With your operation entirely centralized, collaboration can happen on virtually anything. You can easily manage issues, route forms, send messages, schedule meetings, and more.
Route items through workflow paths
EMGrantsPro has powerful workflow capabilities, allowing the routing of many forms and requests. This allows for the sequential review of items in a multi-step process. When you are the recipient of an item, you then have the ability to do your work and/or review before either advancing to the next step or returning to the previous one. While working on an item, you have it "locked" to prevent multiple people from taking action at the same time. Items may also be denied, deleted, restored, and placed on hold, with all actions adding to the history log. The workflow path may be given a due date and optionally marked as high priority.
Each type of form can have its own custom workflow path, with each step having a single recipient or group of recipients. System administrators have the full ability to edit these steps and recipients at any point.
Comment on almost anything
Notes or comments can be added to almost anything in the system, including payments, quarterly reports, requests, and more. These notes can be addressed to a specific person or multiple people which sends notification. Replies may be added to notices allowing a conversation to be logged regarding a given item.
Enter meetings & contact logs
Meetings may be scheduled in the system, allowing invitation of the key participants. Even if the meeting wasn't scheduled in advance, after the fact the minutes, or a contact log may be entered to keep everyone informed on the key points. For example, any activities with Applicant contacts may be logged to form a complete picture of any conversation that ever took place.
Manage the resolution of issues
EMGrantsPro makes it easy to report and manage the resolution of issues. An issue may be added to most items in the system although typically on Applicants or Projects. When logging an issue, details can be entered including the people responsible for resolving and a reasonable timeline. This information can then be used in reporting to show outstanding issues that are either soon due or overdue.
Messages between two people or groups of people may be created in the system. These messages can even link to items in the system for quick reference such as payments or projects.
Send email broadcasts
Mass emails can be sent out in the system, typically only by system administrators. It's as easy as selecting the users you wish to send to (i.e. Applicants in a given county or entire disaster, or even all Applicants), composing the email, and sending. A log of this contact is also automatically generated when sending these emails through the system, to keep a record of the communication.
My Inbox brings everything together
Communication in EMGrantsPro is centralized around My Inbox. Available from any page in the system, My Inbox is a quick view of anything that requires your attention.
The following things may show in the inbox:
- Items where you are a recipient
- Items you have been tracking for a specific action
- Unresolved issues where you are a recipient
- Meetings that require minutes to be added
- Notes related to a specific item where you are a recipient
- Messages where you are a recipient