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The Grants Management Module allows you create and track funding streams and assign funding codes to a case, outreach or a timeslip. Once you create a record in the grants management module you can add documents, contacts, events/tasks or deadlines, specific reports and other attributes to the grant. You can require that a specific auxiliary process be completed before closing a case with a specific funding code. You can also restrict the funding codes that are availble on a case, outreach or timeslip based on grant filters.
Helpful Link
Helpful Link
Homework
Homework
- Create a grant and review the information you need to enter- determine what values you will use in each lookup, if any additional information needs to be collected and what can be eliminated.
- Make the necessary customizations or communicate customizations to your LegalServer Onboarding Staff.
- Confirm that imported rejection data appears as expected on your site. Please note- you may need to add fields to grant respective profiles to see all the information. If you are NOT importing data related to grants, create a list of funders, grants and funding codes, with the necessary information to be added during go live weekend.
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