Updated August 13th, 2019 by Lauren Neulinger

Merge Duplicate Users

Overview Duplicate users with the role of applicant or with no role may be merged. For GLM sites, these users must also belong to the same organization in the site. Common scenarios for merging users include:  After merging duplicate organizations, you might notice duplicate users (i.e. someone was entered as the Executive Officer during registratio...

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Updated May 18th, 2020 by Lauren Neulinger

Add a Shared Question

For details and context about shared questions in general, please refer to this article: Shared Questions. Follow these steps to add a shared question to a form:  In the applicable process, navigate to the form where you want to share the question.  Click Add Shared Question.  Select the question from the list.  If the question already exists on thi...

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Updated July 19th, 2019 by Lauren Neulinger

Paging on Workload Pages

If Custom Columns are enabled in your site, you may also enable Paging. This allows you to choose the number of items (i.e. requests, Follow Up forms, etc.) to display by default on a workload page. If you receive a high volume of requests, setting a smaller default may help your workload pages load more quickly. At the bottom of any workload page w...

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Updated September 8th, 2020 by Lauren Neulinger

Alphabetize Universal Application Opportunities

If you utilize the Universal Application feature in your SLM site, you have the option to alphabetize your opportunities list. Follow these steps to do so with the click of a button:  Navigate to the Applicant Opportunities tab of your Universe. Click Alphabetize Opportunities. The page will refresh, and the opportunities list will adjust into alpha...

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Updated March 4th, 2020 by Lauren Neulinger

Include Related Form Data

When building a data set, consider checking the box for Include Related Form Data if you are changing the output to something other than One Row per Request. This allows data from related forms for a request to appear in a report that might not otherwise show that data.  To explain why this is helpful, consider the example of running a report for ap...

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Updated October 11th, 2019 by Lauren Neulinger

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...

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Updated June 17th, 2020 by Lauren Neulinger

CSuite SLM Settings

Once you’ve created a CSuite Process in SLM , you’ll need to configure your default SLM settings in CommunitySuite. To do this, the process in SLM must be turned on. Please note that these settings only need to be configured if you plan on sending Scholarships from CSuite to SLM. To configure your SLM Settings in CommunitySuite: Navigate to System D...

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Updated April 23rd, 2020 by Lauren Neulinger

Reallocating Funds for COVID-19 Relief Efforts

The scenarios below outline steps to take when reallocating funds to COVID-19 relief efforts for a previously approved request. Taking these steps helps ensure that data is as accurate as possible, both for your records and for the tracking efforts via the COVID-19 approval form field.  Please refer to this article for an overview on the COVID-19 ap...

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Updated November 27th, 2019 by Lauren Neulinger

Evaluator Tutorials - Universal Application

The following step-by-step tutorials can be shared with your evaluators. These tutorials are specific to sites using the Universal Application feature. Select the "side by side" versions if you've enabled the side by side feature for your evaluation stages.  Staff Evaluator Tutorials Staff Evaluator:  Written Tutorial Video Tutorial Staff Evaluator ...

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Updated May 6th, 2020 by Lauren Neulinger

Reset Two-Factor Authentication for a User

Refer to this article for instructions on setting up a two-factor authentication requirement for users: Two-Factor Authentication. Occasionally a user may need to have two-factor authentication reset for their account. For example, if they need to change the authentication app they use. After resetting, the user will need to set up two-factor authen...

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Updated March 3rd, 2020 by Lauren Neulinger

Auto Search on Requests & Decisions Page

Any search parameters you use on the Requests & Decisions search page are remembered by the system when you visit the page again.  The system can also automatically run a search based on those parameters when you visit the page again. This setting is off by default, but you have the option to toggle it on. This setting will only apply to your ac...

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Updated December 20th, 2019 by Lauren Neulinger

Credit a Payment

If a payment recorded for a request needs to marked as credited (i.e. the payment was returned by the grantee or award recipient), you can enter a negative payment to reflect the situation. This will decrease the Amount Paid and increase the Balance for the request. This is the appropriate action if you want to show that a payment was returned/credi...

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Updated October 2nd, 2019 by Lauren Neulinger

User Custom Fields

Overview Custom fields can be added to the User Registration page. This page is part of the registration process when a new applicant creates an account.  The data collected in these fields is visible in a user's User Summary. Contact your CSM to add or edit custom fields on your User Registration page. Custom Fields All question types except File U...

