Grant Module - Rotary District 5100
Contents
1. View Edit Delete rants submitted to the District in this Club To Excel PMail Change OrgYear A summary is s Club Grants E sdgsdgsdg Bank Masters Test Draft 59 099 00 2 500 00 A L GrantSAS06 Bank Masters Test Accepting Signatures 9 000 00 3 000 00 m L GrantSAS08 Bank Masters Test Accepting Signatures 6 000 00 1 000 00 A L GrantSASLVL1 Bank Masters Test Accepting Signatures 5 000 00 1 000 00 A L GrantSAS01 nee i Test Butter Bal Test Flank Steak arated For Approval 20 000 00 10 000 00 E L GrantSAS09 Bank Masters Test Submitted For Approval 14 000 00 7 000 00 A L GrantSAS07 Bank Masters Test Need More Information 12 000 00 6 000 00 E L GrantSAS03 Bank Masters Test Approved 1 000 00 500 00 ia L X GrantSAS05 Bank Masters Test Rejected 11 000 00 5 000 00 T L GrantSAS04 Bank Masters Test Completed 6 000 00 1 000 00 T L GrantSAS02 Bank Masters Test Paid 8 000 00 2 000 00 Grants Help t Enter a message to send to your District administrators Send Message Message Subject Message Content Format Font Family Font Size A W B T CE IE E E E E TO SGA Bae be Qu i t f DESENLER EE a dime Grant Module Documentation Documentation will be available shortly Please check back later 4 Page Club Grant Signature Restrictions 4 Define and configure who can electronically2. 3 of the Memorandum ofUnderstanding MOU provided by Rotary District 7770 for Clubs participating in the District Grant Program It is an agreement between the Club and District 7770 explaining what measures the Club will undertake toensure proper implementation of District Grant activities and management of Rotary Foundation Grants Funds By authorizing this document the Club agrees it wil comply with all Foundation requirements contained within the MOU executed during Future Vision Grants Management Seminars conducted September and December2012 Club MUST submit a Closing Report within 60 days of project completion Yes I Understand and accept the terms of the Club Statement Agreement Trustee Guidelines amp Matching Grant Awards Terms amp Conditions By signing this grant request I confirm that our Rotary Club is requesting a District Grant in the amount above will be spent in accordance with Trustee approved guidelines and the Terms and Conditions of Matching Grant Awards All of the information contained herein is true and accurate Yes I Understand and accept the terms and conditions 13 Page 1 Click Application tab 2 Complete entry for this application All mandatory fields are identified with As you can see this application requires entry of all fields Please note that if don t have a cooperating organization just enter None 3 If you made all your changes hit the Save button 4 If no errors appear the Grant Vie
3. L Save The Eagles Email Test Bank Masters E L TestSAS01 Bank Masters 1 These two icons allow you to Test Test Test Butter Ball Test Test Butter Ball Test Test Test Flank Steak Test Test Test 9 To Excel Draft Draft Draft Accepting Signatures Accepting Signatures Approved Completed Completed a 1 is the Maximize Window icon that allows you to click on this icon to minimize the window to view more of the screen by removing the view of the list on the left side of the screen You may return the screen to show the list by just clicking on this icon again b 2 Customize icon currently only allows you to change the OrgYear However may have other features in the future Change OrgYear 0 o New Grant Request Status o e Total Project Budget Requested DDF 3 00 2 00 3 333 00 5 000 00 436 00 5 000 00 10 00 1 500 00 9 oa 3 2 To Excel button when you select projects from the list and click this button you will create an excel document that has summary information See Create Excel Document To Excel Button section for further details on this process 3 PMail button when you select projects from the list and click this button you may create a PMail to be sent to individuals concerning these projects See Create a PMail PMail Button section for further details on this process 6 Page 1 00 1 00 22 00 2 500 00 34
4. Landmann Mark R Test a 1 Member Active 1 Click on TO to add additional members TO members will have the variable gt metadata translated based on their information on file The TO input field will show member names and not member EMails this is normal Click on CC to add additional members CC Emails can be manually added using a or to separate the EMmail addresses CC members will NOT have the personal variable metadata translated since any EMmail address can be entered and the designated users may not be on the system The CC input field will show EMail addresses not member names j Your Subject TEST Members must be valid file name no special characters Select Editor mode Rich Text Editor Text for mobile devices e g iPhone iPad Blackberry Droid Save PMail ga OQmeavyarocet AQ e n a H E Io mon EZ Link A in lairier u Ss A eae Templates The Message iil Ill 4 linl Ili u A f iil A Dear FName o Notes FName will be VOIR i replaced with the first start i UN Me ssage Her C name or badge nick name Click on the vA icon to spell check your document with ieSpell IE Only Dovmload the integrated spell checker ieSpell here Attachments PMAIL attachments limited to 10MB each Why Click Here ea the paperclip If you need to send a larger attachment use the ICON above to upload and then create a link to your up
5. 0 Debit 1 Budget item Supplies was deleted Amount 500 0000 Credit 0 Debit 1 Grant was saved successfully A new club Contact was added to the list of users included in this grant UserID 800010242 Grant was saved successfully Grant was saved successfully Budget item Supplies was added Amount 500 Credit 0 Debit 1 A file was added BenefitInfo C CFusion8 runtime servers coldfusion SERVER INF temp wwwroot tmp neotmp3902126842787686345 tmp A folder was created BenefitInfo A file was added ClubFunding C CFusion8 runtime servers coldfusion SERVER INF temp wwwroot tmp neotmp5312245006291422907 tmp Grant status set as Draft 1 Emails were sent to club contacts regarding state change to Accepting Signatures 3 Emails were sent to club signees regarding state change to Accepting Signatures Grant was saved successfully Grant status set as Accepting Signatures 1 Emails were sent to club contacts regarding state change to Draft 2 Emails were sent to club signees regarding state change to Draft Grant was saved successfully Grant was saved successfully Grant GrantSASO3 was created 20 Page 7 Club Signature Approvals This section covers the processing steps required of Club members that have approval to review Club Grants requests for approval to send it to the District for their final approval These instructions assume that you have clicked on the Grants tab and are listed as a Club approver to sign off t
6. 00 2 500 00 1 00 600 00 4 If you need to Change Change OrgYear New Grant Req Grant Org Year x OrgYear th Grant Org Year x Select the org year to update the list on this page q a Click on Change OrgYear with the grants for that org year button Select the org year to update the list on this page with the grants for that org year OrgYear b Select Year you want to 5 rgYear 2012 13 VIEW 2015 16 2014 15 i c Click on the Change Org c 2013 14 ii dk ae Year button 2011 12 7 2009 10 5 If you need to add a new Grant click on New Grant Request button see Grant Details section for further details for the New Grant Request process 6 Total Project Budget from the Details tab of the Grant request 7 Requested DDF from the Details tab of the Grant request 8 Action what appears is based on your security and status of the project a Draft Status projects the action icons are i View icon upon clicking it takes you to Grant View screen see Grant View section for further details on viewing the Grant View process li Edit icon upon clicking it takes you to the Edit Grant screen See Edit Grant section for further details on editing a project via the Edit Grant process iii Delete icon upon clicking it takes you to Are Your Sure window where you need to click the Confirm Delete to actually delete this project The Club Dashboard with the list of project will appear with that pr
7. 2 500 08 E L GrantSAS06 Bank Masters Test Accepting Signatures 9 000 00 3 000 08 L GrantSAS08 Bank Masters Test Accepting Signatures 6 000 00 1 000 00 L GrantSASLVL1 Bank Masters Test Accepting Signatures 5 000 00 1 000 g 2 GrantSASO1 Bank Masters Test Butter Bal Test Fank Steak submitted For Approval 20 000 00 10 000 F L GrantSAS07 Bank Masters Test Need More Information 12 000 00 6 000 04 1 L GrantSAS09 Bank Masters Test Need More Information 14 000 00 7 000 09 N L GrantSAS03 Bank Masters Test Approved 1 000 00 500 06 Ma nn s gt 26 Page Personalized EMail PMail EZLink Template Select EZLink Templates Compose PMail Groups To Select an EZ Link template click on a radio button below To Preview the template click on the template name To create a new template click Save PMail in the Compose Tab select the appropriate folder to save the template under Your last PMail will be automatically saved in your Personal folder under the name My Last PMail System District Club Personal mm d S OT r a n w ae er mp a Se 27 Page Personalized EMail PMail EZLink Templates PMail Groups Tracking Compose PMail UserIDsf Sylvia Soden EMail Friendly Display Name From EMail slandmann gmail com Bounced EMail messages are returned to this address ReplyTo EMail slandmann gmail com 7 Member s will reply to this address
8. Club Grant Dashboard list on the left side of the screen Since this activity may involve various security levels for documentation purposes the instructions shown below are based on a Level 4 Club Officer 1 Click on the checkbox next to the Grant project s you want to create an excel document for 3 A window will appear that says Do you want to open or save GrantsExcel xls from www directory online com Click the Open button as it s better to review it before you save this document in case you change your mind See sample screen below 4 You will get a message window indicating that the format is different than the file extension xls because it is open as a Web Page click yes 5 The document will open with the project s you have selected as shown in the sample below Please note for viewing purposes that the columns were formatted to fit text 6 If you want to save this document as an excel document a Complete the Save As function in Excel to save this document to your computer However remember to change the Save as type to an Excel Workbook See a portion of the sample screen that was done to save this document below Club Bank Masters Test Grant Dashboard 2012 13 os A summary is shown below of all grants submitted to the District in this Club To os PMail Change OrgYear New Grant Request Club Grants Total Project Budget Requested DDF 5 1 01 1 01 Do you want to open or save
9. Excel Button ossssesensesesesessnsesssnessrressreessresssrrsssresseressreessees 25 lt E E E A A E E E E E A A E E 26 10 PTV MIS WCE a E ss lt aacennsecnaanseorcasteseaone 29 11 Change Signatur ADD OV CMS snisceccvnsccacrsnisdaceasdcecvanedeosaunseeesuasistarsandacextaedeaseussereseanideucandersauatedes 29 1 Summary The DACdb grant module is designed to manage the entire life cycle of the District Grant process This process starts when the District is notified of the District Designated Funds DDF funding for the upcoming OrgYear by RI This Total DDF funding amount is entered into the Grant Module for that OrgYear Districts can request up to 50 of their District Designated Fund DDF in one annual block grant which is used for funding District Grant project submitted by the clubs The net Amount DDF Funding Global Grants Admin Costs is then managed by the District and is what this new module is all about supporting Each club seeking to fund a project creates a project page enters the project description contact information financing including requested DDF funding photos supporting documents etc Once the project documentation is finalized at the club level it can be digitally signed and approved by the designated club officers A minimum of two 2 officers must be defined for signature approval and they are typically the Club President and Club Foundation Chair that has taken the designated train
10. GrantsExcel xls from www directory online com 1 Save v Cancel 25 Page Microsoft Excel 4 J The file you are trying to open GrantsExcel 3 xds is in a different format than speofied by the file extension Verify that the file is not corrupted and is from a trusted source before opening le Ora Gea Ge H the file Do you want to open the file now Grant Name Club Name Total Project Funding Requested DDF Description Project Objectives AAAAAA My Project ObjectivesMy Project Objectives My Project ObjectivesMy Project ObjectivesMy Project ObjectivesMy Project ObjectivesMy Project Objectives ProjectBenefit My Project Humanitarian EffortsMy Project Huma nitarian EffortsMy Project H umanitarian EffortsMy Project Humanitarian EffortsMy Project Humanitarian EffortsMy Project H umanitarian EffortsMy Project n oe Humanitarian Efforts Hals New Grant Flank Steak Test Bank Masters Test 5 000 00 Nonfinancial Participation My Project Active Rotarian Involvement My Project Active Rotarian InvolvementMy Project Active Rotarian InvolvementMy Project Active Rotarian InvolvementMy Project Active Rotarian InvolvementMy Project Active Rotarian InvolvementMy Project Active Rotarian Involvement Rotary Sponsored My Project publicity planMy Project publicity planMy Project publicity planMy Project publicity planMy Project publicity planMy Project publicity planMy Project publicity plan File name Save as type Web Page O E
11. a District Grant in the amount above will be spent in accordance with Trustee approved guidelines and the Terms and Conditions of Matching Grant Awards All of the information contained herein is true and accurate Yes I Understand and accept the terms and conditions 8 The Grant Approvals area shows signature approvals so far 9 You can download this view as a PDF doc by clicking on the Download PDF button 10 If everything is acceptable for approval continue to Step 11 otherwise work with Grant Contact individual to resolve any issues If the Grant project has to be reverted to a Draft status for further modifications the club member responsible for working on this grant will take care of that process Your process STOPS at this point 11 To approved the Club Grant 1 Click the Edit Grant button The Edit Grant screen will appear 2 Click the Sign Grant button The Club Signatures window will appear with a list of people who have approved this grant so far 3 Click the Sign Grant button to approve this grant Following is a sample screen of above steps A Sign Gran W Revert To Draft Grant Signatures A list of users who have signed this grant is shown below To add your signature to the list click the Sign Grant button below If you have already signed the grant the Sign Grant button is not visible vet 2 ae Cancel E 12 The View Grant screen will appear and you should see your signature under the Grant a
12. of activities on the left side of the screen based on security along with the District Grants Overview screen on the right side Since this activity may involve various security levels for documentation purposes the instructions shown below are based on a Level 4 Club Officer The following summarizes what activities are done along with a sample of each screen Level 4 Club Officer eee 1 District Grant Overview Default Screen when you click on the Grants tab See 2 Club Grant Dashboard List of all club projects in various statuses where various actions can be done along with activities gt Grants Help related to the following action buttons Emai District a To Excel button Ability to select projects on the list and View Documentation create an excel doc with summary info yes b PMail button Ability to select projects on the list and send a PMail Club Signature Restrictions c Change OrgYear button Ability to change the organization year for a list of projects in another year d New Grant Request button Ability to add a new grant request for DDF funds for the organization year you are in 3 Grants Help a Email District Ability to send an email to District Administrators b View Documentation Documentation on the Grant Module There is one user manual for the Club and one user manual for the District 4 Admin a Club Signature Restrictions Ability to indicate what users have permission to
13. some entry in the Details tab a Requested Funding Details Requested DDF entry b Other Funding Required Details Total Project Budget minus Details Requested DDF 3 What appears is based on your security This sample shows Edit or Delete actions Please note once you hit the delete action that item will be gone 4 If you need to add a line item to the Income CE section click on the Add Income button The following screen identifies what entry is Description required to add this line item Once entry is Pe completed hit the Add button to add your ees Sana entry g DDF Other ape Cancel amp 15 Page 5 If you need to add a line item to the J Add Income Source Expense section click on the Add Expense button The following screen identifies what Description entry is required to add this line item Once entry is completed hit the Add button to add your entry Funding Source DDF Other Amount dd Cancel 6 The Budget Summary section shows the total Budget along with the totals from Income and Expenses to determine the Cashflow 7 The right side of the view shows changes to the graphics Also it shows if project has a Surplus or is Overbudget based on your changes 8 If you made all your changes hit the Save button 9 If no errors appear the Grant View screen will appear You can see these changes by reviewing the Budget Summary area See the sample portion of that screen be
14. to the eligibility requirements set forth in the terms and conditions for Rotary Foundation grants e Districts must be qualified by the Foundation to receive district grant funds Current Projects 2012 13 The following projects have been funded and approved in District 9969 2 Hals New Grant Flank Steak Test Bank Masters Test Approved 5 000 00 1 Print icon allows a user to print this screen 2 Club column indicates that club or clubs sharing this project 5 Page 4 Club Grant Dashboard This area allows you to manage all Club project Grants Most of your activities will occur here if you are completing club activities To get to this screen anywhere within the Grant module just click on the Club Grant Dashboard list as shown below Since this activity may involve various security levels for documentation purposes the instructions shown below are based on a Level 4 Club Officer District Grant Overview Club Grant Dashboard w gt Grants Help Email District View Documentation gt Admin Club Signature Restrictions Club Bank Masters Test Grant Dashboard 2012 13 Edit of all fants submitted to the District in this Club View Delete A summary is shawn be Club Grant mO i L X SCTest Bank Masters L X Testi Bank Masters T L X TestMultiContcts Bank Masters w L Save The Trees Bank Masters L TestAA Bank Masters D L Hals New Grant Bank Masters T
15. 10 Page Edit Grant GrantSAS04 2013 14 The current details regarding this grant are nbelow New Tabs Collect Club Signatures Save Details Contacts Application Budget Documents Activity Log Income Items Add Income Source Surplus 15 000 00 tem ame mount action Requested Funding 7 500 00 Edit Delete Other Funding Required 7 500 00 Edit Delete Cash Analysis Summary 15 000 00 Spent Cash 0 Expense Items Add Expense a AoE LAB Summary 0 00 Budget Summary cnt Total Budget 15 000 00 15 000 00 Cash Available 100 Expenses 0 00 Cashflow 15 000 00 Budget Alignment Unaligned 0 5 To continue entry See Grant Details Contacts for further details on that process 11 Page 6 2 Grant Details Contacts This area allows you to identify the members to be included in automatic email notifications on this project Please note that the person who creates this Grant project will automatically be added as a Club Member on this list Edit Grant GrantSAS04 2013 14 w 1 2 Collect Club Signatures The current det egarding this grant are shown below Details ty Application Budget Documents Activity Log Select the membets to be included in automatic email updates about this grant Contacts Club Members Not Included Club Members Involved Aixxxxxss A1xxBBB xxyy Bank Masters Test Aaai Aaatester B Mr Bank Masters Test AAA AAA Bank Masters Test
16. 6 Once you are done and ready to send your email click the Send Message button 7 Please note there currently is a Customize button however this is for future functionality Grants Help ox Enter a message and select the District administrators to send it to O Send Message v Aaa35 Aaatester B Mr AAA AAA v Aaa000 Aaa000 v Aaal Aaatester B Mr v Aaa1l2 Aaatester B Mr Message Subject Message Content EE Bsure BDO Ra B fo f amp Qt Fe B I U S x x Iam 3 9 Z Z Z ORM OQ Styles 0 Font Size A B 82 2 11 Change Signature Approvers This section covers the processing steps required to change what members are approved to signoff Grants These instructions assume that you have clicked on the Club Signature Restrictions list under Admin on the left side of the screen Since this activity may involve various security levels for documentation purposes the instructions shown below are based on a Level 4 Club Officer 1 Options available a Add member s i Select the member s you want to give approval to signoff Club Grants on projects and hit gt gt button to move over the member s in the Club Members Involved column b Delete member s i You can move member s out by selecting the member s and hitting 29 Page button c Remove all member s i You can remove all by hitting All button This is used if you want to start all over to select the member s you want to add
