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- Grant Management Platform
- Process
- Exceptions and corrections
Exceptions and corrections
Route a failed or changed action to the person who can decide the next step.
Step by step
-
Find exception Operations Lead
Inspect Failed or needs review result with its parent case.
- Inspect Failed or needs review result with its parent case.
- Updates Operation receipts, Funding cases
-
Check version Grant Reviewer
Compare expected and source revisions with the case.
- Compare expected and source revisions with the case.
- Updates Operation receipts, Review decisions
-
Correct draft scope Operations Lead
Decline unexecuted draft scope and record the outcome.
- Decline unexecuted draft scope and record the outcome.
- Updates Funding cases, Operation receipts
-
Escalate executed scope Grant Reviewer
Flag needs review for reviewer action without an automatic reversal.
- Flag needs review for reviewer action without an automatic reversal.
- Updates Operation receipts, Fund events
Who does what
Roles and permissions- Operations Lead
- , Grant Reviewer.
Set up Grant Management Platform your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.