Tracking Grant Reports

Follow these steps to create a new Grant Reports record to track the receipt and review of a report submitted by a grantee:

1. Open a new record from the Grant Reports service.
2. Enter the grant to which the report applies in the Grant field.
3. Select the Report Type from the drop-down. Available options are Interim and Final.
4. Select the Report Stage from the drop-down. Available options are Not Yet Received/Incomplete, Received/Under Review, Approved, and Rejected.
5. Specify the Due Date for the report.
6. Specify the Date Received (if the report has been received).
7. Specify the Date Approved (if the report has been approved).
8. Specify the date when the grantee was sent a reminder that a report is due in the Date Sent field.
9. Select how the report will be submitted from the Report Location drop-down list. The standard options are Electronic and Hard Copy.
   • Note that the Send Grant Report and Send Reminder options do not drive system functionality by default but are provided to be used in conjunction with Aptify's Process Pipeline technology to automate processes related to grant management. See Managing Process Pipelines for more information.
     
     
10. If applicable, specify the next grant report due and the previous grant report received in the Next Grant Report and Previous Grant Report fields.
    • These fields link to other records in the Grant Reports service.
      
      
11. If this report corresponds to a financial report, select the Is Financial Grant Report field.
12. If this report corresponds to a narrative report, select the Is Narrative Grant Report field.
13. If this report corresponds to a project report, select the Is Project Grant Report field.
    • Note that the Send Overdue Notice option does not drive system functionality by default but is provided to be used in conjunction with Aptify's Process Pipeline technology to automate processes related to grant management. See Managing Process Pipelines for more information.
      
      
14. Enter any additional information on the Comments tab.
15. Save the Grant Reports record.
16. If available in electronic format, click the Attachments tab and add the report as an attachment to this record.
17. Save and close the Grant Reports record.
    • When the Final report for a Grant is saved as Approved, Aptify automatically inserts the current date and time in the Grants record's Grant Completed field.