linear_scale How To

View Gift Transmittal Workflow and Status

Use the Gift Transmittals system to view the workflow and monitor the status of a gift transmittal.

View Gift Transmittal Workflow and Status

  1. Enter in the browser
  2. Select Login
  3. As prompted, log in using SUNet ID and password

  1. Select SU Gift User
  2. Select Gift Processing
  3. Read the Gift Transmittals Confidentiality Agreement
  4. Select Proceed

From Gifts Home Page
  1. Under the Gifts Requiring Your Action section, find the gift transmittal record
    • Select Next to page through the records, if needed
  2. Select the Transmittal Id link that requires your action
Using Gift Inquiry
  1. Select Gift Inquiry from top left menu
  2. Enter information about the gift at the top of the page as search criteria 
  3. Select Search 
  4. From the Gift Transmittal Form column, select the Gift Transmittal ID number

  1. Select the Workflow tab to view all tasks required, from gift initiation through gift posting and the current process status.
    • Each row represents an assigned task, actions to take, completion date and comments.
  2. View your assigned action item(s), which will be indicated by “In Progress” in red text in the Action column. 
What Happens Next?

Complete your assigned tasks:

Last Updated: Jul 9, 2020


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