FUSION Task Cards

Modified on Tue, 15 Apr at 1:09 PM

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Task Cards Used Frequently


Task cards and guides to assist with the navigation and customisation of FUSION.


Guidance Material

Description

Glossary of Terms 

General glossary of terms used in FUSION                

Fact Sheet
General information on FUSION
Frequently Asked QuestionsFUSION Frequently Asked Questions

Security Roles and Teams Definitions 

A guide to FUSION security roles and relevant business areas

Working with FUSION views 

A guide on how to customise views in FUSION

Working with FUSION dashboards 

A guide on how to customise dashboards in FUSION

 


Coding Grant Activities in FUSION


The following will assist in creating approving and amending Activity Coding Records in FUSION.


Task CardDescription
Create Activity CodingCreate and Amend Activity Coding Records in FUSION
Approve Activity Coding
Approve Activity Coding Records in FUSION



Conflict Declarations (CD) in FUSION


The following will assist in creating, reviewing, approving and updating Conflict Declarations in FUSION.


Task CardDescription
Create a No Conflict Declaration
Creating a No Conflict Declaration in FUSION
Create a Conflict DeclarationCreating a Conflict Declaration in FUSION
Conflict Declarations for ReviewHow Managers can review Conflict Declarations in FUSION
Conflict Declarations for ApprovalHow SES Branch Managers can approve CD's in FUSION
Update a Conflict DeclarationHow to update a Conflict Declaration in FUSION
Walkthrough Recordings
How to Create a Conflict Declaration (recording)
This recording shows Users how to create a Conflict Declaration in FUSION
How to Review a Conflict Declaration (recording)
This recording shows Managers how to review a Conflict Declaration in FUSION



Executive Reporting


Task CardDescription
Executive ReportingWhen you need to Create an Executive Reporting Item
Electorate Profile Brief When you are required to make updates to the brief



Grant Activity Acquittals (GAA) in FUSION


The following will assist in accepting and assessing Grant Activity Acquittals in FUSION.                                                           

Task Card Description 
Stage 1 - Accept Acquittal Documentation Progressing Acquittal Documentation
Stage 2 - Assess Compliant Grant Acquittal Assess Compliant Grant Acquittal



Grant Opportunity Guidelines (GOG) in FUSION


Task CardDescription
Grant Opportunity Guidelines (GOG)When you work in the Grants Design team and need to create a GOG record in FUSION



Opportunities (OPP) in FUSION 


The following will assist you with creating opportunity records in FUSION.


Task CardDescription
OpportunityGuide to initiation and completing OPP records in FUSION
Opportunity - Not SupportedThis task card is to be used when an Opportunity is to be "not supported"

 


Organisational Risk Profiles (ORP) in FUSION


The following will assist with locating, assigning, preparing, reviewing and approving Organisational Risk Profiles in FUSION.


Task CardDescription
Locating an ORPLocating Organisational Risk Profiles in FUSION
Assigning an ORPAssigning Organisational Risk Profiles in FUSION
Preparing an ORPPreparing Organisational Risk Profiles in FUSION
Reviewing an ORPReviewing Organisational Risk Profiles in FUSION 
Approving an ORPApproving Organisational Risk Profiles in FUSION



Performance Reports


Task CardDescription
Assessing a Grant's Performance ReportWhen you need to Assess a Grant's Performance Report
Approving a Grant's Performance ReportWhen you need to Approve a Grant's Performance Report



Planned Investments in FUSION


Task Card
Description
Planned Investments
When you need to create a planned investment in FUSION



Site Visit Assessments (SVA) in FUSION 


The following will assist in preparing for, conducting, assessing and approving a Grant’s Site Visit Assessment in FUSION.


Task Card

Description 

Stage 1 – Preparing for a grant Site Visit

Guide to creating a Site Visit Assessment in FUSION

Stage 2 – Conducting and Assessing a grant Site Visit 

Guide to assessing Site Visit Assessments in FUSION

Stage 3 – Approving a grant Site Visit Assessment

Guide to approving a Site Visit Assessment in FUSION







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