In this topic, you will learn how to create a monitoring review in G5.
Steps:
Hover over the Grant Maintenance menu and click the Monitoring Reviews menu item to begin the process of creating a monitoring review for a grantee institution.
Step 1Click the Create New Monitoring Review button to open the Create Monitoring Review window.
Step 2Enter the appropriate grantee UEI in the Recipient UEI field.
In this example, enter "AAA111BBB223".
Step 3Enter the desired information into the Fiscal Year field.
In this example, enter "2022".
Step 4Enter the desired CFDA/Subprogram in the Subprogram field.
In this example, enter "84.005A".
Step 5Click the Review Type field to select a review type.
Step 6The Start Date will default to the date the monitoring review is created in G5.
You can click in the field to enter a different date if necessary.
Step 7Click the Create Monitoring Review button to save the monitoring review.
Step 8The monitoring review will now appear for additional editing.
Step 9After creating and editing the monitoring review, you can click the Generate Monitoring Report button to compile and export the review information to a Word document.
Click the Monitoring Reviews link to view the list of created monitoring reviews.
Step 11The monitoring review will appear on the Monitoring Reviews list.
Step 12Click the Main menu item to return to the My Home Page screen.
Step 13Note: The monitoring review will also appear in the Open Monitoring Reviews list on the My HomePage screen.
Step 14Congratulations!
You have successfully created a monitoring review.