Requesting Modifications for a Report

Note: Program Reports are used in the example below. The process is exactly the same for Expense Reports.

Once Request Mods is clicked, a summary page will show all of the modifications that have been specified. The modification request is completed by clicking Request Modifications at the bottom of this new summary page.

Note: Once the grantee has completed their modifications, they need to Submit the report again so that the funder can review and accept their changes.

1. On your dashboard, select the “Periodic Reporting” button.

2. Select the appropriate submitted report from the list.

    

3. Review the report and determine which section(s) for which to request modifications. Wherever applicable, select the “Modification request” link and, in the text box that appears, add instructions for the applicant to clarify or add information to their report.

   *Note: If you have inserted some instructions and want to continue working on this report at a later time, be sure to select the “Save Report Changes” button before leaving this page.

    

4. Select the “Request Mods” button

   *Note: Make sure you have filled out all applicable “modification request” text boxes.

    

5. The next screen will show you every area that will be opened for the grantee along with each instruction. If the list is complete, click on Request Modifications to send the report back to the grantee. If you have more specific modifications to add or change, click on the Cancel button. If you have neglected to identify any modification sections, you will be unable to return the report by clicking "Request Modifications".

    

6. Confirm that you want to send the report, along with the modification requests to the grantee by selecting the “OK” button in the ensuing dialog box.

*Note: While the report is in the “Mod Request” state, the grantee may still add activities and performance measures to any objective, as well as attachments (button at the top) to the report.