The Modifications feature allows the FPO to create, send and track change requests. The FPO can package and forward change requests to the appropriate Regional or National Grant Officer for review. The FPO can also view the modification history for grants assigned to a project.
Figure 1 – Grant Modification and Change Requests Overview
Topics:
View or Edit an Existing Change Request Not Forwarded
View a Change Request Awaiting Grant Officer Action
View Project's History of Change Requests
View a Grant's Modification History
1. Select Home from the top navigation bar.
2. Select a project from the ‘My Projects’ list.
3. Select Modifications from the Active Project Menu. The Grant Modification and Change Requests Overview screen will be displayed (Figure 1).
Figure 1 - Grant Modification and Change Requests Overview
4. Click the Add, Edit, or Forward Change Requests link to create a new change request. The Add, Edit or Forward Change Requests screen will be displayed (Figure 2).
Figure 2 – Add, Edit or Forward Change Requests
5. Select a type of change request from the Add Change Request drop down menu.
6. Click the Go button. The Change Request pop-up for the selected type will be displayed (Figure 3).
Figure 3 - Change Request: Add Funding
7. If more than one grant is assigned to the project, click the radio button next to the appropriate grant to which apply the change request in the Select Active Grant region. This is a required field and must be selected prior to saving.
8. Enter the date the grantee submitted the request in the Grantee Request field. This is a required field and must be entered prior to saving.
9. If the grant is assigned to more than one project, enter the appropriate PMS Doc number in the PMS Doc # field.
10. Enter related information about the change in provided fields.
11. Select the appropriate recommendation for the change request from the FPO Recommendation drop down menu.
12. Enter the reason for the recommendation in the Justification field.
13. Click the radio button next to the selected value for the Program Office field.
14. Click the Save button to retain the new change request.
View or Edit an Existing Change Request Not Forwarded
1. Select Home from the top navigation bar.
2. Select a project from the ‘My Projects’ list.
3. Select Modifications from the Active Project Menu. The Grant Modification and Change Requests Overview screen will be displayed (Figure 1).
Figure 1 - Grant Modification and Change Requests Overview
4. Click the Add, Edit, or Forward Change Requests link to view existing change requests. The Add, Edit or Forward Change Requests screen will be displayed (Figure 2).
Figure 2 – Add, Edit or Forward Change Requests
5. Click the arrow icon next to the change request for which to view or edit information. The Change Request pop-up for the selected type will be displayed (Figure 3).
Figure 3 - Change Request: Change FPO
6. Edit desired fields.
7. Click the Save button to retain the changes made to the change request.
1. Select Home from the top navigation bar.
2. Select a project from the ‘My Projects’ list.
3. Select Modifications from the Active Project Menu. The Grant Modification and Change Requests Overview screen will be displayed (Figure 1).
Figure 1 - Grant Modification and Change Requests Overview
4. Click the Add, Edit, or Forward Change Requests link to view entered change requests. The Add, Edit or Forward Change Requests screen will be displayed (Figure 2).
Figure 2 – Add, Edit or Forward Change Requests
5. Click the check boxes next to those change request that are ready to forward.
6. Click the Forward button. The Forward Modification Request Confirmation screen will be displayed (Figure 3).
Figure 3 – Forward Modification Request Confirmation
7. The system will group the change requests according to the individual with approval/denial authority. Click the Confirm button to send the change request(s) to the approver.
8. If more than one modification requests exist, the system will display the next Forward Modification Request Confirmation screen (Figure 4).
Figure 4 – Forward Modification Request Confirmation
9. For modification requests that require approval/denial from OGCM, click the Confirm button. Upon selecting Confirm, the system will open an e-mail with the appropriate OGCM address and change request attachment(s) for which send the modification request. Click the Send button after reviewing the e-mail.
10. After the modification request(s) is successfully forwarded, the Grant Modification and Change Requests Overview screen will be displayed (Figure 5).
Figure 5 - Grant Modification and Change Requests Overview
View a Change Request Awaiting Grant Officer Action
1. Select Home from the top navigation bar.
2. Select a project from the ‘My Projects’ list.
3. Select Modifications from the Active Project Menu. The Grant Modification and Change Requests Overview screen will be displayed (Figure 1).
Figure 1 - Grant Modification and Change Requests Overview
4. Click on change request name link in the Change Requests Awaiting Action from Grant Office section to view a forwarded change request. The Change Request pop-up for the selected type will be displayed (Figure 2).
Figure 2 - Change Request: Change FPO
View Project's History of Change Requests
1. Select Home from the top navigation bar.
2. Select a project from the ‘My Projects’ list.
3. Select Modifications from the Active Project Menu. The Grant Modification and Change Requests Overview screen will be displayed (Figure 1).
Figure 1 - Grant Modification and Change Requests Overview
4. Click on change request name link in the Change Requests Awaiting Action from Grant Office section to view a forwarded change request. The Change Request pop-up for the selected type will be displayed (Figure 2).
View a Grant's Modification History
1. Select Home from the top navigation bar.
2. Select a project from the ‘My Projects’ list.
3. Select Modifications from the Active Project Menu. The Grant Modification and Change Requests Overview screen will be displayed (Figure 1).
Figure 1 - Grant Modification and Change Requests Overview
4. Click the grant number link to view the grant's modification history. The Grant Modification and Change Request History screen will be displayed (Figure 2).
Figure 2 - Grant Modification and Change Request History