Manual Request Entry
Administrators can manually enter requests to any existing contact in the system. This can be done via the User Summary page or the Organization Summary page. Please note that you can not manually enter a request to an organization that does not have an existing contact. All requests MUST be tied to a contact in the system. Manually Entering a Req...
Can foundation staff submit for an applicant?
Administrators have the ability to proxy in as any user in the system, including applicants. To submit a form for them follow these steps, it is best to utilize the quick proxy feature from the Form. Locate the form in the Form in its corresponding LOI, Application or Follow Up draft stage. Select the review icon next to the form. Click on the...
Editing Submitted Responses
Administrators have the ability to edit applicant and evaluator answers on any form. Access the Request Summary. Click on the View icon to the right of the form you would like to edit. (i.e. LOI, Application, Evaluation) Scroll down to the response you would like to edit and click on the Edit (pencil) icon. Edit the response and then click S...
Editing a Closed Grant
A closed grant will not show up your Dashboard . You can find it by clicking on Requests & Decisions and searching Closed. When a grant is closed you can: Upload supporting documents Apply payments If you need to make any other changes to the grant you will need to revert the status of the request via Advanced Options in the Request Summary. ...
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...
Guiding Applicants Through the Process
Do you want to see how other GLM users are instructing their applicants about registering, logging in and even completing their grants? Click on any of the links below to see these fantastic examples Website Applicant Pages Grant FAQs How It Works Registration and Login Tips New Applicant Page Log On Page Messaging Click HERE to view this great lo...
Board Members That Are Not Evaluators Tutorial
This Tutorial will outline what a Board Member has access to, how to search for requests, and how to use Shared Documents. Logging In If you already have an account with the grant making organization: 1. Enter your e-mail address, in the e-mail address field 2. Enter the password you were given by the foundation. 3. Press the “Log On” button to en...
Evaluator Facing Tutorials
The tutorials provided below can be shared with your evaluators for easy access to step-by-step instructions. Make sure to pick the tutorial for the type of evaluation you are using (inline or side by side). Evaluator Facing Tutorials: Board Member Role GLM Inline Evaluation: Written Tutorial SLM Inline Evaluation: Written Tutorial GLM Inline Evalua...
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...
Revert the Status of a Request
Go to Requests & Decisions, located under the Search tool in the navigation menu Enter criteria specific to the request you're looking for so the system knows what to search for. (Note: that if requests are in SUBMITTED status you can skip to steps 1-4 at the bottom of this tutorial.) Click Search. Find the grant request you wish to bring back a...