You have navigated to the CRM-FUSION PPR page.
NOTE: All assessments are done in Qlik, CRM-FUSION is used to TRACK;
- PPR - Commencement Letter (send letter & link to Share+)
- PPR - Site Visit Assessment Appointments; Create and Complete
- PPR - Result Letter (send letter & link to Share+)
CRM Team will:
- Create Site Visit Assessment
- Add Site Visit Locations
- Progress Site Visit Assessment across Prepare, Assess, Approve & Notify Stages
- Add Assessment Rating from Qlik
Scroll down to view each Standard Operating Procedure (SOP), Task Card, Video Walkthrough and Link to Views.
CRM-FUSION PPR Reference Material
SOP - Details Business Requirements
TaskCard - Details System Requirements
Step | SOP & TaskCard | Video Walk Through |
| PPR - Commencement Letter (send letter and add link to Share+) (Prepare Stage) | PPR Sending Commencement Letter (Signed by Delegate) | Video Walkthrough |
PPR - Create Site Visit Assessment Appointments (from Locations) (Prepare Stage) | PPR Create Site Visit Assessment Appointment | Video Walkthrough |
PPR - Result Letter (send letter and link to Share+) (Notify Stage) | PPR Sending Result Letter (Signed by Delegate) | Video Walkthrough |
Additional Resources
CRM-FUSION View/List Links
| Reference | Link |
| CDP Grant Activities | FUSION View of CDP Grant Activities |
| CDP PPR Site Visit Assessments | FUSION View of PPR Site Visit Assessments (SVA) |
| CDP PPR View - Commencement Letters Sent | CRM-FUSION Commencement Letter Progress Contact CRM Team for access |
| CDP PPR - Dashbaord | CRM-FUISION PPR Dashboard (CDP Perf & Ass) |
| CDP PPR Qlik Reporting | (Grant to Ask Derek) |
CDP Provider Performance Intranet Page
| CDP provider performance and assurance - NIAA Intranet (pmc.gov.au) |
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