Request Summary Page

Access the Request Summary page for a request by clicking the request's project name anywhere it appears in the site. The most common navigation paths for doing so are detailed below.

Workload Page Navigation Path

1. From the Dashboard, click the workload page that contains the request.
   
   
2. Click the request project name.
   
   

Requests and Decisions Page Navigation Path

1. Click Search on the upper navigation bar, and then click Requests & Decisions.
2. Enter search criteria, such as the project name, and then click Search.
   
   
3. Click the request project name.
   
   

Organization Summary Page Navigation Path

1. Click Search on the upper navigation bar, and then click Organizations.
2. Enter search criteria, such as the name of the organization to which the request belongs, and then click Search.
   
   
3. Click the organization name.
   
   
4. Click the Request History tab.
   
   
5. Click the request project name.
   
   

User Summary Page Navigation Path

1. Click Search on the upper navigation bar, and then click Users.
2. Enter search criteria, such as the first and last name of the user to whom the request belongs, and then click Search.
   
   
3. Click the user's last name.
   
   
4. Click the Request History tab.
   
   
5. Click the request project name.
   
   

The Contact Info tab reflects the name and contact information of the applicant as provided by the applicant during the registration process.

• This tab may include the applicant's name, email address, phone number, and home address. 
  • In a GLM site, the applicant's organization information appears alongside their personal information. 
• The Contact Email History link can be used to find emails sent to that applicant specifically.  
• In a GLM site, the Organization Email History link can be used to find emails sent to any applicant within the organization to whom the request belongs. 

The Request tab reflects information related to the status of the request and any changes previously made to the request. 

• The Current Status area reflects all forms that have been completed as the request moves through a process.
• In a GLM site, the Request Email History log lists all emails sent to any of the organization’s contacts related to the request.
• In an SLM site, the Request Email History log lists all emails sent to the applicant related to the request.
• The Request History records changes that occur as the request moves through the stages of a process.
• The Submission History tracks the date, previous status, who changed the request or submitted it, and the name of the form that was last submitted.
• The Advanced Options section houses two features.
  • The first allows an administrator to revert the status of a request, moving it back to its previous status.
  • The second, available only in a GLM site, allows an administrator to reassign the request to a different user within the organization if needed. 

The Award Details tab contains approval information including installment amounts, balances, and due dates. 

• This tab allows easy access to decision information where installments and payments can be added and edited. Approval details can also be edited.  
• Approval information can be added prior to approving a request.

Once a request is approved, the Follow Ups tab is added to the Request Summary page.

• From this tab, existing follow up assignments can be edited, deleted, or reviewed, and new follow ups can be assigned.

Within the Documents tab, documents specifically associated with the request such as decision letters, site visit notes, and proposal summaries can be uploaded.

Within the Comments tab, notes and comments specifically about the request can be recorded.

• Decision comments can be made when a request is either approved or denied. 
• Other comments can be made regardless of the current status of the request. 

The Charity Check by Candid tab list reflects the most recently run charity check summary as well as the option to View Charity Check Log. The log contains all of the dates and times when charity checks have been run for the organization.

Two additional buttons are available to administrators at the top of the Request Summary page.

• Click Assign Users to assign a grants manager to the request.
• Click Create Documents to generate a merge document for the request.