Funding case intake

Step by step

1. Create case Funding Officer

   Funding Officer links the case to its operating entity and program.

   • Link the case to its operating entity and program.
   • Updates Funding cases, Organizations, Programs

2. Confirm owner Funding Officer

   Funding Officer names the accountable case owner.

   • Name the accountable case owner.
   • Updates Funding cases, Team members

3. Submit request Funding Officer

   Funding Officer moves the prepared case from Draft to Submitted.

   • Move the prepared case from Draft to Submitted.
   • Updates Funding cases

Funding Officer

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These people need a common case number and an agreed handoff point.