Manage Community Contribution Items and Values

You can define whether the value of a contribution is monetary or non monetary when you create a community contribution.

After creating the non monetary value, you can use it when creating a new community contribution and assign it a equivalent monetary value from the community contribution creation form.

Define a Non Monetary Value in Your Data Dictionary

  1. Navigate to Data dictionaries in Configuration.
  2. Open the Decision details - Item type, Type of requested item dictionary.
  3. Click the + Add button. 
  4. Fill in the value and descriptions as needed.
  5. Assign an Order and a Color to your value.
  6. Select Non monetary from the Monetary or non monetary drop-down list.
  7. Click the Save button.

 

Add and Approve Additional Items During Delivery

In some cases, additional items (monetary or non-monetary) may need to be added to a Community Contribution after it has already reached the Delivery status. Instead of reverting the workflow to the "Review" stage, you can use the Approve additional item action. 

This action allows you to document, approve, and initiate the delivery of a new item in a single step, ensuring your budget and action history remain accurate. 

To add additional item: 

  1. Navigate to Community Contributions in Social Investment.
  2. Select and open the contribution record you wish to evaluate that is currently in Delivery status.
  3. In the Actions menu, select the action Approve additional item.
  4. Fill in the item details in the pop-up window.
  5. Click the Save button.
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