Friday, November 23, 2018

Community Development Block Grant Client Intake

Community Development Block Grant (CDBG) Client Intake Workflow Template allows  CDBG agencies to collect client information annually to be able to meet the requirement of the grant.

Form


Workflow


Roles

  1. Document Owner: the client or the person submitting the information on behalf the client
  2. Program Coordinator: the program coordinator (staff in your organization)

Triggers

  1. When a new application submitted or resubmitted, the system sends out a confirmation to the document owner and a notification to the program coordinator
  2. When an action is taken on the application including Approve or Return to client, a notification is sent to the document owner.

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