Allocation Agency

Buttons - Grants:

Active Displays the active allocation agencies.

Inactive Displays the inactive allocation agencies.

Advanced Search

Filters Object - select from drop-down menu, Field - select from drop-down menu, Comparison - select from drop-down menu, Search Term - Enter what you are searching for.

+to add more filters.

Results Fields Select field names to display from drop-down menu.

  Execute   to start the Search.

Export to Export Grid in XLS, CSV, TSV

Process:

The main page displays the active allocation agencies. There are options to view the inactive allocation agencies as well as perform an advanced search, export data and to add a new grant allocation agency.

VIEW/EDIT

Locate the allocation agency and click Edit, a new page opens. If any changes are made click  Save  and a message displays The record was saved successfully.

ADD NEW GRANT ALLOCATION AGENCY

Click  +Add New Grant Allocation Agency,  select the agency from the drop-down menu and complete the fields then click Save and a message displays The record was saved successfully.

  Fields marked with a * must be completed. Dark grey boxes are view only and cannot be changed.

TO DEACTIVATE

Locate the agency and click Edit and a new page will be displayed. Select  Deactivate  and the system prompts  Are you sure you wish to deactivate this grant allocation agency? Click  Cancel  to return or  Deactivate  to continue and a message displays The record was deactivated successfully.