How to Add and Manage Service Locations in eGrants

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How to Add and Manage Service Locations in eGrants
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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

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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 pagego here
• https//tools.usps.com/go/ZipLookupAction!input.ac
  tion?mode0refreshtrue
• Type in the address and the first part of the zip
  code and you will then get the full zip_at_!

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The first thing you will do is go to eGrants and
login.
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This is your login page. You want to click on
Portal Home
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As soon as you get into your Portal Home, you are
at the screen for your SN Workbasket. You want
to click on Manage Programs
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Choose your Program Name from the drop down menu
and hit search
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Because I didnt 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
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This takes you to the actual Operating Site
page. You can see your program information here
dont worry if the name and contact information
is incorrect, we can address those issues
individually (contact sishelp_at_wwu.edu). Click on
View Service Locations.
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Every Operating site should have a service
location usually that will be the same as your
Operating site.
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(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.
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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.
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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.
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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
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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.
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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
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From here, you want to click again on View
Service Locations
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Here is the list of Service Locations for your
Program. To add another Service Location you
will click again on the create button.
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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.
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Assigning the Service Location to your Active SIS
AmeriCorps Member
OK. You have entered in the members sitealso
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.
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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 members record, the first
step is to go into Manage Members (click on the
link)
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Type in your members first and last name and
then hit submit.
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I have blocked out most of this members
information to protect his privacy, but you
should get the idea.
Click on your members name to pull up his record
in eGrants.
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You are now at the Members Home Page. To open up
the members record, go to their current (active)
term of service. To do this click view on this
screen
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This is the members 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.
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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.
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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.
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You are now back at the screen for the members
current term of service information. Notice that
under their Member ID, is the new Service
Location.
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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.