Recording Grants
To record a new grant into the case management system, the first thing you need to do is to go to the grants section of the software. You can do that by clicking on the dollar bill symbol on the left side of the screen as shown below.
When you are on the Grants tab, click on ‘'+Add'’ in the top left corner to create a new grant. The following will show below.
Fill in the proper information that matches with column titles, you do not need to worry about filling out the “Disbursed” or “Remaining” section of the grant table as it will fill in automatically once you click on the “✔ Save” button next on the top.
Once saved, the table should look like the image below.
Deleting a Grant
To delete a grant, you must fill in the checkmark in the box to the far left end of each grant row, as shown below.
You can also click all grants at once by clicking on the very top box in the column.
To delete the grant, simply click the “X Delete” button at the top and click save
Editing a Grant
If you notice that a phone number is wrong or missing, you do not need to create the grant from scratch, simply double-click the incorrect table and replace it with the correct information.
It should look like the picture below when editing the data in the table
Once you are finished correcting the information, remember to click “ ✔ Save” to finalize your work.