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- Donor Management System
- Process
- Funding case review
Funding case review
A program request for a restricted amount arrives with a due date. The case owner gives it a program and attaches the supporting file. The reviewer compares the request with the program eligibility note, then records a reasoned decision. If awarded, the awarded amount and date remain on the case beside the original request.
Step by step
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Open the case Funding Case Owner
Funding Case Owner acts on the linked records. Record subject, owner, requested amount and due date.
- Record subject, owner, requested amount and due date.
- Updates Funding cases, Organizations, Programs
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Submit for review Funding Case Owner
Funding Case Owner acts on the linked records. Present the current case and its evidence.
- Present the current case and its evidence.
- Updates Funding cases, Record attachments
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Decide the request Funding Reviewer
Funding Reviewer acts on the linked records. Record an approval, rejection or return with reason.
- Record an approval, rejection or return with reason.
- Updates Review decisions, Funding cases
ApprovalA person approves before the work moves on. -
Record the outcome Funding Reviewer
Funding Reviewer acts on the linked records. Record the award or declined outcome and inspect the result.
- Record the award or declined outcome and inspect the result.
- Updates Funding cases, Operation receipts
Who does what
Roles and permissions- Funding Case Owner
- , Funding Reviewer, Operations Lead.
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