New functionality added in this release

1. Renewables - There is an option for renewables now. If the Admin wants to give a renewable award, he does it in Manage Awards, Batch Awards, and also has a new screen called Manage Renewables.

New section for Manage Renewal:
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Select ‘Yes’ to cancel renewal as shown in the below screen.

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2. Collaboration:  Ability to assign a section to collaborator. This is a feature that can be turned on or off by an admin on general information of an application.

Collaboration is working with each other to share a section in order to complete application in best manner.

Collaboration can be enabled on General Information section of an application.

Select ‘Yes’ to enable.

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The collaborator page consists of collaborator and sections to be associated to collaborator.
Select Add Collaborator button.

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In case of existing user, you can search by name or email.

To add a new user to need to click ‘Click here’.

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On the Registration page, enter the following details:

  1. Organization.
  2. Enter First Name.
  3. Enter Last Name.
  4. Select Email (It should be valid email ID, all the communication is sent on this ID).
  5. Provide a Net ID.
  6. Select ‘Include In Communication’ checkbox.
  7. Enter email message to collaborator.
  8. Select Add.

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Once you select OK, collaborator will receive an email.

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Added collaborator is displayed on collaborator screen.

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The following screen appears when you select the ‘Assign Section’ button from the above screen.

Now we will be assigning a section to the collaborator.

Select the section check box.

Select the collaborator from the dropdown.

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Final view of collaboration screen:

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Login with Collaborator:

Select the application under My Collaborations tab.

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You can find the shared section of the application.

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3. Multiple Instances: Ability to allow applicant to apply multiple times to a specific application.

Multiple Instances can be enabled on General Information section of an application.

Select ‘Yes’ to enable

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Choose the application which has already been applied for. Select ‘Start a New Application’ link.

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Provide a description and select Apply button to proceed.

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A pop up window will appear for your confirmation. Select ‘Apply’ to proceed.

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4. Proxy: Ability to allow an applicant to apply on behalf of someone.

To activate proxy for an application, Multiple Submissions should be enabled.

Proxy can be enabled on General Information section of an application.

Select ‘Yes’ to enable

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Choose an application to apply.

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Select Apply for self.

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Provide a description and Apply button to proceed.

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A pop up window will appear for your confirmation. Select ‘Apply’ to proceed.

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In case if you are applying on behalf of someone, select ‘Apply on behalf of someone’.

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Search the applicant you want to proceed with.

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Select the ‘Select’ Hyperlink.

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Provide a description and select Apply button to proceed.

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Once you select apply, the system is navigated to the application and will check for any pre-qualification section that is enabled.

5. Common Application: Ability for the students to apply to multiple applications at a time.

Select Manage common application from Application dashboard screen.

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Select applications from Un-Assigned Grants list and move them to Assigned Grant list.

Select ‘Save & Exit’ to save and return to application.

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Applicant view

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Applicant while submitting an application.

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User experience improvements made in this release

1. Sponsoring Organization – Ability to change the sponsoring organization to any other respective name, which will be reflected everywhere. We change the name in Control Mapping page.

For example: We will change from Sponsoring Organization to Sponsoring Group.

Control Mapping Screen:

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Select ‘Save’ button to save and return.

Changes are reflected throughout the site.

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2. Set up Fund – Ability to add grant related information on individual pages while creating a grant, like add a donor, add a contact, and search filters.

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Select ‘Save & Next’ button to proceed.

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The Admin responsible for the Grant/Fund. You can enter multiple contacts if more than one Admin is responsible for the Grant/Fund.

To add a contact clicks on the Add A Contact button.

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Contacts must already have a profile account set up in the Users Section of this program.

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Adding a Donor to the Fund.

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To add a contact clicks on the Add A Donor button.

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Setting up search filters: This feature is used to help an applicant search for funds, by criteria groups that they may be eligible for, prior to applying. Prior to setting up search filters specific to a Grant/Fund.

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Select Finish button.

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3. Prequalification questions before or after Login: Prequalification section is enabled before an applicant logins into the system and we have added text editor to add Questions for Prequalification.

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Text editor on add Questions for Prequalification:

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Prequalification section is enabled before an applicant logins into the system:

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4. Site settings based – A notification email is send to the application contact when student submits an application. The email is taken from contact details from Application set up.

Setting can be enabled on site setting page.

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5. Manage Application Funds and Manage Funds Criteria Information – This is moved under the Application Setup section.

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6. Custom Fields on Funds - Admin has the ability to change or add the label names on Funds Screen which can be added on site setting page. Labels and their values are displayed on the Fund details screen.

Site Setting Page:

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Fund Screen:

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Fund detail screen:

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7. Show/ Hide deadline for Applications – Ability to specify a deadline for an application can be done on General Information section.

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8. Configure Search message on Search Screen:

The ability to customize the search message on the search screen using site setting page.

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Search screen:

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1. After and before login – Page configuration for students
Ability to set a default page before login and a default page after login for students, which can be set on the site setting page.

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2. Fund detail appears before login once we click on Fund Name on the Search Screen

To continue completing an application you need to click ‘apply’ which navigates you to a login screen or you can directly select the login link from the header to continue applying. In case you want to change the fund, select ‘Return to Search List’.

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3. Awards Report 

Award Applicant page has been enhanced with addition of Average column, Amount awarded to Applicant, and some more columns to Award Reports.

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Award Applicant page has been enhanced with addition of Average column, Amount awarded to Applicant, and some more columns to Award Reports.

4. Required field on Fund Search: Ability to add required field on Fund Search. To enable the select edit icon on Grants search filter section under administration.

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Search view:

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5. Multi-Select Search on Search page: Ability to search with multiple filters like Dropdowns or a combination of both in the Grants Search

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6. Added export to excel and Reviewer name on review status. Review Status screen is updated with export to excel and Reviewer name is added to report.

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7. Fund Name and Award replace on Notify in Awards section. When a user clicks on the Notify button in Awards section. The mail replaces Fund Name and Award details in the mail body.

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Email template:

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Mail content:

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8. Adhoc Report – Added Renewable details and Fund Name to the report. In addition also added the Filter by Review Status Name.

Select Award information while creating report:

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Select the details on setting page.

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Added the Filter by Review Status Name.

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Renewable details on the report:

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9. Master Application changes - The Admin has the ability to decide whether he needs to move/push deleted questions or not to the child applications.

To access this functionality, please navigate to section and questions.

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10. Export to Excel functionality for Reviewers –  The ability for a reviewer to export to excel is added, where in they can export the scores that they have given to all applicants.

Login as reviewer:

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