FUSION - Decision to Execution (D2E) Task Cards

Modified on Fri, 25 Jul at 2:38 PM

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Guidance Material

Guidance Material	Description
Frequently Asked Questions	Under construction
Frequently Asked Question - Redress	Overview of the Redress Scheme and how to confirm the applying organisation eligibility for grant funding.
1.2 Grant Funding Lifecycle	Visual representation – updated July 2025.
1.3 Security Roles and Definitions	A guide to FUSION security roles and relevant business areas.

Funding Brief Demonstration Recordings

Guidance Material	Description
2.3 Delegate Decision	Executive View.
2.4 Grant Application Assessments Capability and Funding Decision BPF functionality	Walkthrough highlighting the Grant Application Assessments Capability and the Funding Decision Business Process Flow - June 2025.
2.5 Grant Application Assessments walkthrough - All you need to know!	Walkthrough of the Grant Application Assessments functionality - July 2025.
2.6 Funding Decision - Business Process Flow walkthrough - All you need to know!	Walkthrough of the Funding Decision Business Process Flow functionality - July 2025.

Preparing a Funding Brief

Task Card	Description
3.1 Planned Investments	Use this when you need to create a planned investment in FUSION.
3.1.1 How to update the Planned Investment record with the GOG record	If your Funding Decision’s relevant Planned Investment record does not include the related GOG and a Warning message has appeared. OR you have tried to progress your Funding Brief to the Validate stage and an Error message has appeared.
3.2 Create a Direct Approach Approval Record	Step-by-step guide on how to create a Direct Approach Approval record.

Creating a Funding Brief

Task Card	Description
4.1 Create a Funding Brief for a Grant Round	Use this when you need to initiate a Funding Brief for a Grant Round in FUSION.
4.1.1 Create a Funding Brief for a Grant Round including Funding Decision split	Use this when you need to initiate a Funding Brief for a Grant Round in FUSION and will be using the funding decision split functionality. Revised task card under construction
4.2 Create a Funding Brief for a Direct Approach	Use this when you need to initiate a Funding Brief for a Direct Approach (this includes Novations) in FUSION.
4.3 Create a Funding Brief for a Variation	Use this when you need to initiate a Funding Brief for a Variation in FUSION.
4.4 Create a Funding Brief for a Grant Assessment (CAA)	Use this when you need to initiate a Funding Brief for a Grant Assessment - Ceasing Activity Assessment (CAA) in FUSION.
4.5 Funding Brief Preparation Sharing Access	Use this to allow other people to edit and manage the Funding Brief.

Deactivating and/or Updating a Funding Brief

Task Card	Description
5.1 Deactivate a Funding Decision- Remove incorrect application record	How to remove an incorrect application record from a Funding Brief.
5.2 Funding Brief Deactivation - Related Application/Grant Activity Details have changed - remove incorrect add correct	When you need to deactivate a Funding Decision because a Funding Brief’s related Application / CAA / Grant Activity details have changed.
5.3 Funding Brief Deactivation – No longer required	When you have created a Funding Brief and it is no longer required/created in error.

Funding Decision

Task Card	Description
9.1 Re-Brief	A re-brief can be performed at the OFFER Stage. A minor enhancement will occur in August 2025 to enable the functionality at the Notify stage. If you need to re-brief at the notify or draft stage log a ticket with the Grants Front Door
9.2 Re-phasing Funds	Use this when you need to re-phase funds from on financial year to another.
9.3. Synchronise Functionality	Use this functionality when you need to synchronise source information (eg: from GPS/financials or a CAA content) that has been updated after a funding decision, or a CAA has been created in a Funding Brief.

Funding Brief Review Stages

Task Card	Description
6.1 Funding Brief Validation (Finance Team)	Use this task card if you work in Administered Business Partnering (ABP) and you need to validate a Funding Brief in FUSION.
6.2 Funding Brief Grants Policy Review	Use this task card if you work in Grants Policy and you need to review a Funding Brief in FUSION to ensure completeness.
6.3 Funding Brief Clearance Officer Review	Use this task card when you need to review and clear a Funding Brief in FUSION prior to Delegate Approval.

Funding Brief Clearance

Task Card	Description
7.1 Funding Brief Delegate Decision	Steps on how to navigate through and action Briefs in the Executive View.
7.2 Funding Brief Ministerial Decision	How to progress a Funding Brief in FUSION that requires Ministerial Approval.

Funding Brief Decision

Task Card	Description
8.2 Clearance Officer Review of a Delegate Decision – REVIEW STAGE	When you are a Clearance Officer and want to update a Funding Decision record. This is specific to updates in Decision Tracking.
8.3 ACBS Review - Update Funding Decision record - GPS updates - REVIEW STAGE	When you work in ACBS and regularly monitor Funding Decisions to update GPS Application Records to Fund or Not Fund.
8.4 Funding Decision – NOTIFY STAGE - FUND	When you need to update a FUSION Funding Decision record with the outcome notification of “FUND” to an Applicant/Provider.
8.4.1 Funding Decision – NOTIFY STAGE – NOT FUND	When you need to update a FUSION Funding Decision record with the outcome notification of “NOT FUND” to an Applicant/Provider.
8.5 Funding Decision – DRAFT Stage	GMU can record the drafting of the agreement using the FUSION functionality to request information from the Program Area/Engagement Officer/Peer Review.
8.5.1 Funding Decision – How to respond to a FUSION Notification – DRAFT STAGE	When you need to respond to a request for information in FUSION at the DRAFT stage.
8.6 Funding Decision – OFFER Stage	GMU can record an offer to the Applicant/Provider. GMU can use the FUSION functionality to request information from the Program Area/Engagement Officer.
8.6.1 Funding Decision - How to respond to a FUSION Notification – OFFER Stage	When you need to respond to a request for information in FUSION at the Offer stage.
8.7 Funding Decision – EXECUTE Stage	GMU can record the Execution of the Grant Agreement.