Difference between revisions of "Funded Work Module"
From Charitylog Manual
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=Set up of the Module= | =Set up of the Module= | ||
The funded work module requires the following to be setup before it can be used: | The funded work module requires the following to be setup before it can be used: | ||
| − | * A Project - You need to create a [[Project_Set_Up#General_tab|project]] which is set up as a Funded Work type project. | + | * '''A Project''' - You need to create a [[Project_Set_Up#General_tab|project]] which is set up as a Funded Work type project. |
| + | * '''Referral and Job Workflow''' - This defines and manages the various stages of the service. This is set up using [[Referral Templates]] specifying the stages, examples below; | ||
| + | ** Referral for work to be complete | ||
| + | ** Assignment of Technical Officer | ||
| + | ** Technical visit and Job Costing | ||
| + | ** Funding Applications | ||
| + | ** Contractor Tenders | ||
| + | ** Work To be undertaken | ||
| + | ** Work Completion | ||
| + | ** Receiving funds | ||
| + | ** Paying Contractors | ||
| + | ** Job Closure and Client satisfaction outcome. | ||
Revision as of 11:15, 18 December 2018
Contents
Introduction
The Funded work module allows you to plan the process and workflow of Funded Jobs. A Funded Job is one a client needs work to be done and funding is required to complete the work. It allows:
- Referral and job workflow
- Assignment of a technical officer
- Recording of Contractor Tenders
- Details of Funding Sources
- Costs, Payments and Funding Amounts
Set up of the Module
The funded work module requires the following to be setup before it can be used:
- A Project - You need to create a project which is set up as a Funded Work type project.
- Referral and Job Workflow - This defines and manages the various stages of the service. This is set up using Referral Templates specifying the stages, examples below;
- Referral for work to be complete
- Assignment of Technical Officer
- Technical visit and Job Costing
- Funding Applications
- Contractor Tenders
- Work To be undertaken
- Work Completion
- Receiving funds
- Paying Contractors
- Job Closure and Client satisfaction outcome.
