Where you and your Funder are both using Omni to assess an application, your Funder will be able to issue Conditions of Approval directly into your own Omni record.
You are able to then review and fulfil the Condition in your own workflow; and it will be delivered straight back to your Funder. 🤩
What happens when your Funder issues a Condition?
When your Funder issues a condition in their Omni, the Condition will create a "Conditions of Approval for action" Action item...which will then populate directly into your Omni:
This is great - as the Conditions of Approval are then a permanent (auto-created) item on your own assessment workflow.
Review and