In this topic, you will learn how to create an attachment.
Steps:
Click the Attachments Maintenance menu item to begin the process of creating an attachment.
Step 1Click the Create New Attachment button to create a new attachment.
Step 2Enter the attachment title into the Attachment Title field.
For this example, enter a valid value e.g. "Procedures".
Step 3Click the button to the right of the Award Type field to display the list of award types.
Step 4Select the All Award Types list item for this example.
Step 5Click the button to the right of the Action Type field to display the list of action types.
Step 6Select the All Action Types list item for this example.
Step 7Click the button to the right of the Action Period field to display the list of action periods.
Step 8Select the All Action Periods list item for this example.
Step 9Enter a short identifier into the Attachment ID field.
For this example, enter a valid value e.g. "Gen Proc".
Step 10You may indicate whether or not the attachment is mandatory. For this example, the box will not be checked.
Step 11Click 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 12Select the Department Procedures document from the list.
Step 13Click the Open button.
Click the Open button to display the document in the Upload New Attachment File field.
Step 14Click the Upload button to attach the document.
Step 15The document is now attached and displays on the screen.
Click the Vertical scrollbar to scroll down to the bottom of the screen.
Step 16You may select one or many CFDAs to which the attachment will be attached or you may select one or many subprograms.
Note: If 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 17For this example, a single CFDA will be added.
Select the 84.004 list item.
Step 18Click the Add > button to add the CFDA to the Selected CFDAs list.
Step 19Click the Vertical scrollbar to scroll back down.
Step 20Click the Continue > button to move to the Summary tab.
Step 21Click the Vertical scrollbar to scroll down and review the information you have entered.
Step 22Click the Submit button to submit the new attachment to the system.
Step 23The 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 24Click the Vertical scrollbar to scroll through the list of affected awards. Note that the awards will be listed by status, i.e., "Committed."
Step 25After reviewing the affected awards, click the < Previous button to return to the screen with the caution message.
Step 26Click the Yes button to confirm the submittal of the attachment.
Step 27The system displays a message indicating that the attachment has been successfully created.
Click the Vertical scrollbar to scroll down.
Step 28Note: If you want to create additional attachments, you can click the Done button and return to the create screen.
Step 29Click the Go to Home button to return to the My Home Page screen.
Step 30Congratulations!
You have successfully created an attachment.