Closeout Type

 

Lookup Screen Label:  Closeout Report Type

Maintenance Document Label:  Closeout Report Type

The Closeout Type maintenance document is used to establish and maintain numeric codes and textual description values which are stored in database tables.  This data serves as reference information that is made available for display and selection in various areas of the system, including other e-docs.  Closeout reports are the final reports prepared and submitted at the end of a sponsored project.  Closeout report types are added to the Awards e-doc on the Payment, Reports & Terms page, in the Closeout section.

Document Layout

Figure 853 Closeout Type Maintenance Document Example Layout

Edit Closeout Report Type Section

The Edit Closeout Report Type section of the Closeout Type maintenance document is a unique section that allows you to specify and maintain the details associated with the reference table record in fields.

Table 530 Closeout Type Maintenance Document - Edit Closeout Report Type Section Field Descriptions

Field	Description
Closeout Report Code	Required.  Enter an alphanumeric value to uniquely identify the closeout report type in the system.
Description	Required.  Enter a textual name of the closeout report type as it is commonly referred to (for example, Financial Report).  Click the add note  icon to view/edit/paste text in a new browser window, then click the continue button to return to the text entry field in the document.

Examples

Figure 854 Closeout Type Maintenance Document Example Values

Common Features

This maintenance document includes the following features that are common to most KC maintenance documents:

Table 531 Links to Common Maintenance Document Component Instructions

Common Maintenance E-Doc Component	Cross-Reference Links To Usage Instructions
Document Header	For more information, see “Header Area” on page 99 in E-Doc Fundamentals.
Document Overview Section	For more information, see “Document Overview” on page 103 in Common E-Doc Tabbed Sections.
Notes and Attachments Section	For more information, see “Notes and Attachments” on page 104 in Common E-Doc Tabbed Sections.
Ad Hoc Recipients Section	For more information, see “Ad Hoc Recipients” on page 106 in Common E-Doc Tabbed Sections.
Route Log Section	For more information, see “Route Log” on page 107 in Common E-Doc Tabbed Sections.
Action Buttons	For more information, see  “Action Buttons” on page 81 in Selection, Entry and Action Tools.

Process

For information about searching for, initiating, editing, copying, submitting, saving, closing, canceling, and/or routing a maintenance document, see “Common Maintenance E-Doc Operations” on page 129 in the Overview section.