attempts to insure that your application is focused and comprehensive. Having someone else read your application and fill out this form is extremely useful

			[[File:Gra7.png\|thumb\|none]]

	6. Requirements – All grants have conditions for receiving the grant. These could be pre-grant (only low income organizations), during the grant period (reporting on people helped) or post grant (what was accomplished with the money). This page allows you to track these requirements and whether they were accomplished		6. Requirements – All grants have conditions for receiving the grant. These could be pre-grant (only low income organizations), during the grant period (reporting on people helped) or post grant (what was accomplished with the money). This page allows you to track these requirements and whether they were accomplished

			[[File:Gra8.png\|thumb\|none]]

	7. Monitor – Once a Grant is received, you have to show that you accomplished something with it. This page provides monitoring information for the grant selected on the Grant Detail page. It stores the goals of the grant, how these goals will be measured, and whether the goals were accomplished		7. Monitor – Once a Grant is received, you have to show that you accomplished something with it. This page provides monitoring information for the grant selected on the Grant Detail page. It stores the goals of the grant, how these goals will be measured, and whether the goals were accomplished

			[[File:Gra3.png\|thumb\|none]]

	8. Budget – A budget for a Grant consists of two things: how you plan on spending the money and how you actually spent it. This page allows you to enter slips that track both of these		8. Budget – A budget for a Grant consists of two things: how you plan on spending the money and how you actually spent it. This page allows you to enter slips that track both of these

Kempscas: /* Use */

2017-08-24T16:47:17Z

Use

← Older revision		Revision as of 16:47, 24 August 2017
Line 11:		Line 11:
	==Use==		==Use==

	a) Grant information is protected on the Admin Ribbon Bar Choice. If the choice is grayed out, you haven’t been given permission to use it.		===Security Concerns===
	~~b) Since the grants are stored under the granting agencies, the first step is to enter that agency’s name by Grants Add Grantor.~~		Grant information is protected on the Admin Ribbon Bar Choice. If the choice is grayed out, you haven’t been given permission to use it.
	c) Once the Grantor has been entered, you don’t need to add it again. You merely select it from a search screen. The next step is to Add Grant. This allows you to track all the grants offered by a grantor.
	~~d) There is a combined Add a Grant and Grantor form that allows you to perform both steps at the same time.~~
	~~e) Add Grantor – Uses the same table and form as Contributor’s Organization. See instructions in Donations section~~
	~~f) Add Grant~~
	~~1) If you try to add a Grant, you get a prompt that you must first find a Grantor, using the Grantor search screen, before adding a Grant~~

			===Overview===
			Since the grants are stored under the granting agencies, the first step is to enter that agency’s name by Grants Add Grantor.

	~~2) Using~~ the Grantor search screen~~, locate your Grantor~~		Once the Grantor has been entered, you don’t need to add it again. You merely select it from a search screen. The next step is to Add Grant. This allows you to track all the grants offered by a grantor.
	~~i) Search Name of Organization using the Search Field pull down~~
	~~ii) Locate your Grantor in the list and double click it OR~~
	~~iii) Locate your Grantor in the list, put your cursor~~ next to ~~it and click on~~ the ~~Open Intake button~~
	~~iv) You can limit the list of Grantors to only those with Grants~~ by ~~pressing the With Grants button~~.

			There is a combined Add a Grant and Grantor form that allows you to perform both steps at the same time.

			====Add Grantor====
			Uses the same table and form as Contributor’s Organization. See instructions in Donations section

	~~3) The grant tracking form is~~ a ~~single multi-tabbed form. The~~ Grantor ~~tab displays information about~~ the ~~agency offering the grant~~		====Add Grant====
			If you try to add a Grant, you get a prompt that you must first find a Grantor, using the Grantor search screen, before adding a Grant

			[[File:Gra1.png\|thumb\|none]]

			====Grantor search screen====
			:i) Search Name of Organization using the Search Field pull down
			:ii) Locate your Grantor in the list and double click it OR
			:iii) Locate your Grantor in the list, put your cursor next to it and click on the Open Intake button
			:iv) You can limit the list of Grantors to only those with Grants by pressing the With Grants button.

	4) Go to the Grants List tab to add a grant. This tab acts as a table of contents showing a summary of the grants offered by the Grantor. To enter a new grant, enter the basic information here. Click on the arrow pointing at a yellow star in the left hand bottom corner of the screen to go to the first empty intake sheet.		[[File:Gra2.png\|thumb\|none]]

			====Grant tracking form====
			A multi-tabbed form.

			1. The Grantor tab displays information about the agency offering the grant

	~~5) Next, go to the Grant Detail form to complete the information. Selecting a grant from the previous tab (Grants List) displays all the information about that grant on this page~~.		[[File:Gra3.png\|thumb\|none]]

			2. Go to the Grants List tab to add a grant. This tab acts as a table of contents showing a summary of the grants offered by the Grantor. To enter a new grant, enter the basic information here. Click on the arrow pointing at a yellow star in the left hand bottom corner of the screen to go to the first empty intake sheet.


	~~6) Grant Notes – These are the general notes stored about the grant displayed on the Grant Detail page~~

			3. Next, go to the Grant Detail form to complete the information. Selecting a grant from the previous tab (Grants List) displays all the information about that grant on this page.


