Product Documentation

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=====Grant Request===== 

  - Continue to review Grant Request as users have been doing previously.   
  - When a Grant Request is ready to be accepted click the “Accepted” button 
  - When the Grant Request is accepted it creates the Funding Request, Fund Distribution(s), and Fund Expenditure(s).  This will also complete Review 1 on the Funding Request. 

=====Review 2===== 

As noted above, Review 1 is already completed. Now on to the next part of the review process. In Review 2, the user must review the Funding Request record and any supporting documentation loaded to Files. 

  - Begin by selecting the Funding Request list view called “Pending Review 2”. Records shown have Review 1 completed, Review 2 not completed and Status=Review in Progress.
  - User can select the Split View option to see the list along the left side and record details in the main section. 
  - Once user has reviewed, click “Review 2 Complete” button 
  - A popup opens, click “Save”. Note: The person who clicks Review 2 can’t be the person who entered the record and is the user who completed Review 1. 
  - The Funding Request status changes to Awarded and the Review 2 checkbox is populated along with Reviewer 2 User and Reviewer 2 Datetime.  
  - Records are now ready to Post