Post-Success Report
In this article
In this article group
- Summary - Header
- Smart Insights
- Criteria Ranking
- Attachments
- Expenditures
- History and Comments
- Payments
- Document Validation
- Reading Scanned PDFs (Text Recognition)
- Web Research and Source Citations
- Seeing Who Else Is on an Application
- Seeing the Evidence Behind an Optible Score
- Translate an application into your language
- Screening Board Members Against Sanctions Lists
- Post-Award Review
This section allows users to manage post-success reports.
1. Add Post-Success Report
- Click Add post-success report to create a new report.
A modal appears with fields for Name, Send On, Schedule, and Ending On. After adding the end date, the system automatically generates a timeline of scheduled reports.
2. Select or Create a Template
After filling in the required fields, choose an existing template, create a new one, or start from scratch.
You'll be taken to the Form Builder where you can customise fields, then Save or Save & Proceed.