To Approve a request, click the Approve button. The system will prompt you to confirm the amount, assign the transaction to a budget (if you have not already done so), display the budget selected and to indicate how the request will be fulfilled, if applicable. STEP 1: Click the Approve button STEP 2: Enter details …
If the option to Recommend has been activated, you will see a “Recommend” button among the right-hand action buttons on the Request Details tab. To recommend the request be approved, first add internal notes to summarize your recommendation. You may add internal notes in two ways: Below is an example of the first method, adding …
The steps to process requests will vary by Program / Profile based on the setup criteria and biz admin permissions. You may have been authorized to manage the complete process or limited to 1-2 steps. Below is a general example. STEP 1: To process transaction requests, open the request to view the content …
When autoscoring questions are added to workflows, an additional Autoscoring tab will display on the request. The autoscoring tab includes the following: Below is an example showing five (5) questions. TIP: Autoscoring decisions are set in the forms builder for the applicable program / profile. If selected, scores outside the desired range can be auto …
The Recipient Communication tab allows you to see the approval / deferral / decline message that was sent to the applicant.
The change log provides a history of the transaction related activity. Status changes are recorded along with internal notes.
Recipient communication and messages may be added to requests. If you have created default messages for the profile / program, you may view these and copy / paste the text into the request. Tip: You will have an option to select the desired message during the approval process.
Social Sharing allows you to share the transaction to your page and select any desired sharing options. Social Sharing options include:
On multi-year transactions, there is an additional tab along the top of the transaction, labeled “Multi-year”. Click the tab to access a summary of the related transactions in the multi-year commitment. If you have upgraded a request to a multi-year, the multi-year tab will display. Please refer to Multi-year Grants & Sponsorships located in the …
The Internal Use content area is used to assign a budget to the transaction and to record the Purchase Order number, Check Number or Certificate Number, if applicable.
