Give funding, assessment, benefit preparation and evidence reporting clear operating owners.
Program Manager maintains the operating plan, assigned work and measure definitions. Admin maintains the staff identity behind each owner.
Funding Reviewer checks award amounts and restrictions and approves eligible funding before the program activation handoff.
Case Worker records assessments under the agreed criteria. Benefits Officer prepares amounts, approves benefits against Eligible assessments and tracks referenced payment progress.
Finance Officer prepares expenses and inspects the automated verification result. Recording a paid outcome follows the separate externally confirmed payment process.
Monitoring Officer records period inputs and supporting evidence, checking denominator availability before presenting a ratio.
| Role | Programs and Funding | Activities and Milestones | Eligibility Assessments | Benefit Disbursements | Program Expenses | Outcomes and Evidence |
|---|---|---|---|---|---|---|
| Program Manager | Edit | Edit | View | View | View | Edit |
| Funding Reviewer | Approve | View | — | — | Approve | View |
| Case Worker | View | — | Edit | View | — | — |
| Benefits Officer | View | — | View | Approve | — | — |
| Finance Officer | View | — | — | View | Edit | — |
| Monitoring Officer | View | View | — | — | — | Edit |
| Admin | Edit | Edit | — | — | — | — |
Own program planning, assigned activity and milestone work, and the definitions used to review results.
Starts on: Pending Assessments
Review the funder award and restrictions and authorize eligible program funding.
Starts on: Program Schedule
Capture applicant assessments against the program criteria and follow recorded appeal work.
Starts on: Pending Assessments
Prepare benefit amounts and authorize eligible disbursements before tracking referenced payment progress.
Starts on: Pending Assessments
Prepare program expenses, inspect automated verification results and record separately confirmed payment outcomes.
Starts on: Program Schedule
Prepare period results and evidence against the program's declared outcome measures.
Starts on: Program Schedule
Maintain platform users and the staff identities used for program and activity ownership.
Start free, then use Proto to change fields, steps and approvals before your team goes live.