Potentials
Record every individual that interacts with your project!
Website contact forms can send information and create a Potential inside the MIS!
Quality Check Before Enrolment
Basic users (Partners) are limited and can only create Potentials, upload evidence and the required information.
Lead Partner (Super Users) can complete a quality check and convert the Potential into a Participant to officially enrol them
Participants
All information is transferred from a Potential into an enrolled Participant
Partner Organisations can then continue to record & store Participant information including scans, upload and archive documents.
Quality Check - Completion
Similar to the enrolment process to complete a Participant Partners (Basic Users) can upload the evidence to complete. Update the status.
Until the Lead Partner (Super Users) have quality checked the evidence they have to confirm the overall status confirmation for Annex L/Annex O
Documents & Generating Paperwork
MIS allows users to generate the Annex documents for the Building Bridges Project from the information inside the record
Documents you can generate:
Document Repository
Allowing super users to upload and share paperwork templates and marketing material, version control and document revision process.
Partners can access the latest version and download.
Cloud - Partner Returns
Using Nextcloud the lead organisation for the Building Better Opportunities can provide a central and secure place for all parter organisations to upload their monthly returns
EngageCRM UK provide a ready made folder structure, suitable for monthly / annual returns for all users!
Would you like a Demo?
For more information on how we can meet the needs of your organisation get in touch now!