Assign Terms/Milestones
Follow the instructions below to assign terms/milestones to grant awards.
SAMHSA: Assign Terms
When you click the Access Terms button for a grant in the Grants Management (GM) module's Terms tab, or choose to Assign Terms to one or more grant awards in the Search for Grant Awards screen, the Search for Terms screen opens.
Use this screen to search for terms to assign to the selected grant(s).
Header Information
The header area of the screen lists the grant you're working with.
And if you're applying bulk terms to multiple grant awards selected in the Search for Grant Awards screen, you can click the View Selected Awards banner to see the awards you've selected:
Browse Terms
The Search for Terms screen opens in browse mode, showing active terms for your IC.
You can click the arrows at the top of each column to sort the search results by that criteria, or type text in the Filter box and immediately see the filter text highlighted in yellow in every place it occurs in the results.
Advanced Search
For active searching, click Advanced Search Options to open the Advanced Search display and enter search criteria.
In this display you can type search text in the T&C Name text box and select other search criteria from drop-down menus.
The following criteria are available:
-
T&C Name — Enter search text
- IC(s) — Open the drop-down menu and use the checkboxes to select IC(s). Note: The drop-down shows only the ICs for which you have the TERMS_CONDITIONS_ADMIN_ROLE.
- Grant Program (PCC) - Open the drop-down menu and use the checkboxes to select the program(s)
- Section Name — Open the drop-down menu and use the checkboxes to select a section (remarks, special terms, special conditions, and so on)
- Fiscal Year — Open the drop-down menu and use the checkboxes to select the fiscal year(s).
- FOA — Open the drop-down menu and use the checkboxes to select FOA(s)
- Award Type — Open the drop-down menu and use the checkboxes to select award type(s)
- Current Status — Open the drop-down menu and use the checkboxes to select term status (active or inactive)
- Agency Acronym — Indicates your agency
Enter your search parameters and click Search. The results will appear in the search results grid, and the Search Criteria strip above the search results grid shows the criteria used for the current search.
Select Terms
- Review the search results and use the checkboxes on the left column of the grid to select terms and conditions, then click Next to assign them to the selected grant(s).
- The Manage Selected Terms window opens. For the next steps, see Step 2: Manage Selected Terms.
OTA: Access Milestones
- Use the Grants Management (GM) search function to find an OT award, then click the Terms tab to open the Terms screen.
- To assign milestones, click the Access Milestones button.
- The Manage Selected Terms window opens. For the next steps, see Step 2: Manage Selected Terms.
