What is a Record?

A record in SurePact is a broad term used to describe any entity you create that contains a set of related information. Each record type serves a specific purpose, but they all share some key attributes, such as how they are structured, their lifecycles, and their workflows.

Record Types

SurePact supports a variety of record types, including:

• Funding Programs
• Funding Opportunities
• Grants
• Portfolios
• Projects and Contracts
• Assets
• Contractors
• Organisations and Recipients
• Documents

Each type of record can be accessed via its relevant option in the left menu.

Navigating Records

Selecting a record type from the left menu opens its Summary page. For example, choosing Grants will open the Grants Summary page.

This page provides a quick overview of all grants you for which you are a team member. The top section displays summary infographics, with each grant record listed just below.

Editing Record Details

If you are a Manager of a record, you have the ability to edit some fields directly from the Summary Page.

💡 Tip: This feature is handy for making quick updates without needing to open the entire record.

To do this:

1. Hover over the record name and click the Edit icon.
   
   
   
   
   
2. Make changes to editable fields like Name, Manager, Funds Requested, etc.
   
   
3. Use the Save icon at the end of the row to finalise your edits, or click Cancel to close without saving.
   
   

Accessing Record Details

To view the full details of a record, simply double-click on it from the Summary Page. This action opens the record’s Lifecycle View, where you can see its current stage and all related workflows.