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Grant Statuses

Overview

Grant Statuses are the various steps on the journey through the small grants process. These statuses are shown against the grants to inform users of the situation with the grants.

Understanding Grant Statuses Fields

Name
 Description Input type Requirement Type
Name The name of the status of the grant. E.g. awarded or declined. text required
Description A description of this grant statuse. This helps with understanding the intented use of this status. text optional

How to Add a Grant Status

  1. Navigate to the Grant Statuses section within the System Settings.
  2. Press the "Add status" button, which will open the Add Grant Status pop-up.
  3. Fill in the Frequency Information:
    • Name: Enter the name of the status (e.g., "Awarded").
    • Description: Add a description for other users to read and have a better idea of what this status is.
  4. Press the "Save" button.
  5. A new Grant Status has been added and is now visible in the Grant Statuses Table.

How to Edit an Grant Status

  1. Navigate to the Grant Statuses section within the System Settings.
  2. Locate the status you wish to edit in the Grant Statuses Table.
  3. Press the button in the Actions column, which will open a menu.
  4. Press the "Edit" option to open the Edit Grant Status pop-up.
  5. Update the status information as needed:
    • Name: Modify the name of the status.
    • Description: Change the description.
  6. Press the "Save" button to apply the changes.

How to Delete a grant status

  1. Navigate to the Grant Statuses section within the System Settings.
  2. Locate the status you wish to delete in the Grant Statuses Table.
  3. Press the button in the Actions column, which will open a menu.
  4. Press the "Delete" option, which will open a confirmation pop-up.
  5. Press "Yes, I'm sure" to confirm the deletion or choose "No, cancel" to stop the status from being deleted.

How to Search and Navigate Grant Statuses

To efficiently manage and locate specific grant statuses, use the search and navigation functionalities provided on the Grant Statuses page:

  1. Search Grant Statuses:

    • Use the search bar at the top of the page to enter keywords related to the status you are looking for.

  2. Navigate Through Pages:

    • Use the pagination controls at the bottom of the table to navigate through different pages of grant statuses. Adjust the number of rows displayed per page using the dropdown menu.