Updated January 30th, 2018 by Hanna Smith

Upload a Supporting Document to a Request

Access the Request Summary , by clicking on the Project Name . (You can use the Request and Decisions search tool if you need help locating the request.)  Click the  Documents tab. Click  Upload a file . Select the document that you would like to upload from your computer. Enter a description and select a document type. Click Save. By default reques...

0 min reading time
Updated April 27th, 2017 by Hanna Smith

Evaluators Accessing Follow Ups

The Board Member Evaluator role is the only evaluator role that can view follow ups (besides the Administrator role). Board Members 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: In the top navigation bar click on Requests & Decisions. Make sure ...

0 min reading time
Updated December 11th, 2017 by Hanna Smith

Question Types: Text Questions

Text questions will accept any type of response as long as it does not exceed the character limit. A “Text Box” is used to capture short answers, typically a response no more than one sentence long. A text box can only accept up to 250 characters and is commonly used to capture percentages, GPAs or can be used as a Signature Line. A text box will al...

0 min reading time
Updated July 31st, 2018 by Hanna Smith

Upload a Document to an Organization Summary

Click on Search  in the navigation menu at the top of the page, and then select Organizations . Click on the  Organization Name . This will bring you to the  Organization Summary page. Select the Organization Documents tab and click Upload a File . Select the document that you would like to upload from your computer. Enter a description and select a...

0 min reading time
Updated July 31st, 2018 by Hanna Smith

Creating Weighted Scoring Questions in An Evaluation

There is no exact weighting that can be done within the form itself, but there are other options.  The scoring questions allow you to choose a minimum and a maximum and the range is sequential or in other words, you can't skip numbers. This means you cannot have a scoring question with the options being 2, 4, and 6 but you can have one with the opti...

0 min reading time
Updated September 23rd, 2019 by Hanna Smith

Running a Report

You can run a new report as soon as you have saved the data set by clicking the Run New Report button in the upper right hand corner of your screen. Another way to create a new report is by clicking on the Run Report button associated with a data set you have already created under the "Reporting Data Sets" tab. Once you run a new report your data se...

0 min reading time
Updated May 3rd, 2018 by Hanna Smith

How to Delete a Request Payment

You can edit/delete payment information from the Request Summary Page On the Dashboard, click into the Workload page where the request is currently housed.  Click on the Project Name of the request you want to edit. Click on the Award Details tab. Click to open the installment group that houses the payment you’d like to delete.  Click on the Delete ...

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Updated May 15th, 2018 by Hanna Smith

How to Credit a Request Payment

There are three ways to credit a grant payment.  1. You can make a  negative payment against the installment for the full amount which will preserve the original amount awarded but it will also  look like there is an unpaid balance.  You would want to include information in the payment comments regarding the return funds. 2. You can add a negative i...

0 min reading time
Updated March 29th, 2018 by Hanna Smith

Email Notification Event Types

There are several automatic email notifications that can be sent from your system.  The automatic email notification event type options include: Application Assigned or Assignee Assigned: an automatic email gets sent to the Applicant notifying them that there is an application waiting to be filled out in their site. The approval of an LOI triggers t...

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Updated November 26th, 2018 by Hanna Smith

Exporting Data from Foundant and Importing it into FIMS

This tutorial will walk you through how to export information from Foundant GLM and import it into FIMS. These instructions are specific for importing into the FIMS Grants Module. Exporting Grants/Scholarships from Foundant and Importing Grants/Scholarships into FIMS - It is best practice to prepare your report after recording your decisions in GLM....

2 min reading time
Updated September 26th, 2018 by Hanna Smith

Payment Tracking Overview

Payments can be added to installments via the Payment Tracking page. The Payment Tracking tool makes it easy to track the Amount Committed, Paid and Balance for each installment as well as totals across all installments. Locate the desired installment by performing a quick search or by entering search criteria and performing a full search. If an ins...

