Verifiers - Overview
We're excited to announce a new role that will enhance your grants management process—introducing Verifiers, an entirely new module and area of Tahua!
Why we built this
Currently, if your grants management process requires some level of verification or oversight of your applicants' information from another organisation, you would have had to either invite the user(s) into the applicant organisation and manage the verification processes manually or handle the processes outside of the system entirely. These are usually things like applications, offers, contracts, and milestones.
An example of an oversight process is when a researcher applies for funding and is hosted by a University — the University must review the application details, verify the budget calculations, and ensure research compliance standards are met before the application can be submitted to the funding organisation.
Although there have been workarounds, verification and oversight require their own dedicated space within Tahua to create a more robust and transparent process for everyone involved.
Introducing the Verifiers role
The Verifiers role provides a dedicated user experience to oversee and/or verify various parts of the Applicant processes so that all parties involved can be in the loop about where a given Application is in the process, including its related records.
Overview of features (optional to enable)
A dedicated user type and portal for Verifiers
Application assignment of Verifiers for Verifier application access
A two-step submission process from Applicant to Verifier and then Verifier to Funder
Verifier Letter of Offer acceptance or decline (in addition to the Applicant decision)
Verifier Signatories for Contracts to enable tri-party agreements
Milestone access for Verifiers
Two-step submission process for Milestones from Applicant to Verifier and then Verifier to Funder
The term "Verifiers" can be configured and renamed to suit your funding domain (for example: Institution, University, or Platform).
Registration and invitation
Verifiers can register their organisation through your portal or receive an invitation from a system Administrator.
Once registered, Verifiers can manage their organisation details and invite additional members through their portal at any time.
Assignment, permissions, and workflow
After Verifiers are added to your system, you can assign Applications to them.
Based on your Verifier settings configuration, they will have specific viewing and editing permissions for any Applications assigned to them.
You can enable a two-step submission process that requires Applications to be submitted to the assigned Verifier for review before final submission to your Organisation.
Additional integrated processes with Verifiers
Verifiers can be set up to accept Decision Letters (Letters of Offer)
Application Milestones can be accessed by Verifiers, with the option for Milestones to be submitted to their Verifier before submission to your Organisation
Contracts can be accessed by Verifiers and Verifier users can be assigned as Contract Signatories if they are required to sign Agreements
What this means for you
Easily involve all parties in the process of submitting and managing an application
Ensure appropriate oversight and approval have been gained before the application reaches you
Understand who an application is currently with in real time
Learn more
How it works: https://help.tahua.io/verifiers-how-it-works
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