Minimum License Requirements: 
OnBase
  • Multi-User Server
  • Unity Forms
  • Named/Concurrent User
  • Workflow/WorkView User
Minimum Version for Export
  • EXPK File: OnBase 18SP1+
Industries:
  • Higher Education
  • Government
Products:
  • OnBase

Grant Management for Agencies
Solution Overview

With the Grant Management Distribution Tracker, agencies, foundations, and private organizations can track and manage the application for and distribution of grants to external organizations. By tracking applicants, organizations can best identify the right candidates for grant funding. Once awarded, organizations can use OnBase to document the distribution and usage of the funds from a single application.



Key Features
  • Flexible workflow that users can administrate.
  • For each step of the workflow, users can automate the creation of:
    • Tasks
    • Approvals
    • Assessment questions
  • Users can create and track payment plans
  • Users can create grant profiles and attach them to a process flow, create windows of availability and budget for each grant
  • Provides administrators with 360 degrees view of each request
  • Track amounts allocated for each requester
  • Track time spent working each request and time spent waiting on the requester
Benefits
  • Grant providers can configure different process flows and administrate requests more easily
  • They get better visibility and traceability of the work they are assigned to
  • Assessment questions helps those organizations with audits and compliance