Add a Phone Call to the Grant File


Concept

In this topic, you will learn how to add a phone call to the Grant File.


Steps:

  1. Click the My Grants link to view the list of assigned awards.

    Step 1
  2. Select the desired award by clicking the PR Award Number link.

     

    In this example, select award Z420C130002.

    Step 2
  3. Click the Grant File tab to view the documents within the Grant File.

    Step 3
  4. Click the Add Phone Call button to add a phone conversation to the Grant File.

    Step 4
  5. Enter the name of the person with whom the conversation was held in the Participant field.

     

    In this example, enter "Ed Wilson".

    Step 5
  6. Click in the Conversation Date field to enter the date of the conversation.

    Step 6
  7. You can type the date in the field or select the date from the calendar.

     

    In this example, select November 4 from the calendar.

    Step 7
  8. Click in the Grant File Subject field to select the subject of the conversation.

    Step 8
  9. Select the desired Grant File Subject from the dropdown list.

     

    In this example, select Personnel.

    Step 9
  10. Click in the Transcript field to enter a description of the conversation.

    Step 10
  11. Enter a description in the Transcript field.

     

    In this example, enter "The incoming project director, Ed Wilson, called to explain the recent turnover with the key personnel associated with the grant.  He will submit a request for a Project Director change in order to submit the annual performance report through G5."

    Step 11
  12. Click the Save Telephone Conversation button to save the conversation to the Grant File.

    Step 12
  13. A message will appear to confirm that the telephone conversation has been saved successfully.

    Step 13
  14. The conversation will appear in the Grant File.  Telephone conversations are filed in the Correspondence section.

    Step 14
  15. Hover over the Main menu and click the My HomePage menu item to return to the My Home Page screen.

    Step 15

Congratulations!

 

You have successfully added a phone call to the Grant File.