Funded Work Module

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Revision as of 11:32, 18 December 2018 by Rduheaume (talk | contribs) (Set up of the Module)
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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.
  • Funded Job Work Types - The Funded Job Work Types specify the type of jobs that your organisation assists clients with obtaining funding and getting the work completed.
  • Fee Difference Reasons - Fee Difference Reasons specify why the actual paid fee is different to the original quoted fee.
  • Client and Contractor Letters - Using Standard Letters you can create template to send a letter to the client with the details of the contractor and a template for the winning contractor.