CSuite GLM Settings

Once you’ve created a CSuite Process in GLM, you’ll need to configure your default GLM settings in CommunitySuite. Please note that these settings only need to be configured if you plan on sending Grants from CSuite to GLM.

To configure your GLM Settings in CommunitySuite:

  • Navigate tot System Data from the Home page.
  • Click Edit from the left-side menu.
  • To the right of Send Grants to GLM, click the drop-down menu and select from the following defaults:
    • Enabled - Pre Approval:
      • This option requires you to send grants to GLM for approval. You will not be able to move forward with the grant process in CommunitySuite until the grant has been approved in GLM.
    • Enabled - Post Approval:
      • This option requires you to approve or deny the grant in CommunitySuite. Once the grant has been approved, you’ll be able to send it to GLM for reporting purposes.
    • Disabled:
      • Disables the ability to Send Grants to GLM.
  • Scroll to the bottom of the page and click Save.
  • Next, select Edit from the left-side menu.
    • Under Send Grants to GLM, you will see that three new fields have populated.
  • To the right of Default GLM URL KEY, select the default GLM site that you want to send Grants to.
  • To the right of Default GLM Process Name, select a default GLM Process.
  • And to the right of Default GLM Status, select a Default GLM Status. The selected status will be assigned to the Grant when it’s received by GLM.
    • Please note that the Default GLM Status options will change depending on which approval workflow you choose.
      • The Pre Approval workflow will give the following Default GLM Status options:
        • ApplicationComplete
        • ApplicationDraft
        • ApplicationSubmitted
        • ApprovalDraft
      • The Post Approval workflow only gives the Approved option in Default GLM Status.
  • Scroll to the bottom of the page and click Save.

The GLM Defaults in System Data can also be applied at the Fund and Grant level. They are applied to Grant(s) in the following hierarchy:

  • Grant
    • Grant defaults will override the defaults within the related Fund(s) and System Data.
  • Fund
    • Fund defaults will override the defaults within System Data, but will not override Grant defaults.
  • System Data
    • If no defaults are applied to the Grant or related Fund(s), the defaults from System Data are applied. 

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