NeighborWorks America Transforming lives together
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Admin: General Information

Step

Action

1

NeighborWorks Fact Sheets (NFS) will display the general info. data. 

Click on Edit.

2

NFS will display the data entry form, enter any updates:

[Name of the organization is entered by NeighborWorks® America]

* Street Address Line 1 and  2

* City, * State, * Zip Code – 5 to 9 digits

  Mailing Address Line 1 and 2

  City, State, Zip Code – 5 to 9 digits

* Ext – numbers only  

* Phone – enter as ###-###-####

* Fax – enter as ###-###-####

  Website – enter as www.orgname.org 

  Full Time Staff – enter as whole number, or leave blank if not applicable.

  Part Time Staff – enter as whole number, or leave blank if not applicable.

 * Background – Date of incorporation and history of organization.  Max 2,500 chars

* Mission – Brief statement of organization’s mission taken from org’s strategic, business and/or operating planMax 2,500 chars

* = Required data, cannot be blank.

3

Click on Reset to start again or undo the data entry.  Reset is similar to <ESC> key.

4

Click on Save.  This will save all the changes as “draft” status. 
Note:  Upon saving, if user does not enter required data, NFS will prompt for required data below the data entry box.

5

Click on the Submit.

6

NFS will prompt a message:  “The updated data will be submitted to NeighborWorks® America District Office. The data will need to be approved by NeighborWorks® America District Office.”
Click on OK to accept or Cancel.

This will change the data from “draft” status to “pending approval status.  It will also email an alert to NeighborWorks® America District Contact to review the submitted data and approve the data. 

Note:  NFS will not reflect the changed data until NeighborWorks® America has approved the data.

7

Option to click on Submit OR click on Reject

Note:  Reject button only exists if there is a “draft” data that was saved before. Reject will undo all the saved changes.  Once rejected, there will be no “draft” status data.

8

Click on Reject to undo all saved changes.  NFS will prompt a message:  “Are you sure you want to reject and undo the saved changes?” 

Click on OK to accept or Cancel.