After a grantee submits a grant request, the request for funding will be available in the Catalog grant bucket for review and approval by your foundation staff and may be moved forward for inclusion in the online grant catalog. Requests can be reviewed individually or approved in bulk.
Approve All Requests
- Navigate to the Catalog bucket on the Grants page.
- Grant requests that are pending approval are displayed.
- If all grant requests should be approved, click Accept in the left-side menu.
- Select the applicable Approve Grant Catalog Requests information, and then click Approve Requests with Categories Defined.
Review Individual Requests
- Navigate to the Catalog bucket on the Grants page.
- Grant requests that are pending approval are displayed.
- Click the ID of the request you want to review.
- Approve, Edit, or Reject the request.
- To reject the request, click Reject in the left-side menu.
- If the request needs to be edited before approving, click Edit in the left-side menu, make changes, and save.
- Although the request can be edited after it is approved, it is easier to edit before approving.
- To approve the request, click Approve in the left-side menu. If approving, advance to step 4.
- If approving, select the applicable Approve Grant Catalog Request information, and then click Approve.
- Create Grants in Fund - This is the grant catalog fund.
- Grant Category - Select a grant category.
If additional changes are needed for an approved request, change the information in the original grant request and the grant record.