Community Development Platform

Features

Industries

Reference

More

Start now
  1. Community Development Platform
  2. Process
  3. Correction and follow-up
Process · Correction and follow-up

Correction and follow-up

Corrections begin with a clear account of what changed. A follow-up action has an assigned team member, due date and resolution. If a decided or delivered case needs a new revision, the original review decision and receipts continue to describe the earlier action. The successor revision requires its own review, and a superseded delivery requires a compensating action to make the remaining obligation visible.

Start now Download Proto

Step by step

  1. Identify the issue Program Officer

    Program Officer records a case-linked follow-up action for the missing evidence, returned review or delivery correction.

    • Assigns owner and due date
    • Updates Follow up actions, Funding cases

  2. Prepare the successor Program Officer

    Program Officer updates the case as a new revision while retaining earlier state history and receipts.

    • Preserves earlier state while revising the request
    • Updates Funding cases, State history, Community needs, Record attachments

  3. Review the successor Independent Grant Reviewer

    Independent Grant Reviewer decides on the new source revision.

    • Records independent decision for the new revision
    • Updates Review decisions, Funding cases
    ApprovalA person approves before the work moves on.

  4. Reconcile the action Program Officer

    The assigned team member confirms the compensation, and Program Officer records the resolution and closes the follow-up.

    • Documents compensation and closure
    • Updates Follow up actions, Operation runs, Operation receipts

Who does what

Roles and permissions
Program Officer
Owns the correction path.
Independent Grant Reviewer
Assesses the successor.
Auditor
Reads both the earlier and later evidence.

Set up Community Development Platform your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

Start now Download Proto

How to get started