Grants United Help Guides

Manage Thank You Letters Ver 9.5

• 1. Manage Thank You Letters
• 2. How to Create a Thank You Letter Question(s)
• 3. How does the applicant complete a Thank you Letter Section
• 4. Using the Manage Thank You Letter to Review and Send Letters to Donors

Applicant’s Guide - Ver 9.5 - 4.18

• 1. Creating/Editing a User Account
• 2. Completing an Application Form
• 3. Accessing Your Application Form After Submission
• 4. Logic Model Instructions – Applicant Use
• 5. Applying to a Multiple Submission Application
• 6. Applying as a Proxy

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Manage Agency Profile/Manage Members Guide - Ver 9.5

• 1. Manage Agency Profile
• 2. Manage Members
• 3. Changing the Ownership of an Application Form (Site Admin)

Global Admin Guide 1– Administration Dashboard - Site Settings - Ver 9.5

• 1. Administration Dashboard
• 2. Site Settings

Global Admin Guide 2- Administration Dashboard Section – Ver 9.5

• 1. Administration Dashboard
• 2. Grant Search Filters
• 3. Grant Making Organizations
• 4. Status Details (Optional)
• 5. Control Mapping
• 6. Application Invitation

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Global Admin Guide 3–Managing User Accounts and Site Access - Ver 9.5 - 4.18

• 1. Setting the Password Policy
• 2. External System Authentication Settings
• 3. Managing Role Types
• 4. Assign Funding Sources to Role Types
• 5. Setup Users

Module 6 – Application Invitation Setup - Ver 9.5

• 1. Application Invitation (This requires Global Admin access to set)

Module 14 - Application Rollover - Ver 9.5

• 1. Adjusting the Existing Funding Sources
• 2. Clone your previous year’s application(s) and Funding
• 3. Adding New Funding Sources
• 4. Adjusting Budget Amount in your Funding Source
• 5. Notification Template Review
• 6. Review Setup

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Module 1 – Getting Started - Accessing Your System

• 1. Getting Started for Grants

Module 2 – Managing Users Accounts and Role Types

• 1. Managing Role Types for Grants
• 2. Setup Users for Grants
• 3. Changing Password Policy for Grants

Module 3 – Application Form Setup

• 1. Understanding the Application Form for Grants
• 2. Application Setup for Grants
• 3. Using a Master Application Template - Best Practice for Grants
• 4. Additional Application Setup Features for Grants
• 5. Archiving Applications for Grants

Module 4 - Setting up Funding Sources

• 1. Setting up your Funding Source for Grants
• 2. Manage Application Funds - Associating multiple funding sources to one application for Grants

Module 5 – Notification Center – Home Dashboard

• 1. Manage Notifications Center for Grants

Module 6 – Application Invitation Setup Ver 8.1

• 1. Application Invitation (This requires Global Admin access to set) for Grants

Module 7 – Testing Your Application

• 1. Review and Test for Grants
• 2. Confirm Build of the Application form for Grants
• 3. Confirm the setup of your Funding Sources for Grants
• 4. Notification Center Email Templates for Grants
• 5. Application Testing – Applicant testers for Grants
• 6. Testing the Welcome Screen for Grants

Module 8 – Evaluations – Applicant Status Report Ver. 9.5 - 5.18

• 5. Searching Globally for an Applicant
• 1. Evaluations
• 2. Monitoring an Applicant’s Status
• 3. Section Release
• 4. Changing the Ownership of an Application Form

Module 9 – Evaluations - Setting up Reports

• 1. Reports for Grants

Module 10 – Setting up your Evaluation Tasks and Review Committees

• 1. The Evaluation Process for Grants

Module 11 – Managing Committee Reviews and Scores

• 1. Managing Committees Reviews and Scores for Grants

Module 12 – Reviewing Applicants and Scoring – Reviewer’s Dashboard

• 1. Conducting Applicant Reviews – Scoring for Grants

Module 13 – Managing Awards

• 1. Awarding Applicants for Grants

Module 14 – Application Rollover Ver 8.1

• 1. Cloning Applications for Grants
• 2. Updating Funding Sources for Grants
• 3. Notification Template Review for Grants
• 4. Review Setup for Grants
• 5. Final Setup by CommunityForce Support for Grants
• 6. Archive previous years application form(s) for Grants

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Review Commitee Guides

• 1. Committee Member Login for Grants
• 2. Committee Review Applicants Dashboard for Grants
• 3. View Applicant’s Application and Score Sheet for Grants
• 4. Additional Push Scores option for Reviewers for Grants

Logic Model Setup

• 1. Manage Logic Model for Grants