GLM/SLM Terms & Definitions
Dashboard - When a user logs into the system, the page that appears is called their Dashboard. Depending on their role, the Dashboard shows different information. Administrator Dashboard - when an administrator logs in, their Dashboard will show all of the active requests in the system. Active requests include any request that has not been denied, ...
Dashboard Tabs
The Dashboard is the is the landing page for any user logging into the site. What is reflected on the dashboard depends on the user’s role, whether or not the user completes evaluations, and if the Follow Ups for Non-Applicants feature has been turned on. The Open Requests tab reflects the Administrator’s normal view of the dashboard which contain...
Request Status Definitions
LOI Draft - The LOI is being completed by the applicant, but has not been submitted yet. LOI Submitted - The applicant has submitted the LOI and it needs to be reviewed by administrators. LOI Complete - The LOI has been approved by the administrator, allowing the applicant to move on to the next form. The applicant has not yet started the next form...
Determining if an LOI is Best for Your Organization
The LOI stage in a process should be utilized to screen applicants so you can more easily make a decision early on regarding those who aren’t likely to make the cut, or to funnel applicants to a different funding opportunity where they may be a better fit for their project/program. Using systems of discernment helps to ensure that only grantseekers...
The Art of Designing an Online Application
The application is among your most powerful tools in sorting out your worthy grantees from those you'd rather not fund. It's also a bit of a balancing act--you want it to be robust enough so that it provides the data you need to make the difficult decisions, but without becoming particularly burdensome or unwieldy for your applicants. Forget grant w...
Go Live Checklist
A video version of this article is available HERE . You’ve finalized your first online LOI or Application form and "Going Live" is imminent for your grants or scholarship site. It’s normal to be a little nervous and you want to ensure you haven’t forgotten anything before toggling the process to “On”. Your Client Success Manager is there to make ...
Keeping Your GLM Site Clean: The Checklist
When you log in to your Foundant GLM site do you feel that your Dashboard looks more cluttered with requests than it should be? Does your list of active organizations, or list of active processes seem too long and need to be trimmed down? Do you have applicants who have created duplicate organization accounts? Well, it sounds like you’re ready to...
Sort Order Saving on Workload Pages
On pages where there are tables of data that can be sorted, the sort order on each table will be saved for each user across sessions. These pages include the Payment Tracking page, workload pages (buckets on the dashboard), etc. For example: If a user sorts the list of requests on the Application Submitted workload page by project name, then naviga...
Linking Text in the Rich Text Editor
Linking Text in Editor Tutorial: 1. Highlight the text you would like to attach the link to. 2. Click on the link (chain) icon. 3. Enter the web address of the hosted document into the pop up box. 4. Click Insert 5. When you are finished the question will look like this: ...
Status Change Log
As an administrator, you can access the Status Change Log to view each status change the request has undergone, who made the change, and when. To view the status change summary for a specific request: Access the Request Summary. In the Request tab click Status Change Log under the stage history. The table on the Status Change Log page will display...
Document Viewer
The document viewer allows administrators and evaluators to efficiently view all documents uploaded to a form by an applicant. Workflow for Administrator To access this feature, click the pencil icon next to a form that has attached files. Click Document Viewer. Once the document viewer opens, you'll see a list of all uploaded files on the right-ha...
Does GLM have a feature that searches to see if an organization is on the terrorist watch list?
GLM does offer a search to check an organization's status against the OFAC terrorist watch list via our integration with GuideStar Charity Check. If you open the GuideStar Charity Check tab of the Organization Summary you will see a line item called "OFAC Organization". The response to this item will say "No" if the organization is not on the terr...
Add an Image in the Rich Text Editor
Within the rich text editor (available when editing a process description, email template, instructions in a form question, etc.), you can add an image. Within the rich text editor, place your cursor where you want the image to appear. Click the Image icon. Enter the URL of the image. The image must be hosted online, for example on your foundati...
Sort Workload Page by Multiple Column Headers
In some cases it's helpful to sort items on a workload or search page by more than one column. For example, sorting requests by both process and applicant. Follow these steps to sort by multiple columns: On the page you'd like to sort, click the first column header you'd like to sort the list by. Hold the Shift key down on your keyboard while cli...