Response No, each form can only be attached to one process. You can copy the form…
This video explains what a "Process" is and what is included. Please Click Here t…
This video explains the different stages in a process and how each stage is used.…
This video explains the benefits of process and copying those processes. Please C…
This video explains how to attach a form to a process. Please Click Here to downl…
This video explains question types and building questions. Please Click Here to d…
This video explains question visibility and required types. Please Click Here to …
This video explains shared questions. Please Click Here to download the written t…
This video explains building an evaluation form and reviews some evaluation form …
This video explains building "Decision" forms and includes examples. Please Click…
The best way to preview what an applicant will see is to log in as applicant: APP…
Currently, it is NOT a feature of GLM to create and send an email merge document.…
The best way to search for all approved grants is to do so through Requests &…
When you edit a form and select "Add Shared Question" it will show you a list of …
You can edit a process name in the Process Manager. Click on the process name, th…
Click on Approved. Click on the Project Name of the grant you want to assign a fo…
Mail merge is a useful tool to create a set of documents that are essentially the…
If the reviewer cannot see the answers because the font is light grey, they can c…
Overview This tutorial provides the steps on how to changa a Process Name, Proces…
"Bad HTML" is caused when cutting or copying and pasting text into the Foundant s…
If you would like to view some example forms from other clients, follow the steps…
This function allows an applicant to send a request email to a third party and th…
When a third party is having trouble answering questions or uploading documents t…
Do you want to see how other GLM users are instructing their applicants about reg…
Below are links to videos that specifically demonstrate the applicant registratio…
This answer will outline the workflow that an evaluator with the Board Member rol…
If the status of the request is Follow Up Complete or Submitted you can now rever…
This feature allows you to set the due date for your follow ups within the proces…
Click HERE to download the "Grant Request Workflow" diagram.…
Click HERE to view the new feature, "Auto Assign Follow Ups". This video explains…
When multiple follow up forms are assigned to a grant they are displayed to the g…
The Process Status Bar shows up in the Process Manager and on the Update Process …
When a process is created or copied, the new process or copy will show up at the …
Log in problems are most commonly caused by the following issues: The user is usi…
If you are using Windows: Press the PrtScn (Print Screen) button in upper right o…
There are several changes that can be made to a follow up after it has been assig…
Deleting a request will remove the grant request from the system; it will not be …
Status Definitions: LOI Draft - The LOI is being completed by the applicant but h…
Grant Lifecycle Manager now offers a Checkbox List (Multi Select) question type f…
Applicants cannot enter HTML in their answers. HTML is supported only in the inst…
When an administrator copies a process a copy will be made of all of the forms in…
The addition of the rich text editor has eliminated the need for the use of HTML …
To Mark a Form Complete: From the dashboard click on Submitted. Click the Review …
As an administrator, you can access the Status Change Log to view each status cha…
Scoring questions on evaluation forms are weighted based on the Min/Max range you…
One question we get asked periodically, is how can administrators identify past d…
What is a Nested List? A nested list is a question type that allows administrator…
Response You can activate a process before you have finalized the application for…
To generate a list of abandoned applications specific to a process, follow these …
Administrators have the ability to log in as any user in the system, including ap…
For a brief overview video of Foundant Grant Lifecycle Manager please Click Here.…
The only files we prohibit from being uploaded are executables.…
To abandon a request in draft: Click on Draft in the Dashboard. Check the box to …
I inadvertently returned a form to draft status instead of marking it complete. H…
Public The process is open to all applicants. Restricted The process is only open…
Administrators have the ability to edit applicant, third party and evaluator resp…
Once a form has been created, you can create a .pdf of the form. This file can be…
Active Processes (Turned On) Show up on the apply page, even if the Grant End Dat…
Follow these steps to turn a process On or Off: Log in as an administrator. Click…
Shared Questions are questions that are asked on one form in a process then carri…
When adding forms to a process you can build a new form or you can copy a form us…
Overview GLM offers several question type options. All question types contain a l…
Overview With the release of 5.0.0, GLM added several new question visibility opt…
In order to use a process for manual grant entry it must be active and start with…
Overview This tutorial provides the steps on how to archive a process within GLM.…
Go to the Dashboard and click on Complete. Check the box next to the requests tha…
Text area fields are configured to be within certain character limits to allow ad…
You can see what follow ups have been assigned and are still in the draft status …
Follow these steps to edit an existing payment: Click on the Project Name. Click …
Click on Draft under Follow Up on the Dashboard. Click on the Project Name. Scrol…
A list of forms can be viewed from the Process Manager page by clicking on the Fo…
Overview This tutorial provides the steps required when to move processes, forms …
This answer describes the stages of a grant request goes through as it moves thro…
Overview When a form has been used by an applicant it is locked and not all parts…
Overview This tutorial provides the instructions on how to make a question requir…
To Add New Questions to a form follow these steps: Click on the Process Manager w…