The Sponsor Template maintenance document is used to establish and maintain numeric codes and textual description values which are stored in database tables. This data serves as reference information that is made available for display and selection in various areas of the system, including other e-docs.
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Existing Value Modification: OK to change. Changing values will be reflected in all of the templates already defined. |
Figure 1244 Sponsor Template Maintenance Document Example Layout
The Edit Sponsor Template section of the Sponsor Template maintenance document is a unique section that allows you to specify and maintain the details associated with the reference table record in fields.
Figure 1245 Sponsor Template Maintenance Document > Edit Sponsor Template Section Example
Table 709 Sponsor Template Maintenance Document - Edit Sponsor Template Section Field Descriptions
Field |
Description |
Description |
Required. Type to enter a familiar textual name
for the Sponsor Template. Click the add note |
Sponsor Template Status |
Required. Select a status option from the
list. Use the drop-down |
Prime Sponsor Code |
Required. Type the suspected value in the box and
click the direct inquiry |
Payment Basis |
Required. Use the drop-down |
Payment Method |
Required. Use the drop-down |
The Edit Sponsor Template Contacts section of the Sponsor Template maintenance document is a unique section that allows you to specify and maintain the details associated with the reference table record in fields. These contacts are for common award maintenance tasks like financial and technical report submission. When synchronized with an award, the Sponsor Template updates the award with the contact information.
Figure 1246 Sponsor Template Maintenance Document > Edit Sponsor Template Contacts Example
Table 710 Sponsor Template Maintenance Document - Edit Sponsor Template Contacts Section Field Descriptions
Field |
Description |
Contact Type |
Use the drop-down |
Rolodex Id |
Type the suspected value in the box and click the
direct inquiry |
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Click the add button to add your selections in the Contact Type and Rolodex Id fields as subsections below. |
The Edit Sponsor Template Comments section of the Sponsor Template maintenance document is a unique section that allows you to specify and maintain the details associated with the reference table record in fields. These comments might include information about the interaction with a sponsor in providing assistance in managing the award. When synchronized with an award, the Sponsor Template updates the award with the comment information providing consistency for awards with the same Sponsor Template.
Figure 1247 Sponsor Template Maintenance Document > Sponsor Template Comments Section Example
Table 711 Sponsor Template Maintenance Document - Edit Sponsor Template Comments Section Field Descriptions
Field |
Description |
Comment Type |
Use the drop-down |
Checklist Print Flag |
Required. Check to print this comment on the
checklist. Click within the checkbox |
Comments |
Type to enter textual comments content as
desired. Click within the text box (or press the tab |
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Click the add button to add your selections in the previous three fields as new subsections below. |
The Edit Sponsor Template Terms section of the Sponsor Template maintenance document is a unique section that allows you to specify and maintain the details associated with the reference table record in fields. A Sponsor Term is a rule, regulation, or requirement that applies to the award (for example, restrict the purchase of large items of equipment).
Figure 1248 Sponsor Template Maintenance Document > Edit Sponsor Template Terms Section Example
Table 712 Sponsor Template Maintenance Document - Edit Sponsor Template Terms Section Field Descriptions
Field |
Description |
Look Up / Add Multiple Sponsor Term Lines |
Click the lookup |
Sponsor Term |
Click the underlined text to view additional details about the Sponsor Term. |
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Click the delete button to remove the Sponsor Template Term subsection. |
The Edit Sponsor Template Reports section of the Sponsor Template maintenance document is a unique section that allows you to specify and maintain the details associated with the reference table record in fields. You can use Sponsor Template Reports show report requirements of a sponsor. When synchronized with an award, the Sponsor Template updates the award with the report requirements of this sponsor. These reports generate outside of KC.
Figure 1249 Sponsor Template Maintenance Document > Edit Sponsor Template Reports Section Example
Table 713 Sponsor Template Maintenance Document - Edit Sponsor Template Reports Section Field Descriptions
Field |
Description |
Report Class |
Click the underlined text to “drill down” and view additional details. |
Report Type |
Click the underlined text to “drill down” and view additional details |
Frequency |
Click the underlined text to “drill down” and view additional details |
Frequency Base |
Click the underlined text to “drill down” and view additional details |
Osp File Copy |
Click the underlined text to “drill down” and view additional details |
Due Date |
Click the calendar |
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Click the add or delete buttons as desired to remove an existing Sponsor Template Report section or to add a new recipient. |
Figure 1250 Sponsor Template Maintenance Document Example Values
This maintenance document includes the following features that are common to most KC maintenance documents:
Table 714 Links to Common Maintenance Document Component Instructions
Common Maintenance E-Doc Component |
Cross-Reference Links To Usage Instructions |
Document Header |
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Document Overview Section |
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Notes and Attachments Section |
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Ad Hoc Recipients Section |
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Route Log Section |
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Action Buttons |
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For information about searching for, initiating, editing, copying, submitting, saving, closing, canceling, and/or routing a maintenance document, see “Common Maintenance E-Doc Operations” in the Overview section. |