This article describes the default behaviour of a highly configurable system. Your granting program may appear or behave differently depending on user permissions and custom configurations. If you do not appear to have access to everything you need, use the Help > Request Help link to request additional permissions.
If you enable payment requirements in your program, you can specify a condition that must be met before a payment is processed. This is mainly used for scheduled payments to remind the person handling the payment that a specific task, like submitting a progress report or meeting a grant-related milestone, must be completed first.
Creating a requirement
To create a requirement for a payment:
- Open a payment and select Create requirement on the right.
- Choose a Requirement template.
- Select a Due date and add an optional Comment.
- Select Create Requirement to add the requirement to the payment.
When a requirement exists on a payment, an alert is displayed at the top of the payment page notifying any user viewing the payment that a requirement must be met.
Take action on a requirement
You can also view the Requirements section at the bottom of the payment page where you can Complete it when it is done, or Reject or Delete the requirement. Select the Actions dropdown and choose the appropriate action.