Cayuse Grants allows you to add a wealth of data to individual grant records.
Please note: Grant details are configurable depending on what your institution requested upon implementation. Because of this, this article will instead define the fields and buttons you may encounter within the grant record.
Fields an Symbols
You may see different fields types and symbols to edit upon modifying a grant record:
Add or New Buttons:
Add or New buttons allow you to create a record, such as a new subcontractor or key personnel. By clicking on this type of button, a new window will appear where you can enter record information before clicking Create.
Edit Buttons:
Edit buttons allow you to edit the existing data, and exist if multiple entries aren't allowed. For example, there may be only one description or summary for certain menus.
After editing, make sure to click .
Copy Buttons:
Copy buttons allow you to duplicate an item, such as a budget period, in order to save time. After choosing the item you wish to duplicate from the new window, click Create.
Assign Buttons:
Assign buttons allow you to assign an individual to a specific role. In the new window, choose the individual you wish to assign and click Save.
Edit Icons:
Edit icons allow you to edit a record if there are multiple records of the same kind within the menu, like individuals or notifications. Edit the information in the new window, and click .
Delete Icons:
Delete icons allow you to edit a record if there are multiple records of the same kind within the menu.
Drop-Down Menus:
Drop-down menus allow you to choose from a selection of data that has been predetermined within the Codes module.
Blue Plus Signs:
If you don't see the data you need within a drop-down menu, you can create it on the spot by clicking on the blue plus sign. Fill in the fields provided, and then click .
New Document Buttons:
Link New Network Document: allows the user to create a link to a document on an internal network location.
Link New Web Document: allows the user to create a link to a web site.
Link New Database Document: allows the user to upload and save a copy of a document such as a final draft of a report or an award document.
Any edits you make to the documents from the Documents tab will not be saved to the system.