Sponsor Template

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Sponsor Template

The Sponsor Template 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.

Existing Value Modification: OK to change. Changing values will be reflected in all of the templates already defined.

Document Layout

Figure 984 Sponsor Template Maintenance Document Example Layout

Edit Sponsor Template Section

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

Figure 985 Sponsor Template Maintenance Document > Edit Sponsor Template Section Example

Table 654 Sponsor Template Maintenance Document - Edit Sponsor Template Section Field Descriptions

Field	Description
Description	Required. Type to enter a familiar textual name for the Sponsor Template. 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.
Sponsor Template Status	Required. Select a status option from the list. Use the drop-down menu by clicking the down arrow to display the list, and then click on an item in the list to highlight and select it to populate the box with your selection. Type the suspected value in the box and click the direct inquiry icon or click the lookup icon to search for and return the value to populate the box automatically.
Prime Sponsor Code	Required. Type the suspected value in the box and click the direct inquiry icon or click the lookup icon to search for and return the value to populate the box automatically.
Payment Basis	Required. Use the drop-down menu by clicking the down arrow to display the list, and then click on an item in the list to highlight and select it to populate the box with your selection. Type the suspected value in the box and click the direct inquiry icon or click the lookup icon to search for and return the value to populate the box automatically.
Payment Method	Required. Use the drop-down menu by clicking the down arrow to display the list, and then click on an item in the list to highlight and select it to populate the box with your selection. Type the suspected value in the box and click the direct inquiry icon or click the lookup icon to search for and return the value to populate the box automatically.

Edit Sponsor Template Contacts Section

The Edit Sponsor Template Contacts section of the Sponsor Template maintenance document is a unique section that allows you to specify and maintain the details associated with the reference table record in fields. These contacts are for common award maintenance tasks like financial and technical report submission. When synchronized with an award, the Sponsor Template updates the award with the contact information.

Figure 986 Sponsor Template Maintenance Document > Edit Sponsor Template Contacts Example

Table 655 Sponsor Template Maintenance Document - Edit Sponsor Template Contacts Section Field Descriptions

Field	Description
Contact Type	Use the drop-down menu by clicking the down arrow to display the list, and then click on an item in the list to highlight and select it to populate the box with your selection. Type the suspected value in the box and click the direct inquiry icon or click the lookup icon to search for and return the value to populate the box automatically.
Rolodex Id	Type the suspected value in the box and click the direct inquiry icon or click the lookup icon to search for and return the value to populate the box automatically.
	Click the add button to add your selections in the Contact Type and Rolodex Id fields as subsections below.

Edit Sponsor Template Comments Section

The Edit Sponsor Template Comments section of the Sponsor Template maintenance document is a unique section that allows you to specify and maintain the details associated with the reference table record in fields. These comments might include information about the interaction with a sponsor in providing assistance in managing the award. When synchronized with an award, the Sponsor Template updates the award with the comment information providing consistency for awards with the same Sponsor Template.

Figure 987 Sponsor Template Maintenance Document > Sponsor Template Comments Section Example

Table 656 Sponsor Template Maintenance Document - Edit Sponsor Template Comments Section Field Descriptions

Field	Description
Comment Type	Use the drop-down menu by clicking the down arrow to display the list, and then click on an item in the list to highlight and select it to populate the box with your selection. Type the suspected value in the box and click the direct inquiry icon or click the lookup icon to search for and return the value to populate the box automatically.
Checklist Print Flag	Required. Check to print this comment on the checklist. Click within the checkbox to select the item. A check mark appears within the checkbox to indicate the item is selected. Click within the checkbox again to clear the mark and deselect the item.
Comments	Type to enter textual comments content as desired. Click within the text box (or press the tab key from a previous field) to relocate the cursor to the field, and then type (or paste from virtual clipboard) to enter text in the box as necessary to provide the appropriate information. 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. After saved, click the green arrow symbol to view full text in a separate browser window.
	Click the add button to add your selections in the previous three fields as new subsections below.

Edit Sponsor Template Terms Section

The Edit Sponsor Template Terms section of the Sponsor Template maintenance document is a unique section that allows you to specify and maintain the details associated with the reference table record in fields. A Sponsor Term is a rule, regulation, or requirement that applies to the award (for example, restrict the purchase of large items of equipment).

Figure 988 Sponsor Template Maintenance Document > Edit Sponsor Template Terms Section Example

Table 657 Sponsor Template Maintenance Document - Edit Sponsor Template Terms Section Field Descriptions

Field	Description
Look Up / Add Multiple Sponsor Term Lines	Click the lookup icon to search for, select and return the values to cause new subsections to appear automatically.
Sponsor Term	Click the underlined text to view additional details about the Sponsor Term.
	Click the delete button to remove the Sponsor Template Term subsection.

Edit Sponsor Template Reports Section

The Edit Sponsor Template Reports section of the Sponsor Template maintenance document is a unique section that allows you to specify and maintain the details associated with the reference table record in fields. You can use Sponsor Template Reports show report requirements of a sponsor. When synchronized with an award, the Sponsor Template updates the award with the report requirements of this sponsor. These reports generate outside of KC.

Figure 989 Sponsor Template Maintenance Document > Edit Sponsor Template Reports Section Example

Table 658 Sponsor Template Maintenance Document - Edit Sponsor Template Reports Section Field Descriptions

Field	Description
Report Class	Click the underlined text to “drill down” and view additional details.
Report Type	Click the underlined text to “drill down” and view additional details
Frequency	Click the underlined text to “drill down” and view additional details
Frequency Base	Click the underlined text to “drill down” and view additional details
Osp File Copy	Click the underlined text to “drill down” and view additional details
Due Date	Click the calendar icon to select, or type in mm/dd/yyyy format to populate the box with the desired date.
	Click the add or delete buttons as desired to remove an existing Sponsor Template Report section or to add a new recipient.

Examples

Figure 990 Sponsor Template Maintenance Document Example Values

Common Features

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

Table 659 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.