How To Disburse A Grant - Revision history

Bkoenig: Page has been migrated to Google Drive.

2014-05-29T18:17:36Z

Page has been migrated to Google Drive.

Dheiber at 18:33, 28 March 2014

2014-03-28T18:33:55Z

Dheiber: /* When The Grantee Arrives */

2012-08-30T00:42:57Z

When The Grantee Arrives

Dheiber: /* Before Disbursing A Grant */

2011-12-09T22:46:05Z

Before Disbursing A Grant

Dheiber: /* When The Grantee Arrives */

2011-10-28T16:53:40Z

When The Grantee Arrives

Dheiber: /* Before Disbursing A Grant */

2011-10-26T21:32:30Z

Before Disbursing A Grant

Elizabethwt: /* When The Grantee Arrives */

2011-09-15T20:27:43Z

When The Grantee Arrives

Elizabethwt: /* When The Grantee Arrives */

2011-09-15T20:26:38Z

When The Grantee Arrives

Elizabethwt: /* When The Grantee Arrives */

2011-09-13T21:24:46Z

When The Grantee Arrives

Elizabethwt at 00:33, 28 August 2011

2011-08-28T00:33:24Z

← Older revision		Revision as of 18:17, 29 May 2014
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		+	[https://docs.google.com/document/d/1Ze29Oj8U8Go5YA34EvdS5aQfHO8sqBHkchdW9fg7iuc/edit?usp=sharing Link]

	This page is a guide to disbursing grants.		This page is a guide to disbursing grants.

← Older revision		Revision as of 18:33, 28 March 2014
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		+	{{Migrate}}
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	This page is a guide to disbursing grants.		This page is a guide to disbursing grants.

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 ==When The Grantee Arrives==
-When the grantee arrives, the front desk will call the grants phone.  Ask for the name of the organization if the front desker doesn't provide it.  '''Look up the grant recipient in [http://wiki.freegeek.org/index.php/RT RT].''' Find out what they are picking up and who is picking it up.  If they are receiving systems, see if they are eligible for FG-PDX systems (school or organization within Portland city limits).  ''If the grantee does not have appointment, it is always okay to say that you cannot disburse their grant to them at this time.  Call the front desk and tell them you are unavailable.''
+When the grantee arrives, the front desk will call the grants phone.  Ask for the name of the organization if the front desker doesn't provide it.  '''Look up the grant recipient in [http://wiki.freegeek.org/index.php/RT RT].''' Find out what they are picking up and who is picking it up.  If they are receiving systems, see if they are eligible for FG-PDX systems (grantees within Portland city limits).  ''If the grantee does not have appointment, it is always okay to say that you cannot disburse their grant to them at this time.  Call the front desk and tell them you are unavailable.''
 When you meet the grantee, '''introduce yourself''' and shake their hand if that seems appropriate.  This is friendly and it gives you a chance to check if they are the person you were expecting.  If they are not the person who you are expecting, you made need to make a phone call or two to figure out if this person can receive the grant.

@@ Line 5: / Line 5: @@
 When a grantee's items are available, '''e-mail them with your availability'''. Ask them to specify an exact date and approximate time at which they will be coming in.  Inform them that they should go to the front desk and ask for (insert your name here) in grants.  If they need directions, point them to [http://www.freegeek.org/about/directions/ our website].
-When they respond, '''update the [https://www.google.com/calendar/embed?src=ll168df2r78om6th64asekaqkk%40group.calendar.google.com&ctz=America/Los_Angeles calendar] with the name of their organization'''.  Put P/U for (insert organization name here) at the appropriate date and time.  This is private calendar.  You will need an invitation from the grant coordinator to access it.
+When they respond, '''update the [https://www.google.com/calendar/embed?src=ll168df2r78om6th64asekaqkk%40group.calendar.google.com&ctz=America/Los_Angeles calendar] with the title of the RT ticket (number included)''' at the appropriate date and time.  This is private calendar.  You will need an invitation from the grant coordinator to access it.
 ==When The Grantee Arrives==

