Approve an application (and batch approval)

You can approve an application when it’s in the status of Pending Approval.

Whilst an application has the pending approval status the applicant will only see a status of 'under review' in their portal.

If the application is still in Submitted FP, Final Review or Board Review status you can use the Approve or Successful button to move it to Pending Approval status.

Follow the approval instructions which will be displayed on the application.

This includes:

• entering the grant amount
• scheduling the payments and disbursements
• setting up grant agreements and future reports
• configuring the approval email if required.

It is optional to send an approval email to the primary contact. Default text is displayed but this can be modified before it is sent. You will always need to enter the approval amount as this won't be pre-filled.

Batch approval of applications

If you wish to approve applications so that emails go out at the same time you will need to complete all the steps above - except for the selecting the Approve button.

Once all the applications are in Pending Approval you are ready to batch approve them.

Step 1: Filter the applications

Go to the Applications tab in the Grant Application Manager and select the Pending Approval status.

Step 2: Batch edit 

Select the applications and then the Batch Update icon.

Select the status option and the Approved status on the Batch Update window. Click the Update Applications button.

Select the Update Applications button. 

Tip: Check the Message Queue and you will see the approval emails in the queue.