CDP-PPR Advice-SOP & TaskCard Send Results Letter

Modified on Tue, 8 Jul at 11:22 AM

Quick Summary:

1. User will add PPRXX Results Letter (signed by Delegate) to CDP Grant Activity Record by;

- Creating a Task to the Timeline

- Subject = PPRXX Results Letter Sent

- Adding Share+ Document Link to "Documents Links"

2. Select the Task and Mark Complete the Task in the Grant Activity.

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 PPRXX Results Letter Link <2minutes

Send PPR17 Results Letter
What	Send PPRXX Results Letter, signed by Delegate. Provide LINK to file saved to; Share+
Who	CDP Engagement Officer
When	Following Assessment of CDP PPRXX
Where	CRM-FUSION - CDP GRANT ACTIVITY Click LINK for List of all CDP GRANT ACTIVITIES
How	1. From the CDP Grant Activity, Navigate to the Actions & Timeline Tab 2. From the Timeline ADD "+" a TASK3. From the TASK update; - Subject = PPRXX Results Letter - Document Links = PPRXX Results, Share+ URL - Save & Close4. Re-Open TASK and Set to MARK COMPLETE DONE
Why	Ensures access to all Results Letters and progress can be monitored in one place, reducing impacts on Regional Offices.