After an award

When a grant is awarded, move it to Awarded. An Award section appears on the grant.

Steps

1. Upload the award letter or grant agreement to the Awards folder and link it to the grant.
2. On the grant, open Award and choose the file under Award letter, then press Read the award letter. The Management desk fills the amount, the grant period, the obligations and the reports owed, and adds a task for each report.
3. Check every date against the letter. You can change dates, add reports by hand, or remove ones that are wrong.
4. Each Monday the Reporting desk checks what is owed. A report due within 30 days appears under Needs you with Start report.
5. Start report opens a report document. Draft its sections with the Writing desk, export it and send it to the funder.
6. Press Mark submitted on the report. Its task closes.

Reading the letter can be undone from Activity, which removes the reports and tasks it added.