Add A Review Item to a Monitoring Review


Concept

In this topic, you will learn how to add a review item to a monitoring review.


Steps:

  1. Hover over the Grant Maintenance menu and click the Monitoring Reviews menu item to begin the process of editing a monitoring review.

    Step 1
  2. Click the Review Start Date link to access the desired review.

     

    In this example, click the 08/30/2013 link.

    Step 2
  3. Click the Review Items tab to view the review items associated with the monitoring review.

    Step 3
  4. Click the Add Review item button to add a review item to the monitoring review.

    Step 4
  5. Click the Requirement field to select the requirement for this finding.

    Step 5
  6. Select a requirement from the dropdown list.

     

    In this example, select State Oversight and Review of Local Plans.

    Step 6
  7. Click the Type field to select the category of review item which will be added.

    Step 7
  8. Select a type from the dropdown list.

     

    In this example, select Finding.

    Step 8
  9. Click the Finding field to select a finding.

    Step 9
  10. Select a finding from the dropdown list.

     

    In this example, select Programmatic: Change in key personnel without prior approval.

    Step 10
  11. Enter 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 11
  12. Click the Vertical scrollbar to scroll down the page.

    Step 12
  13. Click the Save button to save the review item.

    Step 13
  14. A message will appear confirming that the review item has been saved successfully.

    Step 14
  15. After adding review items, you can use the Export Review Items button to export the information to an Excel spreadsheet.

    Step 15
  16. The 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 16
  17. Hover over the Main menu and click the My HomePage menu item to return to the My Home Page screen.

    Step 17

Congratulations!

 

You have successfully added a review item to a monitoring review.