When a request is approved, it moves from the decision stage to the approved status, allowing installments and payments to be configured. Requests must be approved individually, and all required questions on the approval form must be completed before finalizing the approval. Requests can be approved from the following statuses: LOI Complete, Application Complete, Evaluations Assigned, and Evaluations Closed.
User Role: Administrators and Grants Managers are able to approve requests in the decision stage to start adding installment forms and/or follow up forms.
When to Approve Requests:
- Award scholarships (one-time awards or multi-year awards) to qualified applicants after the evaluation process is complete and all scoring or committee reviews have been finalized.
- Approve grant applications (one time-awards or multi-year awards) that meet your organization's funding criteria and have been recommended by evaluators or staff.
To approve a request in the decision stage, follow the steps below.
- Navigate to a request on a workload page or the Requests & Decisions search page.
- Click the Project Name.
- Click Approve Request.
- The administrator will be presented with the Approval form to fill out. For more information about approval forms, refer to Decisions Stage Forms.
- All questions marked required, denoted by an asterisk, must be answered before the approval process can be completed.
- To add a decision comment, click the Comments tab, and then click Add Comment.
- The administrator will be presented with the Approval form to fill out. For more information about approval forms, refer to Decisions Stage Forms.
- To finalize the approval, click Approve Request.
- Click Save Approval to save a draft. Approval drafts are housed in the Approval Draft workload page on the Dashboard.
Upon approving the request, the Add Installment pop up will appear. Refer to Add Installments to an Approved Request for guidance on the next steps in the approval process.