	7) Checklist App – This provides a checklist for an evaluation of your grant application narrative. It is divided into sections and attempts to insure that your application is focused and comprehensive. Having someone else read your application and fill out this form is extremely useful

			4. Grant Notes – These are the general notes stored about the grant displayed on the Grant Detail page


	8) Requirements – All grants have conditions for receiving the grant. These could be pre-grant (only low income organizations), during the grant period (reporting on people helped) or post grant (what was accomplished with the money). This page allows you to track these requirements and whether they were accomplished

			5. Checklist App – This provides a checklist for an evaluation of your grant application narrative. It is divided into sections and attempts to insure that your application is focused and comprehensive. Having someone else read your application and fill out this form is extremely useful


	9) Monitor – Once a Grant is received, you have to show that you accomplished something with it. This page provides monitoring information for the grant selected on the Grant Detail page. It stores the goals of the grant, how these goals will be measured, and whether the goals were accomplished

			6. Requirements – All grants have conditions for receiving the grant. These could be pre-grant (only low income organizations), during the grant period (reporting on people helped) or post grant (what was accomplished with the money). This page allows you to track these requirements and whether they were accomplished


	~~10) Budget – A budget for a Grant consists of two things: how you plan on spending the money and how you actually spent it. This page allows you to enter slips that track both of these~~

			7. Monitor – Once a Grant is received, you have to show that you accomplished something with it. This page provides monitoring information for the grant selected on the Grant Detail page. It stores the goals of the grant, how these goals will be measured, and whether the goals were accomplished


	~~11)~~ Calendar – This interfaces with the general case management calendar. Dates that forms are due, meetings are scheduled, and evaluation visits will take place are easily entered in the calendar.
			8. Budget – A budget for a Grant consists of two things: how you plan on spending the money and how you actually spent it. This page allows you to enter slips that track both of these



			9. Calendar – This interfaces with the general case management calendar. Dates that forms are due, meetings are scheduled, and evaluation visits will take place are easily entered in the calendar.


	12) Search/Edit Grantor and Grants – Gets information on a Grantor or locates one or more Grantors that meet certain criteria		12) Search/Edit Grantor and Grants – Gets information on a Grantor or locates one or more Grantors that meet certain criteria

Kempscas: Created page with "==What It Does== Many offices depend on multiple Funding Sources. The Grants Tracking section assists you in: :1) Applying for grants, :2) Reapplying for grants, :3) Capturin..."

2017-08-24T16:20:02Z

Created page with "==What It Does== Many offices depend on multiple Funding Sources. The Grants Tracking section assists you in: :1) Applying for grants, :2) Reapplying for grants, :3) Capturin..."

New page

==What It Does==

Many offices depend on multiple Funding Sources. The Grants Tracking section assists you in:
:1) Applying for grants,
:2) Reapplying for grants,
:3) Capturing knowledge of what worked in the past,
:4) Maintaining compliance with grant requirements,
:5) Keeping track of the budget for a grant, and
:6) Seeing if the grant accomplished its goals.

==Use==

a) Grant information is protected on the Admin Ribbon Bar Choice. If the choice is grayed out, you haven’t been given permission to use it.
b) Since the grants are stored under the granting agencies, the first step is to enter that agency’s name by Grants Add Grantor.
c) Once the Grantor has been entered, you don’t need to add it again. You merely select it from a search screen. The next step is to Add Grant. This allows you to track all the grants offered by a grantor.
d) There is a combined Add a Grant and Grantor form that allows you to perform both steps at the same time.
e) Add Grantor – Uses the same table and form as Contributor’s Organization. See instructions in Donations section
f) Add Grant
1) If you try to add a Grant, you get a prompt that you must first find a Grantor, using the Grantor search screen, before adding a Grant

2) Using the Grantor search screen, locate your Grantor
i) Search Name of Organization using the Search Field pull down
ii) Locate your Grantor in the list and double click it OR
iii) Locate your Grantor in the list, put your cursor next to it and click on the Open Intake button
iv) You can limit the list of Grantors to only those with Grants by pressing the With Grants button.

3) The grant tracking form is a single multi-tabbed form. The Grantor tab displays information about the agency offering the grant

4) Go to the Grants List tab to add a grant. This tab acts as a table of contents showing a summary of the grants offered by the Grantor. To enter a new grant, enter the basic information here. Click on the arrow pointing at a yellow star in the left hand bottom corner of the screen to go to the first empty intake sheet.

5) Next, go to the Grant Detail form to complete the information. Selecting a grant from the previous tab (Grants List) displays all the information about that grant on this page.

6) Grant Notes – These are the general notes stored about the grant displayed on the Grant Detail page

7) Checklist App – This provides a checklist for an evaluation of your grant application narrative. It is divided into sections and attempts to insure that your application is focused and comprehensive. Having someone else read your application and fill out this form is extremely useful

8) Requirements – All grants have conditions for receiving the grant. These could be pre-grant (only low income organizations), during the grant period (reporting on people helped) or post grant (what was accomplished with the money). This page allows you to track these requirements and whether they were accomplished

9) Monitor – Once a Grant is received, you have to show that you accomplished something with it. This page provides monitoring information for the grant selected on the Grant Detail page. It stores the goals of the grant, how these goals will be measured, and whether the goals were accomplished

10) Budget – A budget for a Grant consists of two things: how you plan on spending the money and how you actually spent it. This page allows you to enter slips that track both of these

11) Calendar – This interfaces with the general case management calendar. Dates that forms are due, meetings are scheduled, and evaluation visits will take place are easily entered in the calendar.

12) Search/Edit Grantor and Grants – Gets information on a Grantor or locates one or more Grantors that meet certain criteria