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Updated October 2nd, 2019 by Lauren Neulinger

Organization Custom Fields

Overview Custom fields can be added to the Organization Registration page. This page is part of the registration process when a new applicant creates an account. The data collected in these fields is visible in an organization's Organization Summary.  Contact your CSM to add or edit custom fields on your Organization Registration page. Custom Fields...

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Updated October 17th, 2019 by Lauren Neulinger

Process Visibility Types

Below are the available process visibility types. Select the appropriate type in the Edit Process Summary section of a process. Public The process is visible to all applicants on your Apply Page when turned on.  Any applicant can apply within the process.   Restricted This visibility type requires you to set an access code for the process. The proce...

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Updated September 30th, 2019 by Lauren Neulinger

Applicants Can't Access a Process

Problem You intend for a particular process with public visibility to be accessible, but applicants are not able to see the process on your Apply Page.  Normal Behavior When within the date range for a process (with public visibility), it should show up on your Apply Page along with the Apply button. Solution From the Dashboard, click Tools in the u...

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Updated March 19th, 2020 by Lauren Neulinger

Extend Universal Application Deadline

Please note: this article is relevant if you use the Universal Application feature. Refer to this article if you do not use this feature: Editing Hard Deadlines  If you need to extend a hard deadline for a universe that is already accepting applications, you have a couple of options. Remember that extending the deadline only gives applicants with an...

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Updated May 31st, 2019 by Lauren Neulinger

Merging Organizations Synced to CSuite

1. Click Search and select Organizations.  2. Enter relevant search criteria, such as Organization, Tax Id, City, and State, then click Search.  Pro Tip: To search for all organizations, leave the search criteria blank. 3. Check the boxes next to each organization that you want to merge.  Note:  If more than one organization is synced/linked with Co...

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Updated December 20th, 2019 by Lauren Neulinger

Remove an Installment

You can remove an installment for a request, which will automatically decrease the Amount Awarded. This is the appropriate action if you want to remove an installment and decrease the Amount Awarded, and do not need to keep a record of the original installments. An installment with payments recorded cannot be removed. If you want to decrease the Amo...

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Updated December 5th, 2019 by Lauren Neulinger

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...

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Updated March 24th, 2020 by Lauren Neulinger

Canceled Installments with CommunitySuite Integration

If you utilize the integration between GLM/SLM and CommunitySuite, installments should only be canceled or reinstated within CommunitySuite.  For a request synced between GLM/SLM and CommunitySuite:  If an installment for the request is canceled in CommunitySuite, the installment's status of canceled will automatically update in GLM/SLM.  If the ins...

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Updated December 20th, 2019 by Lauren Neulinger

Decrease the Amount Awarded

If you want to indicate that the Amount Awarded has been decreased or removed for a request, while retaining a record of the original installments, you can add a negative installment to the request.  This is the appropriate action if you want to decrease the Amount Awarded and keep a record of the original installments. If you need to simply remove ...

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Updated January 20th, 2020 by Lauren Neulinger

Options for Evaluating Follow Up Forms

If your workflow includes evaluating a grantee/scholarship recipient's follow up forms, the best practice options in GLM/SLM vary based upon the tools included in your license level. Reach out to your CSM if you'd like to discuss any of these options in more detail. Limited or Basic License: Add the questions for evaluation on the follow up form. Se...

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Updated August 13th, 2020 by Lauren Neulinger

Options for Adjusting Installments and Payments

Some situations may lead to the need to adjust installments and/or payments for a request. A variety of common solutions are referenced here, but we encourage you to discuss further with your CSM or the Support team if needed.  A specific situation may require more than one solution listed below. For example, if an installment for an award needs to ...

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Updated April 23rd, 2020 by Lauren Neulinger

COVID-19 Approval Form Field

You have the option to add the COVID-19 Funding system field to an approval form. This field is designed to allow consistent tracking of funding trends across the sector in response to COVID-19. The use of this field is voluntary and opt-in, as data collected via this field (and other relevant fields, which are detailed in the acceptance pop-up) wil...

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Updated February 26th, 2020 by Lauren Neulinger

Cancel Part of an Installment/Installment with Payments

In some cases, you may need to cancel part of an installment amount. In other cases, you may need to cancel an installment that already has payments recorded. You'll first need to adjust the installments for the request, so that an installment exists without payments in the exact amount you need to cancel.  Read more about how and why to cancel inst...

