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Field reviews on a funding round

Mark a round's funding amounts or dates so that a change waits for a second person to approve it, and see what is waiting.

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Some of a Funding Round's settings matter enough that a change should need a second person. You can mark any of these four for review, on each round separately:

  • Total funding amount
  • Amount per application
  • Opening date and time
  • Closing date and time

Once a field is marked, a change to it does not take effect straight away. It waits as a field review until someone else approves it. Funding Round is your organisation's own term if you've renamed it.

Mark a field for review

You need Can mark fields to require Review. Without it, the switches below are not shown.

  1. Open the round's setup and go to the Funding Type or Time & Date step.
  2. Under the field, turn on Require review for that field.

The mark applies to this round only. Turning the switch off again lets later changes save directly; a change that is already waiting stays waiting until it is approved.

What the person making a change sees

When someone changes a marked field, the field keeps showing the value the round has now. Under it, a line shows what is waiting: "Pending review", the new value, who asked for it and when. Amounts are shown in your organisation's currency and dates in its time zone.

The same line appears on the round after it is published, beside Total round funding and the dates, and under the closing date when it is changed with the pencil on the round's page. The round keeps its current closing date, and its reminders, until the change is approved.

A field that is not marked saves as soon as it is changed, as before.

Who approves

Administrators who hold Can approve Review Requests and whose access reaches the round are told about the change. They open the field review, check the current and new values, and select Approve. The new value is then put in place on the round. If you asked for the change yourself, another person must approve it.

There is no way to decline a change. It is approved, or it stays waiting.

One change at a time

While a change to a field is waiting, that field cannot be changed to anything else. If you try, the field says "A change to this field is already waiting for approval" and nothing is saved. Saving the same new value again changes nothing. Once the waiting change is approved, the field can be changed again.

See also

This page uses Backed's default terms, such as Funding Round and Application Template. An organisation may rename them, so read each as your organisation's own term if you've renamed it.