Note: This step is completed by any team member with Approver role.
The allocation assigned to each applicant by the Program Manager must be approved (or rejected) by a team member with Approver role. Roles are assigned when creating the funding program.
Note: Unlike with applications and Assessment Panel approval, in which all Assessment Panel members must weigh in, only one approval is required for this step. If there are multiple team members with Approver role, approval can be completed by any approver.
There are several ways an approver can access this task:
- When an allocation approval is requested, you will receive an email notification. Click the link in the email to go straight to the approval stage in your SurePact account.
- When an allocation approval is requested, the relevant task will be listed in your Homepage Tasks.
- Open your Funding Programs summary and double-click the funding opportunity.
The current stage will be Recipient Allocation. Applicants with an allocation assigned by the Program Manager will have Pending Approval status.
To complete the approval for an applicant whose allocation approval is pending, click the organisation’s Action icon.
To see who assigned the allocation and when, scroll down and open the Approval Status List.
Back at the top, verify that the allocation amount is correct, add a note, and tick Approve.
Note: If you click Reject, the allocation request will be assigned back to the Program Manager for revision.
Then click Submit Approval / Rejection.
This updates the status to Approved, adds the approval date, and updates the count above the table.
If you open the allocation popup again, you’ll see your name as the approver in the Approval Status List.
Upon allocation approval, the applicant is emailed with the news, including the approved amount, and told to look out for the next step: Funding Agreement.
