👤 This guide applies to the Funds module and is relevant for users with the Fund Manager, Funds Reviewer, and Funds User role.
What Are Submissions
Submissions are a unified way to manage both Claims and Pre-Approvals in one interface. Each submission is associated with an Initiative, and can be filtered, viewed, or actioned from a shared listing page.
🚀 What Has Changed
Previous Process
Claims and pre-approvals were created and managed separately within funds.
Each request required manual fund selection before submission.
No shared listing view; users navigated to separate funds for each type.
New Process
A single Unified Submissions listing page now shows both claims and pre-approvals together.
Users can filter and search across submission types, status, and other fields.
How to Make a Submission
Go to the Submissions tab from the main navigation.
Click New Submission.
Select an Initiative from the dropdown.
Choose Claim or Pre-Approval as the type.
Fill out the submission using the standard form fields.
Click Submit.
How to Review Submissions
Claims and Pre-Approvals now appear in one Submissions list.
The listing view includes basic submission info:
Submission Type
Initiatives
Status
Dates
Clicking on a submission opens the details page.
Funds Reviewers can take actions against claims and pre-approvals:
Approve,
Decline.
And actions against Claim Items (supporting documentation):
Reject,
Revise.
Filtering and Search
The Submissions page includes filters for:
Submission Type: Claim or Pre-Approval
Initiative
Status
Date Range
These filters help users quickly locate relevant submissions across both categories.
FAQ
Do I need to select a fund for my submission?
Do I need to select a fund for my submission?
Yes. For now, you must continue selecting a fund manually within the submission form.