Entry: Registers > Funding agreements. Before starting: Obtain the approved agreement and your organisation's financial delegation.
- Enter the agreement title and numbers, funder/contact details and description of services.
- Select Responsible owner and Assigned staff. Record the business unit, account code and allocated FTE as appropriate.
- Enter commencement/end dates, base value, programme objectives and terms. Use the base amount from the original agreement; approved variations are maintained separately.
- Maintain the payment lines, allocations, deliverables and linked actions in their own sections. Reconcile the details against the signed schedule; do not treat a displayed total as proof of reconciliation.
- Attach the agreement and supporting evidence. Save and check the summary and child records.
- Submit the draft. An authorised approver approves the submitted agreement or returns it for correction.
Complete when: Ownership, funding, dates, deliverables and evidence agree with the source and the correct workflow state is recorded. A payment/invoice status in avowr records administration; do not assume it sends an invoice, pays a supplier or posts to an accounting system.