Compliance Automation
How checks, gaps and the report gate stay current.
DonorDesk keeps the compliance checklist current automatically, so you spend time fixing problems rather than hunting for them.
What is automated
- Checklist generation – items are derived from the donor template (required sections, tables and annexes), the logframe's means of verification, activities and evidence.
- Coverage-gap projection – if a report section makes a claim that nothing in your data supports, a checklist item is created for it. Regenerating is idempotent: existing items and your decisions are kept, and no duplicates appear.
- Report checks – the editor recomputes readiness whenever data changes: flagged statements, unapproved sections, unverified indicators, stale summaries and confidential files to confirm.
- Assurance pass – every save re-checks the report's statements against evidence and verified indicator data. Numbers, dates, units, periods and entities are compared, and evidence integrity (hash) is checked.
- Export gate – approval, submission and export share one gate, so a report cannot leave with unresolved blocking issues unless someone with the right authority accepts the limitation and gives a reason.
What stays with people
- Deciding whether a statement is acceptable.
- Verifying indicators and evidence.
- Accepting risk (high-severity items need authority).
- Confirming that confidential files may be shared (Admin or Grants Officer).
Tips
- Use Scan for missing items in the report editor's ⋯ menu after uploading evidence.
- Resolve blocking items early; they gate approval and export.