Difference between revisions of "Funders"
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===Additional Data Collection=== | ===Additional Data Collection=== | ||
| − | This tab may or may not be required. If there is a need to report on or manage certain aspects of the tender, like amount applied for, amount received etc, then an extension database may be used. If this is the case see [[Project_Set_Up#Extension_Databases|Project Setup]] to determine how the extension database would be displayed, normally | + | This tab may or may not be required. If there is a need to report on or manage certain aspects of the tender, like amount applied for, amount received etc, then an extension database may be used. If this is the case see [[Project_Set_Up#Extension_Databases|Project Setup]] to determine how the extension database would be displayed, normally set to 'On the Referral screen and History tab'. |
===3rd Party Systems=== | ===3rd Party Systems=== | ||
Not required for this type of project. | Not required for this type of project. | ||
Revision as of 14:07, 9 November 2018
The funders record allows you to record details about you core funders, this would also include those that fund service users. Within the record there are various options that are available to help you keep track of funding and applications:
- Projects - Projects can be setup to store contacts and work undertaken with funding applications with key dates for re-application. See Project Set Up for details.
- Templates - Templates can be use to help manage the work flow of applications or tenders. See Referral Templates for full details.
- Extension Databases - You can create custom fields to record details of core funding and any other funding types. You may wish to include items like donations or legacies, or these funders can be kept separate in a different record type if preferred.
- Paying Invoices (requires Invoicing Module - Funders can be used for direct payments to invoice for work provided to service users.
Contents
Hardcoded features
- Invoicing - The funder record is hardcoded to work with cost centres in the Invoicing Module. Simply use the accounts code field to activate.
- Funded Work - With the accounts code and funder details the funders are used with Funded Work module.
- Project Funding - Used for the Funding tab for the project funding options, including Project Funding Streams.
Using Funder Records
After deciding which fields and tabs you require you may wish to look at using a project. With a project you can record key steps and dates in the tendering process. The main thing to think about is what data you need to capture and the basic work flow required for the process. This guide is going to look at using a project and templates to record the tender.
Projects
First of all you will require a project, go to Project Set Up for details. Below is some screen shots as examples for the set up of each page for the project.
General Details
On this screen you simply need to complete the project name and using a standard project.
Record A Contact
Below you will see that a minimum set of fields have been activated as generally they would not be reuired.
The fields that have been set to be use are:
- Force use of referral templates? - This is on as a template will be added to the project.
- Automatic referral closure - after referral/action completion - This is on as if there is no further work require the funding application will be closed.
- Force entry of time of contact (date is always compulsory) - This is useful to know when things were done/completed.
- Force entry of Contact Method? - Useful to know how things were completed, via phone, email etc.
- Allow entry of Referral Reasons? - Referral Reasons may be required to specify what the funding application is for (which services).
Filed Sets
For this example a field set called 'Funder Applications' has been used with the following fields:
Name Address line 1 Address line 2 Address line 3 Address line 4 (Town) Address line 5 (County) Postcode Main Telephone No. Fax/Other Telephone No. Email Address (Main) Website Is this an Org/Signpostee? Is this a Referrer? Department Person/Organisation Category
Code Settings
You may find that classification codes are not required for this project. However they can be used for complex code reporting, breaking applications down into department, service and sub service.
Funding
This tab is not required for this project.
Types of Orgs and People
Many organisation may receive funding from not only local authorities but from other partner organisations. On this tab (in the top section) select the relevant record type that you may receive funding from. The bottom section can generally be ignored for this type of project.
Additional Data Collection
This tab may or may not be required. If there is a need to report on or manage certain aspects of the tender, like amount applied for, amount received etc, then an extension database may be used. If this is the case see Project Setup to determine how the extension database would be displayed, normally set to 'On the Referral screen and History tab'.
3rd Party Systems
Not required for this type of project.
