Documentation

The Project Manager will complete in a timely manner, through eGrants, all on-site monitoring form pages and attach copies of all appropriate records and other documents reviewed during the visit. To document on-site subgrantee monitoring activities, Project managers must create and submit an On-site Monitoring Report in eGrants.
The subgrantee monitoring reports can be found by viewing a subgrantee’s grant in eGrants (“Subgrantee Monitoring” can be found under “Examine Related Items.”).
To complete the On-Site Monitoring Report, follow the steps listed below.
  1. Select “Create New” to create a Monitoring Report.
  2. Under “View, Edit and Complete Forms,” select “On-site Monitoring.”
  3. Complete and save all on-site monitoring forms.
  4. Add additional information and/or attachments by opening and completing the applicable Attachments form page.
  5. Click on “Change the Status” to change the status of the on-site monitoring report to “Subgrantee Monitoring Submitted.”
Once the status has been changed to “Subgrantee Monitoring Submitted,” the subgrantee will be able to view the monitoring report.