Finalize a Grant Transfer


Concept

In this topic, you will learn how to finalize a grant transfer.


Steps:

  1. Click the Request Finalization menu item to begin the process of finalizing a grant transfer.

    Step 1
  2. Enter the correct information into the Fiscal Year field.

     

    For this example, enter a valid value e.g. "2010".

    Step 2
  3. Enter the grant transfer award number into the PR/Award No. field.

     

    For this example, enter a valid value e.g. "P407W100004".

    Step 3
  4. Click the Search button to search for the grant transfer you entered.

    Step 4
  5. The system displays the information for both the original and new awards.

     

    Click the Select button to mark the grant transfer which displays.

    Step 5
  6. Click the Continue > button to move to the finalization screen.

    Step 6
  7. The system displays a message asking if you are certain that you want to continue with the grant transfer.

     

    Click the Yes option to confirm the transfer.

    Step 7
  8. Click the Continue > button to move to the Summary tab.

    Step 8
  9. Click the Submit button to submit and save your work.

    Step 9
  10. The system displays a message indicating that the grant transfer has been successfully finalized.

     

    Note:  If you would like to finalize additional grant transfers, you may click Done and return to the search screen to repeat the process.

    Step 10
  11. Click the Go To Home button to return to the My Home Page screen.

    Step 11

Congratulations!

 

You have successfully finalized a grant transfer.