Knowledge Base Article

Add Grant We Give

If your organization gives out grants this is the area that you can keep track of those grants given. To get started, select Grant Management > Grants We Give - from the main menu of the left hand side of the screen:

This opens the full listing of all the grants your organization has give. From here, click the "Add New" button:

This opens the Grants We Give Workspace:

You will notice that this workspace has two tabs of information. Let's go tab-by-tab and field-by-field:

1. Grant Details tab:

On this tab is where you will enter the details about the grant you are giving out. Here you can enter these details:

Record Level Permissions - Set As View Only - Placing a checkmark in this box restricts this record to view-only access unless the user is the user who created the record, the user is a master admin, or the user is given specific permission to modify this record on the Record Permissions tab of this record. Permissions also work by assigning a department, district and/or precinct. If you have users in your system who are restricted by these permissions, they will only be able to see records in the departments/districts/precincts you have granted them access to.
Record Level Permissions - Lock This Record - Placing a checkmark in this box locks this record so that users cannot view or update the record unless the user is the user who created the record, the user is a master admin, or the user is given specific permission to access this record on the Record Permissions tab of this record. Permissions also work by assigning a department, district and/or precinct. If you have users in your system who are restricted by these permissions, they will only be able to see records in the departments/districts/precincts you have granted them access to.
Grant's Current Status - Select a status from the drop-down list. Your status options are: *Unknown/Other or N/A, Funded, Pending Award, Pending Review, or Posted. If you wish to add a news status you can do so by clicking the Add New icon.
Associated Team Member - A team member from your organization can be selected and assigned to this grant. Team members in Argenta include staff members, users, board members and volunteers you have designated as team members. Select the Lookup icon to search for and select the team member.
Associated Campaign - If this grant is part of a campaign, select the Lookup icon to search for and select the campaign related to this grant. If the appropriate campaign is not in your system you can add a new one by selecting the Add New icon.
Grant Title - Enter a name/title for your grant. This is a required field.
Delivery Method - Enter the delivery method for your grant here.
Fund - If this grant is associated to a specific fund, select the fund from the drop-down list.
Grant Amount - Enter the dollar amount for the grant you are giving.
Installment Amount - If this grant is an installment grant, enter the installment amount to be given here.
Installment Frequency - If this grant is an installment grant, select the installment frequency from the drop-down list here.
Grant Type - Select a type from the drop-down list. If an appropriate type is not listed you can add a new one by selecting the Add New icon.
Grant Category - Select a category from the drop-down list. If an appropriate category is not listed you can add a new one by selecting the Add New icon.
Department - If this grant belongs to a specific department within your organization or you wish to have the grant permissions locked by department, select the appropriate department from the drop-down list.
Division - If this grant belongs to a specific division within your organization or you wish to have the grant permissions locked by division, select the appropriate division from the drop-down list.
Fiscal Year - Select the fiscal year for this grant from the drop-down list. If an applicable fiscal year is not listed you can add a new one by selecting the Add New icon.
Publication Date - Enter the publication date here. You can manually enter a date or use the date selector.
Report Due Date - Enter the date the report is due for the grant. You can manually enter a date or use the date selector.
Due Date - Enter the due date for the grant here. You can manually enter a date or use the date selector
Notification Date - Enter the date you would like to get notified about this grant. You will get an email on this day reminding you about the grant. This is controlled in the Grant Notifications tab discussed below.
Start Date of Funding - Enter the start date of funding for the grant here. You can manually enter a date or use the date selector.
End Date of Funding - Enter the end date of funding for the grant here. You can manually enter a date or use the date selector.
Is Grant Renewable? - If this grant is renewable, select "Yes" otherwise select "No."
Renewal Date - If the grant is renewable, enter the renewal date here. You can enter a date manually or use the date selector.
Current or Future Grant - Select either Current or Future from the drop-down list.
Is Grant Multi-Year? - If this is a multi-year grant select "Yes" otherwise select "No."
Grant Start Year - If the grant is a multi-year grant, enter the start year for the grant here. You may manually type a date or use the date selector.
Grant End Year - If the grant is a multi-year grant, enter the end year for the grant here. You may manually type a date or use the date selector.
Is Grant Public - If this grant is a public grant select "Yes" otherwise select "No."
Is this A Challenge Grant - If this grant is a challenge grant, select "Yes" from the drop-down, otherwise select "No."
Grant Description - You can enter a grant description here.
Grant Requirements - If there are requirements that must be met for this grant, enter them here.
Executive Summary - You can put the executive summary here.
Additional Terms or Information - If there are any additional terms or information for your grant, please list them here

You may also choose to attach related files or notes to this grant:

For help attaching a related file please refer to KB Article - Add Related Files. For help adding a note to the notes section please refer to KB Article - Add A Note to the Notes Section.

Please be sure to save all your work before moving on by selecting the "Save All Changes & Continue" button.

2. Record Permissions tab:

This tab controls the record permissions for the grant.

2. A. View Only Access:

Sometimes you want users to be able to view a record but block them from modifying that record. Individual records can be set to View Only so only master admins and users who are listed here, can edit them. To grant users permission to modify this record simply add them here. Start typing the user's name in the "Add User" box, pick them from the list, then click "Add" to add the user to the view-only access permissions.

2. B. Locked Record Access:

Individual records can be locked so only master admins and users who are listed here can view or edit them. To grant users permission for this record simply add them here. Start typing the user's name in the "Add User" box, pick them from the list, then click "Add" to add a user to the locked record access permissions.