Client needs to collect certification documents from their reviews and would like to be able to do this within the system. It is not appropriate to ask this on to the rubrics, as they would have to answer it for each application they review, so they would like an upload question area for reviewers to be able upload these documents each reviewing cycle.
Employee Name | Jennifer Standley |
Client Name "shard name" | austincf, azfoundation, hamptonroadscf |
User | Opportunity Admin, Reviewer |
Functional Unit | Reviewer Groups |
This sounds like the equivalent of a conditional application for reviewers, and could have many uses.
See similar use case from AZFOUNDATION in the merged enhancement. They don't want reviewers to be added to a reviewer group until they sign a confidentiality agreement.
If memory serves in this case, a reviewer must fill out a certification document each cycle that they act as reviewers. This is to certify that they keep everything confidential and understand the rules around reviewing. They would like to present and collect one document per reviewer each cycle.
That sounds right for Austin CF - they want it per reviewer, it's kind of like a certification statement.
It sounds like they need a per reviewer form available. Our understanding is that these are documents that act like a signature for the reviewer. Is this correct?
Austin Community Foundation has the same issue.