Getting Started
- Why SurePact?
- Use Case: SurePact Project Workflow
- Common Terms
- Navigating the SurePact UI
- Your User Profile
- Notifications
SurePact Records
- What is a Record?
- Record Lifecycle
- Record Fields and User Roles
- Record Management
- Record Information
- Creating, Editing, Cloning, or Archiving a Record
Grants
- What is a Grant?
- Grants Summary
- Creating a Grant
- The Grant Lifecycle
- The Grant Lifecycle: Stage 1 – Grant Overview
- The Grant Lifecycle: Stage 2 – Submission
Portfolios
- What is a Portfolio?
- Portfolio Summary
- Creating a Portfolio
- The Portfolio Lifecycle
- The Portfolio Lifecycle: Stage 1 – Initiation
- The Portfolio Lifecycle: Stage 2 – Planning
Projects and Contracts
- What are Projects and Contracts?
- Projects Summary
- Creating a Project
- The Project Lifecycle
- The Project Lifecycle: Stage 1 – Initiation
- The Project Lifecycle: Stage 2 – Planning / Assessment
Common Workflows
- Self-Assessment Risk Profile and Approval Workflow
- SurePact Risk Profiling and Approval Workflow
- Team Members for a Record
- Linking Records
- Project Estimated Costs
- Planned Activities
Assets
Administrators
- Users
- Funding Streams
- Business Units and Departments
- Organisations and Recipients
- Forms Configuration
- Contractors