Grant Toolbox provides you with the ability to enter grant application details internally rather than an applicant completing the online application.
This may be used:
- To enter historical grant information
- To enter applications on behalf of applicants who don't have access to a computer
- To record "Gifts in Kind"
Tip: You will need to create the organisation and primary contact in the CRM before entering the grant.
To enter a staff generated grant you will need to:
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Open the appropriate Grant Round from the Grant Round Manager. The grant round needs to have a status of open.
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On the General tab, select the 'Add Staff Generated Grant' button
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A new window will open. Select your Application Type.
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Search for and select the Organisation and Primary Contact.
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Save Draft and then Continue.
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Enter the details of the grant. Save draft once complete.
Note: You do not need to fill in all the mandatory fields.
- Select one of the 3 options to proceed:
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Select the Decline button to move the application to Pending Decline status.
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Select the Approve button to move the application to Pending Approval status.
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Enter a review due date, add one or more reviewers and then select the Send for Review button to move the application to Review status.
- If there is no review process required you can follow the instructions for approving/declining an application and ensure that you select to not send an approval email if you don’t wish the applicant to receive a notification.