Generate Documents > Step-by-Step

After a grant application is prepared, the Complete button moves the project to the next step and starts the document generation process.

NOTE:  Documents can be generated manually using the instructions below.  Also note that the preview versions of all documents are generated automatically when the Complete option is used.  See Complete Application, Step-by-Step.

To create the documents in preview format:

1.       Verify the Program Office in the upper right corner.  To change the program office, click the link to open the Select Program Office window.  Click SELECT beside a Program Office.

2.       Verify the Program Year in the upper right corner.  To change the year, click the link to open the Select Program Year window.  Choose a new year and click OK.

3.       From the main menu, click Grants Management.  The dropdown menu appears.

4.       Click Grant Application Summary.  The Grant Application Summary screen appears.

5.       Click the arrow beside a grant name to expand its group and view all grant applications currently in-process. 

6.       Click the Select icon Description: 00padpencil in the row to view full details for a grant application.  The Grant Application Detail screen appears.

7.       Verify that all the sections of questions are marked complete.  A blue checkmark appears beside each section name in the left pane of the screen.

8.       In the Documents pane on the right side of the screen, click Reporting.  The Grant Application Report Summary screen appears.  Two selection grids are displayed:

Available Reports
All contract documents required for the application are listed.

Generated Reports
If reports have been generated for the application, the reports are listed in the lower grid.

9.       Click the Available Reports panel heading to expand the grid and display available reports.

10.   Click Generate Reports.  The lower grid displays the reports.

The system-assigned version number appears in the Version column.

View Reports

1.   To view a report, click its PDF icon Description: 00pdf.

2.   The report displays in a new Adobe Viewer window.  Click the close icon X to close the window after viewing the report.

View Previous Versions

1.   The selection grid displays the most recent version of all reports.  To view previous versions, click the Version dropdown arrow.

2.   Click the version number to select it.  The selected versions of the reports appear in the selection grid.

3.   After viewing reports, click Back to Grant Application Detail.

 

For more information:

Generating Contract Documents

Required Contract Documents > Basic Information

Document Generation > Basic Information

Creating a Grant Application

Selecting and Viewing Grant Applications

Completing the Application

Applying Authorized Signoffs

Submitting Grant Applications