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Direct your browser to: http://tools.ndm.ox.ac.uk/otter/<instance name>/admin/grants
or click the Grants menu option from any admin screen.

Adding a grant

  • Click the 'Add grant' link
  • Add the details of the new grant
  • Click the green plus icon.

Viewing a grant's details

On the Grants page, click on the grant reference in the Reference column:

  • The grant's core details are shown at the top of the page
  • Beneath is a list of activities specific to this grant
  • Beneath this is a list of the employees who have been granted reviewal privilege for this grant, followed by the employees who have been granted approval privilege for this grant
  • At the bottom of the page the employment periods for this grant are shown.

Editing a grant's details

On the Grants page, click on the Grant reference in the Reference column:

  • Alter the grant's details
  • Click the 'Update grant details' button.

Note: Altering a grant's start and end dates will affect employment periods that now fall outside of the new dates and could result in the deletion of timesheets.

Adding and removing grant-related activities

On the Grants page, click on the Grant reference in the Reference column.

New grant-specific activities can be added at the bottom of the table listing the current 'Activities for this grant'

  • Enter a new Activity Name
  • Choose if this activity is deemed to be productive or not
  • Click the green plus icon.

Delete an activity by clicking on the appropriate red minus icon.

To change the productivity of an existing activity tick/untick the box relating to the productivity of the activity you are concerned with and hit the appropriate pencil icon to commit the changes.

Note: You cannot delete an activity that has already been used on a timesheet.