What is action flow?
Action flow is a feature in Good Grants that lets you route an application through one or more action stages. At each stage, a task or notification is sent to a selected reviewer. This can be:
- The applicant
- Another person named in the application
- A specific email address
The reviewer can updates to the application if permitted and then approve or reject the application.
Based on that decision, the application can move to the next action stage or stop.
How action flow works
You can create multiple action stages and multiple action flows. Different flows can be used for different categories or scenarios.
At each stage, the reviewer selects a review action:
- Approve to allow the application to continue
- Reject to stop the application
Action flow can apply a moderation status which can can control access to reviewing.
Reviewing panels can be configured to:
- View only moderation approved applications, or
- View all applications including those not yet reviewed
Configure action flow
There are four main steps to configure action flow:
- Create fields for reviewers to view or edit
- Create notifications for each action stage
- Create the action flow stages
- Create supporting content for each stage
For step by step instructions, see: Action flow configuration.
Example use cases
Action flow can be used in many ways, but common uses include:
- A task is sent to a reference for review and approval
- An application is sent to a manager for approval before submission
- A parent or guardian is notified about a child’s participation
- Grant managers review applications before moderation approval
Good to know
- You can create as many action stages as your program needs.
- You can create different action flows for different categories.
- Action flow decisions can determine whether an application proceeds to reviewing.
- Planning your action flow with a simple diagram can help.
- Action flow supports both internal and external reviewers.