17. AAAABBBB AAAABBBB AAAABBBB Bank Masters Test Aaai0 Aaatester B Mr Bank Masters Test Aaaii Aaatester B Mr Bank Masters Test Aaai2 Aaatester B Mr Bank Masters Test Aaa2 Aaatester B Mr Bank Masters Test Aaa3 Aaatester B Mr Bank Masters Test Aaa4 Aaatester B Mr Bank Masters Test Aaa5 Aaatester B Mr Bank Masters Test Aaa7 Aaatester B Mr Bank Masters Test Aaa8 Aaatester B Mr Bank Masters Test Aaa9 Aaatester B Mr Bank Masters Test Aaaaa Aaaaa Bank Masters Test Aalders Hendrik H Bank Masters Test Acti_Prod Acti_Prod Bank Masters Test Aol Mark Aol Mark Bank Masters Test 1 Click on the Contacts tab 2 Following are the options available a Add member s i Select the member s you want to get notification updates on this projects and hit gt gt button to move over those member in the Club Members Involved column b Delete member s i You can move member s out by selecting the member s and hitting button c Remove all member s i You can remove all by hitting All button This is used if you want to start all over to select the member s you want to add back on via a option above Please note that at least one member must appear as you will get an error once you hit the Save button Also your name will automatically appear in this section when you first enter this screen 3 If you made all your changes hit the Save button If no errors appear t
18. Aaatester B Mr Level 1 gt gt Aaa11 Aaatester B Mr Level 5 Aaa6 Aaatester B Mr Level 1 Aaa7 Aaatester B Mr Level 4 lt lt Aaa8 Aaatester B Mr Level 1 Aaa9 Aaatester B Mr Level 1 Aaaaa Aaaaa Level 1 lt lt All AAAABBBB AAAABBBB AAAABBBB Level 1 Aaatestdelete Aaatestdelete Level 1 Aalders Hendrik H Level 1 Act1_Prod Act1_Prod Level 1 Aol Mark Aol Mark Level 1 Asdf Asdf Level 1 z Save Successful The signature authority has be assfuly 30 Page
19. District and Club database This training manual will provide you with information on the Grant Module in DACdb District and Club database so that Club users nave documentation of what needs to be done for the various processes in this module Table of Contents AN AE E essay sea EEES O IN OE E A A NAE A 2 2 Overview of Club Grant Processes ccccsesscsssscsssessscsssecsssessseesseecsseecsasessascsseessaressasessneseeessaes 3 3 District Grant OVELVISW via csdusite tenis iicsaiceaecenuaiunccdnanGelauediinesasasatedennsUhmaidnsaPecwayhlanacuadcndeunsibeondvenGecanuslousten 5 As CMD Ga DAS SO Al eeoa E E E E E ES 6 S PUDE VW CaN en E E E E E E S 8 o Now aan REUS e E AE E ATEA 9 61 Grant Details Detalls scscaserusestcassnnnssanendscssaseusnsatticshbeensnaasacnatdebandvesssatunnsbeandvesssaseadsntansentesaduseancs 9 62 Grant Detalls CUS irataercas cance dnc ce rice e 12 63 Grant Details FO CAN OI ens rre E E E EEE 13 6 4 Grant Details BUCQET 0 0 ccccccssssecesseecsssseesssssesssssecsssusecssasessssseesessesessueesseesesssanesseas 15 6 5 Grant Details DO CUIMIECIN S sarees iceasiezcueceizassinadcccusadieseyecusuzdanaciensicansuecesssdetabeadiaadenaszeaasnaizacanas 17 6 5 1 ENO ACY E a e ects ete essere ANAE A OE TEA E EEE 17 652 Crealea Folder witha File secsesesnrasusneiii nrinn ai 18 660 Grant Details Activiiy LOO esssssrse nirin EAEE OR 20 7 iseollelerii gow Ap Ovals eie E E S S 21 8 Create an Excel Document To
20. Grant Contacts Aaail Aaatester B Mr Home 777 123 1244 rotarytest76 gmail com Office 444 123 1244 Cell Not Listed Total Project Budget 6 000 00 Requested Funding Grant Budget Analysis 1 000 00 Used Funds 0 0k 0 Budget Summary Income Items a Requested Funding 3 000 00 Other Funding Required 3 000 00 Summary 6 000 00 Expense Items o a Summary 0 00 Budget Summary a Income 6 000 00 Total Budget Income Expenses 0 00 Cashflow 6 000 00 i Unrealized 0 Grant Documents Q GrantApp ion html Grant Appr vals amp Club Signatures 2 Received Robinson Smokey Member 06 12 13 10 23 PM e Signature Club Position Date Aaail Aaatester B Mr Club Admin Chair 06 12 13 10 25 PM e Signature Club Position Date District Signatures 2 Received Aaai0 Aaatester B Mr Position Not Listed 06 12 13 10 27 PM e Signature District Position s Date Robinson Smokey Position Not Listed 06 12 13 10 28 PM e Signature District Position s Date 7 You can view the Application portion of this grant by clicking on the GrantApplication html link under the Grants Documents area The following is a sample of what would appear SCREEN IS BEING MODIFIED AND WILL INCLUDE AN UPDATED SAMPLE SCREEN SOON 23 Page Grant Timeframe TEST Start Date 07 04 2013 Completion Date 07 31 2013 Address To Mail Grant PaymenatS Name Mary Jane Address Maple City Henderson State NV Zipeode 89243 Proje
21. back on via option a above Please note that at least 1 member must appear as you will get an error once you hit the Save button 2 Once you are done making your changes click the Save button 3 You will get a message that your changes have been saved as shown in the sample portion of this screen below 4 If you want to print this screen at any point in time click the print icon Club Grant Signature Restrictions 1 Define and configure who can electronically sign off and approve a District Grant at the Club below The members list on the right are the ones granded the authority to sign off and approve 2 Save club s District Grant for submission to the District Before a District Grant can be approved and submitted to the Distict it must be electronically signed by the minimum number of members w defined below for club level approval Club Signatures Configuration Number of Club Signautures Required 2 To Grant access move members from the left to the right To Remove access move members from the right to the left Click the Save button above right to save your changes Club User List Club Signature Permission A1xxxxxss A1xxBBB xxyy Level 2 a Robinson Smokey Level 9 AAA AAA Level 3 p Landmann Mark R Test Level 7 Aaa2 Aaatester B Mr Level 4 Aaa12 Aaatester B Mr Level 1 Aaa3 Aaatester B Mr Level 3 Aaa10 Aaatester B Mr Level 7 Aaa4 Aaatester B Mr Level 1 Aaa1 Aaatester B Mr Level 4 Aaa5
22. ct Definition Describe the project objectives test s Humanitarian Efforts Describe how the project will benefit the community and or improve the lives of the less fortunate Active Rotarian Involvement Describe the nonfinancial participation by rotarians in the project Publicity Plan How will the general public know this is a rotary sponsored project test If the project involves a cooperating organization please provide the name of the organization and attach a letter of participation in the documents section None Club Statement Agreement This document is the ELECTRONIC APPLICATION defined in Section 2 d 3 of the Memorandum ofUnderstanding MOU provided by Rotary District 7770 for Clubs participating in the District Grant Program lt is an agreement between the Club and District 7770 explaining what measures the Club will undertake toensure proper implementation of District Grant activities and management of Rotary Foundation Grants Funds By authorizing this document the Club agrees it will comply with all Foundation requirements contained within the MOU executed during Future Vision Grants Management Seminars conducted September and December2012 Club MUST submit a Closing Report within 60 days of project completion 7 Yes I Understand and accept the terms of the Club Statement Agreement Trustee Guidelines amp Matching Grant Awards Terms amp Conditions By signing this grant request I confirm that our Rotary Club is requesting