0 min reading time
Updated January 8th, 2019 by Hanna Smith

Customize Log On Page Message

You may add custom messaging on your Log On page. The message will appear to the right of the Email Address and Password fields, as shown below.  This can be edited from the Settings page by selecting the gear icon at the top of any page. Here is an example of messaging you may want to use: Welcome to the [Insert Foundation Name Here]’s online grant...

0 min reading time
Updated May 7th, 2018 by Hanna Smith

Building New Data Sets

Creating New Data Sets "Reporting Data Sets" is where you go to select the information you want to include in reporting or to export out of the system. To access the reporting data set tools, from within GLM, click on the Reporting Data Sets tab from the Reports & Data Sets page.  All sites will have five default reporting data sets listed in th...

2 min reading time
Updated October 16th, 2018 by Hanna Smith

How To Assign an Application to a Different User

Make sure the request and the applicant that you want to assign the request to are both assigned to the same organization. Click on  Search  in the Navigation bar and select  Organizations . Search for the organization where the grants and new applicant are. Click the Organization Name . Under Organization Application and Grant History click on the ...

0 min reading time
Updated March 7th, 2017 by Hanna Smith

How to Check the OS Version on an iPad

Go to Settings. In Settings, select General. At the top of the General screen, select About. Under About, check Version....

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Updated January 3rd, 2018 by Hanna Smith

Migration Checklist for Test Imports

Please Click Here to view the Migration Checklist for Test Imports. ...

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Updated February 9th, 2018 by Hanna Smith

Viewing Submitted Forms Outside of GLM

If the reviewer cannot see the answers because the font is light grey, they can click on Application Packet in the upper right corner. This will download a PDF of the application for them to review....

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Updated January 31st, 2018 by Hanna Smith

General Request Workflow Diagram

 ...

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Updated February 20th, 2017 by Hanna Smith

Separate Groups Complete Evaluations Simultaneously

Can I use the two Evaluation forms in the process to have separate groups complete separate evaluations at the same time? You can use both evaluation 1 and evaluation 2 to have separate groups evaluate at the same time or you can actually have one level evaluate and then the next. When you are using both stages you want to think about the timing and...

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Updated January 4th, 2018 by Hanna Smith

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...

1 min reading time
Updated July 16th, 2018 by Hanna Smith

Log In (Proxy In) as Another User

Administrators have the ability to log in (proxy in) as any user in the system without knowing the user's credentials. This allows administrators the ability to submit forms and evaluations for the user they are logged in as. This also proves helpful when attempting to help other users troubleshoot the system.  There are two main ways to log in as o...

1 min reading time
Updated April 12th, 2018 by Hanna Smith

Why did I get an error when I try to run a report?

Did you get this error message when you tried to run a report? There are a few things that could be causing the error you experienced in the reporting tool. My suggestion is that you run through these in this order to find the problem. Some of these will keep you from exporting a data set while others will not cause problems until you try to run a r...

0 min reading time
Updated January 31st, 2018 by Hanna Smith

Password Reset Email Not Received

If a sent email is not showing up in the User’s inbox, there are two places to look to resolve this. Option 1:  The user should check their junk or spam box for the email sent from administrator@grantinterface.com. Option 2:  If the email is not located in the junk or spam box, then they should check their security settings, as it might be blocking ...

0 min reading time
Updated September 6th, 2017 by Hanna Smith

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...

0 min reading time
Updated May 3rd, 2018 by Hanna Smith

Add Installments to an Existing Award

Go to the applicable request summary page. Click the Award Details tab. Click on the  Add Installments  button  Indicate how many installments there will be by entering the number of installments next to each applicable form in the # to Add field. Enter the Initial Due Date next. This date will apply to the 1st installment. Then indicate how many mo...

