Appointment Form Screen

The Appointment Form screen consists of two sections: Grant Details and Process Statement of Training Appointment.

Trainee Appointment form

Grant Details section

This section contains information about the grant.

1. Click the three-dot ellipsis Actions button Actions button for the grant number and select Additional Grant Details to view more information.
2. Click the Close button to return to the Appointment Form screen.

Additional Grant Details screen

3. Click the hyperlinked names to send email to the Grant Management Specialist and Program Official.

Process Statement of Training Appointment section

This section provides details of the appointment.

1. Click the three-dot ellipsis Actions button Actions button for the trainee and select an option:
a. Additional Trainee Details displays more information about the trainee.

Additional Trainee Details screen

b. Create Service Desk Ticket to create a service desk ticket prepopulated with grant and trainee information. Complete the ticket, then click the Submit Ticket button to send it to the service desk.

Take Action section

This section contains options to edit the notice and route it onward for processing.

Save Draft

Save Draft pane

1. Make the appropriate edits to the form.
2. Click the Save as Draft button. A confirmation message displays.

Save Draft confirmation screen

3. Click the Save button. Your edits are saved and the form remains in your queue.

Save & Route to Trainee

Save and Route to Trainee pane

1. Add comments to the Comments field if desired.
2. Click the Send button. A confirmation message displays.

Save & Route to Trainee confirmation screen

3. Click the Save & Route to Trainee button.

Save & Route to PI

Save and Route to PI pane

1. Make the appropriate edits to the form.
2. Add comments to the Comments field if desired.
3. Click the Send button. A confirmation message displays.

Save and Route to PI screen

4. Click the Save & Route to PI button.

Route to Agency

Route to Agency pane

1. Make the appropriate edits to the form.
2. Add comments to the Comments field if desired.
3. Click the Submit button. A confirmation message displays.

Save and Route to Agency screen

4. Click the Certify and Route to Agency button.