| STANDARD OPERATING PROCEDURE (SOP) on recording RJED enquiries in CRM following Ministers Announcement and Release of RJED GOGs. SOP Reference - CRM.TBC | |
| Summary SOP | |
| SOP to record RJED enquiries in CRM following the Ministers Announcement, releasing the RJED New Grant Opportunity Guidelines (GOGs). Announcement 11-Dec-2024. Enquiries are to be recorded using CRM Create new Public Enquiry into CRM. Enquiry Type - CDP Replacement (Note this will be updated to RJED with a future enhancement). TAG = RJED CRM/FUSION view of all RJED Public Enquiries Note: Bulk upload required from existing process. | |
| Detailed SOP | |
| WHAT (Is the action) | How RJED Team (Call Centre) to record any interaction with a Stakeholder enquiring about RJED following the Minister announcement releasing the Grant Opportunity Guidelines (GOG) from 11th of December 2024. |
| WHO (Responsible for action) | Regional Staff GMU Staff Program and Policy Staff |
| WHERE (Application/system) |  |
| HOW (Is the action completed) | All enquiries to be recorded as a new PUBLIC ENQUIRY in CRM. |
| From Summary TAB. When recording Details of Enquiry and Outcome please use the GOG reference number. This allows the responses recorded to be used for reporting purposes.  | |
| From Location TAB. Organisation or Contact records with an active Location will automatically be uploaded into the system, otherwise you can add a location by address or use the Map and click populate form.  | |
| WHY (Action completed this way) | RJED Public Enquiriesrecorded in CRM can be reported on their NIAA Reporting tools - QLIK |
| Support Information | |
| TaskCard | TBC |
| Video Walkthrough | Record RJED Public Enquiry |
| Further Support | TBC |
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