Transcript Adding a Service Location to eGrants

How to Add and Manage Service
Locations in eGrants
This PowerPoint will teach you:
• How to create a service location for your
program
– This is a site where your member will be doing
their SIS AmeriCorps service
– You only need to create one service location per
member
• How to assign a service site to your existing
“Active” SIS AmeriCorps members
What is a Service Location?
• This is one site where your SIS AmeriCorps members will
be volunteering
• This information comes from page 4 of the SIS Position
Description/Site Agreement
• You will need the following information in order to
create your Service Location:
– Service Location Name
– 9 Digit Zip Code (Zip + 4)
• If you do not have the full 9 digit zip code, the USPS website has a look
up page…go here:
•
•
https://tools.usps.com/go/ZipLookupAction!input.action?mode=0&refresh=true
Type in the address and the first part of the zip code and you will then get the full zip@!
The first thing you will do is go to eGrants and login.
This is your login page. You want to click on “Portal Home”
As soon as you get into your Portal Home, you are at the screen for your S&N
Workbasket. You want to click on “Manage Programs”
Choose your Program Name from the drop down menu and hit “search”
Because I didn’t narrow my search by year, I pulled up both the 2010 and the 2011
programs. I just want the 2011 Program so I click on that “Project Title”
This takes you to the actual “Operating Site” page. You can see your program
information here – don’t worry if the name and contact information is incorrect, we
can address those issues individually (contact “[email protected]).
Click on “View Service Locations”.
Every Operating site should have a service location – usually that will be the
same as your Operating site.
(In case your site does not have a Service Location set up, this is what you will see.)
Regardless of whether you have a Service Location already or not, you want to
“Create” a new Service Location. This is one of the Sites that your members is
serving at. Click on the “create” box now.
The Program name and year will already be assigned, the default choice for a service location
is always “Active”. The only fields you need to complete here are noted with the *. So you
will need to complete “*Service Location Name” and “*Zip”. Please note that you must
input the 9 digit zip code (also known as the “Zip plus 4”). It will not save unless you
complete both boxes for the zip code.
Here is an example of a Service Location that I created. Please note
that instead of simply putting “YMCA” I put in “YMCA Bellingham”. It
is very important to be as specific as possible when inputting the
Service Location Names. The text in the box will wrap around if you
need it to, so you actually have quite a bit of space. Once you have
finished, hit the “Save” button.
Here is an example of how the text will wrap if you have a long service site
name:
This is how the sites will look on your list of Service Locations:
Once you have “saved” your Service Location, this is the screen that you will see.
You have the option to edit the location if you see a typo.
Most members will have a unique service site, so you will need
to add additional Service Locations to your program.
After you have added your first site, in order to add another
Service Location, you first want to click on “Program Info”
From here, you want to click again on “View Service Locations”
Here is the list of Service Locations for your Program. To add
another Service Location you will click again on the “create”
button.
Just as before, you put in the name of the site where your
member is serving and the 9 digit zip code.
Click on “save”.
Assigning the Service Location to
your Active SIS AmeriCorps Member
OK. You have entered in the member’s
site…also known as the Service Location.
What next?
The Service Location is assigned to the
member via their eGrants Member Home
Page. The next slides will show you how
this process works.
Finding your member…
On most screens in eGrants you will
have the same options for links on
the left-hand column.
To make changes to any member’s
record, the first step is to go into
“Manage Members” (click on the
link)
Type in your member’s first and last name and then hit
“submit”.
I have blocked out most of this member’s information to protect his
privacy, but you should get the idea….
Click on your member’s name to pull up his record in eGrants.
You are now at the Member’s Home Page.
To open up the member’s record, go to their current (active) term of
service. To do this click “view” on this screen
This is the member’s current term of service information. Notice that
under their Member ID, is the current Service Location. On the left hand
column is an option to “Change Service Location”. Click on that now.
This is the screen that will allow you to change the Service
Location. Notice that there is a drop down box. Click on the
arrow on the drop down box.
When you click on the drop down box arrow, you see the options you have for
Service Locations. You want to choose the site where the member will be
performing their service. In this instance the member will be volunteering at
their local Red Cross office. Select the correct service site.
You are now back at the screen for the member’s current term
of service information. Notice that under their Member ID, is
the new Service Location.
This ends the “How to add a
service location to an existing
member PowerPoint”
For new members, see the new “How
to add members to eGrants”
PowerPoint on the SIS Homepage.