Vetting Workflow for YourCause-Processed and Client-Processed Grants

For program cycles that have a combination of YourCause-processed and client-processed budgets, the Require vetting for organizations ineligible for giving option determines the vetting requirements and workflow your applicants experience.

Note: The workflows in this article only apply to programs where the Recipient is set to either Any organization or Organizations based on charity bucket where the bucket's rules do not exclude ineligible organizations. For more information, see Set Up Programs to Support Vetting and Adding Organizations.

• If the Require vetting for organizations ineligible for giving option is selected, the experience follows the Vetting Workflow for YourCause-Processed Grants.

• If the option is cleared, the experience follows the Vetting Workflow for Client-Processed Grants.