23. e District Grant Overview screen will appear that provides you with an overview of District Grants along with a list of what projects have been approved by the District You can also click on the District Grant Overview section at any time to return from another grant activity as shown below Since this activity may involve various security levels for documentation purposes the instructions shown below are based on a Level 4 Club Officer District Grant Overview w Club Grant Dashboard gt Grants Help Email District View Documentation gt Admin Club Signature Restrictions District Grants Overview 1 5 District Grants District grants offer clubs and districts flexibility in carrying out activities supporting the Foundation Mission Districts are encouraged to distribute these grant funds for relatively short term activities either local or international District grants fund smaller short term activities that address needs in both your local community and communities worldwide Each district gets to choose which activities it will fund with these grants Districts can request up to 50 percent of their District Designated Fund DDF in one annual block grant Districts are responsible for administering the activities undertaken with these funds They may disperse these grant funds at their discretion for district or club sponsored activities In addition G r a nts e All activities funded with district grant funds must adhere
24. e screen below Please note that this folder doesn t show any files yet so the File Name is blank 7 Click on the Add File button Edit Grant GrantSASO3 2013 14 w 106 t The current details regarding this grant are shown below Details Contacts Application Budget Documents Activity Log The documents tab allows for management of all documents related to this grant Navigation Home G Modified E BenefitInfo 06 13 13 03 13 PN ClubFunding docx 06 13 13 02 42 P sy GrantApplication htm 06 12 13 04 57 PM 18 Page Edit Grant GrantSAS03 2013 14 1 106 The current details regarding this grant are shown below Collect Club Signatures Details Contacts Application Budget Documents Activity Log The documents tab allows for management of all documents related to this grant O Navigation Home BenefitInfo ne 0 Directories 0 Files Total space used in this directory 8 The Add Secure File screen will appear that allows you to upload a file as shown below 9 Click the Browse button to select the file you want to load from your computer 10 Enter the name for the file you want saved Please note that spaces or special characters are not permitted 11 If you want to replace an existing file with the same name with this file click the Replace File checkbox 12 Click the Add button to upload your file Add Secure File O File checkbox Select a local document file to be uploaded into t
25. et Analysis 1 00 Used Funds 0 0k 0 Budget Summary Income Items Other Funding Required 5 00 Summary 10 00 Expense Items Summary 0 00 Budget Summary Income 10 00 Expenses 0 00 Cashflow 10 00 Grant Documents 7 GrantApplication html Total Budget Income Unrealized 0 Grant Approvals Club Signatures 0 Received District Signatures 0 Received 8 Page 1 Download PDF Allows you to download the Grant View for this project in case you want to save this view 2 Edit Grant will take you to Edit Grant process for this project to make any changes See New Grant Request section further details on this process as the Edit process Is the same 3 Grant Health shows the state of each of the following categories a Basic Info of data entered for the Details tab based on required fields b Contacts of contact entered based on 2 being the minimum required c Application of data entered for the Application tab based on required fields d Budget of Income Total Budget 4 Sponsorship Percentage of Sponsor DDF vs Non Sponsor other funding for the project 5 Grant Budget Analysis shows the of Cashflow Available Funds and Expenses Used Funds 6 Total Budget Income show the of Unrealized Expense Cashflow and Realized 7 Grant Documents will have links to documents for this project Please note every project will
26. g on the document name link to confirm you ve uploaded the document you wanted if you like 17 Page Edit Grant GrantSAS0O3 2013 14 w 106 The current details regarding this grant are shown below Details Contacts Application Budget Documents Activity Log The documents tab allows for management of all documents related to this grant Navigation Home ClubFunding docx O 06 13 13 02 42 P ay GrantApplication htm 06 12 13 04 57 P Rirocts 7 If you want to upload another document click the Add File on this screen and repeat Steps 1 7 otherwise processing stops here 6 5 2 Create a Folder with a File Instructions shown below assume that the user is on the Documents tab in Edit Grant for the project they want to upload a file in a folder and have clicked the Add Folder button as instructions start after that activity is done 1 The Add Secure Folder window will appear as shown in the sample screen below 2 Enter the Folder name 3 Click the Add button to save your folder 1 Add Secure Folder Enter the name of the folder to create O Cancel Add 4 The Edit Grant screen will appear with the Documents tab shown and the folder you added is listed as shown in the sample screen below 5 Click on the folder name so that the file you add will be placed in this folder 6 The Edit Grant screen will appear with the Documents tab However the lower level of the folder will show as seen in the sampl
27. gnatures Accepting Signatures Accepting Signatures Submitted For Approval Submitted For Approval Need More Information Approved Rejected Completed Paid 59 099 00 9 000 00 6 000 00 5 000 00 20 000 00 14 000 00 12 000 00 1 000 00 11 000 00 6 000 00 8 000 00 2 500 00 3 000 00 1 000 00 1 000 00 10 000 00 7 000 00 6 000 00 500 00 5 000 00 1 000 00 2 000 00 5 You can review the Grant by clicking on the View icon Action column for the project you want to review for approval 6 Once you click on the View icon the Grant View screen will appear for your review as shown in the following example 22 Page View Grant The overview of this grant is shown below Funding information can be found on the graphs to the right Download PDF Edit Grant Status Completed cu cy Last Modified on 06 15 2013 at 12 42 PM GrantSAS04 Henderson Nevada USA Surplus 6 000 00 Grant Description Grant Health Grant Location ood N Ash Meadows a 4s s National lt Wildlife Refuge wes Application aos E n z are x Pahrump k be National Park J J n 0 10 20 30 40 50 60 70 80 30 100 Percent Sponsorship Percentage n Volcano National Gooxle m Map cat 2013 Goog OUA Use Reporta map error Clubs Involved Bank Masters Test Lead Club Charter Date Not Listed Club Email Not Listed Phone 123e
28. have a GrantApplication html that shows information from the applicaion tab for this project See Grant Details Application section for further details on what appears 6 New Grant Request This area allows you to add a new Grant project to be approved by the District for DDF District Designated Funds funding There are several tabs in this area that consists of the first view of only three tabs Details Contacts and Application that are visible when you click on the New Grant Request button The other three tabs Budget Documents and Activity Log will appears once you save the Details tab Since this activity may involve various security levels for documentation purposes the instructions shown below are based on a Level 4 Club Officer Also it is assumed that you have clicked on the New Grant Request button as instructions start after you have done that 6 1 Grant Details Details The Details tab is the default screen you will see when you first enter the Grants Details screen to add a new Grant 9 Page Grant Details 2013 14 10 0 Fill out the grant information shown below Click Save when you are ready 4 Project Name Project Country Project State Project City Total Project Budget Requested DDF Project Description em ET sore W D R la m la B I US x x F Other Clubs Involved District Club List Clubs Involved Butter Ball Test Bank Masters Test Cambio Test DaCdb Deve
