In this topic, you will learn how to add a review item to a monitoring review.
Steps:
Hover over the Grant Maintenance menu and click the Monitoring Reviews menu item to begin the process of editing a monitoring review.
Step 1Click the Review Start Date link to access the desired review.
In this example, click the 08/30/2013 link.
Step 2Click the Review Items tab to view the review items associated with the monitoring review.
Step 3Click the Add Review item button to add a review item to the monitoring review.
Step 4Click the Requirement field to select the requirement for this finding.
Step 5Select a requirement from the dropdown list.
In this example, select State Oversight and Review of Local Plans.
Step 6Click the Type field to select the category of review item which will be added.
Step 7Select a type from the dropdown list.
In this example, select Finding.
Step 8Click the Finding field to select a finding.
Step 9Select a finding from the dropdown list.
In this example, select Programmatic: Change in key personnel without prior approval.
Step 10Enter a description of the finding in the Details field.
In this example, enter "The project director retired and was replaced without notifying ED of the change."
Step 11Click the Vertical scrollbar to scroll down the page.
Step 12Click the Save button to save the review item.
Step 13A message will appear confirming that the review item has been saved successfully.
Step 14After adding review items, you can use the Export Review Items button to export the information to an Excel spreadsheet.
Step 15The Export as Issue button allows you to add the review item as a grant issue, which will appear on the My HomePage screen and the Issues tab in the Award Record.
You can use the Add Action Note button to add corrective actions to the review item.
Step 16Hover over the Main menu and click the My HomePage menu item to return to the My Home Page screen.
Step 17Congratulations!
You have successfully added a review item to a monitoring review.