Verify and screen documents uploaded to grant proposal application by an applicant

  • Release version: Australia
  • Updated March 18, 2026
  • 1 minute to read

    • Verify all documents the applicant has uploaded with the submitted proposal.

    Before you begin

    Role required: sn_gsm_grnt_mgmt.program_manager, sn_gsm_grnt_mgmt.grant_director

    About this task

    Image of verify documents activity.

    Review and verify the files and supporting documentation attached to the application. Here, you can flag documents for further verification, request additional documents, or close the case by moving it directly to Decision.

    Procedure

    1. Select each document in the Requires verification list to verify that the document has all the required details, then select the checkmark.
      Selecting the checkmark moves the verified documents into the Verified section.
    2. If the document does not meet the requirements set forth by the application guidelines, select the flag icon to flags the document.
      Flagging the document enables the Grant Program Manager to request and notify the applicant that the documentation needs their attention. If the document is flagged, it moves to the Flagged section.
    3. Select Mark as Complete once all documents have been verified and any flagged documents have been resolved.
    4. Once all documents have been verified, select Move to Evaluation.
      Note:
      If the Grant Program Manager does not select the check mark next to each document, the playbook will not proceed to the next step, and an error appears at the top of the Verify documents activity. Ensure all documents have been reviewed and marked as verified before proceeding to the next activity.

    Result

    The playbook is now moved to the Evaluation stage, where Grant Program Manager can select the Merit Reviewer Group and release the merit review tasks.