Grants Management

The Mentor Grants Management Software System is designed for the grants administrator to track detailed progress on grant applications and subsequent follow-up on awarded grants.

Mentor Grants Management offers:

• Support for multiple grant administrators – An institution might have separate administrators and offices for Government Grants, Foundation Grants and Corporate Grants. Each of these administrators can have their own Grants Manager instance. They can choose to give either read only or admin access to their colleagues. But the PI’s
  have access to all their own grants on the same page, regardless of which grants administrator they are working
  through.
• Grant Personnel – The Grants administrator can name Primary PIs, co-PIs and Other Personnel and require specific documentation from each person named. The Grants Manager shares the PI Documentation function with the Mentor IRB system, so if investigators are required to submit human subjects training certification, for instance to the IRB, this certification will appear on the grant management personnel page for that person. Grant personnel can be internal Mentor users or external users.
• Grant Application Documents – The Grants administrator can name specific documents that are required in the application, assign each document to a specific person, and schedule reminders for these documents. Documents have a due date field which prompts the Mentor email reminders. Mentor will accept email attachments from the
  persons named as responsible for each document required and will file that document under the grant when received.
  On receipt of a document, Mentor can send a notification to the grants administrator via email.
• Post Application Documents – For grants that are funded, the administrator can list specific documents with due dates that need to be gathered over the course of the grant. Again, email reminders can be scheduled based on the due date and Mentor will accept attachments of these documents.
• Approvals – Many institutions require approvals by department chairs, deans, etc. before a grant can be submitted. Mentor makes this easy. The grant administrator simply names the person whose approval is required with a due date. The administrator can then send an email from Mentor to the person and can schedule subsequent reminders. The person who is so named can access the full grant (in read only mode) on the Mentor My Grants tab. When the approval is received, Mentor sends a notification to the grants administrator, if desired. The grants administrator can name as many approvals as are needed.
• Grant Timeline – Based on the due dates of the various documents and approvals, Mentor generates a timeline page that lists all these items and their due dates. The grant administrator can also add items to the timeline. These can be simple notes for things that need to be done (call to make, meetings to schedule, etc.).
• Messages – Both the PI and the grant administrator can use the grant Messages page to communicate. Messages are sent out as email and are archived with the grant for later reference.
• Link to IRB Protocols – The Mentor Grants Manager can link any grant to any IRB protocol submitted by the grant PI’s.
• My Grants – Each primary PI named on a grant has read only access to the grant record on the My Grants tab. If the PI is named as responsible for specific documents, the PI can upload those documents on the appropriate grant page.
• Print to PDF & Zip – This function allows the grant administrator to print all pages in the grant record to PDF and then create a zip file of these PDF pages, along with all the related files that have been uploaded to the grant.
• Grants Annual Report – Mentor generates an annual report (or report based on any date range you select) summarizing the numbers and amounts of grants that were funded and not funded over the year. This report can be filtered by school as well as by PI. For institutions using the Mentor Faculty Activity Reporting System, a school version of this report can be displayed on the Dean’s page and a department version of this report can be displayed on the Chair’s page.