Understanding the CyberGrants Impact Report Scheduler Extension
The Impact Report Scheduler Extension is a powerful add-on for the CyberGrants platform designed to streamline the creation and scheduling of impact reports associated with grant requests. This extension automates key reporting tasks by evaluating predefined criteria on a nightly basis and scheduling reports accordingly. It ensures consistent, timely tracking of grant outcomes and provides grantmakers with improved oversight of their funding initiatives.
By leveraging the Impact Report Scheduler Extension, program administrators can eliminate manual tracking and reduce the risk of missed reporting deadlines. The extension standardizes the post-grant reporting process and links reports directly to specific proposal types. This automation not only enhances the efficiency of impact reporting but also helps maintain compliance with program requirements.
Check out the video below to learn more!
Key features:
- Automated nightly evaluation - The system runs daily checks on request records with designated proposal types to determine if impact reports need to be created and scheduled.
- Dynamic scheduling - When criteria are met, the system automatically generates and links impact reports, setting availability and due dates based on predefined intervals.
- Critical evaluation logic - Supports variable logic for determining when an impact report is required.
- Report visibility control - Administrators can configure whether an impact report is visible to the organization.
- Completion requirement toggle - Allows the system to mark the impact report as mandatory for the grantseeker.
- Tracking and disposition - The system tracks the report status from 'Pending' to 'Complete' and stamps the Report Sent Date for audit purposes.
Limitations and considerations:
- Only one impact report trigger can be scheduled per request.
- Worksheet and metric custom fields are not supported in critical evaluation criteria.
- UAT (User Acceptance Testing) is required before production deployment.
- Once deployed, changes to logic or functionality may incur additional costs and extend implementation timelines.
- Only one change is allowed per calendar year for each purchased extension, and all changes must remain within the original scope.
- All extensions must follow the CyberGrants methodology to avoid risks such as data loss or incompatibility with future product features.
To learn more about this Extension, please review the following articles. For assistance with acquiring this extension, please reach out to your assigned Implementation team's Project Manager.
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