Site Visit after Approval
We conduct Site Visits with awarded grantees to review and talk about their progress. My title is Regional Grants Administrator and I have 3 counterparts with the same title. Each of us have any where from 15 to 23 grants we are responsible for managing. When we conduct a Site Visit we would like to enter the System and do the visit online. Currently we are using Survey Monkey and previously we used Word and we would upload the completed report.
Judy
shared this idea
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Judy
commented
I would assume so. We have many grantees and four staff members to act as administrators in overseeing the grantee during the grant period. This sometimes requires a site visit to review documentation and an opportunity to discuss successes and barriers they have encountered. Also we are utilizing the Follow-Up option for quarterly reporting and so far it is working well.
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Mary Giraulo
commented
Would this require a whole new form type / bucket on the dashboard? Like Evaluations, but after approval - such as Grant Evaluation or Funder FollowUps.
A similar question was asked here: https://community.foundant.com/foundant/topics/site_visit_process