@@ Line 9: / Line 9: @@
 ==When The Grantee Arrives==
-When the grantee arrives, the front desk will call the grants phone.  Ask for the name of the organization if the front desker doesn't provide it.  '''Look up the grant recipient in [http://wiki.freegeek.org/index.php/RT RT].''' Find out what they are picking up and who is picking it up.  If they are receiving systems, see if they are eligible for FG-PDX systems.  ''If the grantee does not have appointment, it is always okay to say that you cannot disburse their grant to them at this time.  Call the front desk and tell them you are unavailable.''
+When the grantee arrives, the front desk will call the grants phone.  Ask for the name of the organization if the front desker doesn't provide it.  '''Look up the grant recipient in [http://wiki.freegeek.org/index.php/RT RT].''' Find out what they are picking up and who is picking it up.  If they are receiving systems, see if they are eligible for FG-PDX systems (school or organization within Portland city limits).  ''If the grantee does not have appointment, it is always okay to say that you cannot disburse their grant to them at this time.  Call the front desk and tell them you are unavailable.''
 When you meet the grantee, '''introduce yourself''' and shake their hand if that seems appropriate.  This is friendly and it gives you a chance to check if they are the person you were expecting.  If they are not the person who you are expecting, you made need to make a phone call or two to figure out if this person can receive the grant.

@@ Line 3: / Line 3: @@
 ==Before Disbursing A Grant==
-When a grantees items are available, '''e-mail them with your availability'''. Ask them to specify an exact date and approximate time at which they will be coming in.  Inform them that they should go to the front desk and ask for (insert your name here) in grants.  If they need directions, point them to [http://www.freegeek.org/about/directions/ our website].
+When a grantee's items are available, '''e-mail them with your availability'''. Ask them to specify an exact date and approximate time at which they will be coming in.  Inform them that they should go to the front desk and ask for (insert your name here) in grants.  If they need directions, point them to [http://www.freegeek.org/about/directions/ our website].
 When they respond, '''update the [https://www.google.com/calendar/embed?src=ll168df2r78om6th64asekaqkk%40group.calendar.google.com&ctz=America/Los_Angeles calendar] with the name of their organization'''.  Put P/U for (insert organization name here) at the appropriate date and time.  This is private calendar.  You will need an invitation from the grant coordinator to access it.

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 '''Make sure that you give them any cables or small peripherals (like keyboards and mice) that they need.''' It's nice to put these in a bag; you can find bags in receiving.
-'''Walk them out of the building.''' This prevents anyone from thinking that the grantee is stealing.
+'''Walk them out of the building.''' This prevents anyone from thinking that the grantee is stealing.  '''Make sure that they sign out.
+'''
 '''Help them load their vehicle.''' This is a nice thing to do.

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 When you meet the grantee, '''introduce yourself''' and shake their hand if that seems appropriate.  This is friendly and it gives you a chance to check if they are the person you were expecting.  If they are not the person who you are expecting, you made need to make a phone call or two to figure out if this person can receive the grant.
-If they are picking up a lot of stuff '''grab a cart''' from Receiving.  Receiving appreciates it when you let them know you are taking one of their carts and if you take one that is not near the door.  The grant recipient should usually come back with you to get their stuff, but it's okay if they don't.
+If the grant recipient is coming back with you to pick up their stuff, you need to '''sign them in at the Front Desk'''.  The grant recipient should usually come back with you, but it's okay if they don't.
 '''Take the printmes from any systems''' and '''load the items safely''' on the carts.  Make multiple trips if necessary.  I like to bring the printmes to my desk and then grab the resource packet and class handouts.

← Older revision		Revision as of 00:33, 28 August 2011
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	'''Enter the disbursement into into [http://wiki.freegeek.org/index.php/RT RT].''' Update the "GizmosToBeGranted" field to reflect what you have granted. Also make a comment saying what you disbursed and to whom. Resolve the ticket if the grant is filled.		'''Enter the disbursement into into [http://wiki.freegeek.org/index.php/RT RT].''' Update the "GizmosToBeGranted" field to reflect what you have granted. Also make a comment saying what you disbursed and to whom. Resolve the ticket if the grant is filled.
		+
		+	[[Category:Hardware Grants]]