0 min reading time
Updated January 8th, 2019 by Hanna Smith

Applicants Viewing Requests Submitted Within their Organization

By default applicants can only see the applications that they submitted or requests that have been re-assigned to them. If you would like applicants to see requests submitted by other users at their organization we can turn on the “View Organization History” attribute. There are 2 options when configuring this attribute: 1. All users can view their ...

0 min reading time
Updated March 29th, 2018 by Hanna Smith

User Summary Overview

The User  Summary is created when a user starts their first request in your system. It houses contact info, request history and any comments or documents specific to that user. This feature is available in both GLM & SLM. Please note that the User Summary page in the Grant Lifecycle Manager product contains a tab reflecting Organization informat...

0 min reading time
Updated August 30th, 2019 by Hanna Smith

GuideStar for Grant Applications

GuideStar for Grant Applications allows applicants to populate responses to specific questions on a GLM form using data from their GuideStar profile. Building "GuideStar for Grant Applications" Questions When editing a form, click Add GuideStar Question.   In the pop-up that appears, select the GuideStar question you'd like to add to your form. Then...

0 min reading time
Updated January 8th, 2019 by Hanna Smith

Time Zone

The time zone for your site can be set by Foundant. This setting determines the Time Zone abbreviation that will be displayed in your site’s status change logs, email history logs, etc. This is also time your start and end dates are based off in your processes.  This can be edited from the Settings page by selecting the gear icon at the top of any p...

0 min reading time
Updated January 8th, 2019 by Hanna Smith

Custom User Role Names

The default the User Role Names are Applicant, Staff Evaluator, Board Member, Grants Manager, Auditor, and Administrator. All of these role names can be customized. For example: "Board Member" can be updated to "Committee Members" "Grants Manager" can be changed to "Program Manager" Note: It is best practice to first learn the privileges of each use...

0 min reading time
Updated February 21st, 2017 by Hanna Smith

Updating My Foundant Site (Site Skin) to Match My Website

Has your website changed and your site skin doesn't match? We would be happy to update your site skin for you. Please contact us at support@foundant.com with your updated images/website. Below is a list of the image/color requirements: The header banner for your Logon Page can be 50px to 300px in height and the width must be 1002px The header banner...

0 min reading time
Updated March 29th, 2018 by Hanna Smith

Setting/Updating an Organization's Primary Contact

By default the primary contact will be set as the individual that was entered on the Executive Officer profile page during registration.  The primary contact will be listed as the contact on the print packet cover page whether they were the person that submitted the request or not.  The primary contact will also be listed in the Summary section of t...

0 min reading time
Updated February 8th, 2018 by Hanna Smith

Copy a Form into a Different Process

Each form can only be attached to one process. When you copy the form you do not need make any changes but each form is unique and changes made to one form will not show up on another version of that form. To copy an existing form into a process follow these steps : Click on Tools in the navigation menu, and select Process Manager Click on the Proce...

0 min reading time
Updated March 15th, 2017 by Hanna Smith

Determining What Forms a Shared Question On

When you edit a form and select "Add Shared Question" it will show you a list of every shared question in the process and where it is shared. If it is grayed out it means that it is included in the form you are currently in....

0 min reading time
Updated April 11th, 2018 by Hanna Smith

How To Close Evaluations

From the Dashboard click on Assigned under Application Evaluation (or LOI Evaluation). Click the check box next to the applications/LOIs for which you want to close evaluations. Select Close Evaluations from the Batch Options drop down list at the bottom of the screen. Click OK  to close the evaluation(s). All the requests will now be in Closed on y...

0 min reading time
Updated April 20th, 2018 by Hanna Smith

File Extensions Not Allowed

For security purposes executable file types have been blocked. All other file types are allowed. The disallowed file types are: .a6p .ac .acr .action .ahk .air .apk .app .applescript .awk .bat .bin .cgi .cmd .com .csh .cyw .dek .dld .dmc .ds .ebm .ecf .elf .es .esh .exe .ezs .fas .fky .fpi .frs .fxp .gadget .gpe .gpu .hms .hpf .hta .icd .iim .inx .i...

