Create and Associate a Fellowship Project Director


Concept

In this topic, you will learn how to create a fellowship project director and associate the director to a fellowship institution.


Steps:

  1. Click the Fellowship Institution/Project Director Maintenance menu item to begin the process of creating a fellowship project director.

    Step 1
  2. Click the button to the right of the Category field to display the fellowship categories.

    Step 2
  3. Select the Fellowship Project Director list item.

    Step 3
  4. Click the Continue > button to continue to the search screens.

    Step 4
  5. Click the Create button to create a new fellowship project director.

    Step 5
  6. Enter the information into the First Name field.

     

    For this example, enter a valid value e.g. "Ed".

    Step 6
  7. Enter the information into the Last Name field.

     

    For this example, enter a valid value e.g. "Applicant".

    Step 7
  8. Enter the information into the Email field.

     

    For this example, enter a valid value e.g. "ed.applicant@upg.edu.edu".

    Step 8
  9. Enter the information into the CFDA/Subprogram field.

     

    For this example, enter a valid value e.g. "84.407X".

    Step 9
  10. Click the Add button to add an institution to which the project director will be associated.

    Step 10
  11. Enter the information into the Institution field.

     

    For this example, enter a valid value e.g. "University of Punta Gorda".

    Step 11
  12. Click the Search button to search for the institution in the system.

    Step 12
  13. The system displays the institutions which meet the search criteria.

     

    Click the Select button to mark the University of Punta Gorda.

    Step 13
  14. Click the Add button to add the institution as an associated institution to the new project director.

    Step 14
  15. Click the Vertical scrollbar to scroll down.

    Step 15
  16. The system adds the institution to the My Selected Institutions list.

     

    Click the Continue > button to return to the Project Director Information tab.

    Step 16
  17. Click the Vertical scrollbar to scroll down.

    Step 17
  18. Click the Continue > button to continue to the Summary tab.

    Step 18
  19. Click the Submit button to submit and save your work.

    Step 19
  20. The system displays a message indicating that the project director was successfully created.

     

    Note:  If you would like to create additional fellowship directors, you may click Done to return to the search screen and repeat the process.

    Step 20
  21. Click the Go To Home button to return to the My Home Page screen.

    Step 21

Congratulations!

 

You have successfully created a fellowship project director and associated an institution.