It would be useful if we were able to see a report from a previous request appear as a link on a new request that comes in. As part of a reviewing process the Grants Managers and Trustees review a previous report whilst assessing an application for a new request. To save time it would be helpful for there to be a link to the previous report against the new request, rather than having to go to go through a long winded process of
1.Click to the org record
2. then click to all requests
3. then click on the last request
4. then click to requirements
5. then click to the appropriate requirement
6. then click to the documents section
7. then open the document.
This is quite long winded. Especially when considering that the Grants Managers and Trustees do this all day long 20-30 times a day when reviewing. It would be helpful if we could select we want certain types of requirements to appear in the navigation of a new request i.e. end of grant report requirements of the org record to appear on a request record navigation separately to the requirements of that specific request or perhaps have a sub section under requirements for this.
Thank you
I think we can create a Dashboard for this.
What you want is (I think):
Record Type: Document Activity records
Search logic: Document Activity record attached to the most recently submitted Reporting Requirement from Organisations that have Pending Requests
We have built dashboards that show, for each Organisation with a Pending Request, an Organisation Grant History view - number of Requests, Grants, Amounts, overdue reports etc. Let me know if you need assistance to build your search or other Organisation history views.