In this topic, you will learn how to add a state or other contact for a formula record.
Steps:
Click the Formula Record menu item to begin the process of adding a state or other contact.
Step 1Enter the search information into the Fiscal Year field.
For this example, enter a valid value e.g. "2009".
Step 2Enter the search information into the CFDA/Subprogram field.
For this example, enter a valid value e.g. "84.003J".
Step 3Click the Search button to search for formula PR/Award Numbers which meet the criteria.
Step 4Click the Vertical scrollbar to scroll down and review the search results.
Step 5Click the Select button to mark Schedule No. 3 and PR/Award No. Z003J090005.
Step 6Click the Modify button to move to the Details tab.
Step 7Click the Vertical scrollbar to scroll down and review the details for the record.
Step 8Click the Modify Formula Contacts button to add a state or other contact.
Step 9Click the button to the right of the Contact Type field to display the list of contact types.
Step 10Select the State Authorizing Official list item.
Step 11Enter the information into the First Name field.
For this example, enter a valid value e.g. "Mary".
Step 12Enter the information into the Last Name field.
For this example, enter a valid value e.g. "Lamb".
Step 13Enter the information into the Phone Number field.
For this example, enter a valid value e.g. "201-555-5555".
Step 14Click the Horizontal button of the scrollbar to scroll to the right and see the additional fields.
Step 15Enter the contact's email address into the Email field.
For this example, enter a valid value e.g. "mary.lamb@nj.org".
Step 16Click the Horizontal scrollbar to scroll back to the left to view the buttons.
Step 17Click the Add button to add a second state contact.
Step 18Click the button to the right of the Contact Type field for the next line to display the list contact types.
Step 19Select the State Director list item.
Step 20Enter the information into the First Name field.
For this example, enter a valid value e.g. "Andy".
Step 21Enter the information into the Last Name field.
For this example, enter a valid value e.g. "Walker".
Step 22Enter the information into the Phone Number field.
For this example, enter a valid value e.g. "201-555-7777".
Step 23Click the Horizontal scrollbar to scroll to the right to see the additional fields.
Step 24Enter the contact's email address into the Email field.
For this example, enter a valid value e.g. "andy.walker@nj.org".
Step 25Click the Horizontal scrollbar to scroll back to the left and view the buttons on the screen.
Step 26Click the Continue > button to move to the Details tab.
Step 27Click the Vertical scrollbar to scroll down.
Step 28Click the Continue > button to move to the Summary tab.
Step 29Click the Vertical scrollbar to scroll down and review the Summary information.
Step 30Click the Submit button to submit the data you have entered to the system.
Step 31The system displays a message indicating that the formula record was updated successfully.
Click the Vertical scrollbar to scroll down.
Step 32Note: If you want to enter additional state contacts, you can click the Done button and return to the search screen.
Step 33Click the Go To Home button to return to the My Home Page screen.
Step 34Congratulations!
You have successfully added a contact for a formula record.