How do I assign a follow up (grant report) to grants that have been approved?

  1. Click on Approved.
  2. Click on the Project Name of the grant you want to assign a follow up.
  3. Scroll down to the Grant Follow Ups section of the request summary. If other followups have been assigned you will see them listed here.
  4. Click Add Follow Up
  5. Select the Follow Up Form to assign.
  6. Select the payment to attach the follow up to (only for installment grants).
  7. Select the user to Assign to fill out the follow up.
  8. Enter the Due Date.
  9. Enter your Comments.
  10. Click Save Follow Up.

NOTE: Follow Ups must be completed in order according to their due date. When multiple follow ups are assigned, the applicant will not be able to edit the next one until the current follow up is marked complete by the administrator.

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