This video provides a comprehensive overview of the Impact Report Scheduler Extension Pack, a powerful tool for automating the creation and scheduling of impact reports within the CyberGrants platform. The extension streamlines the process for grantmakers by automatically evaluating request records on a nightly basis against predefined criteria, and then creating, scheduling, and linking appropriate impact reports with specified proposal types. The functionality includes customizable parameters such as available dates, due dates, critical evaluation logic, organizational visibility, and completion requirements, allowing organizations to efficiently manage post-grant reporting according to their specific program needs.
The Impact Report Scheduler operates through a systematic process that evaluates all request records with predefined proposal types against specified criteria, then automatically creates and schedules reports that become available to organizations or request owners based on configured timelines. Key functionalities include automatic stamping of report sent dates, setting initial "Pending" disposition status until completion, and providing structured timelines for report availability and submission deadlines. The extension adheres to CyberGrants' standard methodology, which ensures system stability, compatibility with future product features, and data integrity, with any deviations potentially resulting in additional costs outside the initial project scope.
To move forward with implementing this extension pack, clients should first determine all necessary variables for the evaluation criteria, identify relevant proposal types and impact reports, and prepare any required custom fields. Active participation in the User Acceptance Testing (UAT) process is essential as no functionality will be implemented into production without client approval and sign-off. Clients should also note that post-implementation changes may incur additional costs, particularly those requiring modifications to the logic and criteria within custom procedures. For next steps, clients should contact their Business Analyst to discuss specific requirements, management approaches, and governance considerations for this extension. If you have any questions, please reach out to your assigned Project Manager.
