Require Primary Advisor Approval
When a fund advisor is the primary fund advisor but also marked as the one that MUST (Require Primary Advisor Approval) approve any grants from the fund and they submit a new grant in the portal, they must still approve their own grant.
The explanation in CSuite (?) says "If enabled, grant requests made by anyone other than the primary fund advisor must first be approved by the primary fund advisor before being converted to a grant". That sounds to me like the primary fund advisor should NOT have to approve their own submission.
The advisor doesn't even receive any email or any notification that a grant is needing approval.
This needs work.
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Jillian P. commented
This is a huge hinderance for many of our advisors. It also creates wild inefficiencies when processing grants. We have several funds that are configured to require primary advisor approval and those same funds have a primary advisor that submits many grants. In order to create a grant from the recommendation of that advisor, I have to change the setting on that fund every time. This is flawed functionality and needs addressing asap.
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[Deleted User] commented
Yes, please address this issue