Data Management
Data security and operational management are what makes a well-oiled grants program. The below features will ensure your administration doesn't hold your grant program back.
- Organisation’s administrator/s maintain full control over who accesses the system
- Unlimited number of user accounts
- Assign different access levels to the system or restrict users to specific programs
- Workflow supported through stages (which you define, to match your grantmaking process) and tasks which you can assign to specific users and monitor their progress
- View a “dashboard” that summarises the grants and tasks currently relevant to each individual user
- Quickly view your own tasks through "My Tasks"
- Quickly and simply assign tasks to specific users to action
- Keep track of completed and overdue tasks using highly flexible task lists and through your program calendar
- Enable the contact sync API to import contact data into your external systems
- Keep detailed file notes against an application and its related contacts (automatically and manually generated) including interactions, communications and current/former staffers
- Records a number of specific actions—for example, grant approvals, status changes, and new grantee records—in a system audit log
- Monitor key dates using the calendar in SmartyGrants, also available through an iCal feed
- Access and export data through template or custom Word or Excel reports
- Data is protected through SmartyGrants' secure backup file system
- Take your data with you if you decide to stop using SmartyGrants