Review completion requirements and submit the partnership record.
Before a partnership can be marked as complete, all required sections must be filled out. Review the requirements below, then submit the record.
Screenshot: The partnership completion checklist showing status indicators for Program Areas, Relationship Depth, Has Events Answered, Collaborators Configured, and Custom Data Complete, along with the Mark as Complete button
Completion Requirements
The following conditions must be met before the partnership can be marked as complete:
Program Areas — At least one program area must be selected on the partnership details step.
Relationship Depth — A relationship depth must be set on the evaluation step.
Has Events Answered — The question indicating whether the partnership had events must be answered (Yes or No) on the events step.
Collaborators Configured — At least one collaborator must be assigned to the partnership.
Custom Data Complete — All required custom data fields, if configured for your organization, must be filled out.
NOTE: If any required section is incomplete, the system will display a message indicating which items need attention. Complete all listed items before attempting to mark the partnership as complete.
1
Review the completion checklist
Open the partnership record and review the completion checklist. Verify that all required sections display a completed status.
2
Resolve any incomplete items
If any items are flagged as incomplete, navigate to the corresponding step and provide the missing information. Save your changes before returning to the completion screen.
3
Mark as complete
Click Mark as Complete to finalize the partnership record.
TIP: Once marked as complete, the partnership record is locked for editing. If you need to make changes after completion, you must reopen the record first.
