Keep Phase Monitor current so program managers act fast

Operations coordinators and program managers lose phase visibility when finance forms sit unprocessed, causing accountability gaps. It updates Phase Monitor so managers start timely oversight.

Overview

Operations lose oversight when submitted finance forms aren't reflected in phase trackers, risking accountability gaps for microgrants. This workflow writes each incoming form into your Phase Monitor and alerts program managers, eliminating stale records so follow-up and reporting happen reliably.

Notable Features

Update Phase Monitor on form submission
Branch updates for microgrant accountability
Notify program managers of changes