Add a Grant Issue


Concept

In this topic, you will learn how to add a grant issue in G5.


Steps:

  1. Click the My Grants link to view the list of assigned awards.

    Step 1
  2. Select the desired award by clicking the PRAward Number link.

     

    In this example, select award Z420C130003.

    Step 2
  3. Click the Issues tab to view the list of issues associated with the selected award.

    Step 3
  4. Click the Add Grant Issue button to create a new grant issue for the selected award.

    Step 4
  5. Click in the Identified on field to add the date the issue was first identified.

    Step 5
  6. You can type the date or select it from the calendar below.

     

    In this example, select August 30 on the calendar.

    Step 6
  7. Click the Issue field to select an issue type.

    Step 7
  8. Select the issue from the dropdown list.

     

    NoteIf the issue you want to add does not appear, contact a system administrator to have it added to the list.

     

    In this example, select Administrative: Level of Effort Over 125%.

    Step 8
  9. Click the Severity field to select a level of severity.

    Step 9
  10. Select the level of severity from the dropdown list.

     

    In this example, select High.

    Step 10
  11. Click the Priority field to specify a priority level for the issue.

    Step 11
  12. Select the appropriate priority level from the dropdown list.

     

    Note: The order in which issues are displayed on the My HomePage screen is based upon the Priority, from High to Low.

     

    In this example, select High.

    Step 12
  13. Click in the Trend field to select a trend for the issue.

    Step 13
  14. Select the appropriate trend from the dropdown list.

     

    In this example, select Worsening.

    Step 14
  15. Enter a description of the issue in the Details field.

     

    GUIDANCE TIP: The Details field is where you must enter a description of the evidence-of-risk issue you selected using this functionality for your grant.  Your description should contain information that clearly explains the issue selected so that other ED staff with an associated grant can determine if the same issue applies to that grant.

     

    In this example, enter "The project director currently has a total LOE of 140%."

    Step 15
  16. You can use the Upload button to add an attachment to the issue.

     

    Note: Any attachments added here will be saved in the official Grant File.

    Step 16
  17. Click the Create Issue button to save the grant issue.

    Step 17
  18. A message will appear to confirm the grant issue has been saved successfully.

    Step 18
  19. The grant issue will now appear on the Issues list.

    Step 19
  20. Hover over the Main menu and click the My HomePage menu item to return to the My Home Page screen.

    Step 20
  21. Note: The award now appears on the Grants with Issues list on the My HomePage screen.

    Step 21

Congratulations!

 

You have successfully added a grant issue.