Common Line Item Operations

 

Many tabbed e-doc sections in KC have functionality that allows you to add line items.  You fill in enough information in required field(s) on a blank line and then click an add button, which causes your line to be added as a new row in a table within the tab.  Additional buttons may appear after a line has been added such as delete to remove the line item or edit to make modifications to a line item.

  To add a line to an e-doc section:

 

	1.	Enter text and/or make selections in the Add row’s blank fields (some may be marked required, and thus must be populated at a minimum to proceed).
	2.	Click the add button, typically appearing under the Actions column on the right of the Add line.
		A new, numbered line item row is displayed in the table below that contains the content you entered. Subsequent additions appear sequentially in descending, top-to-bottom order. After a line is added, new action buttons typically appear in the Actions column on the right of each line row.
		Click delete to remove the line item (numbered row) from the table list.
		Some sections may include the ability click a copy button that adds a duplicate line that can then be edited further.
		For financial, accounting, and/or budget-related line items, you are often presented with a recalculate button that adds amounts in recently-added lines to a section that displays totals.

 

These are just a few of the basics.  Not all tabbed sections of e-doc pages that contain line item functionality are the same.  In fact, most contain very specific functions and additional action options that are not covered here.  For more detailed information about line item operations and complete instructions, see the specific subtopic for each individual tab.

Summary

 

This topic gave you step-by-step procedural task instructions for carrying out activities that are common to most KC electronic documents.  The focus was on the development and editing of  documents for standard end users.  However, what was not covered was the less commonly-performed tasks for the review and approval of  documents.  E-docs must be approved by all those in the predefined route in order to move a document to ‘FINAL’ status and thereby allow final disposition actions like submission to external systems such as Grants.gov to happen, so changes are not activated in the system until this occurs.