Create and Edit Screening Policies for Community Contributions

A Screening Policy is a configurable evaluation framework used to assess Community Contribution requests. It defines the specific criteria, scoring rules, and calculation formulas that a review committee uses to determine if a contribution aligns with organizational strategies and funding thresholds.

This framework supports multi-reviewer evaluations, independent scoring, and automated recommendations, ensuring a transparent and auditable decision-making process.

Create a Screening Policy

1. Navigate to Screening Policies under the Governance menu in Social Investment.

2. Click the + Create button in the upper left corner of the register.

3. Fill in the mandatory fields:

   • Title: Enter a unique name for the screening policy (e.g., "Small Grants Grid 2026").

   • Project: Select the project(s) to which this policy applies.

4. Click the Save and view button.

5. In the left-hand menu, select Configuration to build your evaluation grid by adding Axes and Values.

6. Click Save.

Edit a Screening Policy

1. Navigate to Screening Policies under the Governance menu in Social Investment.

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

3. In the left-hand menu, select General information or Configuration depending on what you need to change.

4. Click the Edit (pencil) icon in the upper right corner of the page.

5. Modify the fields or grid criteria as needed.

6. Click the Save button.

Workflow and Statuses

The system uses a workflow to manage the availability of a screening policy:

• Draft: The default status when a policy is being created. It is not yet available for use in Community Contributions.

• Active: Once the configuration is complete, set the status to Active. The policy can now be selected by users when sending a contribution for screening.

• Inactive: If a policy is no longer required (e.g., after an annual strategy update), select Deactivate under the Workflow menu.

  • Inactive policies cannot be selected for new contributions.

  • This action does not affect contributions that have already been screened using this policy.

Add an Axis to Your Screening Policy

This can be done from an Screening Policies under the Governance menu in Social Investment.

1. In the left hand record menu, click the + Add in-line option for Configuration and select Axis OR select Configuration and click the + Add button for the Axis option in the Configuration information page.
2. Specify the name of the axis in the Axis name field.
3. You can flag Calculated axis to use the calculation method to calculate values for your axis.
   • Calculation method: You can select whether the axis will be calculated Based on combination or the Calculated value.
     • Based on combination: This selection indicates that the calculated value will be based on adding the score of 2 or more axes. You can select the axis to use with the Axis drop-down list. You will then need to select the result for any combination of values in the axes.
     • Calculated value: This selection lets you use the Available axis drop-down list to select previously created axis and add the to the Formula field which you can then combine with Operators, Separators, and Numbers to create a formula that calculates the value of your axis.
4. You can add values in the value section of the form, specify the name of the value in the Value name field. 
   • You can specify a value in the Score field if you want to link it to a calculated value or perform quantitative analysis on the value of an axis. 
   • You can select a Color to have it displayed when this value is represented in graphs and on maps.
   • You can reorder th evalues by clicking the positioning bar on the left hand side of the column and dragging it to a new location.
5. Click the Save button.