Sponsor Template

The Sponsor Template section is used to apply a sponsor template to an Award document.

Award templates can significantly decrease the amount of time it takes to create an award and significantly increase award accuracy. Templates can include all the standard contact types,  report types & frequencies, and  all the terms and conditions required for a particular Sponsor Award Type (NIH R01’s or Fellowships, FDP awards, a Foundation award, or a commercial sponsor’s general terms). Once the template is applied, the administrator can edit the items inserted by the template to customize the award to match the sponsor aggrement. Maintaining templates will improve your reporting accuracy and keep your award administrators happy.

 

Figure 1307 Award Document, Award Page, Sponsor Template Section - Example

Click  on the Sponsor Template section to display its information.

Figure 1308 KC Award, Sponsor Template Section

The Sponsor Template section includes a Lookup function to find the template you need for this Award.  It displays a description of the selected Sponsor Template.  The section also includes a  button.

Users with Administrator authorization may add and delete sponsor templates and use the sync to template function.

 

Table 537 KC Award, Sponsor Template Section Field Description

Field	Description
Sponsor Template	The Sponsor Template for this Award.  Click  to find and select a Sponsor Template.

 

  Adding a Sponsor Template using the Sponsor Template Lookup in the Sponsor Template Section:

•      Click  to find and select a Sponsor Template Code on the Sponsor Template Lookup screen:

Figure 1309 KC Award, Sponsor Template Section Screen

•      Enter appropriate information in the search fields to find the Sponsor Template Code you need (or leave all the fields blank to display all Sponsor Template Codes), and then click  to display a list of Sponsor Template Codes.  When you click search, KC displays the Sponsor Template Lookup screen again, with the results of your search displayed below the buttons:

 

Figure 1310 Sponsor Lookup Screen with Search Information

KC displays the Sponsor Template Codes that match your search below a statement about the number of items retrieved (how many items matched your search) and the number of items displayed.

•      In the search results list, click return value next to the Sponsor Template Code for the template you need for this award.  This enters that Sponsor Template Code in the Sponsor Template section.

When you click return value, KC displays the KC Award screen again with your selected Sponsor Template Code added to the Sponsor Template section:

Figure 1311 KC Award, Sponsor Template Section

Sync to Template Function

 applies the information from the selected template to the award.  This may include reporting requirements, payment information, comments, terms, and other information.  For example, if the template lists annual financial reports, KC adds those to the Payment, Reports & Terms tab. 

When you click sync to template, KC asks you some confirmation questions before it makes any changes to the Award.

 

You can use sync to template even if some fields are empty in the existing award.

 

When you click , KC displays this screen:

Figure 1312 Sync to Template Confirmation Question

 

Click  to replace the current Award information with the information from this template.

Click  to keep the current Award information.