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How do people handle these requests in Foundant? Not necessarily processing them or making changes but collecting the requests, especially now when there is a greater need than usual? We are thinking through two options and wondering if anyone has tried either and what the benefits or pitfalls were.
- An Ext/Amd follow up form that can be assigned to a grant if an email request comes in. Allows us to collect specific standardized information in order to be able to evaluate the request.
- Issue could be due dates of already assigned Follow Up reports - i.e. upcoming reports, overdue reports, submitted but not marked completed reports...
- A separate restricted Process for Ext/Amd that we send the access code out if an email request comes in. Use the application form to collect the standard responses and evaluate - approve, etc.
- Issue could be relating the Ext/Amd application to the original grant record. They'd be separate. Would have to identify correctly. Not insurmountable depending on grant volume.
Any thoughts or best practices would be greatly appreciated.