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FUNDING MANAGEMENT SYSTEM (FMS)
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Funding Management System (FMS) User Guide
View Agreement Details
1. On the FMS homepage, identify
the agreement that you wish to
perform actions on.
Click on the ‘Select Action’ drop-
down menu and select ‘View
Details Page’.
Enter your agreement description or ID in the search bar to search for a specific agreement. If you have more than 5 agreements, click on ‘View All’ to view all of your agreements.
2. On the agreement details page, you can view key information about the agreement.
Status – refers to the current standing of the agreement.
Agreement ID – refers to the unique ID of the agreement in the FMS.
Agreement Description – refers to a brief summary of the agreement signed with SSG / WSG.
Programme – refers to the SSG / WSG initiative under which the agreement is funded.
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Agreement Start Date – refers to the effective date from which the agreement is valid.
Agreement End Date – refers to the effective date from which the agreement is no longer valid.
Types of Agreement Statuses:
Approved – you are able to perform actions on this agreement.
Closed – you are only able to view agreement and agreement details.
Preview of Types of Agreement Statuses:
Approved:
Closed:
3. Scroll down to update your bank account details for the agreement. Click on ‘Edit Bank Details’ to update the bank account to which your agreement’s claims will be disbursed.
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4. Select the bank account number and name from the drop-down list and click ‘Update Details’.
5. Scroll down to view the funding
components, addendums, progress reports, claims and refunds for the agreement.
Enter a description or ID in the search bar to search for a specific funding component, addendum, progress report, claim or refund.
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6. Scroll down to the funding component details section to view the agreement’s funding components.
Funding Component – refers to the area where funding is given to achieve the agreement’s outcomes.
Agreement Budget – refers to the total amount of funds that you can claim.
Claimed Amount – refers to the amount of funds that has been disbursed to you.
Balance Claimable – refers to the remaining balance of funds that you can claim.
7. Scroll down to the addendum details section to view the agreement’s addendums.
Addendum Title – refers to the name of the documentation relating to the agreement.
Date Created – refers to the date that the addendum was added to the agreement.
8. Scroll down to the progress report section to view the progress reports submitted for the agreement.
Report ID – refers to the unique ID of the submitted progress
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report.
Date Submitted – refers to the date that the progress report was submitted for the agreement.
Status – refers to the current standing of the progress report.
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Types of Progress Report Statuses:
Draft – you are able to complete and submit your progress report.
Submitted – your progress report will be reviewed by SSG / WSG.
Preview of Types of Progress Report Statuses:
Draft:
Submitted:
9. Scroll down to the claims section to view the claims submitted for this agreement.
Claim ID + Report ID – refers to the unique ID of the submitted claim, and progress report linked to the claim.
Date Submitted – refers to the date that the claim was submitted for the agreement.
Claim Amount – refers to the amount that you are claiming for.
Status – refers to the current standing of the submitted claim.
Types of Claim Statuses:
Draft – you are able to complete and submit your claim.
Submitted – your claim will be processed by SSG
Preview of Types of Claim Statuses: Draft:
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/ WSG.
Pending Approval – your claim is undergoing SSG / WSG approval.
Clarification Required – you are required to view remarks and provide further clarification. You will receive an email notification if your claim requires clarification.
Approved – your claim will be reimbursed within 7 calendar days. You will receive an email notification upon approval of your claim.
Rejected – your claim has been rejected and you may view the reason for your claim rejection. You will receive an email notification upon rejection of your claim.
Cancelled – your claim has been cancelled as per your request to your Agreement OIC.
Reimbursed – your claim has been paid out.
Submitted:
Pending Approval:
Clarification Required:
Approved:
Rejected:
Cancelled:
Reimbursed: