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- Donor Management System
- Process
- Case correction and cancellation
Case correction and cancellation
When an authorized case scope needs correction, the owner presents the current case with its fund events and review history. The reviewer records a new decision against that scope. If the case is canceled, the declined outcome is visible on the case while earlier evidence remains linked.
Step by step
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Inspect the current case Funding Case Owner
Funding Case Owner acts on the linked records. Read the status, revision and linked events.
- Read the status, revision and linked events.
- Updates Funding cases, Fund events
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Collect the evidence Funding Case Owner
Funding Case Owner acts on the linked records. Keep earlier decisions and files available.
- Keep earlier decisions and files available.
- Updates Record attachments, Review decisions
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Decide the correction Funding Reviewer
Funding Reviewer acts on the linked records. Record the reviewer decision and reason.
- Record the reviewer decision and reason.
- Updates Review decisions, Funding cases
ApprovalA person approves before the work moves on. -
Check the result Operations Lead
Operations Lead acts on the linked records. Trace the operation key and resulting case state.
- Trace the operation key and resulting case state.
- Updates Operation receipts, Funding cases
Who does what
Roles and permissions- Funding Case Owner
- , Funding Reviewer, Operations Lead.
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