Move Requests With Follow-Ups to Different Organization
This functionality was previously available before the update to allow multiple organizations for one user account. This is useful when we have national organizations which apply on behalf of smaller local organizations - oftentimes they will complete the grant agreements and other initial follow-ups, and then the local organization would take over managing reporting for the rest of the lifecycle of the grant award. This is also applicable to fiscal sponsors that manage multiple awards for various organizations, and it makes it easier for us to break them out by each program when pulling reports as needed.
Erin Agner
shared this idea
This was also discussed in idea lab webinar April 2024.
What checks would be need in place to make sure the user assigned the follow up is also in the organization?
Are there concerns around changing the Organization of an awarded Grant?
Any additional workflows are helpful.