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 Processes and/or specific Requests. To use this feature, you must also have the Grants Manager role turned on in your site. Please contact support at support@foundant.com to have the role enabled. To assign a Grants Manager to a entire pro...
Using Process-User Assignment
To use the Process-User Assignment tool, go to the Process Manager page and select the process you would like to unassign (or reassign) a Grants Manager to by clicking on the process name. Select the Assign Users button in the upper right hand side of your screen. This will show you a list of all Grants Managers within your site. You can deselect an...
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 ...
Creating Question Branching Forms
In the first question group of your form, add any questions you intend to build question branching rules off of. Using the Fiscal Sponsor example, build the Fiscal Sponsor radio button question with the response options of Yes or No. Now add your question branching group. This will be the group of questions that appear when triggered by the applic...
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...
Third Party Workflow
Once you have completed building your form, including the third party question groups, and you've built your automatic third party email notification and connected it to the process you can turn the process on and begin to use it. When the applicant fills out the form they will enter the email address of the third party that will be responding and c...
Building Third Party Response Questions
Third Party is an advanced feature. 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 Process Manager. The forms that can use third party questions are: LOI’s, Applications, Evaluations, and Follow-Ups. To add th...
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...
Steps for Third Party Responder
When an applicant is working on their application and they complete a Third Party Request field two emails go out. One email composed and set from the applicant and one email automatically sent from the Foundant system that contains a link to the form that the Third Party needs to complete. The Third Party should complete all required fields on the ...
View Third Party Responder's Dashboard
In order to assist a third party responder as they navigate the site, it can be helpful to view their dashboard. The following steps will allow you to do so. 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 fro...
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 an advanced feature and is available for those with an Advanced Licenses...
Building Eligibility Quiz Rules and Rule Groups
Within the Eligibility tab of Update Process page, you can view and edit the Eligibility Rules specific top 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 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...
Editing An Eligibility Form
Once an Eligibility Form has been added to a process, you will have the option to change, edit or remove the form. This can be done from the Eligibility Stage of a process, above the form on the right side of the page. Note that after a form has been used, even if it has not been submitted, you will no longer be able to change or remove a form, o...
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 Center Overview
The Eligibility Center is the centralized location to search for, view and manage Eligibility Quiz forms and results. Eligibility Center is part of the Eligibility Quiz feature and is available to clients with an advanced Scholarship Lifecycle Manager or Grant Lifecycle Manager license. The Eligibility Center is accessible from the top navigation me...
Eligibility Center: Results
In the Eligibility Results tab you can view applicants pass/fail status for each process for each Eligibility Form submitted. For example: If an applicant submits an eligibility quiz that is tied to 10 processes the applicant would appear in the eligibility results page 10 times - one time for each process. The applicant will have a Pass/Fail status...
Retesting Eligibility
From the Eligibility Center, you have the option to retest an Applicant's eligibility. There are a couple scenarios that may lead to retesting: An eligibility rule has changed, Additional eligibility rules have been added, or An applicant has notified you that one or more of their eligibility responses have changed. For example, if an applicant has ...
Eligibility Center: Forms
The Eligibility Forms tab can display a list of all Eligibility Forms and the number of Active and Inactive Processes each form is attached to. Please be advised that Active refers to processes that are turned ON and Inactive refers to processes that are turned OFF. To view the specific processes a form is attached to click the Active or Inactive p...
Eligibility Center: Submissions
The Eligibility Submissions tab includes all submissions for each Eligibility Form for each Applicant. The purpose of this tab is to reopen Eligibility Form(s) for specific applicants. You can reopen an Eligibility Form for an individual applicant by clicking the Reopen Eligibility to the right of the applicable applicant. You may reopen Eligibility...
Eligibility Center: Eligibility Processes
The Eligibility Processes tab is a list of all Processes with Eligibility Forms. You can Activate/Deactivate any Eligibility Form by toggling the active status icon or you can change multiple forms at once using Batch Actions. You can run Eligibility Rules for any Process with an Eligibility Form by clicking the Retest Eligibility icon. This will a...
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...
Request Copy Overview
Foundant GLM’s Copy Application tool allows administrators and applicants to reuse already completed applications to submit multiple requests within the same process or different processes. For organizations with many scholarship or grant processes, or for “deferred” applications, this can save your applicants hours of time while increasing the accu...
Setting up Copy in Processes
To configure Copy for your processes click on Process Manager in the Navigation Menu Note: Only fields that have the exact same Question Label and field code (code given to a question when it is built) will be available to be copied. This means the question must be a copy of the original question. Select a process by clicking on the name Click on t...
Copy Functionality: Admin Workflow
Choose “Administrators” in the “Edit Process Summary” for both the process you are copying from, and the process you are copying into. Locate a request by searching from Requests & Decisions, Organizations, Users or any workload page. Click on the Project Name to access the Request Summary Page. Select “Copy Request” in the upper right. The tabl...
Copy Functionality: Applicant Workflow
Choose “Applicants” in the “Edit Process Summary” for both the process you are allowing applicants to copy from, and the process you are allowing applicants to copy into. For the process you would like them to copy into, be certain that the Start and End Dates encompass the dates that you would like the applicant to be able to apply (or leave the da...