Create a Funding Action

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In SPAERC there are several ways to create a Funding Action. This section provides instructions for creating a Funding Action via the following methods:

The best practice is to create an FA as the child of the appropriate application.

To create an FA as a child of an application from the Tasklist

  1. From the SPAERC Applications Tasklist, search for the application for which you need to create an FA.
  2. Click Actions+ next to the application number, and then select Create New Action.
  3. In the Unidentified Admin Action (AA) form that opens, hover over Change the Action Type and select Funding Action.
  4. Click OK to confirm that you want to convert this Admin Action (AA) to a Funding Action.

When you change the Admin Action to an FA, the prefix of the system assigned ID changes from AA to FA. The parent of the FA is the application from which you created the AA.

To create an FA while within an application

  1. From the SPAERC Applications Tasklist, search for the application for which you need to create an FA.
  2. Click the application link to open up the application
  3. Click Admin Actions tab at the top of the screen.
  4. Click Create New Admin Action link.
  5. In the Unidentified Admin Action (AA) form that opens, hover over Change the Action Type and select Funding Action.

Create an FA within an application screen shot

You will receive this warning message. Click OK to confirm that you want to convert this Admin Action (AA) to a Funding Action.

Admin Action to Funding Action message

When you change the Admin Action to an FA, the prefix of the system assigned ID changes from AA to FA. The parent of the FA is the application from which you created the AA.

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