29. he Grant View screen will appear where you will see your changes in the Grant Contacts area 4 If you want to continue entry click the Edit Grant button in the top right of the screen of the Grant View screen see Grant Details Application section for further details on that process 12 Page 6 3 Grant Details Application This area allows you to enter detailed grant application for these Grant project Edit Grant GrantSAS05 2013 14 1 1 The current details regarding A rant are shown below Collect Club Signatures Details Contacts Documents Activity Log Application Fill out the detailed grant spt Thon form below Grant Timeframe Start Date Completion Date Ht Address To Mail Grant PaymentS Name Address City State Zipcode Project Definition Describe the project objectives Humanitarian Efforts Describe how the project will benefit the community and or improve the lives of the less fortunate A Active Rotarian Involvement Describe the nonfinancial participation by rotarians in the project A Publicity Plan How will the general public know this is a rotary sponsored project If the project involves a cooperating organization please provide the name of the organization and attach a letter of participation in the documents section Club Statement Agreement This document is the ELECTRONIC APPLICATION defined in Section 2 d
30. he files area If you are replacing an existing file check There is no backup for lost overwritten files Please always keep a local backup copy Select File Save File As 10 Replace file Characters and numbers only Special characters are not permitted 12 Cancel Add 13 The Edit Grant screen will appear with the Documents tab shown and the document you uploaded will appear as shown in the portion of the sample screen below You can view the document by clicking on the document name link to confirm you ve uploaded the document you wanted if you like Edit Grant GrantSAS03 2013 14 m 106 The current details regarding this grant are shown below Details Contacts Application Budget Documents Activity Log The documents tab allows for management of all documents related to this grant Navigation Home BenefitInfo S l 13 BenefitDetails docx 06 14 13 01 45 PM 14 If you want to upload another document in this folder click the Add File on this screen and repeat Steps 8 14 otherwise processing stops here 19 Page Add File Add Folder 6 6 Grant Details Activity Log This section allows you to see the activity that has occurred on this project Please note that some activity items show an entry of Grant saved successfully but not what was saved Following is a sample screen of a project that has activity Edit Grant GrantSASO3 2013 14 10 10 The curre
31. his Grant project Since this activity may involve various security levels for documentation purposes the Instructions shown below are based on a Level 5 Area Admin that is an approved member to sign off for Club Grant projects 1 Click on Club Grant Dashboard list on the left side of the screen as shown here District Grant Overview Club Grant Dashboard cw gt Grants Help Email District View Documentation gt Admin Club Signature Restrictions 2 The Club Grant Dashboard appears for the current OrgYear as shown below Club Bank Masters Test Grant Dashboard 2012 13 TE A summary is shown below of all grants submitted to the District in this Club To Excel PMail Change OrgYear New Grant Request Club Grants scone projectname ch estas gota Project Budget e Requested DDF L X SCTest Bank Masters Test Draft 3 00 1 00 m L X Testi Bank Masters Test Draft 2 00 1 00 L X TestMultiContcts Bank Masters Test Butter Ball Test Draft 3 333 00 22 00 L Save The Trees Bank Masters Test Butter Ball Test Accepting Signatures 5 000 00 2 500 00 E L TestAA Bank Masters Test Accepting Signatures 436 00 34 00 L Hals New Grant Bank Masters Test Flank Steak Test Approved 5 000 00 2 500 00 T L Save The Eagles Email Test Bank Masters Test Completed 10 00 1 00 T L TestSAS01 Bank Masters Test Completed 1 500 00 600 00 3 If you need to change the OrgYear co
32. ing on District Grants By signing a project the club officers are specifying that they agree to the Terms and Conditions for District Grants BTW a custom document can be defined by each District and used as part of the submission process The district leadership team DG DGE TRF District Approval Committee District Grants Audit Committee etc is granted access to the projects in your district so that they can review and approve them A list of signed projects ready to be approved is displayed in the Manage Grants section Projects in other states of development are also displayed At any time you can generate lists of projects at various statuses in your district and see how much DDF is allocated to these projects with individual totals per club A spending plan list can be generated and can be used to apply for the Block District Grant for your district at The Rotary Foundation After approval the Grant Module keeps track of which project was paid by your treasurer for District Grants For Paid projects a link to a blank report form is displayed on the administration page so that the users can prepare their Final Report This document Word format can be customized for your own District 2 Page 2 Overview of Club Grant Processes This section provides a visual overview of the activities required for Club Grants Instructions shown assume you are signed on to DACdb Once you click on the Grant tab you will see the following list
33. loaded file A Attach a file up to 5 files can be attached Send Options Send Only Me a Test EMail EMails WILL NOT go to TO CC list the first TO person will be used as an example T Show ALL TO Members on EMail V Un check this if you do not want to see a list of all member s being PMailed E Include List Source What is this E Track All members in PMail What is this This must be checked to PMail members that did not read the message F Include Opt Out link in PMail What is this 28 Page 10 Email District This section covers the processing steps required to send an email notification to your District Administrator These instructions assume that you have clicked on the Email District list under Grants Help on the left side of the screen and you have the security needed to access this process Since this activity may involve various security levels for documentation purposes the instructions shown below are based on a Level 4 Club Officer 1 Click on the Email District list on the lefts side of the screen 2 There is a list of District Administrators this email is being sent to with all boxes checked You can uncheck any person you don t want getting this email 3 Enter your Message Subject 4 Enter Message Content 5 Modify any format changes via the tools shown if necessary If you move your mouse over the icon it will indicate what this tool is to help in the content of the message