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Updated July 7th, 2020 by Lauren Neulinger

Add a CSuite Process in SLM

To sync approved Scholarships from CSuite to SLM, you must create a CSuite process in SLM before a Scholarship can be synced. This must be created as a new process and cannot be copied from another process.  Creating a SLM CSuite process is only required if you plan on sending Scholarships from CSuite to SLM. On the Add Process page, the External Ty...

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Updated March 11th, 2020 by Lauren Neulinger

Duplicate Account Creation Warning

When an applicant enters their email address during registration, if their email address already exists in your site they will see the warning message below:  The message prompts them to log in to their existing account, or reset their password if needed. If the user clicks Next, they will see the following warning, and will not be able to continue ...

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Updated March 31st, 2020 by Lauren Neulinger

Conditional Installments

If you utilize the integration between GLM/SLM and CommunitySuite, the Conditional Installment field is available and will sync between CommunitySuite and your GLM/SLM site.  This article explains conditional installments in CommunitySuite: Schedule Grant Payments This is a system field, and can be added to an installment form in GLM/SLM.  You have ...

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Updated May 20th, 2020 by Lauren Neulinger

Quick Navigation

The Quick Navigation feature gives users with an administrator role (including administrators, grants managers, and auditors) the ability to jump to the top or bottom of the page, and to click into the next form in a list. The ability to click into the next form is only available if you have the Paging feature enabled in your site (please contact th...

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Updated February 28th, 2020 by Lauren Neulinger

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...

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Updated February 26th, 2020 by Lauren Neulinger

Cancel an Installment

Canceling an installment indicates that it is no longer a planned amount to pay, and removes the canceled amount from the Balance for the request. It does not affect the Amount Awarded (Installment Total).  This is the appropriate action if you want to keep the original Amount Awarded, while indicating that the award (or part of the award) will no l...

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Updated August 20th, 2020 by Lauren Neulinger

Applicant Can't Submit a Follow Up

Problem An applicant is not seeing an Edit link to access a Follow Up assigned to them. Expected Behavior The applicant can click Edit, fill out their Follow Up form, and submit it. Solution #1 1. Navigate to the request summary page, and click the Follow Ups tab.  2. Double check that the applicant is the contact assigned to that Follow Up.   3. Fo...

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Updated July 30th, 2020 by Lauren Neulinger

Universal Application Reporting

If you utilize the Universal Application feature in your SLM site, the following details will help as you choose pre-filters for a data set. Please refer to Goal 7 in the Base Camp Learning Lab for a detailed tutorial on the basics of building data sets if needed. When choosing pre-filters, you will see each opportunity within your universe listed a...

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Updated March 17th, 2020 by Lauren Neulinger

Attach Follow Up to Overall Award or Installment Form

When assigning a follow up form, you have the option to attach the form to the overall award, or to a specific installment form. The default is to attach it to the overall award, but clicking the dropdown (pictured below) gives the option to select a specific installment. Attaching a follow up to a specific installment doesn't affect your workflow i...

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Updated March 2nd, 2020 by Lauren Neulinger

Save Process Filters

If you apply a process filter when using your site, the system will remember the filter as you navigate your site until you log out.  You also have the option for the system to remember the filter when you log out and log back in. To enable this setting, please reach out to Foundant Support. ...

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Updated June 17th, 2020 by Lauren Neulinger

Sync CSuite Scholarships to SLM

After creating a CSuite Process in SLM and configuring your SLM settings in CSuite, you can sync approved CSuite Scholarships to SLM.  The Scholarship must be Posted in CSuite before it can be synced to SLM. To send a Scholarship to SLM:  While viewing a Scholarship in CommunitySuite, click Edit SLM Options from the left-side menu. In the Scholarshi...

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Updated July 2nd, 2020 by Lauren Neulinger

Set User Password Policy

You can choose to set a password policy for users in your GLM/SLM site. The requirements you choose will apply to all users (across all roles) in your site who set or reset their password going forward.   You can also configure the maximum failed attempts allowed for users to enter their password when logging on, without enabling a custom password p...

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Updated September 14th, 2020 by Lauren Neulinger

Test Universal Application Eligibility Rules

After configuring your eligibility rules, the Test Eligibility page allows you to test the rules, ensuring that they work as intended across your opportunities. Please note that this article is in reference to the SLM Universal Application feature. 1. Navigate to the Eligibility tab of your Universe. 2. Scroll to the bottom of the page and click Tes...

