Status Dates

All statuses from Grant Application and beyond have configurable dates that can be associated to a particular status record. The purpose of these dates is to track key events associated with the status record. For example, a Grant Manager entering in a new application record could desire that the system track the Application Due Date, Internal Application Approval Date and/or Application Submission Date. These date records are multi-functional in the sense that they:

• Record a due date and a date the task was completed

• Permit the entry of approver names and comments for those individuals reviewing the status record

• These approvals/comments are for reporting/information purposes and are not associated with workflow approvals

• Trigger alerts in the form of e-mail or MS Outlook calendar items which act as reminders for the Grant Users to take some form of action pertaining to the particular grant

• The Status Date record can be associated with multiple Grant Users alerting them of an impending task.

These dates are established on the Grant Date Definition (GRNTDEF) page and can be setup to default onto the status record based upon the user’s department as established in security. The Grant Statuses and associated Information Needs records which store Status Dates are:

• Application

• Award

• Amendment

• Close-Out

• Partnering Organization

• Reporting

• Program Management

A batch process, called Generate Alerts, identifies the status dates established within the Grant Lifecycle Management subsystem which will trigger alerts to Grant Users of an impending or expired due date. The goal of this process is to help grant managers reduce the risk of losing funding as a result of missed grant requirements by sending email and calendar reminders to the Grant Users (that is, grant managers, applicants, and board members). This is discussed further in the Generate Alerts run sheet in the CGI Advantage Grant Lifecycle Management Run Sheets.