To start managing funding submissions, simply navigate to Clubs and then select Funding. Alternatively, you can go to Forms and then click on Submissions.
Overview of pending submissions
At the bottom of the Funding page is a detailed table of all funding submissions, which includes the following:
- Club/student: Clubs or student name
- Affiliation: Shows whether the club is affiliated, the date of affiliation, and manual affiliation status.
- Form submission: The name of the submitted form.
- Reference
- Submitted: The date the form was submitted.
- Staff notes: If you’ve added any notes to the submission.
- Special answer: If you’ve designated any questions in your form as ‘special answers’, you can quickly view these responses here, without having to open the entire form.
- Quick actions: Approve or reject submissions right from this table. Upon clicking either, you’ll get a customizable email template to communicate your decision to the club. Add notes or attach files to provide clarity, especially useful if a submission is rejected. The clubs will receive this email, and if a form is rejected, they won’t need to start from scratch – they can simply update their responses in the pre-filled form and resubmit.
- Actions – Click here to:
- Edit: Directly edit responses in a submitted form.
- View outcome note: Check the full notes you added when deciding the outcome of a submission.
- Archive response: Remove a submission from the table, effectively archiving it.
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