How do I prepare a client's claim from start to finish?

When a client engages your agency for a new fiscal year, you need a clear path from empty claim to filing-ready package. SREDr is built for that journey: create the claim, connect evidence sources, run the pipeline, then finish the Submission and Financials yourself before you approve.

How to use

1. Open Claims and click New Claim (or Create New Claim from the dashboard).
2. Select the Account (or create one), set Start Date and End Date for the claim period, confirm the auto-generated Name, then click Save.
3. On the claim, open Sources. Connect the client's tools with Connect (OAuth) or API Key, and/or use File Upload for timesheets and documents.
4. From the claim header, click Generate Claim. Watch the pipeline move through Gathering, Analyzing, Grouping, and Writing until status is Review.
5. Open Submission. Review each project's Line 242 / 244 / 246 text, use Copy or Copy All Projects when drafting the T661, and revise where needed.
6. Open Financials. Confirm Province, CCPC, employee hours and salaries, then use the estimate as a check against your worksheets.
7. When the narrative and numbers look right, click Approve Claim. Status becomes Ready; file when your packaging is complete.

Related

• How do I know where my claim is in the process?
• How do I revise a submission?
• Public Launch of SREDr