Requirement generated after Request Approved

Harrison Fan

Currently, when a Request is Approved, the system automatically generates a Requirement (Final Report). Where can we manage or modify this behaviour? For example, how can we configure the system to automatically create additional requirements after a request has been approved?
eg: create two Requirements, one for Final Report and another for Grant Agreement.

Tania Yannarilli

@Harrison Fan This is interesting. I had no idea you can set up the system to automatically send the requirements. I have reminders set up but have always set up/send the requirements out myself. (quarterly)

Jason Kelliher

@Harrison Fan
You will need to open a case with Blackbaud Support to have this updated.

Harrison Fan

@Tania Yannarilli A reminder sounds like a good way of doing things as well. Thanks for the tip!

Harrison Fan

@Jason Kelliher Thank you Jason! I will check with the Blackbaud Support.