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- Social Welfare Scheme Mgmt
- Who it's for
- Grant-funded service teams
Grant-funded service teams
Grant-funded service teams need to explain how approved support becomes program work and what the evidence says about progress. Social Welfare Scheme Mgmt records funder awards and restrictions under the program, with assigned activities and milestone evidence. Finance Officer and Monitoring Officer prepare their own evidence records for Program Manager's operating review.
How Social Welfare Scheme Mgmt is set up for you
Award handoff
Review the funder amount and restrictions before activating the program. Inspect the standard kickoff work and its ownership after the approval-triggered action.
Expense checks
Send prepared expenses into Review and inspect the positive-amount, category and Active-program conditions. Keep the resulting approval separate from an externally confirmed payment event.
Defined outcomes
Establish numerator and denominator definitions before reporting a period. A missing or zero denominator leaves the ratio unavailable.
Grant-funded service teams need to explain how approved support becomes program work and what the evidence says about progress. Social Welfare Scheme Mgmt records funder awards and restrictions under the program, with assigned activities and milestone evidence. Finance Officer and Monitoring Officer prepare their own evidence records for Program Manager's operating review.
Select a program with a clear funding restriction and a milestone the operating team can evidence. Agree the activity owner and due date, then rehearse the award approval and program activation. Review the resulting work with the person who will carry it out.
Prepare an expense that meets the verification conditions and another that fails because its category is absent. Finance Officer should be able to explain the different outcomes from the records and show that neither rule action writes Paid.
For reporting, choose a measure with a defined population and a clear reporting period. Enter valid inputs with evidence, then rehearse missing and zero denominators. Ask Monitoring Officer to present those cases as unavailable ratios. Use [expense verification and outcome reporting](/social-welfare-scheme-mgmt/processes/expense-verification-and-outcome-reporting) and agree any accounting or funder-reporting connection separately before widening the scope.
Features to start with
Activities and Milestones
Follow assigned program work and retain the evidence that explains a milestone's completion.
Programs and Funding
Establish the program owner and operating plan, then activate funded work from an approved award.
Outcomes and Evidence
Report defined program measures by period and keep unavailable ratios separate from valid observed results.
Roles on the team
- Program Manager
- Own program planning, assigned activity and milestone work, and the definitions used to review results.
- Funding Reviewer
- Review the funder award and restrictions and authorize eligible program funding.
- Finance Officer
- Prepare program expenses, inspect automated verification results and record separately confirmed payment outcomes.
- Monitoring Officer
- Prepare period results and evidence against the program's declared outcome measures.
- Admin
- Maintain platform users and the staff identities used for program and activity ownership.
Set up Social Welfare Scheme Mgmt your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.