Don't auto-send email when requirement added

Let me choose when to send an email to grantee!

In the Legacy Portal, I could add requirements to a request and I had the option to generate correspondence (or not!) This was helpful as I batch publish the reporting requirements, but the dates vary by project, so grantees must login to view the actual due date and details. Also, I have set up a 1-month reminder, based on the report due date, so grantees receive appropriate reminders of their reporting requirements. In the new portal, I cannot unselect the "generate email" which causes confusion for the grantees when they receive an email advising their interim report is available in the portal. I published the interim report requirements to the 80 successful grants yesterday and I've had 10 grantees reach out for clarification!! It's compounded since we're currently working in both the legacy and new portal, so grantees are also confused about where to look.

Let me choose when to send the email, and include a copy of the sent email in the request activities. Currently the requirement published date appears in the activities, but in the past I could view the email message as well.

  • Monica Jordan
  • May 14 2025
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