This webinar explains the process for updating approval workflows within the CyberGrants platform, a strategic philanthropy tool, when there are changes in personnel. It outlines the steps required to modify the request ownership mapping and the approval rules to ensure requests are routed to the appropriate users. Administrators are shown how to navigate to the workflow management section, locate the existing routing and approval rules, and update the authorized users to reflect the new personnel changes.
The presentation emphasizes the importance of maintaining these ownership and approval rules, particularly when there are shifts in responsibilities, to avoid disruptions to the grant management process. By updating the routing and approval workflows, the CyberGrants system can continue to efficiently and consistently route requests to the correct individuals for review and approval, streamlining the overall grant management operations. The webinar highlights the flexibility of the CyberGrants platform in accommodating such changes to the approval processes to meet the evolving needs of the organization.
