Once a request has been approved, installments may be added to the request. If the request has not yet been approved, refer to Approve a Request.
- Navigate to the Request Summary page.
- Click the Award Details tab.
- Click Add Installments.
- Enter the applicable Installment Information, and then click Add Installments.
- # To Add - Number of installments to be added.
- Due Date - The due date for the first installment.
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Months Between - Months between the installments if there is more than one. Using this field can save time if multiple installments are being added.
- The system will automatically configure the due dates of each installment that is being added based on the initial due date and the months between installments.
- The system will automatically configure the due dates of each installment that is being added based on the initial due date and the months between installments.
- The installments that have been added are displayed on the next screen. Click an installment to finish configuring it.
- Enter the Installment Amount and any Installment Conditions.
- Installment conditions are not visible to applicants when the Award Details setting is turned on. They can also be pulled into reporting.
- Installment conditions are not visible to applicants when the Award Details setting is turned on. They can also be pulled into reporting.
- The amount awarded for the request is equal to the total of the installments. After installments have been added, the Amount Awarded field on the approval form will automatically update to reflect the new installment total.
- If no follow up forms have been configured in the follow up stage of the process, the request will move into the Approved workload page and remain there until the request is closed.