Contract and Award Update Wizard
Purpose: The Contract & Award Update Wizard is a page where users can update, en masse, grant award information such as principle investigator or assistance listing number (ALN) or contract information such as billing specialist or contract administrator.
Audience: Grants/Contracts Fiscal Staff/Supervisors
You must have at least one of these local college managed security roles:
- ZZ Contract Maintenance
- ZZ Contract Processing
If you need assistance with the above security roles, please contact your local college supervisor or IT Admin to request role access.
- See the First Time & Initial Setup section of the Customer Contracts Homepage QRG for information on user preferences and setup.
- See the My Contracts section of the Customer Contracts Homepage QRG for information on how to set up your My Contracts list.
From the Customer Contracts home page, select the Contract & Award Updates fluid tile. This is a fluid page and can only be accessed from this Customer Contracts page.
- Step 1 Select Update Type: From the Update Type drop down menu. The following steps use Principal Investigator as the example. However, the process is similar for other Update Types.
- In the Update Description field enter a meaningful description.
- Select the Next button.
- Step 2 Enter Values: Enter the Business Unit.
- Enter the Award PI that needs to be updated.
- Select the Next button.
- Step 3 Select Awards: Enter search criteria such as the Award PI that needs to be updated, date parameters, etc.
- Select the Search button.
- Search results will populate. Select applicable awards.
- Select the Next button.
- Step 4 Review and Submit: Review the Awards.
- Enter the New Award PI.
- When all information looks correct, select the Submit button.
- View confirmation that the updates were made.
0 Comments
Add your comment