Profile Maintenance Shouldn't Remove Online Grant Request Backup on a Grant Record
Our grants require backup from the Fund Advisor showing the intent of their request. There are multiple avenues in CSuite where this information can be compromised.
If a Fund Advisor manually enters a grantee or creates a request from GuideStar results, a profile and grantee record are created. We are able to change the grantee, but a problem occurs during profile clean-up that removes the Online Grant Request box.
e.g. Fund Advisor uses GuideStar results to grant to Virginia Historical Society. We recognize this instead as Virginia Museum of History and Culture, their updated name. Grantee was changed on grant record after creation to maintain integrity of original grant request.
Because Virginia Historical Society created a new profile, we need to merge this profile and remove them as a grantee. Removing Virginia Historical Society as a grantee caused the Online Grant Request backup to be removed from the grant record.
Essentially, the Online Grant Request box on a grant record should never disappear or be altered from the original submission by the Fund Advisor.
Charles Case
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