The Grantee Edit Process

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Only Active Projects can be sent to the Grantee for editing.

Opening the Grant for Grantee Edit

On the Dashboard, select the “Projects” module.

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The Grantee will see the following active tabs using the example above.

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WE NEED THE GRANTEE VIEW OF OPEN TABS IMAGE

Recall the Grantee Edits

The funder can Recall a grant while it is in the Grantee Edit state. This can be done at any point prior to the grantee submitting edits. Once Recalled, the grant will be in a Deactivated state, and can only be edited by the funder.

Recall is not an "Undo" or a "Restore". Any changes that the Grantee already made are now part of the project. Once recalled, the deactivated Grant can be edited back to its original state.

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Grantee Submit

When the grantee has completed their edits, they will submit the grant back to the funder. They will have to pass the same validation that funders pass when Grants are activated.

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The funder can Accept or Deny a submitted grant.

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Accepting the Grantee Edits

The funder can Accept the Grant. Once accepted, the grant returns to an Active status, and Periodic Reports will again be available to Grantees.

Denying the Grantee Edits

The funder can also Deny the Grant. A denied grant will return to Grantee Edit status, and the grantee can again make changes.

View Grantee Changes on the Summary Page

While the grant is in "grantee edit" or "grantee submit" status, the Summary tab will reflect all changes made by the grantee. This summary information is available to both the grantee and the funder.

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