Requirements

Follow the instructions below to add a request requirement.

1. Navigate to the request record. 
2. Click the Requirements tab. 
3. Click Add New Requirement.
   
    
4. Select an option in the Enable Grantee Portal Intake Form for this Requirement dropdown, and then click Next.
   • If Yes is selected, additional fields will be configured in the next modal related to the intake form.
      
5. Complete the fields, and then click Save.
   • Requirement Type - Select the type of requirement, related to either the request or a specific payment.
     • The Requirement Types section contains details on configuring the available types.
     • If a payment requirement type is selected, the related payment record must be selected in the additional dropdown that appears.
   • Notes - Optionally enter any additional details related to the requirement. There is a 250 character limit in this field. 
   • Schedule Date - Enter the internal due date for the requirement. This date is reflected in the Assigned to Me widget on the homepage for the staff member assigned to the requirement.
     • It is recommended to align this internal schedule date with the due date for the requirement.
   • Staff - Select the staff member to assign to this requirement. The requirement appears in their Assigned to Me widget on the homepage. If an intake form is added, they will also receive an email notification when it is submitted.
   • Long Notes - Optionally enter any additional details related to the requirement. This field provides extra space for context on the requirement, in addition to the Notes field.
   • Intake Form - Select the report or grantee submission intake form to add to this request.
   • Open Date/Time - Enter the date and time at which the form will become available for the assigned user(s) to edit.
   • Due Date/Time - Enter the date and time by which assigned user(s) should submit the form. An overdue flag appears in the portal after this date but grantee portals can still submit the form.  
     • If configured, upcoming and overdue email notifications are based on this due date. Report and Grantee Submission Intake Forms contains details on configuring these notifications.
   • Before Open Date - Select whether or not assigned user(s) should be able to view the form before the open date.
      

If a report or submission intake form was added to the requirement, one or more grantee portal users can now be assigned to submit the form. Instructions on assigning grantee portal users and managing the form are available in Report and Grantee Submission Intake Forms.

If the requirement relates to a specific payment, it can be displayed as a payment contingency in the grantee portal. This cannot be done if an intake form is added to the requirement. Configure this setting when adding the requirement, or from the requirement record once added by following the steps below.

• Click the double arrow icon to view the requirement record.
   
• Click the pencil icon next to Display Requirement in Grantee Portal as a Payment Contingency, and then select Yes.
   
• The name of the requirement type then displays as a contingency in the Payments tab for the request in the grantee portal.  

Add requirements to multiple requests in batch from a super search. 

1. Run a super search to generate a list of the relevant requests.
2. Check the box next to each relevant request.
    
3. Click More Actions, and then click Add Requirement.
    
4. Select an option in the dropdown, and then click Next.
   • If Yes is selected, additional fields will be configured in the next modal related to the intake form.
      
5. Complete the fields, and then click Update.
   • Requirement Type - Select the type of requirement. 
     • The Requirement Types section contains details on configuring the available types.
   • Notes - Optionally enter any additional details related to the requirement. There is a 250 character limit in this field. 
   • Schedule Date - Enter the internal due date for the requirements. This date is reflected in the Assigned to Me widget on the homepage for the staff member assigned to the requirements.
     • It is recommended to align this internal schedule date with the due date for the requirements.
   • Staff - Select the staff member to assign to these requirements. The requirements appear in their Assigned to Me widget on the homepage. If an intake form is added, they will also receive an email notification when it is submitted for each requirement.
   • Long Notes - Optionally enter any additional details related to the requirement. This field provides extra space for context on the requirement, in addition to the Notes field.
   • Intake Form - Select the report or grantee submission intake form to add to this request.
   • Open Date/Time - Enter the date and time at which the form will become available for the assigned user(s) to edit.
   • Due Date/Time - Enter the date and time by which assigned user(s) should submit the form. An overdue flag appears in the portal after this date but grantee portals can still submit the form.
     • If configured, upcoming and overdue email notifications are based on this due date. Report and Grantee Submission Intake Forms contains details on configuring these notifications.
   • Before Open Date - Select whether or not assigned user(s) should be able to view the form before the open date.
     
      

The system delivers a notification when the batch action is complete. Fields for each requirement, such as the schedule date or due date, can then be updated as needed from each request record. 

If a report or submission intake form was added to the requirements, one or more grantee portal users can now be assigned to submit the form for each requirement. Instructions on assigning grantee portal users and managing the forms are available in Report and Grantee Submission Intake Forms.