Grants Online Save Facilities Step-by-Step Guide February 2013

Grants Online

Save Facilities Step-by-Step Guide

February 2013

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Grants Online Save Facilities

Overview

Save on each page of Grants Online - Applications, Extensions and Accounts

– This facility enables page by page saving, updating, retrieval and completion of Grants Online applications, extensions and accounts.

– It allows you to save what you have entered, close out of Grants Online, and come back to complete the request at a later time.

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In a nutshell………

Complete the online application, extension request or invoice as per normal procedure. Select “save” on any page, at any stage of data entry. After you have saved the data, you can close out of Grants Online and come back to complete the request at a later time.  Mandatory fields must be complete prior to lodgement / submitting the request.

Important Note: Saved requests can only be kept for 30 days. If you have not lodged the request within 30 days the system will delete it.

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Select the application, extension request or invoice and enter the details.

(Requires a minimum of the Client Surname & Client First Name)

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To save the details select “Save Draft”.

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“Save Draft” is located at the Top and Bottom of all screens.

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A message will provide to you the Request ID and indicate the request will be kept / saved for 30 days only.

Select “OK”

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At the bottom of the screen the remaining mandatory fields that are required prior to lodgement / submit

are listed in red.

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Select “Next Page” if you wish to

continue.

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How to retrieve / find a saved request for

lodgement?

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From the Main Menu - Select “Find” Application or

Extension”.

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Enter the Request ID and select “Find”.

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Alternatively selecting “Unsubmitted” will display a list of all

requests that are saved”.

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Please contact Grants if you have any questions