Action Plans are the ideal solution for standardizing multi-step business processes within Salesforce Public Sector Solutions. They allow administrators to create reusable templates that define a sequence of tasks and required document checklist items. When a grant application is ready for review, an Action Plan can be initiated on the relevant record (such as an Account or Individual Application). This automatically generates all the necessary tasks and document requests, ensuring every reviewer follows the exact same standardized due diligence process, thereby eliminating procedural inconsistencies.

A. Create a guided omniscript guided process...: OmniScript is primarily designed for creating dynamic, guided user interactions for data capture (like an application form), not for managing a long-running, task-based review process.

B. Develop a standard set of processes/guides to coach the reviewers...: This is a manual, non-technical solution. It relies on user adherence rather than system enforcement and does not leverage the Salesforce Public Sector Solution toolkit to automate and standardize the process.

D. Use a screen flow on Accounts...: While a screen flow can guide a user, Action Plans are a more suitable, purpose-built feature for creating templates of repeatable tasks and document checklists, which is the core requirement for a standardized review.

1. Salesforce Help, Public Sector Solutions Documentation, "Action Plans in Public Sector Solutions": "Use action plans to automate and manage recurring tasks and business processes, such as grant application reviews, incident investigations, and license and permit application approvals. Create action plan templates for repeatable tasks, and then use the templates to create action plans for records."

2. Salesforce Help, Public Sector Solutions Documentation, "Create an Action Plan Template": This section details how to build templates that include tasks and document checklist items. It states, "Create action plan templates to define the tasks for a specific business process... For example, for a grant application review, you can create tasks for the grant reviewer to verify the applicant's identity, review their financial documents, and check their eligibility."

3. Salesforce Help, Public Sector Solutions Documentation, "Grants Management": The overview of Grants Management emphasizes the need for streamlined and transparent processes. Action Plans are a key feature used to achieve this standardization in the review and approval stages. The documentation notes that PSS provides tools to "manage the entire grant lifecycle, from funding opportunity to closeout," with Action Plans being a critical component for the review phase.