Fund Advisor Portal - Grant Requests Approval
When a Grant Request submitted online through the Fund Advisor Portal, we require two signatures from the organization submitting the grant request. Similar to the grant approval process in C-Suite, currently the fund advisor portal does not have a dual authorization process which causes us to reach out via phone/email for a second approval.
Heidi Smith
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Dual Authorization on grant requests, we need the system to email a second fund advisor, not necessary for primary just need TWO fund advisor approvals on grant request
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The current workflow is to require Primary Advisor Approval if a fund advisor makes the request. If the Primary Fund advisor makes the request it does not require a second approval. We need two approvers, without regard to who made the request.