Create and Edit Screening Policies for Stategic Community Investment

Introduction

A Screening Policy is the set of prerequisites (criteria) that must be met by the Strategic Social Investment request before it is considered by a Review Committee.

Adding or changing records in the Screening Policy register may be necessary if your company revises its investment strategy or defines a new investment plan (Activities 1 or 2 in the Social Investment Planning Cycle). 

Create a Screening Policy

1. Navigate to Screening policies for strategic community investment in Social investment.
2. Click the +Create button in the upper left corner of the register.
3. Give your screening policy a Title and assign it to a Project.
4. Click 'save and view'
5. Click the '+ Criteria' and develop your screening policies one by one. 
6. Click the Save button.

Edit a Screening Policy

1. Navigate to Screening policies for strategic community investment in Social investment.

2. Select and open the policy record you wish to edit.

3. Click the Edit (pencil) icon in the upper right corner of the information page.- or double click on any field.
4. Modify the information as needed.
5. Click the Save button.

Workflow for Screening Policies

After you add a new Screening policy record, the system automatically sets the status to active. The active status means that the screening policy is in use.

If the screening policy is no longer required select the Deactivate action in the Actions menu. This will not impact any contributions that have already been screened using this policy. However, when the status is deactivated, you will not be able to make changes to the record or select as a screening policy for any future community contributions.

To reactivate the screening policy, select the Reactivate action in the Actions menu. you will now be able to make changes to the record.