Updates
Documents
- Documents>Staff has been added to the Documents navigation. This contains all document files attached to staff and staff-related records.
- Document>Administration now contains Time & Effort Certifications and Expense Import folders. The Time & Effort Certifications folder contains all certified timesheets. The Expense Imports folder contains all imported expense templates.
- System-generated grant folders have been added to align with the grant tab navigation structure. As such, expense attachments are now located the grant folder's Expenses folder, following this folder path: Post-Award/Financial/Expenses. Previously expense attachments were located in the grant's Budget folder. Similarly, achievement attachments are now located the grant folder's Achievements folder, following this folder path: Post-Award/Performance/Achievements. Previously achievement attachments were located in the grant's Performance folder. For more information, see the Document Management User Guide.
- Folders that contain sub-folders and files can now be deleted. They will require an additional prompt to confirm deletion.
- Documents item-specific dropdown menus have been replaced with item-specific icons.
- The grant Public folder has been removed. Funders can now view all recipient-added documents in their sub-award folder.
- Document create and folder create are now two separate icons and pop-up windows.
- The Document list page columns have been updated.
FIXES
Applicant Portal
- Numeric goal no longer allows decimal values (must be whole numbers). The Applicant Portal User Guide has been updated to reflect these changes.
- When there is no match requirement on the opportunity, the Cash Match and In-Kind Match columns no longer appear on application PDF download.
Documents
- Documents folders can no longer be created with a blank name.
- Fund Admin and Fund Users now have access to Documents>Funds and >Grants.
- Project Admin and Project Users now have access to Documents>Projects and Documents>Grants.
Emails
- Email digests are now being sent as expected.
Expenses
- Expenses can now be exported with Internet Explorer 11 browser.
Fund Opportunities
- Scoring categories can now be created without system error.
Grants
- Grant Writers, Grant Managers, and Additional Staff now import correctly.
Performance Plan
- Performance goals without achievements can now be deleted.
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