Mark a Partnership as Complete

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 Mark as Complete page for a partnership showing the message that data must be finished in each section, alongside the Progress panel listing General Information, Collaborators, Evaluation, Meetings & Events, and Mark as Complete

Completion Requirements

The following conditions must be met before the partnership can be marked as complete:

• Program Areas — One or more program areas must be selected on the General Information step.

• Relationship Depth — A relationship depth must be set on the Evaluation step.

• Meetings & Events — The Do you wish to report meetings and events related to this partnership? question must be answered Yes or No. This section appears only when your organization has the Use Meetings & Events Section in Partnerships setting enabled. See Organization Settings.

• Collaborators — The Collaborators section must be saved. Adding collaborators is optional; saving the section marks it complete.

• Custom Data — All required custom data fields, if configured for your organization, must be filled out.

NOTE: If any required section is incomplete, the page tells you to finish entering data in each section and the Mark as Complete button does not appear. Use the Progress panel to find the sections that are still incomplete.

1

Review the completion checklist

Open the partnership record and review the Progress panel. 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 in the Progress panel, then click the Mark as Complete button on the page that opens.

TIP: Once marked as complete, the partnership's sections are locked for editing. To make changes, open the record and click Mark as Incomplete in the Progress panel.