A requirement can be added to a request to track an activity that should be completed, typically after the request has been approved. This could be a requirement related to the request as a whole, such as a grant agreement or annual report. The requirement can also be related to a specific payment, indicating that the requirement must be completed before the payment is released.
While requirements can be used to internally manage activities for staff, a report or grantee submission intake form can be added to a requirement and assigned to grantee portal users.
Add a Requirement
Add a new requirement record in the site.
- Resource:
- Requirements
Requirement Types
The available requirement types can be configured in Admin Tools & Settings. This includes requirement types related to the request as a whole and requirement types related to specific payments. Examples of requirement types include final report, signed agreement, and site visit.
- Resource:
- Requirements
Manage Requirements
A requirement record can be accessed and managed from the related request record, and from the related payment record if applicable. Requirements can be marked complete when the applicable action has been taken. From the requirements dashboard, staff can efficiently manage requirements across requests.
- Resources:
- Manage Requirements