Edit/Delete An Assigned Follow Up

There are several changes that can be made to a follow up after it has been assigned. They include:

  • The installment that the follow up is assigned to.
  • The applicant the follow up is assigned to.
  • The due date
  • The comments on an assigned grant.
Once a follow up is assigned the form selected can't be changed. If you want to select a different form you will need to delete the follow up and assign a new one.

To Edit an Assigned Follow Up follow these steps:

  1. Click on Draft under Follow Up on the Dashboard.
  2. Click on the Project Name.
  3. Scroll down to Grant Follow Ups and click on the Edit Icon to the right of the form you want to change the information associated with.
  4. Enter the new information for the follow up.
  5. Click Save Follow Up.

To Delete an Assigned Follow Up follow these steps:
  1. Click on Draft under Follow Up on the Dashboard.
  2. Click on the Project Name.
  3. Scroll down to Grant Follow Ups and click on the Delete Icon to the right of the form you want to remove.

Only follow ups with a status of Draft or Assigned can be deleted.

FOLLOW UPS MARKED COMPLETE CANNOT BE DELETED OR MOVED BACK TO SUBMITTED.

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