A request record holds all of the information related to an organization’s request for funding. Each request record can have one or more applications or other grantee portal intake forms added. One or more requirements, such as a final grant report, can also be added to a request. Payment records are also accessible from the request record.
Add a Request Record
Add a new request record in the site.
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View and Edit Information on a Request Record
Once added to the site, additional information can be added to a request record on each of its tabs. The information can then be viewed and updated. Some of the request record tabs include workflows, payments, and grantee portal. Grantee portal intake forms, such as an invited application form, can be added to the request from the grantee portal tab. A required request fields checklist can be added to request records to ensure that key fields are completed for each request.
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Manage Requests
From the request record, update the status of the request, or decline or approve it. There are five request dispositions in the site representing various stages in a request’s lifecycle, and custom statuses can be configured within three of the dispositions. A fiscal sponsor can also be tracked on the request record, and grant renewals can be managed.
Manage Request Settings
Multiple settings can be configured related to the information contained on request records. These settings can be managed from Admin Tools & Settings.
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