Grant report enables to view the Report of the Reporting charity and Reporting project. We can view the Reporting amount, Reporting due date, Reporting competed date, Reporting trigger date.
A mail will be send to the Project contacts and Charity contacts on the mentioned conditions
REPORTING DUE DATE : 7 days before due
If Reporting due date is 7days before due date a mail will be send to the Project contacts with role Project portal transfer access and Project portal view access and to Charity contacts with role Fund Holder 1, Primary contact – fund holder 1, Fund holder other, Primary contact fund holder other and as Cc for roles Fund advisor – Full access and Fund advisor – View access. For each contact the mail will be send separately.
Verify if Reporting copied to field has value whether the Employee is considered on receiving grant report email with Cc
Verify if the Charity has a GSM whether the Employee is considered on receiving grant report email with Cc
Verify if the Grand report subsidiary is CNCF-Canada on receiving grant report email whether an extra attachment is send
Verify if the Grand report subsidiary is Stewardship-UK on receiving grant report email whether an extra attachment is send
Verify if the Project does not contain any contact a error mail will be send
REPORTING TRIGGER DATE : CURRENT DATE
If Current date is Reporting Trigger date a mail will be send to the Project contacts with role Project portal transfer access and Project portal view access and to Charity contacts with role Fund Holder 1, Primary contact – fund holder 1, Fund holder other, Primary contact fund holder other and as Cc for roles Fund advisor – Full access and Fund advisor – View access. For each contact the mail will be send separately. The charity name, Country, Currency, Amount, Reporting due date, is attached. The Charity’s GSM and Title will be attached. If the Charity does not have a GSM Tricia will be attached. If the Project does not have any contacts an error mail will be received.
Verify if the Project does not contain any contact a error mail will be send
Verify if the Project does not contain a Giver Service Manager its replaced with Tricia Collins
Verify if the Give Service Manager does not have a Title it will be displayed as empty
Verify whether the Attached with contact record
Verify if any of the choosen contact does not contain Preferred name it will be empty
Verify if any of the contact does not contain email address : Mail gone for contacts with email address
Verify if the Project contain only Project contacts : Mail send for Project contacts
Verify if the contacts does not a sufficient role an Error mail will be send
Verify if the contact does not have email address an Error mail will be send
Verify whether the mail will be attached in each contact record
Verify if any of the mentioned fields are empty then it will be empty in mail too
REPORTING DUE DATE : 30 days before due date
If Reporting due date is 30 days before due date a mail will be send to the Project contacts with role Project portal transfer access and Project portal view access and to Charity contacts with role Fund Holder 1, Primary contact – fund holder 1, Fund holder other, Primary contact fund holder other and as Cc for roles Fund advisor – Full access and Fund advisor – View access. For each contact the mail will be send separately. The charity name, Country, Currency, Amount, Reporting trigger date, is attached. The Charity’s GSM and Title will be attached. If the Charity does not have a GSM Tricia will be attached. If the Project does not have any contacts an error mail will be received.
REPORTING DUE DATE : Current date
If Current date is Reporting due date a mail will be send to the Project contacts with role Project portal transfer access and Project portal view access and to Charity contacts with role Fund Holder 1, Primary contact – fund holder 1, Fund holder other, Primary contact fund holder other and as Cc for roles Fund advisor – Full access and Fund advisor – View access. For each contact the mail will be send separately. The charity name, Country, Currency, Amount, Reporting trigger date, is attached. The Charity’s GSM and Title will be attached. If the Charity does not have a GSM Tricia will be attached. If the Project does not have any contacts an error mail will be received.
REPORTING DUE DATE : 7 days after “Reporting Due Date” until the “Reporting Completed Date” is not empty
If Reporting due date 7 days after “Reporting Due Date” until the “Reporting Completed Date” is not empty a mail will be send to the Project contacts with role Project portal transfer access and Project portal view access and to Charity contacts with role Fund Holder 1, Primary contact – fund holder 1, Fund holder other, Primary contact fund holder other and as Cc for roles Fund advisor – Full access and Fund advisor – View access. For each contact the mail will be send separately. The charity name, Country, Currency, Amount, Reporting trigger date, is attached. The Charity’s GSM and Title will be attached. If the Charity does not have a GSM Tricia will be attached. If the Project does not have any contacts an error mail will be received.
Thanks.