Getting Started with Product Use
- User Account Settings - Login Options
- User Account Settings - Forgot Password
- User Account Settings - Setting User Preferences
- User Account Settings - Logging Out of Your Site
- Site Navigation - Home Page Overview
- Site Navigation - Header and Footer information
Manage Application Funding
- 1. Previewing the Funds Details and Funding Search Page Layout
- 2. Add Additional Information to your Funding Source
- 3. Add Links to your Funding Source
- 4. Add Documentation Requirements for your Funding Source
- 5. Add Eligibility Requirements for your Funding Source
- 6. Publish/Unpublish a Funding Source
Designing Your Application Form
- Steps to Create an Application Form
- Associate a Funding Source to an Application - One Application with Multiple Funding Sources (One to Many Process)
- Steps to Build the Application Process
- Overview of the Application Listing Report
- 1. Show Sections to Reviewers by Fund
- 2. Hide Sections from Reviewers
Administrative Settings
- Setup Users - Reset User Account Passwords
- Setup Users - Edit an Existing User Account
- Setup Users - Not Ready**Create User Accounts from an External Site Directory (w/Integration)
- Setup Users - Overview of the Setup Users Report
- Setup Users - Export the Setup User Report to Excel
- Setup Users - Delete an Existing User Account
Manage Applications
- Application Invitation - Overview of the Application Invitation
- Application Invitation - Application Invitation Manage Site Setting Setup
- Application Invitation - Application Invitation Invite Setup
- Application Invitation - How does the Applicant Apply using the Application Invitation Method
- How to Release a Section to an Applicant from Manage Applicants
- How to Release a Section to an Applicant from Section Release
Manage Reports (Application Specific)
- 1. Post Acceptance Sections Status Report - Viewing the Submitted Section
- 2. Overview of Post Acceptance Sections Status
- 3. Overview of Ad Hoc Reports
- 4. View an Ad Hoc Report
- 5. Edit an Ad Hoc Report
- 6. Delete an Ad Hoc Report
Evaluation Process
- 1. Reviewer Task Setup - Create Reviewer Tasks
- 2. Reviewer Task Setup - Clone a Reviewer Task
- 3. Reviewer Task Setup - When to Setup a Reviewer Task
- 4. Reviewer Task Setup - Delete a Reviewer Task
- 5. Reviewer Task Setup - Overview of the Reviewer Task Listing
- 6. Reviewer Task Setup - Number of Tasks to Set up for your Evaluation Process