0 min reading time
Updated March 15th, 2017 by Hanna Smith

Word 2016 Mail Merge Tutorial

Below are links to tutorials on how to mail merge using Excel data.  Mail merge using an Excel spreadsheet Insert mail merge fields Prepare your Excel data for a Word mail merge If a video would be helpful in learning how to use Word 2016 mail merge, click HERE....

0 min reading time
Updated May 7th, 2018 by Hanna Smith

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...

0 min reading time
Updated January 17th, 2018 by Hanna Smith

Merging Duplicate Organizations

Click on Search  in the navigation menu at the top of the page, and then select Organizations . Find the duplicate organizations by performing a search or clicking on the  Duplicate Search  button.  Once you have found the organizations that need to be merged, select them by  clicking the checkbox  next to the organization names. Then, click the Mer...

0 min reading time
Updated October 17th, 2019 by Hanna Smith

GLM/SLM Terms & Definitions

Dashboard - When a user logs into the system, the page that appears is called their Dashboard. Depending on their role, the Dashboard shows different information. Administrator Dashboard - when an administrator logs in, their Dashboard will show all of the active requests in the system.  Active requests include any request that has not been denied, ...

1 min reading time
Updated January 30th, 2018 by Hanna Smith

How to Print Off a List of Form Questions

Once a form has been created, you can create a .pdf of the form. This file can be printed or saved to your computer. After saving it to your computer, you can email the file or upload it to Shared Documents to share with Staff Evaluators, Board Members and other Administrators. Follow these steps to create a .pdf of a form. Click on Process Manager,...

0 min reading time
Updated May 31st, 2019 by Hanna Smith

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...

0 min reading time
Updated July 16th, 2018 by Hanna Smith

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...

0 min reading time
Updated April 11th, 2018 by Hanna Smith

Assign Evaluators to a Single Request

On your Dashboard, Click on LOI Complete or Application Complete (depending on where the request is) Click on the  Project Name of the request Scroll down to the Application Process Status - Application Complete (or LOI) section of the Request Summary page and click on Assign/View Evaluators Select the boxes next to the evaluator names you would lik...

0 min reading time
Updated September 23rd, 2019 by Hanna Smith

How to Build an Evaluation Report

These steps explain how to create a report to summarize evaluation data:  In the Reports & Data Sets tab, click Add New Data Set. Give the Data Set a name and click Create Data Set. Choose the Processes and Request Statuses you’d like to include and click Save Filters. Select the fields you’d like to appear on this report, i.e. Project Name, Org...

1 min reading time
Updated December 6th, 2018 by Hanna Smith

Shared Documents

Shared Documents is a tool administrators can use to upload and house documents in the system. These documents can then be shared with users who have the Board Member, Staff Evaluator and/or Grant Manager role. Types of files commonly housed in Shared Documents: Print packets for evaluators that don't complete an evaluation form Evaluator tutorials ...

0 min reading time
Updated January 8th, 2019 by Hanna Smith

Email Friendly Name

The friendly name is the name that appears as the sender on an emails sent from your site. The friendly name may only contain spaces, letters a-z, and numbers 0-9. No special or foreign characters will be allowed. Example: Test Friendly Name <administrator@grantinterface.com> - where Test Friendly Name is considered the "friendly name". The de...

0 min reading time
Updated October 4th, 2019 by Hanna Smith

Editing the Process Summary

To change process details (such as renaming a process) follow these steps: Click on Process Manager, located under Tools in the navigation menu Click on the Process you wish to edit Click on Edit Process Summary to expand it After Edit Process Summary has been expanded the name, date range, visibility, and description of the process can be changed. ...

0 min reading time
Updated August 7th, 2018 by Hanna Smith

Updating a User's Profile Information

Click Search  in the navigation menu at the top of the page, and then select Users .  Click on the box next to the type of User you're looking for (User Status and Roles) and click Search . Refine your search by entering the user's First and/or Last name at the top. After searching you'll be presented with a list of users that meet your search crite...

