The following slides outline how to sign a Recovery Transition Meeting in Grants Portal. To start the process, navigate to "My Organization."

• Select "Event PA Requests" from the "My Organization" pane on the left side of the screen
• Select the magnifying glass to the left of the event

There will be a notification at the top of the section containing general information about the project. The notification will state that the project is "pending Recovery Transition Meeting approval."

• Select "Review RTM or Sign RTM Report"

The Applicant is now able to view the "Recovery Transition Meeting" section. There are tabs across the top labeled:

• "Recovery Transition Meeting"
• "RTM Checklist"
• "Notes"
• "Schedule History"

Instructions to review and verify the Recovery Transition Meeting:

• Select each of these tabs to review and verify that the information provided is correct

After verifying that the information contained in all four tabs is accurate, the Applicant selects the "Sign RTM" button on the top right corner of the screen.

After selecting the "Sign RTM" button, the "Sign Recovery Transition Meeting" page will appear and a summary of the Recovery Transition Meeting details will be at the top of the page. There will also be reminders for the Applicant regarding how to reach the Program Delivery Manager. The Program Delivery Manager upon the completion of the Recovery Transition Meeting, will answer questions in the Grants Portal based on the information from that meeting. The Program Delivery Manager will then send via Grants Portal the information to the Applicant to sign.

• After reviewing the information, the Applicant selects the orange "Click to Sign" button at the bottom of the page to sign the Recovery Transition Meeting

After selecting the "Click to Sign" button, a pop-up window will appear. There is a series of fields that must be completed with the following information.

• Type the Applicant's name
• Select the desired font style for your signature
• Enter the Grants Portal password
• Select the green "Sign" button

Once the Applicant has signed the Recovery Transition Meeting, the pop-up box will close, and Grants Portal will return to the "Sign Recovery Transition Meeting" page.

• Once ready, the Applicant can select the green "Submit" button in the top right corner of the screen

The Dashboard in Grants Portal is easily customizable, so the Applicant and Recipient will be able to quickly locate and access different parts of the system. Tiles serve as shortcuts to data that the Applicant or Recipient wish to access quickly.

Creating Tiles

• The Applicant/Recipient logs into Grants Portal and navigates to "Applicant Event Profiles."
• Select the "Filters" arrow to expand it and filter the items to create the tile
• Select items to be filtered
• Select the yellow star icon in the top right corner of the "Filters" arrow

Selecting the yellow star icon will result in creating a tile on the Dashboard. When the Recipient/Applicant navigates back to the Dashboard the new tile will appear.

Widgets are applications or components of an interface, that enable a user to perform a function or access a service.

Applicants and Recipients can locate and add widgets to their dashboard by navigating to the task pane on the left side of the dashboard.

• Select "Intelligence"
• Select "Widgets"

On the "Widgets" page, the Recipient can view the complete list of widgets available.

• Select the green "Add to Dashboard" button

After selecting the green "Add to Dashboard" button, the "Select Widgets" pop-up window will appear.

• Select the event from the drop-down list
• Select the Widget size
• Select the green "Add" button

The Applicant or Recipient navigates back to the Dashboard in order to view and confirm the creation of the new widget.