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grantsprojects:tables:ssagrants:granttypes
Grant Types - GRT2120
Grants and Projects > Tables > SSA Grants > Grant Types
This tab allows fiscal agents to maintain a list of grant types and descriptions, which can be used to facilitate the appropriate workflows and member notifications for each grant type. Grant types cannot be changed once they are in use; however, grant descriptions can be changed at any time.
Additionally, fiscal agents can use the grant amounts feature to maintain annual budget amounts for multi-year grant types.
Modify a record:
| Field | Description |
|---|---|
| Start At | Type the starting grant type from which you want to retrieve. |
❏ Click Retrieve. A list of grant types equal to and greater than the entered starting grant type is displayed.
Add a record:
❏ Click +Add to add a row.
| Grant Type | Type a unique user-defined grant type. This field can be a maximum of ten alphanumeric characters. | ||||||
|---|---|---|---|---|---|---|---|
| Description | Type a user-defined grant type description. This field can be a maximum of 40 alphanumeric characters. | ||||||
| Grant Amount | Click  to display the Grant Amounts pop-up window. The Grant Amounts pop-up window allows you to maintain annual budget amounts for each year associated with the selected multi-year grant type.The selected Grant Type is displayed at the top of the pop-up window. You can add new years and budget amounts, or edit existing amounts as needed. Note: Future functionality will use this information to prevent the disbursement of reimbursements over the allotted annual budget amount. However, at this time, it is for informational purposes only. ❏ Click +Add to add a new row.
❏ Click OK to accept the changes and close the pop-up window. Otherwise, click X or Cancel to return to the Grant Types tab without making changes to the grant amounts.
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| Status | Click  to select the grant type status (A - Active or I - Inactive). |
❏ Click Save.
Other functions and features:
| Retrieve |
The Retrieve button is also used to retrieve information from the last save. If you click Retrieve, any unsaved changes are lost. |
|---|---|
| +Add | Click to add a row to the table. Or, from the last row of the table, type a value in the Grant Type field and press Tab. A new row is added to the table. |
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Click to delete a row. The row is shaded red to indicate that it will be deleted when the record is saved.
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grantsprojects/tables/ssagrants/granttypes.txt · Last modified: 2021/05/25 20:21 by emoreno