Evaluators Accessing Follow Ups

The Board Member Evaluator role is the only evaluator role that can view follow ups can only access them using the Requests & Decision tool in the navigation list. To view Follow Ups as a Board Evaluator follow the steps below:

  1. In the upper left corner click on Requests.
  2. Click on the drop down box labeled Status.
  3. From the drop down list choose one of the three statuses:
    • Follow Up Draft - these are follow ups that are being edited by applicants.
    • Follow Up Submitted - these follow ups have been submitted but have not been reviewed by the administrator.
    • Follow Up Complete - the administrator has reviewed these follow ups and marked them complete.
  4. After choosing one of the three statuses click Search. This will give you a list of all the grants with the chosen follow up status.
  5. Click the Project Name next to the grant you wish to see.
  6. In the middle of the next page will be a grid labeled Grant Follow Ups.
  7. Click the View Icon next to the follow up you wish to see.
    • If you wish to view more grants repeat steps 1-7

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