Request Dispositions and Statuses

Request dispositions indicate the general stage of a request. Customized request statuses within the dispositions give more detail about the stage of a request.

Your GivingData site contains five request dispositions: Exploring, Planning, Pending, Approved, and Declined. These dispositions are top-level categories indicating the stage of a request. The disposition names cannot be customized. 

Within the Planning, Pending, and Approved dispositions, request statuses can be configured. These statuses indicate more precisely where a request is in its lifecycle and can reflect your unique processes within the site. Refer to Requests for instructions on configuring the available request statuses in your site. 

The sections below provide a description of each request disposition.

Exploring Disposition

The Exploring disposition indicates an early-stage request. Foundations often place a request in this disposition when they are exploring the details and would like to see the potential impact on the budget through scenario planning.  

A grey folder icon represents the Exploring disposition in the system.

Key attributes of the Exploring disposition are listed below. 

• Request amounts in this disposition do not impact the total budget in the Payments, Approvals, and scenario planning dashboards.
• Exploring requests are editable from scenario planning and appear in the scenario planning view for all dashboards where they meet the dashboard criteria.

Planning Disposition

The Planning disposition indicates that a request is in the formal planning process. Foundations often place a request in this disposition when it is likely to be funded but the details of funding are not yet confirmed.

A blue folder icon represents the Planning disposition in the system.

 

Key attributes of the Planning disposition are listed below. 

• Amounts (e.g. requested amount, recommended amount, payment amount) for requests in the Planning disposition display on the Payment & Approval dashboards.
• Payments for requests in the Planning disposition can only be given a status within the planning/pending payment disposition.  

Commonly added request statuses within the Planning disposition include: 

• LOI
• Referral
• Interest Form Submitted

Pending Disposition

The Pending disposition indicates that a request is in a holding stage until an action is taken. Foundations often place a request in this disposition after sending an invitation for the application or when the request is under board review for approval.  

A yellow folder icon represents the Pending disposition in the system.

 

Key Pending disposition attributes include:

• Amounts (e.g. requested amount, recommended amount, payment amount) for requests in the Pending disposition display on the Payment & Approval dashboards.
• Payments for requests in the Pending disposition can only be given a status within the planning/pending payment disposition.  

Commonly added request statuses within the Pending disposition include: 

• Invited Application
• Due Diligence
• Application Under Review

Approved Disposition

The Approved disposition indicates that a request has been approved for funding.

A green folder icon represents the Approved disposition in the system.

Key Approved disposition attributes include: 

• Any required codes must be assigned before a request can be placed in the Approved disposition. 
• Once a request is placed in the Approved disposition, its payment statuses change from a status within the planning/pending payment disposition to a status within the approved payment disposition (e.g. Contingent, Scheduled, etc.). 
• Payments for requests in the Approved disposition display under the assigned payment status on payment dashboards. 
• Statuses within the Approved disposition can be configured as active or closed, which is related to various functionalities in the site.
  • The selection of an approved status with active or closed configured affects where an approved request displays in the grantee portal, if applicable. 
  • Triggers can be configured related to selecting an approved closed status, as described in Requests.

Commonly added request statuses within the Approved disposition include: 

• Pending Contract
• Active Grant
• Closed

Declined Disposition

The Declined disposition indicates that a request has been declined and will not be funded. 

A red folder icon represents the Declined disposition in the system.
 

Key Declined disposition attributes include:

• A declination reason can be selected for requests in the Declined disposition.  
• The Declined disposition is not visible on the Payment & Approvals dashboard; therefore, declined dollars do not show.
• Once a request is placed in the Declined disposition, any payments for the request are automatically deleted.