After you add a new strategic community investment 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 strategic community investment record can have any of the following values:
Open - registered. Indicates that the strategic community investment is ready to be screened. Automatically set by the system when you strategic community investment 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:
- The local benefits field, area of investment field or the 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 management tab
Open - screened. Indicates that the strategic community investment has been screened. Automatically set by the system after you save, when each of the following are true:
- The status is open - registered
- The local benefits field, area of investment field and screening policy field in the screening tab have been completed
- The total value requested field in the description tab has 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 management tab
Open. For any of the open 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
- Any information in the review tab
- Any information in the management tab
Open - review in progress. Indicates that the review committee will soon consider the merits of the strategic community investment. Set when you select send for review option is in the workflow menu. Automatically set by the system after you save, when each of the following are true:
- The status is open - review completed
- The final decision section on the review tab is not 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 follow-up tab
- Any information in the management tab
Open - review completed. Indicates that the review committee have approved the strategic community investment and the details have been entered. Automatically set by the system after you save, when each of the following are true:
- The status is open - review in progress
- The final decision section in the review tab is 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 follow-up tab
- Any information in the management tab
In progress - response given. Indicates that the beneficiaries have been informed of the details of the approved strategic community investment
Automatically set by the system after you save, when each of the following are true:
- The status is open - planning started, in progress - activities started or in progress - activities completed
- There are no records in major activities table in the management tab ie they have been deleted
In progress - planning started. Indicates that the planning processes has begun. Automatically set by the system after you save, when each of the following are true:
- The status is in progress - response given, in progress - activities started or in progress - activities completed
- There is at least one record in major activities table on the management tab
- All records in the major activities table on the management tab have an empty start date field and an empty end date field
In progress - activities started. Indicates that the delivery project has begun
Automatically set by the system after you save, when each of the following are true:
- The status is in progress - response given, in progress - planning started or in progress - activities completed
- There is at least one, but not all, records in major activities table in the management tab that has a completed start date field
In progress - activities completed. Indicates that the delivery project has finished. Automatically set by the system after you save, when each of the following are true:
- The status is in progress - response given, in progress - planning started or in progress - activities started
- All of the records in major activities table in the management tab have a completed end date field
Closed. For any of the closed statuses, you cannot change:
- The screening policy field, criteria table and recommendation section on the screening tab
- The final decision section and response section on the review tab
- Any information in the management tab
- Any information in the follow-up 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 screening policy field, criteria table and recommendation section on the screening tab
- The final decision section and response section on the review tab
- Any information in the follow-up tab