Transcript Slide 1

This is your eGrants Login Page. Enter your User Name and Password.
Exit a member in eGrants
1
Once you log in to your eGrants account, this is the page you will see. You want to
choose “Portal Home”
Exit a member in eGrants
2
Once you choose to go to your Portal Home, you will automatically be sent to
your “S&N Workbasket” tab. From here you will click on “Manage Members”.
Exit a member in eGrants
3
This is your “Manage Members” page. You will visit this page often. Please note
this is very important: You must use Internet Explorer to exit members. This
action will not work in Firefox or Safari.
Exit a member in eGrants
4
Before you can exit a member, you must first find the member’s record. The easiest
way is to enter in the member’s name from the “Manage Members” tab and then hit
the “submit” button.
Exit a member in eGrants
5
Most of the time, this search will only return with one member. (If the search
does return with more than one member, the best thing to do is to use the
date of birth on the search page.) Again, usually you will get your member on
the first try. To open the member’s record, select the member’s name.
Exit a member in eGrants
6
This is the member’s “Home” page. We want to exit this member so we will click
on “Exit Member”.
Exit a member in eGrants
7
There is a lot of information on this page, so we will use this slide and the following
two slides to go over it.
The first thing to note is that you have the option here to update the member’s
address from their exit form. Please be sure that these fields match what the
member has on their exit form.
Exit a member in eGrants
8
This is where you let AmeriCorps know if the member wishes further information.
You must choose either click “Yes” and choose an issue area, or click “No”.
Exit a member in eGrants
9
This last section is very important. You are responsible for certifying the
accuracy of the member’s information and time served. Once you have
done so, click “submit”. PLEASE NOTE: eGrants has added a section to certify
the member’s exit, if the member did not sign their exit form.
Exit a member in eGrants
10
In the case of an exit with no award or partial award, when you as the Campus
Partner sign the exit form Part 1, in lieu of the member, (ex: Member Unavailable to
Sign”) you must have documentation in the member’s file that you have attempted to
contact them (ex: “No Award” email) and received no response, or documentation
from the member that they wish to discontinue their service (ex: email from member).
Please see http://www.studentsinservice.org/exitnoaward.shtml for more information.
Exit a member in eGrants
11
Once you have certified the member’s exit, you will be redirected to the member’s
“Home” page. The top of the screen now says, “The exit form has been saved.” At
this point, you will go back and click again on “Exit Member”—just like you did
earlier.
Exit a member in eGrants
12
This is the same exit form that we saw and completed earlier. The difference is,
the information we had access to earlier, is now “grey” and we can not access
that information.
Exit a member in eGrants
13
Again, this screen is from before, but the information is not accessible to modify.
Keep scrolling down the page.
Scroll Down for
more information
Exit a member in eGrants
14
This is where you will complete the member’s exit. Under “Service Information” you will have
access to the fields you need to continue the exit of your member. In the first field (first red
arrow below) please enter the number of hours the member actually served. Below that
(second red arrow) enter the “current date” as the completion date.
Exit a member in eGrants
15
Under the heading “Education Award Status”, there is a drop down box. Click on the
arrow to find the selection you want. Then, just like earlier, you will have to certify the
information you have just entered. When you are done, click on the “approve” button
at the bottom of the page.
Note: Always choose
“Yes” as to satisfactory
performance, even if
member “exits
without award”. The
exception to this is if we
have documentation
from the member’s Site
Supervisor, that
member’s performance
was not satisfactory.
Exit a member in eGrants
16
Once again, the system takes you straight to the member’s “Home” page and now at
the top of the page, it says in red, “The exit form has been approved. The member
has been exited.”
Exit a member in eGrants
17
To find your member’s information (i.e. after the exit is complete and you want to
verify their status in eGrants), you will click on “Manage Members”. This is what you
will see on the “Manage Members” screen.
Exit a member in eGrants
18
From here, all you will usually have to do is type in the member’s First and Last
name. (If it is a common name like “John Smith”, you may wish to also enter the
member’s date of birth, but that will usually not be necessary.)
Exit a member in eGrants
19
Usually, you will get back only the member that you need. IF you get back two
members with the same name AND same program year, and can not figure out
which is your member, go back and use the date of birth to get only your member.
Once you have your member, click on the member’s name. That will take you to the
member’s “Home” page in the eGrants system. Please note that under status, the
member shows “Exited”.
Exit a member in eGrants
20