Add requested items to Social Investments

'Requested items' are the tangible or intangible item/s that the 'community contribution' applicant has requested; they can have a pecuniary or non-pecuniary value. 

Each 'community contribution' requires 'requested items' to be linked for the purposes of assessment, review, and decision. 

A 'community contribution' cannot be progressed to the screening stage until at least one 'requested item' is linked

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Adding a 'requested item' when a 'community contribution' record is created

  1. Click on the social investment icon and select 'community contribution'
  2. Click the '+ create' button and a new record entry will open.
  3. Give your 'community contribution' or 'strategic community investment' and a 'title', assign it to a 'project', and populate all mandatory fields including the 'requested item type', '
  4. Click 'save' and your new record will be generated and open

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Adding a 'requested item' to an existing 'community contribution'

  1. Click on the social investment icon and select 'community contribution'
  2. Locate the record to edit, and select it, opening the record
  3. Scroll to the 'requested items' fields and click the '+ create' button and a new 'requested item' form will open.
  4. Populate the mandatory fields including the 'requested item type', '
  5. Click 'save' and new information will appear immediately

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