Note: This step is completed by the Program Manager, who determines each applicant’s allocation. Any team members with the Approver role can then approve (or reject) each allocation amount.
Now that you (the Program Manager) have approved or rejected applications, the next stage is to decide how much money each approved applicant will receive.
The Recipient Allocation stage begins with a list of each organisation whose application is approved. The status of Created means the allocation request is ready to be completed.
To begin the allocation process for an applicant, click their Action icon.
Enter the allocation amount, change payment type if needed, and choose the risk rating. For any risk rating other than Low, you’ll also be asked to provide a Risk Mitigation Statement. Be sure to click Save Changes.
Your allocation will need to be approved by a team member with the Approver role. Enter a comment intended for the approver, then click Request Approval.
This changes the allocation status to Pending Approval, and the Amount is now filled in as well. You can keep track of pending approval applications above the table.
The next step is for a team member with Approver role to approve (or reject) your allocation.