Approve a Formula Allotment


Concept

In this topic, you will learn how to approve a formula allotment in G5.


Steps:

  1. Click the Formula Allotment menu item to begin the process of approving formula allotments.

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

     

    For this example, enter a valid value e.g. "2009".

    Step 2
  3. Enter the search information into the CFDA/Subprogram field.

     

    For this example, enter a valid value e.g. "84.003J".

    Step 3
  4. Click the Search button to search for schedules/competitions which meet the criteria.

    Step 4
  5. Click the Select button to mark Schedule/Competition Number 3.

    Step 5
  6. Click the Modify button to modify the approval status.

    Step 6
  7. Click the Vertical scrollbar to scroll down and review the existing allotments.

    Step 7
  8. Click the Select All For Approval button to approve all the allotments simultaneously.

    Step 8
  9. Click the Vertical scrollbar to scroll down.

    Step 9
  10. NoteThe system has automatically checked the Approval boxes for each of the Award Applications.

    Step 10
  11. Click the Continue > button to move to the Abstract Details screen.

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

    Step 12
  13. Click the Continue > button to move to the Formula Records Summary screen.

    Step 13
  14. Click the Vertical scrollbar to scroll down.

    Step 14
  15. Click the Submit button to submit the approvals to the system.

    Step 15
  16. NoteThe Approval Status has changed to Approved.

    Step 16
  17. The system displays a message indicating that the allotments were successfully updated.

     

    Click the Vertical scrollbar to scroll down.

    Step 17
  18. NoteIf you want to approve additional allotments, you can click the Done button and return to the search screen to repeat the process.

    Step 18
  19. Click the Go To Home button to return to the My Home Page screen.

    Step 19

Congratulations!

 

You have successfully approved a formula allotment.