3FoldSample data

A sample board for government agencies.

Government agencies

Pick your kind of business.

Sample data

4 drafts to review

The draft asks

Can you upload that page to the grant portal?

Sample data. A person reads each draft and decides what to do.

This week

Sample data · last 7 days

Flagged by the board · cleared by a person

  1. Wed6 flagged4 cleared
  2. Thu5 flagged3 cleared
  3. Fri4 flagged4 cleared
  4. Sat0 flagged0 cleared
  5. Sun0 flagged0 cleared
  6. Mon7 flagged5 cleared
  7. Tue8 flagged3 cleared

The repeat problem

Two subrecipient reports lack the same cost sheet. The grant lead can ask for the missing page before review.

What it would have caught

A fictional example. Nothing here sends.

Day 1The flag

The board would flag a grantee’s missing cost sheet.

Day 2The follow up

The grant lead would read the draft then send the sheet request.

Day 4What happens next

The grantee would upload it. The reviewer would finish the check.

Questions it answers

Which grantees need a cost sheet?
Mossmere Skills and Reedwick Works. Both reports lack the page.
Which purchase reviews are late?
The archive RFP score notes and the scanner price check.
Which reports need an owner update?
The quarter report and the subrecipient rollup.

What it reads

  • Grant portal
  • Purchase log
  • Review tracker
  • Report calendar

One screen

The board checks the tools you already use and drafts each follow-up for a person to review.

You can keep your project tool, CRM or spreadsheet.

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