Create an Attachment


Concept

In this topic, you will learn how to create an attachment.


Steps:

  1. Click the Attachments Maintenance menu item to begin the process of creating an attachment.

    Step 1
  2. Click the Create New Attachment button to create a new attachment.

    Step 2
  3. Enter the attachment title into the Attachment Title field.

     

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

    Step 3
  4. Click the button to the right of the Award Type field to display the list of award types.

    Step 4
  5. Select the All Award Types list item for this example.

    Step 5
  6. Click the button to the right of the Action Type field to display the list of action types.

    Step 6
  7. Select the All Action Types list item for this example.

    Step 7
  8. Click the button to the right of the Action Period field to display the list of action periods.

    Step 8
  9. Select the All Action Periods list item for this example.

    Step 9
  10. Enter a short identifier into the Attachment ID field.

     

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

    Step 10
  11. You may indicate whether or not the attachment is mandatory.  For this example, the box will not be checked.

    Step 11
  12. Click the Browse... button to search your computer's directories for the document you want to attach.

     

    Note:  You may only attach documents in .pdf format.

    Step 12
  13. Select the Department Procedures document from the list.

    Step 13
  14. Click the Open button.

    Click the Open button to display the document in the Upload New Attachment File field.

    Step 14
  15. Click the Upload button to attach the document.

    Step 15
  16. The document is now attached and displays on the screen.

     

    Click the Vertical scrollbar to scroll down to the bottom of the screen.

    Step 16
  17. You may select one or many CFDAs to which the attachment will be attached or you may select one or many subprograms.

     

    NoteIf you select only a CFDA or CFDAs, the system will automatically attach the attachment to all the subprograms associated with the CFDA(s).  However, if you select a subprogram or several subprograms, the attachment will only be attached to the subprogram(s) you selected and you do not need to choose the associated CFDA(s).

    Step 17
  18. For this example, a single CFDA will be added.

     

    Select the 84.004 list item.

    Step 18
  19. Click the Add > button to add the CFDA to the Selected CFDAs list.

    Step 19
  20. Click the Vertical scrollbar to scroll back down.

    Step 20
  21. Click the Continue > button to move to the Summary tab.

    Step 21
  22. Click the Vertical scrollbar to scroll down and review the information you have entered.

    Step 22
  23. Click the Submit button to submit the new attachment to the system.

    Step 23
  24. The system displays a link for you to click to view the awards affected by the attachment along with a caution message.

     

    Click the Click here to view/print the list of these awards. link.

    Step 24
  25. Click the Vertical scrollbar to scroll through the list of affected awards.  Note that the awards will be listed by status, i.e., "Committed."

    Step 25
  26. After reviewing the affected awards, click the < Previous button to return to the screen with the caution message.

    Step 26
  27. Click the Yes button to confirm the submittal of the attachment.

    Step 27
  28. The system displays a message indicating that the attachment has been successfully created.

     

    Click the Vertical scrollbar to scroll down.

    Step 28
  29. Note:  If you want to create additional attachments, you can click the Done button and return to the create screen.

    Step 29
  30. Click the Go to Home button to return to the My Home Page screen.

    Step 30

Congratulations!

 

You have successfully created an attachment.