Decisions Stage Forms

This video provides a brief overview of decisions stage forms.

 

This video provides a brief overview of customizing decisions stage forms.

 

By default, the denial form contains the following questions: 

• Project Name - Populates with the project name of the request, entered earlier in the process.
  • This question does not appear if using the Universal Application feature. 
• Decision Date - This field is typically used as the date the grant was approved after evaluation, but any date can be chosen. 
• Award Date - A required question, used to record the date of the general ledger transaction or posting date. 
• Denial Type - A system field that automatically populates when the denial is recorded.
  • It cannot be edited or removed. 

Examples of additional questions commonly added to the denial form include the following: 

• Reason for Denial 
• Denied at which Stage? - The LOI or application stage
• Eligibility for Future Funding

By default, the approval form contains the following questions: 

• Project Name - Populates with the project name of the request, entered earlier in the process.
  • This question does not appear if using the Universal Application feature. 
• Decision Date - This field is typically used as the date the grant was approved after evaluation, but any date can be chosen. 
• Award Date - The date of the general ledger transaction or posting date. 
• Award Type - This question can be removed, or the list options can be changed.
  • The default list options are One Time, Installment, and Matching. 
• Amount Awarded - Used to record the total amount of the award.
  • This question is connected to the installments for the request.
    • If the installment amounts are changed, the amount in this field will automatically update to display the total of the installments.
  • This question can be removed, but this should only be done in specific scenarios, such as for a process in which all awards are non-monetary. 

Examples of additional questions commonly added to the approval form include the following: 

• Award Number 
• Board Member or Trustee Associated with Award
• Special Terms & Conditions

Questions on the approval form can be shared to follow up forms in order to make certain information visible to the applicant. For example, the administrator might choose to share the Amount Awarded to an award agreement follow up form.  

By default, the decisions stage of a process contains one installment form. However, additional installment forms may be added as needed by clicking Add Installment Form, and then either creating a new form or copying an existing form. 

When recording one-time or installment awards, it is likely only one installment form is needed as that form can be used at the time of approval to record multiple installments. An example of a scenario is when an additional installment form is needed in a process in which both one-time and matching awards will be awarded. In that scenario, the administrator might want to include different information on the installment form for the matching awards. 

By default, an installment form contains the following questions: 

• Installment Due Date - A required question, used to record the date that the installment is due. 
• Installment Amount - Used to record the amount of the installment.
  • This question is connected to the Amount Awarded on the approval form as the Amount Awarded displays the total of the installments.
  • This question can be removed, but this should only be done in specific scenarios, such as for a process in which all awards are non-monetary. 
• Installment Conditions - This question can be removed. 

An example of a question commonly added to the installment form is a drop-down list to record which fund will pay the installment.