Move grants to complete status after they have been paid, cashed, the project is complete, and there is no chance of the grant being returned or refunded. This is not a required step in the grant process, but it can be done if desired.
- Navigate to the Grants page and click the Paid bucket.
- Click the ID of the grant you want to finalize.
- Click [complete] in the grant line.
- Click the Complete grant bucket.
The completed grant is listed in the Complete Grant Summary.
To add additional information to completed grants, click the Grantee name and then click the grant ID.
- Click Attach File in the left-side menu to add a file to the completed grant record.
- Helpful files may include reports or original applications.
- Click Add Note in the left-side menu to add a note to the completed grant record.