Create a Profile Record (Grants)

Create a Profile Record (Grants)

A Profile record must exist for each applicant prior to creating their Grantee record. You can either enter the Profile from the Profile Management module, or enter it in Grantee and Grant Management as part of the Grant Application entry process.

The following steps describe adding the Profile and Grantee records from the Grantee and Grant Management module. Refer to Profile Entry for more information on creating Profiles from the Profile Management module.

1. In the Grantee and Grant Management module, click the Grantees super tab and then use the Grantees Data Grid to see if the Profile and Grantee records already exist.

2. If the Grantee is not on the list, it is still possible that a Profile record without a Grantee exists. To check this possibility, select Inquiries > Lookup Profile ID Code or Profile Text Search.

Note: If the Grantee record exists, you can skip the rest of this procedure and start entering your Application. Refer to Creating a New Grant Application for more information. If the Profile record exists (without a Grantee record), you can skip the rest of this procedure and create the Grantee record. Refer to Creating a New Grantee Record for more information. If neither record exists, follow the rest of this procedure to create the Profile record.

3. In the Grantee and Grant Management module, click the New Profile button. The Profile 1 tab opens.

4. Enter the necessary information for the Profile record and then click the Save button on the toolbar to save the record.

5. (Optional) Click the other Profile-related tabs and enter any additional information about the Profile.

Tip: Recommendation: Click the Profile 2 tab and clear the Solicit checkbox for any Profile records for Grantees. This will help to ensure that the Grantee does not receive requests for donations.

6. Click the Save button when you finish adding the Profile record. FIMS will automatically create the Grantee record at the same time. You can then click the Grantees tab to edit the Grantee record.