Progress Reports
A grant doesn't end at approval. After funding is released, grantees submit progress reports over the life of the grant. Optible treats each progress report as its own assessment with its own documents, its own scoring, and its own result.
What a progress report is
A progress report is a check-in from a funded grantee. Most grants ask for two or three over the funding period — a mid-project report, an annual report, and a final acquittal. Each has its own set of questions and usually its own documents (receipts, photos, bank statements, impact evidence).
In Optible, progress reports live inside an application. The application is the parent. Progress reports are the children. They share the applicant and the grant, but each has its own status and its own assessment run.
Setting up progress report types
As grant admin you define the progress report types once per grant. Typical examples:
6-month interim — lighter check-in: is spend on track, any early warning signs?
12-month annual — fuller report: audited figures, milestone progress, impact evidence
Final acquittal — closing report: final financial statement, full receipt set, outcomes measured
Each type can have different documents, different questions, and a different scoring rubric.
How scoping works
When you configure documents, enriched fields, and criteria, each one is tagged with a scope that says when it applies:
Original application only — runs at submission, not on progress reports (e.g. pre-funding financials, organisation eligibility)
Specific progress report type — only runs on, say, the 12-month annual (e.g. audited financials only required at that stage)
All progress reports — runs on every progress report (e.g. receipt validation, spend-vs-budget checks)
When a progress report is submitted, Optible only runs the rules tagged for that type. The original application's rubric is not re-applied.
Progress report scores are separate
Scores from a progress report are written against the progress report, not the original application. The original scores are never disturbed. In the reviewer interface, you can see each progress report's scores separately alongside the original assessment.
For example: the original scored 85, the 6-month interim scored 92, the 12-month annual scored 78. Each is visible and independent.
Re-running a progress report
Reviewers can re-run a progress report just like a regular application. The re-run only affects that progress report's scores. The original application and any other progress reports are left untouched.