Please note that the functioning of the Add and Edit modes is dependent upon the data
arrangement defined specifically for each client. As such, all functionality and field-editing
capabilities under these modes may not be completely available.
The Cancellation page is divided into three sections:
1. The top section labeled GRANT DETAILS contains basic static grant identification
information. This identifier data will appear in the same position on each
preceding/succeeding page when viewing grant specific information.
2. The bottom-right section labeled CANCELLATION contains the grant cancellation
information. This can be one of Pre-Vest or Post-Vest. For MPA awards, Tranche ID
can selected and users can choose to assign a cancellation to a specific tranche. In
the absence of a tranche ID, the standard rules apply. These are: for Pre-Vest
Cancellation the last vesting tranche is cancelled first; for Post-vest Cancellation the
earliest vested tranche is cancelled first.
3. The left hand section contains the navigation bars to specific information about
the grant (Cancellation, Exercise, etc.). Each of these bars will will be preceded with
an * if there is specific data for that selection available. For instance, *Exercise
indicates exercise data is available, Cancellation indicates no cancellation data is
available.
Clicking on any specific bar will take you to that specific page to view the available
data.
The EXIT button at the bottom of the page will send you back to the Grant Details
page from which you originally navigated.
The VIEW, ADD and EDIT drop down at the top-right of the page are available
modes.
ADD Mode
When the ADD mode is chosen from the pull-down, a blank form is generated that
allows for the input of a new grant into the database. Similar to the Data Upload
module, all existing validations will continue to be enforced.
EDIT Mode
When the EDIT mode is chosen from the pull-down, all Cancellation fields are
available for editing. The fields available are Cancel Date, Cancel Type, Cancel
Reason, and Shares Cancelled. Whole cancel records can be deleted, or entire new
ones can be added using this control.