Funder Setup

The Funder Setup page allows your to configure your agencies Funder settings in addition to any Funder User Defined fields. To setup Funders in Penelope you will need to be logged in with a System Administrator account.

Setup Tab

On the Funder Setup page (Settings tab) you will be able to configure your General, Default and Search settings.

1. In the System Setup section select Funder.

2. On the Funder Setup page select the Setting tab.

3. Click Edit.

4. Enter a User Defined tab label.

5. Check/uncheck the User Defined Tab Enabled as required.

6. Select a Funder Class.

7. Check/uncheck the Department Search Tab Enabled as required.

8. Check/uncheck the Use Only Suggest Lookups as required.

9. Click Save.

Use Only Suggest Lookups

Applicable to all Funder lists. When enabled all Funder lists will use Suggest Lookups and show a limited number of values based on the search criteria entered in the field. To view additional items users can click the Show All option.

User Defined Tab

On the User Defined tab you can add, edit, activate and deactivate your User Defined fields. User Defined fields are a good tool for capturing additional data where required.

Adding a new User Defined field and marking as In Use/Required

1. In the System Setup section select Funder.

2. On the Funder Setup page select the User Defined tab.

3. Click Edit.

4. Choose the field type (Checkbox, Drop-down etc) and enter the Field Name.

5. Select In Use (this will make the field active in the Funder).

6. Select Required if applicable.

7. Repeat Steps 4 and 5 if required.

8. Click Save.

Editing User Defined fields and marking as In Use/Not in Use

Steps 4-6 to be used as required.

1. In the System Setup section select Funder.

2. On the Funder Setup page select the User Defined tab.

3. Click Edit.

4. If you would like to edit a Field Name choose the Field Name you would like to edit and change accordingly.

5. If you would like to deactivate the field untick In Use (this will make the field inactive in the Funder). Untick Required if applicable.

6. If you would like to activate the field tick In Use (this will make the field active in the Funder). Tick Required if applicable.

7. Repeat Steps 4 and 6 if required.

8. Click Save.

Adding values for User Defined drop downs

1. In the System Setup section select Funder.

2. On the Funder Setup page select the User Defined tab.

3. In the Active User Defined Field section find the Drop Down field you would like to add values to.

4. Click Drop Down located to the right of the Field name.

5. Click Add.

6. Add the Drop Down value.

7. Click Save.

Editing values for User Defined drop downs

1. In the System Setup section select Funder.

2. On the Funder Setup page select the User Defined tab.

3. In the Active User Defined Fields section find the Drop Down field you would like to edit the values of.

4. Click Drop Down located to the right of the Field name.

5. Click the Value.

6. Edit as required.

7. Click Save.

Make a User Defined drop down value Inactive

1. In the System Setup section select Funder.

2. On the Funder Setup page select the User Defined tab.

3. In the Active User Defined Fields section click the Drop Down field you would like to deactivate values in.

4. In the Active Values section click the minus (-) icon of the Value you wish to make inactive.

The drop down value will be moved to the Inactive Values section.

Make an existing User Defined drop down value Active

1. In the System Setup section select Funder.

2. On the Funder Setup page select the User Defined tab.

3. In the Active User Defined Fields section click the Drop Down field you would like to activate values in.

4. In the Inactive Values section click the plus (+) icon of the Value you wish to make active.

The drop down value will be moved to the Active Values section.penelopehelp.com