GRANT MANAGEMENT WORKFLOW

Created by ChecklistGuro (https://checklistguro.com)

[ ] Retrieve Grant Application: Fetch the initial application details submitted by the applicant.
[ ] Check Eligibility Criteria: Retrieve specific compliance and eligibility rules from the Rules Data Model.
[ ] Calculate Grant Score: Run a formula based on application data (e.g., budget size, impact score) to determine priority.
[ ] Assign Initial Review Task: Create a task for the Grant Reviewer to perform the first assessment.
[ ] Update Application Status to 'Under Review': Update the status field of the Grant Application entry.
[ ] Calculate Total Pending Fund Allocation: Sum the 'Requested Amount' of all applications currently in the 'Under Review' stage.
[ ] Create Compliance Audit Task: Create a task for the Legal/Compliance officer to verify documentation.
[ ] Retrieve Compliance Documents: Fetch uploaded files and verification data associated with the applicant.
[ ] Update Compliance Status: Mark the compliance check as 'Passed' or 'Failed' in the data model.
[ ] Budget Impact Check: Compare the requested grant amount against the remaining annual budget pool.
[ ] Create Final Approval Task: Assign a high-level task to the Grant Committee Head for final decision.
[ ] Create Award Letter Record: Generate a new entry in the 'Awarded Grants' data model upon approval.
[ ] Notify Applicant of Approval: Send an email to the applicant containing the grant approval details.
[ ] Notify Finance Department: Send an email to the Finance team to trigger the disbursement process.
[ ] Update Grant Status to 'Awarded': Update the main application entry to the final 'Awarded' state.
[ ] Create Disbursement Task: Create a task for the Finance Officer to execute the fund transfer.
[ ] Update Ledger Entry: Update the internal financial records to reflect the deduction from the budget.
[ ] Generate Monthly Grant Summary: Create a report summarizing all approved grants, total funds distributed, and pending applications.
[ ] Alert Compliance Officer: Send an SMS notification if a high-risk application is flagged during review.
[ ] Remove Rejected Drafts: Delete temporary or duplicate application entries that failed initial validation.

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