Purpose: This procedure demonstrates how to add a phone call to the Grant File.  Telephone transcripts saved in G5 are subject to the Freedom of Information Act (FOIA). When adding a phone call, the user will be asked to provide the following information: 

• Date
• Participant: The person with whom the conversation was held
• Grant File Subject:  The subject of the conversation
• Transcript: A text description of the conversation

Phone calls are saved in the Correspondence section of the Grant File. 

G5 Role: G5 Program Office 

Navigation Path:  My Grants > Award Record 

Prerequisites: The prerequisites for this topic are: 

1. The award must be in Obligated status. 

2. The user must be the assigned ED Program Contact for the award or a member of the grant team. 

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