This video provides a comprehensive overview of the General Criteria extension pack available through Bonterra's CyberGrants platform. The extension enhances decision-making capabilities within the system by determining actions linked to specific proposal types, allowing or preventing actions by applying defined criteria to various records including organizations, grant requests, and employee giving requests. The functionality supports numerous custom field types such as dates, yes/no fields, numeric values, currency fields, text entries, and various selection lists, ensuring decisions are rooted in a consistent framework that reflects organizational priorities and compliance standards.
The implementation process follows a structured methodology to maintain system integrity and prevent unexpected behavior or data loss. Key components include thorough User Acceptance Testing (UAT) before any production deployment, with the understanding that post-implementation changes may incur additional costs if they require modifications to the logic and criteria defined within custom procedures. The extension is designed as a pre-configured add-on that can be purchased using solution credits, offering maintenance packages and allowing one change per calendar year within the scope of the purchased extension. If you are interested in acquiring this extension or have any questions after viewing this video, please contact your assigned Project Manager.
