Workflow for Community Contribution

After you add a new community contribution record, its status is automatically set to open - registered. The following figure shows how one status flows into the next.

 

The status field for a community contribution record can have any of the following values:

Open - registered. Indicates that the community contribution is ready to be screened. Automatically set by the system when you community contribution record for the first time. Automatically set by the system after you save, when the status is open - screened and any of the following are true:

    • There no records in the requested items table on the description tab
    • The local benefits field, area of investment field or screening policy field in the screening tab have not been completed
    • One of the records in the criteria table on the screening tab has a result field that has not been completed

You cannot change:

    • Any information in the review tab
    • Any information in the delivery tab

 

Open - screened. Indicates that the community contribution has been screened. Automatically set by the system after you save, when the status is open - registered and each of the following are true

    • There is at least one record in the requested items table on the description tab
    • The local benefits field, area of investment field and screening policy field in the screening tab have been completed
    • The result field has been completed for each of the records in the criteria table in the screening tab

You cannot change

    • Any information in the review tab
    • Any information in the delivery tab

 

Open - review in progress. Indicates that the review committee will soon consider the merits of the community contribution. Set when you select send for review option is in the workflow menu. Automatically set by the system after you save, when the status is open - review completed and any of the following are true:

  • One of the records in the requested items table does not have at least one corresponding record in the table approved items table on the review tab
  • The final decision section on the review tab is not completed
  • One of the records in the approved items table on the review tab has a decision field that has not been completed

You cannot change

  • The requested items table on the description tab
  • The screening policy field, criteria table and recommendation section on the screening tab
  • Any information in the review tab
  • Any information in the delivery tab

 

Open - review completed. Indicates that the review committee have approved the community contribution and the details have been entered. Automatically set by the system after you save, when the status is open - review in progress and each of the following are true:

  • Each record in the requested items table on the description tab has at least one corresponding record in the approved items table on the review tab
  • The final decision section in the review tab is completed
  • Each of the records in the approved items table on the review tab has a completed decision field

You cannot change

  • The requested items table on the description tab
  • The screening policy field, criteria table and recommendation section on the screening tab
  • Any information in the review tab
  • Any information in the delivery tab

 

In progress - response given. Indicates that the beneficiaries have been informed of the details of the approved community contribution

In progress - delivery started. Indicates at least one, but not all, of the delivery items has been delivered. Automatically set by the system after you save, when the status is in progress - response given and at least one, but not all, of the records in delivery table on the delivery tab has a completed delivery result field

In progress - delivery completed. Indicates that all of the delivery items has been delivered to the beneficiaries. Automatically set by the system after you save, when the status is in progress – delivery started and each of the records in delivery table on the delivery tab has a completed delivery result field

Closed. For any of the closed statuses, you cannot change:

  • The requested items table on the description tab
  • The screening policy field, criteria table and recommendation section on the screening tab
  • The approved items table and final decision section on review tab
  • Any information in the delivery tab

Closed - completed. Automatically set by the system after you save, when the status is closed - impact evaluated and all of the following are true:

  • There are no records in the feedback table on the impact tab
  • There are no records in the community benefits table on the impact tab

Closed - impact evaluated. Automatically set by the system after you save, when the status is closed - completed and any of the following are true:

  • There is at least one record in the feedback table on the impact tab
  • There is at least one record in the community benefits table on the impact tab

 Rejected. You cannot change:

  • The requested items table on the description tab
  • The screening policy field, criteria table and recommendation section on the screening tab
  • The approved items table and final decision section on review tab
  • Any information in the delivery tab

 

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