This webinar provides an in-depth overview of the workflow management functionality within the CyberGrants platform, a strategic philanthropy tool. It explains how administrators can leverage the request ownership mapping process to automate the approval workflow, routing requests to the appropriate users based on predefined criteria, such as proposal type, region, or country. The presentation covers the flexibility of this system, allowing for both rule-based and user-specific ownership mapping to cater to the organization's unique needs.
Additionally, this webinar delves into the approval rules feature, which enables administrators to create customized, multi-step approval workflows. These approval rules can be configured with various criteria, including invitation codes, regions, and countries, to ensure requests are reviewed and approved by the correct individuals based on the program's specific business requirements. The webinar emphasizes the importance of maintaining these ownership and approval rules, particularly when there are changes in personnel, to ensure the continued efficiency and consistency of the grant management process within CyberGrants.
Approval Workflows – Ownership & Routing Presentation Slides