0 min reading time
Updated May 9th, 2018 by Hanna Smith

Question Visibility

Questions on forms can have any of the following visibility options: Everyone Completed by applicant Can be “Shared Question” Appears in all print packets Visible to all users. Admin Only Completed by administrators. Can be “Shared Questions”. Included in Administrator Print Packets only. Visible to: Administrators Applicant Only Completed by applic...

0 min reading time
Updated April 11th, 2019 by Hanna Smith

User Roles Defined

Below are the different types of user roles and each has a different level of access. Applicant Create new applicant and organization (registration page). View a list of all active processes with descriptions. Apply for grants with current grant cycles. See the status of grants to which the applicant has applied. (If this attribute is turned on). Vi...

2 min reading time
Updated October 23rd, 2019 by Hanna Smith

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 or add a comment. 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. ...

0 min reading time
Updated August 1st, 2018 by Hanna Smith

Batch Assign Evaluators

Multiple requests can be assigned evaluators when they have one of the following statuses: LOI Complete Application Complete Follow these steps to “Batch Assign” evaluators: On your Dashboard, click on LOI Complete  or Application Complete (depending on request location) Select the Process name from the  Choose Process(es)  button in the top right c...

0 min reading time
Updated May 3rd, 2018 by Hanna Smith

Budgeting Tool

The budgeting tool allows you to view the amount budgeted and funds remaining for your entire organization or for specific processes.To fully leverage the Budgeting tool you must: Complete the budget field in your process summaries.  Record installments for approved awards Record payments By inputting your organization’s budget for each process and ...

1 min reading time
Updated January 31st, 2018 by Hanna Smith

Adding or Removing Evaluators on a Process

In both cases, to add or remove an evaluator you must do so via the process evaluator list within the Process Manager To add an evaluator: Click on  Tools Click on  Process Manager Click on  Process Name for the process you want them to evaluate Select the Process Stage:   LOI  or Application  (depending on which form is being evaluated) Select the ...

1 min reading time
Updated March 15th, 2019 by Hanna Smith

Follow Up Auto Due Date Options

The auto due date feature, if configured, will automatically populate the Follow Up due date at the time of approval, so you do not have to manually add the due date. This tutorial will walk you through the different options available for how the system will automatically generate the follow up due date.  First, choose from the type of Auto Due Date...

1 min reading time
Updated May 3rd, 2018 by Hanna Smith

How to Edit an Installment

Once the installments have been created they must be edited individually. To change an installment on a request: First locate the request you would like to change. It may be in the approved workload page, or you can search for it by using the Request and Decisions search tool.  Click on the name of the Project. Click the Award Details tab. Locate th...

0 min reading time
Updated February 9th, 2018 by Hanna Smith

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...

0 min reading time
Updated September 6th, 2019 by Hanna Smith

Deactivating a User

Users in Foundant GLM have two statuses, Active or Inactive. When a new user is added to your system they are, by default, Active. In order for a user to become Inactive you must manually Deactivate them which stops them from logging into their account. To  Deactivate  an Active user, follow the steps below: From the dashboard click on Search  in th...

0 min reading time
Updated April 19th, 2018 by Hanna Smith

Does GLM have a feature that searches to see if an organization is on the terrorist watch list?

GLM does offer a search to check an organization's status against the OFAC  terrorist watch list via our integration with GuideStar Charity Check.  If you open the GuideStar Charity Check tab of the Organization Summary you will see a line item called "OFAC Organization". The response to this item will say "No" if the organization is not on the terr...

0 min reading time
Updated October 2nd, 2018 by Hanna Smith

How to Batch Close Approved Grants

To batch close, the status of the grant must be Approved or Follow Up Complete. If the status is Follow Up Draft or Follow Up Submitted these grants should be closed one at a time. Any follow ups that have not been marked complete will be automatically be marked complete and cannot be deleted. Click into the Follow Ups Complete bucket. Note that req...