34. lopment Test Flank Steak Test Frankenstein Level Testers No County Test Noclubattnd lt lt Nutterbutter Test Region Zero lt lt All Rotary Club of Hollywood Test Test Test 1 Fields with indicate they are mandatory For this screen all fields are mandatory 2 Enter your data for this project If all mandatory fields aren t entered you will get an error screen indicating which fields have not been completed when you hit the save button 3 Following are the options available on club selections a Add Club s i Select the club s you want to get notification updates on this projects and hit gt gt button to move over club s in the Clubs Involved column b Delete Club s i You can move club s out by selecting the club s and hitting lt lt button c Remove all Club s i You can remove all by hitting lt lt All button This is used if you want to start all over to select the club s you want to add back on via option a above Please note that at least one club must appear as you will get an error when you hit the Save button Also your club will automatically appear in this section when you first enter this screen 4 Once you are done click the Save button If no errors appear this project will be saved with a status of Draft The Edit Grant screen will appear with three addition tabs some budget graphics on the right side and the Collect Club Signatures button as shown in the screen sample below
35. low 10 If you want to continue entry click the Edit Grant button in the top right of the screen of the Grant View screen see Grant Details Documents section for further details on that process See the sample portion of that screen below Budget Summary iiie ie Download PDF Edit Grant a ame Requested Funding 500 00 Other Funding Required 500 00 Summary 1 000 00 Expense Items a Ama Supplies 50 00 Summary 50 00 Budget Summary C Income 1 000 00 Expenses 50 00 950 00 Cashflow 16 Page 6 5 Grant Details Documents This area allows you to upload documents that provide further details on your Grant project to assist in the approval process The data in the Application tab is automatically loaded in this area as GrantApplication html upon every save 1 Click the Documents tab in the Edit Grant screen the following screen will appear that allows you to a Add a Folder with Files b Adda File 2 To add a file that is not linked to a folder click the Add File button and continue to Section Upload a File for further details in that process 3 To add a folder with files in that folder click the Add Folder button and continue to Section Create a Folder With Files for further details in that process Edit Grant GrantSASO3 2013 14 1 106 The current details regarding this grant are shown a 1 Collect Club Signatures Save Details Contacts Application Budget Activit
36. nt details regarding this grant are shown below Collect Club Signatures Save Details Contacts Application Documents The activity log shows a summary of all changes made in the district grant module 06 14 2013 01 45 52 06 14 2013 11 28 56 06 14 2013 11 20 36 06 14 2013 11 20 21 06 14 2013 11 20 06 06 14 2013 11 04 00 06 13 2013 11 53 26 06 13 2013 11 53 26 06 13 2013 11 25 52 06 13 2013 11 21 58 06 13 2013 05 28 03 06 13 2013 03 13 11 06 13 2013 02 42 27 06 12 2013 04 57 19 06 12 2013 04 57 19 06 12 2013 04 57 19 06 12 2013 04 57 19 06 09 2013 09 14 59 06 09 2013 09 14 59 06 09 2013 09 14 59 06 09 2013 09 14 59 06 09 2013 09 14 17 06 09 2013 09 12 42 Aaal Aaatester B Mr Aaal Aaatester B Mr Aaal Aaatester B Mr Aaai Aaatester B Mr Aaal Aaatester B Mr Aaai Aaatester B Mr Aaaii Aaatester B Mr Aaail Aaatester B Mr Aaaii Aaatester B Mr Aaail Aaatester B Mr Aaal Aaatester B Mr Aaal Aaatester B Mr Aaai Aaatester B Mr Aaa Aaatester B Mr Aaal Aaatester B Mr Aaal Aaatester B Mr Aaai Aaatester B Mr Aaail Aaatester B Mr Aaall Aaatester B Mr Aaa11 Aaatester B Mr Aaali Aaatester B Mr Aaaii Aaatester B Mr Aaaii Aaatester B Mr A file was added BenefitDetails C CFusion8 runtime servers coldfusion SERVER INF temp wwwroot tmp neotmp2088979476852620987 tmp Budget item Paper was added Amount 10 Credit 0 Debit 1 Grant was saved successfully Budget item Supplies was added Amount 50 Credit
37. ntinue to the next Step otherwise skip to Step 8 4 Click Change OrgYear button select year period and click Change OrgYear button A new Club Grant Dashboard screen will appear with the updated list of projects for the OrgYear you selected as shown in the sample Club Grant Dashboard for 2013 14 below Change OrgYear New Grant Req Grant Org Year x Grant Org Year W x Select the org year to update the list on this page with the grants for that org year Select the org year to update the list on this page with the grants for that org year OrgYear NESE gt OrgYear 2012 13 A 2015 16 2014 15 2013 14 Cancel Chan gYear a 2011 12 Y 2010 11 2009 10 21 Page Club Bank Masters Test Grant Dashboard 2013 14 A summary is shown below of all grants submitted to the District in this Club Club Grants To Excel PMail Change OrgYear oa amp New Grant Request L X 9006 009 sdgsdgsdg GrantSAS06 GrantSAS08 GrantSASLVL1 GrantSAS01 GrantSAS09 GrantSAS07 GrantSAS03 GrantSASO5 GrantSAS04 GrantSAS02 Bank Masters Bank Masters Bank Masters Bank Masters Bank Masters Test Bank Masters Bank Masters Bank Masters Bank Masters Bank Masters Bank Masters Test Test Test Test Test Test Test Test Test Test Test Butter Ball Test Flank Steak Draft Accepting Si
38. oject gone b Other Status projects you will only see View icon and Edit icon actions that takes you to the same areas mention above on Draft Status projects for these actions 7 Page 5 Club View Grant This area allows you to view general information on a project along with helpful information that determines graphically where a club project stands Also this screen can be viewed appears via several paths throughout the Grant module processes for Club activities First access to this screen is when a person clicks on the Club Grant Dashboard list that shows a list of projects for that club and clicks on the View icon that shows further details on that project Since this activity may involve various security levels for documentation purposes the instructions shown below are based on a Level 4 Club Officer View Grant The overview of this grant is shown below Funding information can be found on the graphs to the right Download PDF Edit Grant Sta t A Last Modified on 06 14 2013 at 06 40 PM Save The Eagles Email Test E Surplus 10 00 Grant Description Grant Health New York test asi Grant Location Block Island New York New Jersey Bight Map cata 2013 Googie Terme of Use Clubs Involved Bank Masters Test Lead Club Charter Date Not Listed Club Email Not Listed Phone 123e Grant Contacts Robinson Smokey ssoden harcalfagency com Total Project Budget 10 00 Requested Funding Grant Budg
39. pproval section of the screen Sample portion of the View Grant screen with your signature is shown below Grant Approvals Club Signatures 1 Received e gt oignature CiuD Position Date District Signatures 0 Received 13 If you are the second signature required to approve this grant continue to the next step otherwise your process stops at this point Please note that usually a minimum of 2 24 Page signatures are required per club on this project Also when the required signatures are met the Submit Grant button will appear in the Edit Grant screen 14 Being the last person required to signoff this grant to go to the District for their approval there are afew more activities you need to do 1 Click Edit Grant button on View Grant screen the Edit Grant window will appear 2 Click Submit Grant button the View Grant screen will appear showing the status as Submitted for Approval See a portion of the various sample screens below for activities indicated 17 2 After Submit Grant button is clicked Status Submitted For Approval Last Modified on 06 16 2013 at 01 58 PM 47 1 17 2 Download PDF Edit Grant Sign Grant Subm ant Revert To Draft 7 8 Create an Excel Document To Excel Button This section covers the process steps required to create an excel document for the Grant projects you want that has some summary information of the Grant These instructions assume that you have clicked on the
