Manually enter a staff generated grant

Modified on Wed, 13 Dec, 2023 at 11:21 AM

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:

Open the appropriate Grant Round from the Grant Round Manager. The grant round needs to have a status of open.
On the General tab, select the 'Add Staff Generated Grant' button
A new window will open. Select your Application Type.
Search for and select the Organisation and Primary Contact.
Save Draft and then Continue.
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:

Select the Decline button to move the application to Pending Decline status.
Select the Approve button to move the application to Pending Approval status.
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.