SmartyGrants
Feature: Application Management
Stay on what tasks need to be done for an application
Add additional documents and comments as required
All assessments are stored in one place for prosperity
Easily record funding decisions
Customise what is included in your board/council papers
Allow external assessors access to specific applications
Customised workflow
Create a customised list of tasks that must be completed for every application received.
Add additional attachments
Attach additional documents to an application or grant.
Perform due diligence
Design due diligence forms and checklists that can be completed for each application.
Cancel or withdraw an application
Mark an application as withdrawn before a decision is made.
Record assessment of application
Design an assessment form for applications. The assessment forms will record the grants officer's assessment of the application.
Customise grant summary
Select which data should be displayed or printed as a part of the grant summary sheet.
Support external assessors
External assessors have a separate login that is restricted to particular projects. External reviewers can be restricted to only accessing the application form and the assessment form.
Applicants can track the status of their application (Coming Soon)
An application's status is available to applicants who log in to the system after submitting their application.