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Outbound Funds Module Managed Package
Complete a Review

Complete a Review

Provide feedback on a fundseeker's application.

  • Find Open Reviews
    Find all Reviews that are Not Started or In Progress using the Open Reviews list view.
  • Complete a Review
    After you have reviewed a fundseeker’s application and are ready to provide feedback, you can complete a Review from the Funding Request.

Find Open Reviews

Find all Reviews that are Not Started or In Progress using the Open Reviews list view.

  1. From the App Launcher (App Launcher icon), find and select Reviews.

  2. From List Views, select Open Reviews.

See a list of Not Started or In Progress Reviews using the Open Reviews list view.

Complete a Review

After you have reviewed a fundseeker’s application and are ready to provide feedback, you can complete a Review from the Funding Request.

  1. From the App Launcher (App Launcher icon), find and select Funding Requests.

  2. Select the Funding Request that has a Review to complete.

  3. Click the Reviews tab.

    Click the Reviews tab on a Funding Request to create or edit a Review

  4. Click the Review Name.

  5. Click Edit.

  6. Update the Status. For example, if you plan to complete the review during this session, select Submitted.

  7. Enter Comments.

  8. Save your changes.

  9. Click Submit Review. The Submitted Date will show the current date, and Status will change to Submitted.

    Click Submit Review to complete a Review

  10. Save your changes.

 
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