Awards may be created from a fund or as a standalone award. If an award is created from a fund, the fund will be listed as the award's funding source.
When an award is created through a fund, it is accessible through the fund, Fund Management>Awards, or Award Management>Fund Awards.
- Open Fund Management>Funds.
- Click a fund name.
- Open the Fund Management tab>Awards.
- Click the (Create icon) in the Icon Bar.
- In the pop-up window, select a Recipient. This list pulls from Contacts>Organizations.
- Select a Responsible Person for the award. This list pulls from Contacts>Staff.
- Add Award Identification Number (optional). This a reference number for an external system.
- Add Award Name (optional). If no award name is provided, the name will default to "Recipient Name - Award."
- Add Awarded Date, Length of Award in years and additional months, and Start Date.
- Add a Description (optional).
- Add a Unique Identifier (optional).
- In the Fund Information section, add award amount from fund. The fund available amount is listed next to the award amount field.
- Click Create.
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