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How to Create an Outbound Grant?
You can create an outbound grant on Mem360 to efficiently manage and monitor grants by following the steps below.
1. Navigate to Outbound Grant > Manage Outbound Grant> and click New.
Note: Navigate to the Outbound Grant List page using the navigation path Outbound Grant > Manage Outbound Grant and click New Mem360 - Outbound Grant.
The M360 - Outbound Grant form is displayed.
2. Enter or select the required values in the fields.
Note: All fields with an asterisk (*) are mandatory.
For more information, please refer to the following sections:
3. After adding all the required information, click Save.
The outbound grant is created.
You can click Edit in the row of the outbound grant to update it and click View to review the outbound grant data.
Primary Information
The Primary Information section allows the setting up of essential fields associated with the outbound grant.
Please refer to the following table for field names and their descriptions.
Note: All the fields with an asterisk (*) are mandatory.
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Field
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Description
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CUSTOM FORM
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Preferred options available to customize the Outbound Grant form
By default, the M360 - Outbound Grant Form is selected.
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NAME
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Name of the outbound grant
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INACTIVE
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Disables this outbound grant
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BUDGET NAME
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Name of the budget
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OUTBOUND GRANT TYPE
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Classification to which the grant belongs
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OUTBOUND GRANT CATEGORY
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Category to which the grant belongs based on its funding method
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STATUS
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Current status of the outbound grant
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BUDGET METHOD
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Method used to allocate the fund
The available options are
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ENTITY TYPE
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Distinct eligible member type for this outbound grant
There are 2 types of entities -
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AWARD RANGE
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Range of funding amount
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DEFAULT AWARD AMOUNT
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Funding amount that is applied to the outbound grant applicants by default
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APPLICATION DEADLINE
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Last date to apply for the outbound grant
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GRANT DURATION (IN MONTHS)
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Duration of the grant in months
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PRIMARY REVIEWER
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Individual responsible for reviewing the grant
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DEFAULT PANEL
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Review panel that is responsible for reviewing the grant by default
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WEB PROCESS FLOW
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Process flow for the web related to this outbound grant
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WORKFLOW SET
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Predefined sequence of steps to complete actions associated with the outbound grant
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REQUIRE MATCHING FUNDS
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Whether the matching funds are required
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WEB FORM TAB LABEL
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Name for the Web Form tab
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ADDRESS TAB LABEL
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Name for the Address tab
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SHOW PROJECT TAB
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Whether to show the Project tab
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PROJECT TAB LABEL
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Name for the Project tab
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SHOW MATCHING FUND TAB
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Whether to show the Matching Fund tab
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MATCHING FUND TAB LABEL
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Name for the Matching Fund
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ALLOW PROJECT TASK CHANGE AFTER APPROVAL
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Whether to allow the project task change after approval
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ALLOW MATCHING FUND CHANGE AFTER APPROVAL
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Whether to allow the matching fund change after approval
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Web Display Options
The Web Display Options section within the Outbound Grant form allows you to configure the appearance of the outbound grant fields on the website.
Please refer to the following table for field names and their descriptions.
Note: All the fields with an asterisk (*) are mandatory.
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Field
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Description
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Online Registration -
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DISPLAY ON WEB
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Whether or not to display on the application website
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ALLOW ONLINE REGISTRATION
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Whether or not to allow online registration
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Images and Content
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OVERVIEW LABEL
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Name of the outbound grant Overview section
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OVERVIEW
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Description of the content or purpose of the outbound grant
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IMAGE SET
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Set of images to be displayed on the web that are associated with the outbound grant
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PRODUCT LISTING PAGE IMAGE
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Images displayed on the Product Listing page
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PRODUCT DETAIL PAGE IMAGE
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Images displayed on the Product Detail page
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Accounting
The Accounting section within the Outbound Grant form allows you to add default accounting information for the outbound grant.
Please refer to the following table for field names and their descriptions.
Note: All the fields with an asterisk (*) are mandatory.
1. Select or add the required body that defines the transaction default in the TRANSACTION DEFAULT BODY field.
2. Enter the unique NetSuite record ID associated with the outbound grant in the NS RECORD ID.
Sponsor
The Sponsor section within the outbound grant form allows you to define the sponsor associated with the grant.
1. Select or add the sponsor for the grant in the SPONSOR field.
The logo of the selected/added sponsor will be auto-populated in the SPONSOR LOGO field.
Panels
The Panels section within the outbound grant form allows you to set up the review panel associated with the grant.
Please refer to the following table for field names and their descriptions.
Note: All the fields with an asterisk (*) are mandatory.
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Field
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Description
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M360 - OUTBOUND GRANT REVIEW PANEL NAME
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Name of the review panel for the outbound grant
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REVIEWER
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Member assigned as the reviewer for the outbound grant
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BACKGROUND COLOR
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Color to enhance your visual appearance
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Reviewers
The Reviewers section within the outbound grant form allows you to assign an external reviewer for the outbound grant.
Note: The external reviewer can only accept or cancel an applicant's grant from the front end.
1. Select or add the external member to review the outbound grant in the REVIEWER field.