40. sign Grant projects at the Club level NOTE Samples screens based on above numbers are shown below 3 Page District Grants Overview 1 District Grants District grants offer clubs and districts flexibilty in carrying out activities supporting the Foundation Mission Districts are encouraged to distribute these grant funds for relatively short term activities either local or international District grants fund smaller short term activities that address needs in both your local community and communities worldwide Each district gets to choose which activities it will fund with these grants amp Grants Districts can request up to 50 percent of their District Designated Fund DDF in one annual block grant Districts are responsible for administering the activities undertaken with these funds They may disperse these grant funds at their discretion for district or club sponsored activities In addition e All activities funded with district grant funds must adhere to the eligibility requirements set forth in the terms and conditions for Rotary Foundation grants e Districts must be qualified by the Foundation to receive district grant funds Current Projects 2012 13 The following projects have been funded and approved in District 9969 Hals New Grant Flank Steak Test Approved 5 000 00 Save The Eagles Email Test Bank Masters Test Approved 10 00 os amp New Grant Request Club Bank Masters Test Grant Dashboard 2013 14
41. sign off and approve a District Grant at the Club below The members list on the right are the ones granded the authority to sign off and approve a Save club s District Grant for submission to the District Before a District Grant can be approved and submitted to the Distict it must be electronically signed by the minimum number of members defined below for club level approval Club Signatures Configuration Number of Club Signautures Required 2 z To Grant access move members from the left to the right To Remove access move members from the right to the left Click the Save button above right to save your changes Club User List Club Signature Permission A1xxxxxss A1xxBBB xxyy Level 2 a Robinson Smokey Level 9 AAA AAA Level 3 o Landmann Mark R Test Level 7 Aaa11 Aaatester B Mr Level 5 Aaa10 Aaatester B Mr Level 7 Aaa1 Aaatester B Mr Level 4 m Aaa12 Aaatester B Mr Level 1 Aaa2 Aaatester B Mr Level 4 Aaa3 Aaatester B Mr Level 3 gt gt Aaa4 Aaatester B Mr Level 1 oc Aaa5 Aaatester B Mr Level 1 2a Aaa6 Aaatester B Mr Level 1 Aaa 7 Aaatester B Mr Level 4 Aaa8 Aaatester B Mr Level 1 lt lt All Aaa9Q Aaatester B Mr Level 1 Aaaaa Aaaaa Level 1 AAAABBBB AAAABBBB AAAABBBB Level 1 Aaatestdelete Aaatestdelete Level 1 Aalders Hendrik H Level 1 Act1_Prod Act1_Prod Level 1 X 3 District Grant Overview When you click on the Grants tab th
42. w screen will appear You can view those changes by clicking on the GrantApplication html document shown on the Grant View screen See the sample portion of that screen below 5 If you want to continue entry click the Edit Grant button in the top right of the screen of the Grant View screen see Grant Details Budget section for further details on that process See the sample portion of that screen below Grant Documents Download PDF Edit Grant A BenefitInfo BenefitInfo docx ClubFunding docx GrantApplication html Aa 14 Page 6 4 Grant Details Budget This area allows you to enter budget details Please note that some information is automatically generated in this budget area based on what was entered in the Details tab Edit Grant GrantSAS06 2013 14 m 114 n below The current details regarding this grant D Collect Club Signatures Details Contacts Application Documents Budget Activity Log Income Items Add Income So 2 Surplus 8 000 00 Requested Funding 4 000 00 Edit Delete Other Funding Required 4 000 00 Edit Delete Cash Analysis Summary 8 000 00 Spent Cash 0 Expense Items Add Expe Summary 0 00 Budget Summary 6 Total Budget ds naas Cash Available 100 a i 0 00 Cashflow 8 000 00 Budget Alignment Unaligned 0 l Aligned 100 1 Click on Budget tab 2 Income Items shown are automatically determined based on
43. xcel Workbook Authors Excel Macro Enabled Wor wz bog 9 PMail This section covers the processing steps required to send a PMail on grant projects These instructions assume that you are in the Club Grant Dashboard and are about to start the PMail process Since this activity may involve various security levels for documentation purposes the instructions shown below are based on a Level 4 Club Officer Click on the checkbox for the project s you want to send a PMail on Click PMail button to generate a PMail The Personalize Email PMail screen will appear click on the Compose tab The From To CC info is shown here You have the ability to add any members to the list of the To CC by following the instruction in that area To compose your message highlight Start YOUR Message Here and type your message 6 If you need to send any attachments follow the instructions in this area of the screen 7 Once you are done you can send this PMail by clicking on the Save button either at the top or bottom of this screen to complete this process DLN g Following are sample screens portion of screens for the above processes e Club Bank Masters Test Grant Dashboard 2013 14 2 5 y A summary is shown below of all grants submitted to the District in this Club To Excel kii Change OrgYear New Grant Request Club Grants E L X sdgsdgsdg Bank Masters Test Draft 59 099 00
44. y Log The documents tab allows for management of all docukw nts related to this grant Add File Add Folder Navigation Home Modified Sie GrantApplication html 06 12 13 04 57 PM 10 KB View 0 Directories 1 File Total space used in this directory 6 5 1 Upload a File Instructions shown below assume that the user is on the Documents tab in Edit Grant for the project they want to upload a file and have clicked the Add File button 1 The Add Secure File screen will appear that allows you to upload a file as shown below 2 Click the Browse button to select the file you want to load from your computer 3 Enter the name for the file you want saved Please note that spaces or special characters are not permitted 4 If you want to replace an existing file with the same name with this file click the Replace File checkbox 5 Click the Add button to upload your file Add Secure File Select a local document file to be uploaded into the files area If you are replacing an existing file check tym 2eplace File checkbox There is no backup for lost overwritten files Please always keep a local backup copy 2 Select File i 4 Save File As a file Characters and numbers only Special characters are not permitted Cancel Add 6 The Edit Grant screen will appear with the Documents tab shown and the document you uploaded will appear as shown in the sample portion of that screen below You can view the document by clickin
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