Business Grants Portal template
The Business Grants Portal template is the starter configuration for business grants and support schemes. It is the Business Linear Template. This page lists its form types, roles, states and the capabilities of the portal. For the parent and child form model, refer to Parent and child forms.
Portal capabilities
| Feature | What it does |
|---|---|
| Listings URL filtering | Filters the scheme listing page through URL parameters such as ?grants[]=<RESOURCE_ID> or ?agencies[]=<AGENCY_CODE>. Refer to Filter the open listing by URL. |
| Company profile retrieval | Retrieves the applicant company’s data registered with the Accounting and Corporate Regulatory Authority (ACRA) from the Enterprise Data Hub (EDH) when the applicant logs in. The data is copied into each grant application. Applicants can view and refresh it on the Company Profile page. |
| Bulk action | Lets backoffice users and applicants select up to 50 submissions with the same form and state and apply one workflow action to all of them. Refer to Transit submissions in bulk. |
For the sign-in methods, refer to Login methods.
Form types
| Form type | Kind |
|---|---|
| Application | Parent |
| Change Request | Child |
| Cash Advancement | Child |
| Claim | Child |
The first submission in a lifecycle is the Request. Child submissions update the application data when they reach the Approved state, so the Application always holds the latest data.
Form roles
The template supports five roles for each form type. You can change them at any time and the change applies across versions.
| Form role | Can do |
|---|---|
| Clerical Officer (CO) | View submissions. Accept a submission from the unassigned pool. Return for edit. Reassign submissions. |
| Processing Officer (PO) | View submissions. Make a recommendation and upload letters to the applicant. Return for edit. Reassign submissions. |
| Supporting Officer (SO), optional | View submissions. Reassign submissions. |
| Approving Officer (AO) | View submissions. Approve a recommendation. Reassign submissions. |
| Viewer | View submissions. |
Approving Officers can have an approving limit on Application, Cash Advancement and Claim forms. If the limit is empty, the officer has no limit and can approve any amount. The list of eligible Approving Officers for routing depends on the submission’s approved amount.
Finance Officer (FO): The Finance Officer role is available to API clients only, and it applies to the Cash Advancement and Claim forms. API clients use the Update Submission API to change the disbursement status from Approved to Disbursement approved.
Warning: For Change Requests, the system applies no approving limit when you route or reassign to an Approving Officer, because “Approved Grant Amount” is not mandatory in Change Requests. Check the Approving Officer’s limit before you route.
States
States show where a submission is in the workflow. Applicants may see different state names from officers.
Application
| Applicant state | Backoffice state |
|---|---|
| Draft | Draft |
| Submitted | Submitted |
| Processing | Pending CO, PO, SO or AO |
| Approved | Approved |
| Rejected | Rejected |
| Offer Accepted | Offer Accepted |
| Offer Rejected | Offer Rejected |
| Pending Resubmission | Pending Resubmission |
| Closed | Closed |
| Cancelled | Cancelled |
Closing a project blocks new child forms, such as Change Requests and Claims. A child form that is already in progress can finish. To stop existing drafts from being submitted, move child forms in Draft to Cancelled when the Application moves to Closed. Refer to Transit a submission automatically.
Change Request
| Applicant state | Backoffice state |
|---|---|
| Draft | Draft |
| Submitted | Submitted |
| Processing | Pending CO, PO, SO or AO |
| Approved | Approved |
| Rejected | Rejected |
| Pending Resubmission | Pending Resubmission |
| Cancelled | Cancelled |
Cash Advancement and Claim
| Applicant state | Backoffice state |
|---|---|
| Draft | Draft |
| Submitted | Submitted |
| Processing | Pending CO, PO, SO or AO |
| Approved | Approved |
| Rejected | Rejected |
| Pending Resubmission | Pending Resubmission |
| Cancelled | Cancelled |
| Disbursement Approved | Disbursement Approved |
Segregation of duties
Scheme owners who administer business grants should separate duties. Evaluation and approval should be done by different officers, so a Processing Officer should not also be an Approving Officer. Officers who hold the Manage Permissions scheme permission should not also hold a processing role. Refer to the IM Portal: Stage 3 grant administration and Scheme permissions.
Constraints and limitations
| Constraint | Detail |
|---|---|
| Template | This page applies to the Business Linear Template only. |
| Finance Officer | Available to API clients only. |
| Bulk action | Up to 50 submissions with the same lifecycle, form version and state. |
| Pre-built logic | Some states and edges carry pre-built logic. Refer to Workflow template behaviours. |
Related content
- Business Grants Portal backoffice: how officers process submissions.
- Dashboards: what the dashboards show.
