You may want to check in with your applicants once grants have been distributed to get updates on how they are using the money and what progress has been made. You can use action flow to capture this information.

Action flow configuration

Step 1: Configure a notification

1. Go to Settings > General > Notifications.
2. Create a New notification.
3. Select Action stage started from the Trigger dropdown.
4. Add a subject line and compose your message, being sure to include the {review_url} merge tag.
5. Save the Notification.

Step 2: Configure the Action flow

1. Go to Settings > General > Action flow
2. Create a New action stage.
3. Give the action stage a name. The name is for manager reference only.
4. Leave the Start stage checkboxes blank in order to manually trigger the action stage.
5. Select Action by applicant.
6. Select the notification you just created from the Notification dropdown.
7. On the Action stage tab, select the fields that should be visible in the Action flow and configure them as Read-only, Write and/or Required.
8. On the Proceed/Stop tab, add the button labels and status (ex. Submit, Decline).
9. Save the Action flow.

Once your action stage or stages are configured, manually trigger them via Applications > Manage applications.

Manually trigger an Action flow

1. Go to Applications > Manage applications.
2. To send to multiple applications at once, check the boxes to the left of the applications and from the Action dropdown, select Initiate action stage
   Or
3. To send to a single application, click the three dots icon to the left of the application and select Initiate action stage.
4. Choose the Action flow from the dropdown and click the Initiate action stage button.

The process is outlined in the video below: