Grant Management

Info for grant admins on common grant management procedures

Transfers and Conversions-the Basics
When a provider’s application is approved, they are assigned a specific amount of QI Dollars and/or Coaching hours. However, sometimes they need more or les...
Wed, 17 Mar, 2021 at 1:34 PM
What the Heck is a Requisition!?!
Overview A Requisition is a portion of a Funding Stream budget that has been assigned to a specific site. Depending on its type, a Requisition can be u...
Wed, 19 Aug, 2020 at 10:38 AM
How to Read a Requisition!
Requisitions can look confusing at first, but they are really just designed to show you what is happening with a provider's budget of QI resources. Thi...
Tue, 19 Nov, 2019 at 4:56 PM
Lights, Requisition, ACTIONS!
Overview The Requisition Actions field on each Requisition record allows you to make more advanced changes to that Requisition. When you select an actio...
Tue, 19 Nov, 2019 at 4:58 PM
Requisition Actions Glossary
If you are new to Requisitions and their actions, you can read about the basics first in What the Heck is a Requisition, How to Read a Requisition, and Ligh...
Tue, 19 Nov, 2019 at 5:00 PM
Applications and Sending MOU's
After a Provider has completed their Quality Improvement Application (Colorado Shines QRIS Applications are filled out by the Provider in the Colorado Shine...
Wed, 17 Mar, 2021 at 1:38 PM
MOU FAQ'S!
Here are some common issues related to sending MOU’s in Sugar and ways to troubleshoot!  Remember to always check the Message From Sug...
Wed, 18 Aug, 2021 at 9:30 PM
Process for a Manual MOU Upload
Generally, all MOU's should be signed through the EchoSign integration with Sugar. That way, the MOU is automatically sent to the appropriate parties, ...
Tue, 31 Aug, 2021 at 9:42 AM
Transfers/Conversions FAQ's!
Here are some common issues related to Transfers and Conversions Sugar and ways to troubleshoot!  **Remember to always check the Message From Sugar fiel...
Wed, 19 Aug, 2020 at 10:25 AM
Year-End Close-out Tips!
It may seem far off, but the end of this fiscal year is right around the corner.   Here are some expert tips for getting your Council in order before the ...
Mon, 19 Apr, 2021 at 2:11 PM