Unsubmitted Recommendations (Admin)

Unsubmitted Recommendations (Admin)

Tip: In order to access Unsubmitted Recommendations in Control Panel, the user must have the staff role of Staff Reviewer or DonorCentral Adminstrator.

Maintaining Staff Codes

From Control panel, administrators can select Site administration and Unsubmitted recommendations to view and manage unsubmitted recommendations.

Information about submitted recommendations appears in a grid listing the following information:

• Advisor name
• fund name
• Grantee and advisor names
• Amount
• Status (whether it's ready to submit)
• Date of last saved change
• Purpose
• Special Request
• Fund anonymous
• Advisor anonymous
• Address
• Is recurring
• Multi-payment?

Resume working on an unsubmitted recommendation

1. Select Continue working from the recommendation's triple-dot menu.

• The Grant recommendation form appears and enables you to resume your previous work. See create a grant recommendation for more information.

2. Complete the remaining required information, using the Previous and Next buttons to navigate between sections.

3. When you arrive at the third section, Agreement, make sure you have read the agreement and select I agree. Select Review to confirm the recommendation is complete and correct, select Submit.

Submit multiple recommendations

If multiple unsubmitted recommendations have Ready status, select the check boxes beside them from the grid and then select Submit.

Tip: To see all unsubmitted recommendations with the Ready status, select Filter, go to Status, select Ready, and then Apply filters.

Delete unsubmitted recommendation(s)

1. Select Delete from the recommendation's triple-dot menu .

Note: If you are viewing as an advisor, you won't be able to cancel the recommendation if the recommendation has a different advisor. You'll be prompted to remove advisor view to continue.

2. Select Yes to confirm the deletion.

Tip: To do this in bulk, use the check boxes to choose which unsubmitted recommendations to remove from the grid and then select Delete.

Filter details

1. Select Filters above the list of recommendations.

2. Set the filters you want to use. Available filter types are Status, Fund, Advisor, Grantee, Dates, and Multi-payment.

3. Select Apply filters.

4. To remove a single filter, select X from the summary of applied filters on the list.

To remove the filters and include all data for your submitted recommendations, select Filters, and then Clear all filters.

Sort recommendations

By default, the recommendations are sorted in descending order by submitted date. You can change how the recommendations are sorted.

To sort information within a column, select its header.

Choose columns

1. Select Columns , then select the columns you want to display and clear the columns you want to hide.

2. Select Apply changes.

Reorder columns

To rearrange columns of information, select a column header and drag it to the desired location.

Export to CSV file

To export unsubmitted recommendations as a CSV file that can be opened in Microsoft Excel or another spreadsheet application, select Export. The file location will depend on your web browser's settings.

View more

To move to another page in the list, select Previous or Next , or select a specific page number.