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.

Adding a requested item when a community contribution record is being 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 a title, assign it to a project, and populate all mandatory fields including the requested item type, requested item amount, and requested item description. 
  4. Click save and your new record will be generated and open.

SI-_Add_requested_items_to_SI__2.png

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.

    SI-_Add_resquested_items_to_SI__1.png

  4. Populate the mandatory fields including the requested item type, requested item amount, and requested item description.
  5. Click save and new information will appear immediately.

 

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request