Add Grant Approvers to a Fund

When Grant Approvers are added to funds, they must approve grants before posting occurs. If multiple grant approvers are designated on the same fund, then navigate to Grant Settings where you can set the grant approval percent that is required before posting. 

For example, if there are three grant approvers but only one of them is required to approve the grant for processing, set the grant approval percent at 33 (0.33) or less. If all grant approvers must approve a grant before it is processed, set the grant approval percent at 100 (1.0).

Add Grant Approvers

1. Navigate to the Funds page. 
2. Enter the fund name in the Search Funds field and select the fund from the drop-down list.
   • Alternatively, click List All in the left-side menu to view a list of all funds. Click the ID of the fund to which the grant approver will be added.
     
     
     
3. Click the Settings tab.
   
   
4. Click Edit Grant Approvers in the left-side menu.
5. Check the box next to the grant approver's name, and then click Save.
   
   
   

The grant approver is listed on the fund record in the Settings tab.

Add Grant Approver to Multiple Funds

1. Navigate to the Funds page and click List All in the left-side menu.
2. Click Grant Approvers in the left-side menu.
3. Click Add Approver in the left-side menu.
4. Click the name of the grant approver that will be added to the funds.
   
   
   
5. Check the box next to the funds to which the approver will be added, and then click Save.
   

The grant approver is listed in the Grant Approvers section.