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Grant Actions

Activities Grants can be in several states. Use these Actions to change the state of a Activity. Most commonly used actions are De-Activate and Activate. As with Grants, periodic reports can not be entered or even seen when an Activity is Deactivated. And Activity data cannot be modified while activecreated, edited, cloned, activated and archived.

• Create a Manual Grant is used to start a grant without going through the NoFA / Award sequence.

• Grants are typically active. If a funder needs to edit a grant, the grant must first be Deactivated. After the edits are completed, the grant must be Validated and Activated. Grantees cannot see their reports while the grant is deactivated.

• Grants may also be Cloned. Some funding organizations use this process to extend a grant - resulting in two very similar grants with separate time lines.

• Archive is used to remove a grant from the dashboard. To see archived grants, check the Show Archived box in the grants / activities filter list.

• Deleted grants are considered inactive. To see deleted grants, check the Show Deleted box in the grants / activities filter list.

• View periodic reports is a convenience function. Once a grant is selected, staff can quickly see all of the periodic reports filed for that grant.