Checking in followups
Our staff have different responsibilities when checking in Quarterly follow up forms. The first step is a budget and expenditure review. It then goes to different staff person who reviews the narrative portions of the report. Right now, we keep an excel form and check off when the financial is reviewed and ready for narrative review. It would be nice to see online when the financial is done and the follow up is ready to move on for the narrative review.
Jodi
shared this idea
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The Foundant Team
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Aaron Spevacek
commented
Jodi - It might be worth talking about this workflow with your CSM (or me). I don't know that we can deliver everything you'd want but we might be able to help you track which form has completed each review step using internal fields and a report.
- Aaron