Delete a Fellowship Project Director


Concept

In this topic, you will learn how to delete a fellowship director.


Steps:

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

    Step 1
  2. The Fellowship Category tab displays.

     

    Click the button to the right of the Category field to display the categories.

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

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

    Step 4
  5. Enter the information into the First Name field.

     

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

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

     

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

    Step 6
  7. Click the Search button to search for the project director you entered.

    Step 7
  8. Click the Select option to mark Jose Applicant.

    Step 8
  9. Note:  Prior to deleting a Project Director, you must de-activate his/her association with any institution(s).

    Step 9
  10. Click the Modify button to modify the person's association(s).

    Step 10
  11. Click the Active option to uncheck the Active box for the first institution listed.

     

    Note:  You may repeat this for each of the institutions listed if there are more than one listed.

    Step 11
  12. Click the Vertical scrollbar to scroll down.

    Step 12
  13. Click the Continue > button to move to the Summary tab.

    Step 13
  14. Click the Submit button to submit and save your change.

    Step 14
  15. The system displays a message indicating that the project director has been successfully modified.

     

    Click the Done button to return to the search screen.

    Step 15
  16. Now that you have de-activated the association(s) for the project director, you may now delete the project director from the system.

     

    Note:  You may delete the project director if that person has not registered as a user in G5.  If the project director has registered, then you may only de-active him or her.

    Step 16
  17. Click the button to the right of the Category field to display the list of fellowship categories.

    Step 17
  18. Select the Fellowship Project Director list item.

    Step 18
  19. Click the Continue > button to continue to the search screen.

    Step 19
  20. For this example, the search criteria have been re-entered.

    Step 20
  21. Click the Search button to search for the project director.

    Step 21
  22. Click the Select option to select Jose Applicant.

    Step 22
  23. Click the Delete button to delete the project director you selected.

    Step 23
  24. Click the Submit button to submit the deletion to the system.

    Step 24
  25. The system displays a message indicating that you cannot reverse the deletion of a fellowship institution.

     

    Click the Yes option to confirm the deletion.

    Step 25
  26. Click the Continue > button to complete the deletion and move to the Confirmation tab.

    Step 26
  27. The system displays a message indicating that the fellowship project director has been deleted.

     

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

    Step 27
  28. Click the Go To Home button to return to the My Home Page screen.

    Step 28

Congratulations!

 

You have successfully deleted a fellowship director.