Workflow

GivingTrax workflow sets the step-by-step process and available transaction status indicators that will apply to the program being managed. 

The default workflow steps are: 

• Pre-approval:   Draft, New, Recommend
• Decisions:  Defer, Decline, Approve
• Post-approval:  Approved, Completed

Steps may be inserted into the workflow process by selecting the desired item.

Selections are available to insert the following items into the workflow by ticking the respective box in the screenshot above.

• Pre-Approval
  • Documentation Complete
  • Ethics Review
  • Foreign Corrupt Practices Act Review
  • Vetting Complete
  • Approver 1
  • Approver 2
  • Approver 3
  • Approver 4

• Post-Approval
  • Approved – Muli-year
  • Approved – Request PO
  • Approved – Request Check (A/P) / Item
  • Approved – Ready for Fulfillment
  • Approved – Funds / Check Issued
  • Approved – Ready for Pickup
  • Approved – Mailed
  • Approved – Hand Delivered