0 min reading time
Updated May 8th, 2018 by Hanna Smith

Differences between an ON process and an OFF process

Active Processes (Turned On) Show up on the apply page, even if the Grant End Date has passed. (New applications cannot be started if the end date has passed.) Public processes show to all applicants. Restricted processes show to applicants after they enter the access code. New grants can be started. If the process contains a Start and End Date new ...

0 min reading time
Updated November 6th, 2019 by Hanna Smith

Guiding Applicants Through the Process

Do you want to see how other GLM/SLM 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 gre...

0 min reading time
Updated March 29th, 2018 by Hanna Smith

Building Merge Templates

Administrators can create  Merge Templates  which can be used to merge information from GLM into word documents or PDFs to be mailed or emailed to contacts and board members.  Merge templates will be built in Word using merge fields generated by GLM.  These templates will then be uploaded to Mail Merge Templates in GLM and grant information can be m...

0 min reading time
Updated May 9th, 2018 by Hanna Smith

How do Applicants check the status of their requests?

By default, decision information and decision statuses, Approved and Denied, are not visible on the applicant dashboard. Applicants can only see “Draft” “Submitted,” “Complete,” and “Abandoned” statuses. Draft for when an LOI or Application are in draft form. Submitted for when an LOI, Application or Follow Up has been submitted. Complete for follow...

0 min reading time
Updated December 12th, 2018 by Hanna Smith

Adding a New User to the System

Click Search  in the navigation menu at the top of the page, and then select Users.  Click on the Add New User button in the upper right hand corner of the page. Complete the profile fields and choose a role (Board Evaluator, Staff Evaluator, Administrator, or Applicant). Only users with the applicant role need an Organization assigned to them via t...

0 min reading time
Updated September 23rd, 2019 by Hanna Smith

Third Party Workflow

Once you have completed building your form, including the third party question groups, and you've built your automatic third party email notification and connected it to the process you can turn the process on and begin to use it. When the applicant fills out the form they will enter the email address of the third party that will be responding and c...

1 min reading time
Updated August 29th, 2019 by Hanna Smith

GuideStar Charity Check Fields

Running a GuideStar Charity Check on an organization in GLM will display the following data.  Field Label Date Generated (Month Day, Year) Time Generated (HH:MM XM EDT) GuideStar EIN - This EIN field is pulled directly from the GuideStar database. It is intended to indicate the historical existence of an EIN, which the GuideStar database archives. I...

1 min reading time
Updated December 6th, 2018 by Hanna Smith

Building Email Templates

The Email Template tool allows administrators to build email templates which can be manually sent or automatically sent in response to a specified event. Follow these steps to build a new email template: 1. Click on the “Email Templates” link under Communications in the navigation menu. 2. To build a new template click on the 'Add New Template' butt...

0 min reading time
Updated September 26th, 2018 by Hanna Smith

How to Send Batch Emails Using Email Templates

Batch email can be sent from the Requests &  Decisions  page, the Users page, or from any of the  Workload  pages on the dashboard. To send a batch email: Go to the list that includes the recipients you want to email. Check the box to the left of the users that you want to email, or you can also use the shift button to select multiple requests a...

0 min reading time
Updated May 8th, 2018 by Hanna Smith

What is Wrong With the Formatting of My Form

"Bad HTML" is caused by  pasting text into the Foundant software. If this text contains formatting this formatting can be pasted with it. This formatting can be the cause of errors on the applicant facing pages. If you have an applicant who has contacted you because their application will not save or the SAVE button does not appear correctly, this "...

0 min reading time
Updated May 7th, 2018 by Hanna Smith

Description of Email Functionality

The system has a number of tools to help administrators use email to communicate with applicants, award recipients and other users.   Emails can be sent to any user in the system including past and pending applicants, award recipients and evaluators. GLM allows you to set up automatic emails, send a single email to everyone in a group that you selec...

