Edit Terms /Milestones Content and Tracking

This screen opens when you click the View/Edit button in the Manage Selected Terms/Milestones screen.

Use it to edit the content of a term or set up tracking for the term or milestone.

Note: The changes that you make in this screen apply only to the term assigned to the current grant(s): That is, the changes you make here do not affect the term/milestone in the catalog or the versions of the it assigned to other grants) — To edit the catalog term, go to the Search Terms and Conditions screen instead.

SAMHSA Edit Terms Content and Tracking

OTA Edit Milestones Tracking

Edit Term/Milestone Properties and Content

You can use the checkboxes to set these properties:
- *Include on NoA — Click the checkbox to include this term/milestone on the Notice of Award (NoA).
- *Term Level — Budget period or project period.
- Programmatic — Click the checkbox to designate this as a Programmatic Term.

To edit term content, change the text as needed.
You can use the toolbar controls to create formatted text, and use the Source button to toggle between formatted text and plain text.
When you are finished editing, click Continue to save your changes or click Cancel to discard them.
After you click either button, the screen closes, returning you to the Manage Assigned Terms screen to finish assigning terms to the grant.

NOTE: * Denotes a configurable feature. Configurable features apply See the Configurable Features page for more information.

Set Up Tracking

To manage tracking for this term, Click the Setup Tracking button to open the tracking controls:

First, use the radio buttons at the top of the screen to select whether the term applies to the whole project period, or just to the selected budget period. Then set tracking attributes as described below.

Setting up Tracking:

if tracking has not been set up for the term, The Setup Tracking button will be present. Click it to begin tracking. The tracking attributes sections of the screen become editable. Configure the tracking attributes as described below.

Editing Tracking

If tracking has been set up for the term, the tracking attributes sections of the screen will be editable. Configure the tracking attributes as described below.

Removing Tracking

If tracking attributes have been set up for the term, the Remove Tracking button will be present. Click it to clear all tracking attributes.
But note: If there is a due date with a Resolved status, then the system will not allow you to remove tracking: You must first change the status to Unresolved before you click Remove Tracking.

Tracking Attributes

You can set the following tracking attributes:

Attribute	Description
Staff to notify upon receipt	Use the checkboxes to send a notification email to the GMS and/or PO when the grantee submits materials in response to this term (i.e., a submission date has been entered for this term). For more information, see Notifications.
Grantee personnel to notify upon receipt	Use the checkboxes to send a notification email to the PD/PI and/or BO when the grantee submits materials in response to this term (i.e., a submission date has been entered for this term). For more information, see Notifications.
Grantee personnel to send warning notices	Use the checkboxes to send a warning email to the PD/PI and/or BO 30 days before the term's due date if a submission date has not been entered. For more information, see Notifications.
Grantee personnel to send late reminders	Use the checkboxes to send reminder emails to the PD/PI or BO if the term is still unresolved 1 day and 30 days after the term's due date passes. For more information, see Notifications.
Term/Milestone Tracker	Use the calendar pickers to set due dates for the term: You must enter a due date for resolving the term, and you can also set deadlines for submission and removal. Also note, at least one due date is required if you selected any of the notifications. To set up a due date: Click the desired field and use the date picker to enter the date. If necessary, click Add due date to add additional due date rows to the grid. To edit a due date: Use the Status drop-down menu to record the current status of the term: Select Resolved or Unresolved.
Comment	Optionally, enter a comment about the item or the tracking process.

When you are finished setting the tracking attributes, click Continue to apply your changes and return to the Manage Selected Terms/Milestone screen, or click Cancel to discard your changes.