Custom Form Overview

What are Custom Forms used for?

Custom Forms on Awards are used to collect both informative and performance reporting.

1. Informative (e.g. ACH information for Payment Requests)
2. Reporting (e.g. Annual report for project's progress)

Viewing Available Forms

To view available forms:

Step 1: Navigate to your Grant - Grant Management (left navigation) > Grants > [Select your Grant]

 

Step 2: Click on Custom tab.

A dropdown will show any forms that have been assigned to your grant.

 

NOTE: Not all may be required. Please refer to your program guidance or Program Rep with any questions.

 

Step 3: Click on the Custom Form.

Custom Form Grid

After selecting the Custom Form, you will be taken to its Custom Form Grid.

A row will appear for each form that has been created. If the grid is blank, no forms have been created.

NOTE: In some cases the Custom Form just needs to be created once, and any edits should just be done to the 1 form. In other cases, the Custom Form will need to be created for each instance. Read the Custom Form instructions on this guidance.

From this Custom Form Grid, you are able to view previously created forms, edit forms that have not been submitted, edit forms that have been reopened, and create new forms.

To view previously created forms, click the row's green hyperlink field.