How do I change the Sponsor Contact on a Sponsor Template?

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Jennifer Bliss

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Jun 16, 2016, 1:12:37 PM6/16/16
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This topic is for SPO admin users only: Per  #RESSUP-1753 - "Change Generic Sponsor Template Sponsor Contact".

To change the Sponsor Contact on a Sponsor Template:
  1. Navigate to System Admin Portal > Maintenance Tab
  2. In the Awards Maintenance Table section, select the Sponsor Template link
  3. In the Sponsor Template Lookup window that opens, click the [search] button (to do a blanket search of your sponsor templates)
  4. Click the edit link for your Generic Template
  5. The Sponsor Template document will open for editing:
    1. enter a Description in the Document Overview panel
    2. in the Edit Sponsor Template Contacts panel, delete the Old Sponsor Contact by clicking the [delete] button
    3. then add the New Sponsor Contact by selecting the Contact Type and Rolodex Id. Then remember to click the [add] button
  6. Lastly, click the [submit] or [blanket approve] button to finalize your changes.
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