0 min reading time
Updated March 29th, 2018 by Hanna Smith

Email Attachments

In order to attach a file to an email in you must first upload the desired file into the system. To do this, click on Email Attachment s as located under Communications  on the navigation bar at the top of the page.  Once in the Email Attachments page, click on  Upload a File , to pick the file you’d like to upload to the system. When you click on c...

0 min reading time
Updated May 15th, 2018 by Hanna Smith

How to Approve Letters of Inquiry (LOIs)

Once a LOI has been marked complete it can be approved for the application to be filled out. To approve a single LOI: Click on Complete  under LOI on your dashboard. Click on the  View Icon to the right of the LOI you want to approve. Scroll to the bottom of the page and click Approve LOI . To approve multiple LOIs: Click on Complete under LOI on yo...

0 min reading time
Updated August 24th, 2018 by Hanna Smith

Process Start and End Dates

Start and End dates can be added to a Process via the Edit Process Summary Dropdown, on the Update Process page. This only affects an applicants ability to start an application and is NOT a deadline to submit a form. Start Date If you have entered a Start Date in the Process Editor for a specific process, the ability for an applicant to start a requ...

0 min reading time
Updated May 7th, 2018 by Hanna Smith

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...

0 min reading time
Updated September 30th, 2019 by Hanna Smith

Copy a Process

It's best practice to copy an existing process in your site when creating a new process, or when preparing for the next annual cycle. Follow these steps to copy a process: From the Dashboard, click Tools in the upper navigation bar, then select Process Manager.   Click the name of the process that you want to copy. Click Copy Process . Give your new...

0 min reading time
Updated October 4th, 2019 by Hanna Smith

How to Turn a Process On

A process must be turned on in order to be visible to applicants. You can do this either individually, or in a batch.  Click on Process Manager, located under Tools in the navigation menu. Select the Off/ On toggle to the right of the process name. Or to turn multiple processes On or Off by selecting the box to the left of the process name, and sele...

0 min reading time
Updated September 30th, 2019 by Hanna Smith

Manual Request Entry

Administrators can manually enter requests for any existing organization or contact in the system. This can be done via the User Summary page or the Organization Summary page.  Manually Entering a Request From the Organization Summary or User Summary page, click the Create Request button located in the Request History tab.  This will direct the admi...

0 min reading time
Updated May 14th, 2018 by Hanna Smith

How to Approve a Request

Requests that are being approved must be approved one-at-a-time. Approve a request by accessing the Request Summary and clicking the Approve Request button.  As soon as the Approve button is clicked, the administrator will be presented with the Approval form.  All questions marked required must be answered before the Approval process can be complete...

1 min reading time
Updated May 3rd, 2018 by Hanna Smith

How to Edit Decision Information After Approving or Denying

To edit decision information after the request has been approved or denied, you must access the “Approval” or “Denial” form housed on the Request  Summary page. Click the “Review” icon to the right of the Decision form to edit it. Answers on the form may be edited by clicking the edit button (pencil icon)  to the right of the field, entering the new...

0 min reading time
Updated March 29th, 2018 by Hanna Smith

Previewing Emails

You have the ability to preview an email, or batch of emails, before sending. This is especially useful if you are using email merge fields and would like to ensure they are pulling the intended information before sending the email. To preview an email, begin the process of sending the email either as a batch or as an individual email from a request...

0 min reading time
Updated May 14th, 2018 by Hanna Smith

Email Receipt Verification

From the Email History page, you have the ability to view the status of emails sent from your site. This can be used to make sure emails from your site are being received by your applicants.  You also have the opportunity to send the email again to confirm receipt of system emails after you have made your safe sender updates.   "Send Email Again" bu...

