Settings and activity
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An error occurred while saving the comment Brandy Thrower
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I agree a few of our grants the follow-up forms can be sent back to the grantee for editing purposes but when this is done it doesn't say it was initially submitted. This slows down the payment process when the finance team checks to see if all the necessary documentation was submitted and it says draft in one area. We have to depend on the Managers to constantly tell them it's been submitted and good to process the payments. Yes, they can put it in the comments but that takes longer to click into each one.
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5 votes
Hello Katy,
have you tried using the auto search feature on request and decision, does this help meet the need OR would you have the idea of named searches you can frequently reference.
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12 votesBrandy Thrower
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I agree we are a State Department and all of our organization's use the same one so to be able to separate everything from applications to reports. Currently we just add our name at the beginning of everything.