Requests can be denied individually or in batch. Denying requests individually allows you to record a different decision date and any additional information on the denial form for each request, while denying in batch is an efficient method if you do not need to record unique dates or information.
User Role: Administrator, Grants Manager
When to Deny Requests:
- An application does not meet your funding priorities or criteria after evaluation.
- You need to formally close requests that will not receive funding and remove them from active workload pages.
- You want to maintain a complete record of all decisions, including denials, for reporting and historical purposes.
Deny a Request Individually
To deny a request individually, navigate to the request and complete the denial form with specific decision details.
- Navigate to a request on a workload page or the Requests & Decisions page.
- Click the Project Name.
- Click Deny Request.
- Add the applicable information, and then click Deny Request.
- The Decision Date and Grant Date will auto populate with the date the request is denied and can be edited. Decision Date is the date the grant was denied after evaluation. Grant Date is the date of the General Ledger transaction or posting date, and must be in an open financial period in CommunitySuite for integrated sites.
If all required questions are not answered or Save Denial is clicked instead, the request will move to the Denial Draft workload page until the form is completed. The denial form can be accessed from the Denial Draft workload page by clicking the paper and pencil icon next to the request.
Deny Requests in Batch
To deny multiple requests at once with the same decision date and information, select the requests and use the batch denial process.
- Navigate to the requests on a workload page or the Requests & Decisions page.
- Check the box next to each request that will be denied.
- Click Batch Actions, and then click Deny Requests.
- Click OK.
- Add the applicable information, check the warning box, and then click Deny Requests.
- Batch denying requests cannot be undone. The date and comment will be recorded for all requests in this batch.
- When denying requests in batch, the Decision Date is the only field available to update and will automatically populate the Grant Date with the same date as the Decision Date. If the Grant Date needs to be edited, it must be manually edited on the grant. Decision Date is typically the date the grant was denied after evaluation. Grant Date is the date of the General Ledger transaction or posting date, and must be in an open financial period in CommunitySuite for integrated sites.