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Updated April 1st, 2020 by Lauren Neulinger

Common Reporting Formulas

The dropdown list when adding a formula to a report contains many useful formulas. Below are some additional commonly used formulas for reference:  Rename values  (for example, if you want to create anonymous labels for evaluators in the report):  IIF([Column] = “Bob”, “Evaluator 1”,IIF([Column] = “Joe”, “Evaluator 2”,IIF([Column] = “Mary”, “Evaluat...

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Updated August 21st, 2020 by Lauren Neulinger

Set Custom Columns for Evaluators

Please refer to this article for an overview and step-by-step instructions on custom columns: Create Custom Columns To create the default custom columns on evaluators' dashboards, go to the Your Evaluations tab on your own administrator dashboard to add fields.  This will set the default custom columns that evaluators (any users with assigned evalua...

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Updated October 8th, 2019 by Lauren Neulinger

Applicant Tutorials - Universal Application

The following step-by-step tutorials can be shared with your applicants. These tutorials are specific to sites using the Universal Application feature. You may provide the links in your Logon Page message, on your organization's website, or send them directly to applicants.  Applicant Tutorials  Written Tutorial Video Tutorial - Registration Video T...

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Updated March 31st, 2020 by Lauren Neulinger

Custom Columns with Universal Application

Custom columns can now be created on workload pages, the Your Evaluations tab (for evaluators) and the Payment Tracking page if you utilize the Universal Application feature.  These articles explain how to create custom columns:  Create Custom Columns  Advanced License Custom Columns  When creating custom columns on a workload page, if you set a col...

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Updated May 21st, 2020 by Lauren Neulinger

Two-Factor Authentication

If you enable a custom password policy in your GLM/SLM site, you also have the option to require two-factor authentication for users. This requirement is configured by user role.  Two-factor authentication is an additional layer of security. It requires a user to enter both their password and a verification code to log on to a site. When enabled in ...

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Updated July 2nd, 2020 by Lauren Neulinger

Batch Approve Installments

For requests synced from GLM/SLM to CommunitySuite, and requests synced from CommunitySuite to GLM pre-approval, installments must be approved in GLM/SLM before they can be paid in CommunitySuite. Refer to these articles for more details: Pay Synced Requests (GLM), Pay Synced Scholarships (SLM).  You also have the option to batch approve installment...

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Updated March 17th, 2020 by Lauren Neulinger

Follow Up Forms and Field Codes

When copying most forms (i.e. LOI, Application, etc.) into a new process, the background field codes for questions on the form will be the same in the new process. Copying a follow up form (either the same form again in the same process, or into a new process) is an exception.  When you copy a follow up form, the question field codes will be differe...

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Updated February 26th, 2020 by Lauren Neulinger

Zoom Meetings - FAQ and Troubleshooting

The Foundant team uses Zoom for video/audio conferencing. Zoom meetings allow participants to share their screen, which is allows your CSM to demonstrate how to navigate the software, or for you to point out something specific to your CSM. Participants in a Zoom meeting also have the option of turning on their webcam, which brings a face-to-face ele...

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Updated May 18th, 2020 by Lauren Neulinger

Shared Questions

Shared questions allow you to share a question and its response from one form to another, within the same process. Refer to this article for instructions on adding a shared question to a form: Add a Shared Question. Common use cases include:  Reminding an applicant of their response to an LOI question while they're completing the application.  Showi...

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Updated January 20th, 2020 by Lauren Neulinger

Create a Canceled Installments Report

If you have canceled installments for requests in GLM/SLM, the steps below will help you run a report to view that information in one place, and to view the remaining installment balance for a process(es).  For a refresher on the basics of building a data set and running a report, refer to the Reports & Data Sets section of the Knowledge Base.  ...

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Updated January 29th, 2020 by Lauren Neulinger

Options for Collecting a Budget

A common question asked on a grant application form is one related to the project or program budget. GLM does not currently support building a table-format question, but there are two main options we recommend for collecting this data.  The first option is to create a file upload question. This option fits if you do not want to require applicants to...

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Updated January 29th, 2020 by Lauren Neulinger

Process Stages and Colors

Process stages are the distinct steps a request for funding may go through. For example, the application and evaluation stages. You as the administrator can choose which steps to include in a process, but the application and decision stages are required.  Clicking on a stage opens more details. If it's an optional stage (i.e. the LOI or follow up st...

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