Quick Summary:
1. User will add PPR Commencement Letter (signed by Delegate) to CDP Grant Activity Record by;
- Navigate to CDP Grant Activity
- ADD a NEW Task to the Timeline
- Subject = PPR Commencement Letter Sent
- Adding ShareHub or Share+ Document Link to "Documents Links"
2. Select the Task and Mark Complete once sent.
System Owner:
Grant Astles, Director CRM
Monday, 21 October 2024
Business Owner:
Grant Astles, Director CRM
Monday, 21 October 2024
Galambany Stream:
Data and Information [LEAD]
Engagement
Detailed:
Expected time for User to complete:
Site Visit Assessment Add PPR17 Commencement Letter Link <2minutes
| Send Commencement Letter | |
| What | Send PPR Commencement Letter, signed by Delegate. Provide LINK to file saved to; Share+ |
| Who | CDP Engagement Officer |
| When | Start of CDP PPR period |
| Where | CRM-FUSION - CDP GRANT ACTIVITY Click LINK for List of all CDP GRANT ACTIVITIES |
| How | 1. From the CDP Grant Activity and Navigate to the Actions & Timeline Tab 2. From the Timeline - ADD "+" a TASK  3. From the TASK update; - Subject = PPRXX Commencement Letter - Document Links = PPRXX Commencement, Share+ URL - Save & Close  4. Re-Open TASK and Set to MARK COMPLETE  DONE |
| Why | Ensures access to all Commencement Letters and progress can be monitored in one place, reducing impacts on Regional Offices. |
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