Periodic Reporting Overview

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Note: Mods are not available with Summary Reports.

Standard Work Flow for Grant Periodic Reports

• Not Started or In Progress - Grantees fill out the report with updates on grant progress. A completed report is then Submitted.

• Submitted - The Funder reviews submitted reports. The funder has three possible responses: Save and Accept, Request Mods and Reset.

• Save and Accept - The funder is satisfied with the report, clicks Save and Accept, and the report's status becomes Accepted.

• Request Mods - After describing requested changes for specific sections of a report, the Funder can click on Request Mods. The status becomes Mod Request.

• Mod Request status - The Grantee can edit specific sections. Once the grantee is done, they Submit the report to send it back to the funder.

• Reset - If the funder Resets the report, it returns to a status of In Progress, and the grantee can edit all information in the report. Reset is available for reports in the following states: Submitted, Request Mods and Accepted.