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Administrator Guide
Last Updated: 2023-06-23
Steps: Set Up Award Tasks

Steps: Set Up Award Tasks

Create awards.
Award tasks are administrative tasks that you do or track for a sponsor to support the terms of your award contract. Examples of award tasks are progress or financial reports, and billable milestones. You can manage these tasks in Workday by setting up award tasks and putting these tasks in a task list for an award.
  1. Access the
    Maintain Award Task Types
     task.
    Create the type of tasks you need to deliver for your awards, and add them to the appropriate award task type groups. You select from these award task types when you create the award task list for the awards.
    Select the
    Closeout Task
     check box for tasks that you need to complete before closing out an award. You can view the statuses of closeout tasks with standard reports before closing out your awards.
    Security:
    Set Up: Grants Management
     domain in the Grants Management functional area.
  2. Access the
    Maintain Award Task Statuses
     task.
    Create statuses to track the progress of tasks against predefined milestones and upcoming due dates.
    • Select the
      Indicates Task is Done
       check box for statuses that define a task as done in your organization.
      Example: If a task is considered done after you submit a report to the sponsor, select the
      Indicates Task is Done
       check box in the
      Submitted
       status.
    • Select the
      Award Task Status for BP Complete
       check box to set the award task to this status when the
      Award Task Event
       business process completes.
    Select
    Award Task Status for BP Complete
     and not
    Indicates Task is Done
     for statuses that mark the end of the business process but not the award task.
    Security:
    Set Up: Grants Management
     domain in the Grants Management functional area.
  3. (Optional) Configure the
    Award Task Event
     business process secured to the Grants Management functional area to manage, route, and track your award tasks.
    • To set up a step to review award tasks, select
      Review Complete an Award Task
       for
      Specify
      , and add the security groups for the reviewer roles.
    • You can route the approval step to a single worker by selecting the
      Award Contract Owner
       group, and setting the
      Award Contract Owner
       in the award definition.
    When you route an award task through the business process, you can only update the award task status and attachments through the business process.
  4. (Optional) Set up alerts to notify assignees when a task is due.
  5. You can build templates with award tasks that meet standard requirements for particular sponsors, award types, and purpose codes.
  6. Create a list of award tasks for your award and schedule them with the actual dates relevant to the award.