Learn how to assign report and submission intake forms to request requirements.
Please note that users must have the following permissions enabled in order to assign application intake forms to requests: "Manage Grantee Portal Users and Roles" and "Manage Request Intake Entries" (specified by Disposition).
Assigning Report and Submission Forms
Report and Submission intake forms are assigned to a requirement record associated with a request (rather than directly to a request like with application intake forms).
When adding a new requirement to a request, navigate to the “Requirements” tab on the Request record and click the green “Add a New Requirement” button.
Users will be asked whether they would like to assign a Grantee Portal intake form to the requirement.
If the user selects yes in the above dropdown, they will be prompted to assign both the Requirement type (interim report, final report, etc.) and the Grantee Portal intake form. The required fields for the intake form are the same as for application forms.
Upon opening the requirement record, a “Grantee Portal Intake Form” tab will appear in the left-hand menu. All information and functionality works as in the application form.
Next, the user needs to assign the individual(s) that will receive an invitation to edit the report or submission intake form.