View Terms Tracking Details Screen for Grantees

The View Terms Tracking Details screen, shown below, opens when you click the View Terms Tracking button for a grant in the eRA Commons Status screen.

This screen displays the current tracking status of all terms applicable for the grant project period, broken out by budget period. The Next Due Date Status column displays color-coded badges to indicate whether a term is Not Tracked, Unresolved, or Resolved.

The PD/PI, BO and SO can view award terms and conditions and submit documents as needed to satisfy those requirements.

ClosedSAMHSA/FDA/DOC View Terms Tracking Details

View Terms Tracking Details screen for grantees

ClosedOTA/VA View Milestones Tracking Details

View Milestones Tracking Details screen

Working in this View

  • Click a term name to see the text of the term.

  • Click the folder icon folder icon next to the award number to open the Commons Status Information screen; or click the Acrobat icon Acrobat icon next to the folder to view the Notice of Award.

Expanded View

Click the > right-arrow icon next to the term name, the click the > right-arrow icon next to Term Content, to open an expanded view of the term tracking details.

The expanded view lists the tasks associated with the term, and their due dates. Due Date Status displays color-coded badges to indicate whether a task is Resolved or Unresolved. Submission Status also displays color-coded badges to indicate whether a task has had No Submissions or is Unsubmitted, Submitted, or Returned.

Expanded view

Working in Expanded View

  • Click on an attachment or comment to view it.

  • Click the action menu ellipsis icon for a specific task to select one of the following actions:

    • Revise Documentation — Attach documents and comments to the term task or view and edit existing attachments in the Additional Materials screen: If the grantor agency returns your document submission and requests changes or corrections, you can use this action to submit revised materials. Note: This action is only available once you have submitted documentation for a task, but its due date status is still unresolved.

    • View Submission — View all the attachments and comments for this term task, consolidated into a single PDF.

      TIP: This is the only action available once a task has been resolved.

    • Prepare Documentation — Attach documents and comments to the term task in the Additional Materials screen.

      TIP: This action is only available when submitting documentation for the first time, and the task is unresolved.