Follow Ups for Non-Applicants
The Follow Ups for Non-Applicant feature allows administrators to assign Follow Up forms to users other than the applicant or members of the applicant’s organization. This includes "internal" users with Administrator, Grants Manager, Board Member and Staff Evaluator roles. This is an advanced feature. If you have an advanced license and this feature...
Process-User Assignment Overview
The Grants Manager Assignment feature allows administrators to assign users with the grants manager role to a process(es) and/or specific requests. Please note that this is an Advanced license feature. Reach out to your CSM with any questions regarding your license and included features. To use this feature, you must also have the grants manager rol...
API Data Sets
API Data Sets can be used to automatically pull a data set created within your Foundant site to an external software such as Salesforce or an accounting system. Setting up an API with your external software does require a general knowledge of software coding and is not performed or supported by Foundant. API Data Sets are an advanced feature and are...
Set Custom Grants Manager Permissions
The Custom Grants Manager Permissions feature allows administrators to edit the permissions of each grants manager in the site. You may edit the default permissions for all grants managers, or for an individual grants manager. This is an Advanced license feature. Please reach out to your CSM if you'd like to discuss license options. Edit Default Gra...
Grants Manager Permissions Definitions
With the Custom Grants Manager Permissions feature, the following permissions can be turned on or off for grants managers in your site. This is an Advanced license feature. Please reach out to your CSM if you'd like to discuss license options. Manage Users Create, edit, or delete users. Manage Organizations (GLM sites only) Create, edit, or dele...
My Organization Chart Hierarchy
The hierarchy created in the Organization Chart will affect what Information a user is able to view on the Organization Chart page. The following is a possible hierarchy that may be created in the My Organization Chart. Notice that Admin Sammy has been added to the chart twice under two different Program Officers. In this situation, Admin Sammy is ...
Advanced License Custom Columns
With the Advanced license (or as a selected feature within the Standard +2 license), users can create unique custom columns specific to their account. Reach out to the Support team to enable this setting in your site. Users with the following roles have the ability to edit custom columns: Administrator Grants Manager Board Member Staff Evaluator Y...
Building Third Party Response Questions
Third Party Response Questions in GLM are an Advanced feature and Standard+2 feature. Third party response questions are available for all licenses with SLM. If you have purchased this feature and you do not see it in your site please contact support to have it turned on. Questions requiring a third party to respond are built into the form in Proces...
Building Third Party Email Templates
Once you have built a form that includes a third party group you will need to build an email template to be sent to the third party responders. To build the template, go to the Email Templates and add a new template. In the body of the email add instructions for the third party. When the email is sent, a link to the third party questions and the app...
Third Party Workflow
This article explains the steps for you to take when an applicant requests a response from you as a third party. For example, this could be a request for you to write a letter of recommendation, or for you to upload a specific document. Please note that your responses or any documents you upload as a third party are not visible to the applicant. Thi...
Access Third Party Dashboard
As an administrator, follow the steps below to access the third party dashboard for a particular third party responder. Click the project name of the request they've been listed as a third party responder for. This will bring you to the Request Summary page for the request. The project name can be accessed from a workload page on your dashboard, fr...
Adding an Eligibility Quiz to a Process
The Eligibility Quiz feature allows administrators to create a form for the initial stage of a single process or for multiple processes to determine eligibility for those processes. Eligibility is determined based on rules attributed to the eligibility form. Eligibility Quiz is a feature included in the Advanced license. By default, the Eligibility ...
Building Eligibility Quiz Rules and Rule Groups - SLM
Within the Eligibility tab of the Update Process page, you can view and edit the eligibility rules specific to that process. Remember that eligibility forms can be shared across multiple processes, but the rules must be specific to each process. All rules must be created within a group, and all groups must have to same rule operator (either AND or ...
Activating the Eligibility Form
While building the Eligibility Form and adding the Eligibility Rules the Eligibility stage should be Inactive and the form/rules should also be inactive. Once the Eligibility Form has been built and the rules added and tested then you will want to turn the form/rule on (Active) and that will also change the Eligibility stage to Active. When the Elig...
Testing Eligibility Rules
Once you have created your Eligibility Form and Eligibility Rules, the next step is to test the rules. To do this answer the questions on the Eligibility Form and then click on the button Test Answers. After clicking on Test Answers you will see a screen that looks like the following: The results will be broken up by the Rule Groups showing each gro...
Eligibility Quiz: Applicant Workflow
If your process utilizes an Eligibility Quiz, the applicant workflow has a few differences from the workflow without an Eligibility Quiz. On your Apply page, any active Eligibility Quizzes will sort above processes without an Eligibility Quiz. If you've added a description to the quiz, it will appear here. After clicking Start Eligibility Quiz, th...
Eligibility Center for Eligibility Quiz
If you're using the Universal Application feature, please refer to this article instead: Eligibility Center for Universal Application Overview The Eligibility Center is a page that allows you to search for, view, and manage eligibility quiz results and forms. Each tab on this page gives you specific search and action options. To access this page, c...
Building Eligibility Quiz Rules and Rule Groups - GLM
Within the Eligibility tab of the Update Process page, you can view and edit the eligibility rules specific to that process. Remember that eligibility forms can be shared across multiple processes, but the rules must be specific to each process. All rules must be created within a group, and all groups must have to same rule operator (either AND or ...
Adding an Eligibility Form
There are three options when adding an eligibility form to the Eligibility stage of your process. These include creating a new form, copying a form, or adding a form that already exists. There are different scenarios when each option should be used, see below for descriptions. Create New Form: Use this option when you need to create a form from scr...
Copy Functionality
The copy functionality allows administrators and/or applicants to copy an existing request to create a new request. Copies can be created in the same process or a different process depending upon how you configure this feature. This feature can save your applicants hours of time and reduce traditional copy and paste errors. The copy functionality i...