Approval Forms (new 5/3/18)

Written by Reina Gallion

Last published at: May 8th, 2018

The default fields on the Approval form are:

  • Project Name
  • Decision Date
  • Award Type
  • Amount Awarded
    • You may make edits to these fields as necessary, but you cannot delete Project Name or Decision Date. At a minimum these fields must be filled out in order to process an approval.

Just like any other form you can add additional fields and question groups. Fields commonly added to the Approval form include:

  • Award Number 
  • Board Member or Trustee associated with the award
  • Special Terms & Conditions

You can share the default fields and any custom fields from the Approval form into your Follow Ups, so make sure to add any fields to the Approval form that you would like to be able to utilize on a Follow Up form.