The General Criteria extension enhances your CyberGrants platform by creating a structured framework for decision-making. This extension enables your system to evaluate records against defined criteria, ensuring consistent application of your organization's policies and standards.
Core Functionality
The General Criteria extension determines actions linked to specific proposal types within your CyberGrants system. It allows the system to automatically allow or prevent actions by applying your defined criteria to various records, including:
- Organizations
- Grant requests
- Employee giving requests
This functionality ensures that every decision follows a consistent framework reflecting your priorities and compliance requirements. By implementing automated criteria, the system can streamline decision-making processes, reduce manual errors, and enhance overall efficiency.
Compatible Field Types
The General Criteria extension works with a comprehensive range of custom field types, allowing for flexible implementation tailored to your specific needs:
Text-Based Fields:
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- Text Field - For short text entries
- Paragraph Field - For detailed descriptions or notes
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Number Fields:
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- Number Field - For numeric values used in calculations or comparisons
- Percentage List Field - For lists of percentages
- Summable Number List Field - For lists of numbers that can be summed
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Currency Fields:
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- Currency Field - For monetary values in a specified currency
- Local Currency Field - For monetary values in the local currency
- Summable Currency List Field - For lists of currency values that can be summed
- Summable Local Currency List Field - For lists of local currency values that can be summed
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Selection Fields:
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- Yes/No Field - Binary fields to indicate whether a condition is met
- Single-Select Fields - For allowing a single selection
- Multi-Select Fields - For allowing multiple selections
- User-Defined List Field - For custom lists defined by the user
- Checkbox List Field - For lists of checkboxes covering multiple criteria
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Time-Based Fields:
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- Date Field - For specifying dates relevant to the criteria
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Implementation Methodology
CyberGrants has developed a vetted methodology for implementing the General Criteria extension. Adherence to this methodology is essential for:
- Ensuring expected system behavior
- Maintaining the ability to adopt new product features
- Preventing potential data loss
- Avoiding additional costs outside the initial project scope
Maintenance and Modifications
The General Criteria extension includes a valuable maintenance package that:
- Provides ongoing support for the extension
- Allows you to add further programs later
- Ensures continued functionality with system updates
To maintain system integrity while providing flexibility, CyberGrants limits changes to:
- One modification per calendar year
- Changes that fall within the scope of the purchased extension
Any changes requested after implementation in the production environment may result in additional costs, particularly if they require alterations to the logic and criteria defined within the custom procedure.
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