Warnings Reimagined

Warnings now work differently. Critical warnings (eligibility-blocking) and normal warnings (informational) are visually separated and handled differently in the assessment workflow. This was a frequently requested change for programs with strict eligibility rules.

What's new
  • Critical and normal warnings — warnings are now split into two types. Critical warnings are eligibility-blocking and shown in red. Normal warnings are informational and don't affect eligibility. Assessors can see the reasoning for each eligibility criterion directly in the sidebar.

  • Exportable application lists — approved, referral, and rejected application lists can be exported as CSV or Excel from the reports page.

  • Progress report type management — grant administrators can configure multiple post-award report types per program (e.g., quarterly progress, final claim) from a new settings page.

  • Document validation on progress reports — documents submitted with progress reports are now validated, not just documents on initial applications.

  • Separate scoring criteria for post-award reports — different scoring criteria can be configured for initial applications versus progress reports and claims.

  • In-app support chat — support is now accessible directly inside the application.

  • Criteria score filtering — criteria group scores can now be used as filter dimensions when browsing the application list.

  • Error-type filtering in batch view — the batch processing sidebar can now be filtered by specific error types, making it easier to triage issues.

Improvements
  • Post-award report pages now show documents, warning notes, and a re-assess button scoped to that specific report.

  • Application detail screens now show assessment results (scores, warnings, document checks) before form content.

  • The Rankings tab is now the default view when opening an application.

Bug fixes
  • Fixed Smart Insights not returning results for some applications.

  • Fixed archived applications not appearing in the application list or search.

  • Fixed eligibility warnings not clearing after an applicant's eligibility status was updated.

  • Fixed ABN verification hanging indefinitely when an invalid ABN was entered.

  • Fixed scoring values displaying incorrectly on some applications after a re-assessment.

  • Fixed sidebar filters being cleared when opening or closing a post-award report page.

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United States
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