0 min reading time
Updated January 31st, 2018 by Hanna Smith

Open and Closed Evaluations

Application Evaluations can either be open or closed. Open Evaluations: Evaluations are assigned and in progress. Evaluators can edit scores and comments. Board Member Evaluators cannot see each other's scores and comments but can view Staff Evaluator scores and comments (unless the administrator shared evaluations in the process). Staff Evaluators ...

0 min reading time
Updated March 14th, 2017 by Hanna Smith

Why am I being logged out of the system?

A major reason you may get logged out of the system is because the system has timed out. The will system time out and you are automatically logged out of the system after 90 minutes of inactivity. Another reason that users can be logged off unexpectedly is by being logged in to two separate accounts in the same browser. Try restarting your browser t...

0 min reading time
Updated May 11th, 2018 by Hanna Smith

Changing the Date Format of a Merge Field in Merge Template

The Date format switch (@) specifies the display of a date. Press Alt + F9 to display and edit the merge codes. For example, if using the Master Template you would change the current field { MERGEFIELD Merge_Date } which, by default, is formatted as MM/dd/yyyy and displayed as 01/01/2010 to { MERGEFIELD Merge_Date \@ "dddd, MMMM d, yyyy" } the displ...

1 min reading time
Updated March 17th, 2017 by Hanna Smith

How To Move an Applicant to a Different Organization

Create the new organization if it does not already exist. You can create a new organization from the Organizations page. Click Search  in the navigation menu at the top of the page, and then select Users   and then  Search  for the applicant. Click on the Edit Icon to the right of the applicant's name.  At the top of Update User page in the organiza...

0 min reading time
Updated May 21st, 2018 by Hanna Smith

Request Status Definitions

LOI Draft - The LOI is being completed by the applicant but has not been submitted yet. LOI Submitted  - The applicant has submitted the LOI and it needs to be reviewed by administrators. LOI Complete  - The LOI has been approved bye the administrator, allowing the applicant to move on to the next form. The applicant has not yet started the next for...

0 min reading time
Updated January 31st, 2018 by Hanna Smith

Fax to File

This tool allows users who do no have access to a scanner to use a fax machine in order to get physical documents into a digital format.  To start, click the  Fax to File link on the top menu of the screen. Then click the  Request a Fax #  button and you will be presented with a toll-free fax number You have this number for 20 minutes. Fax your docu...

0 min reading time
Updated May 8th, 2018 by Hanna Smith

Adding Forms in a Process Stage

To add a form to a stage, click on the applicable stage in the status bar. Then click on the “Choose Form” button. A list of the forms in the system that are the same form type (LOI, Eval, App, Approval, Denial, FU) will appear. For example: If you are in the LOI stage, when you click on “Choose Form,” all of the LOIs currently built in the system w...

0 min reading time
Updated January 30th, 2018 by Hanna Smith

Can I Use One Form in Multiple Processes?

Q: Can I use one form (LOI, Application, Evaluation, Follow-up) in multiple processes? A: No, each form can only be attached to one process. However, you can copy the form into another process. When you copy a form you will now how multiple versions of that form. The best practice is to immediately update the name of the new copy of the form. Please...

0 min reading time
Updated March 15th, 2017 by Hanna Smith

Will a dial-up connection pose problems with the application process?

Dial-up is obviously much slower but should not pose a problem. The only thing that may slow a dial-up computer down would be uploading large documents full of pictures, graphs, spreadsheets etc. As far as filling out documentation or making applications, there should be no significant difference....

0 min reading time
Updated March 14th, 2017 by Hanna Smith

Mail Merge Envelope

When creating envelopes with the mail merge tool the letter and the envelope must be merged in separate documents. Please Click Here to view an Example Mail Merge Envelope...

0 min reading time
Updated October 2nd, 2019 by Hanna Smith

What Changes Can be Made to Registration Pages?

There are many items that can be modified throughout the registration process. Here is a list of the items we can and cannot change. Keep in mind that changes to field labels should be kept to a minimum as these fields are connected to the reporting tool.  Items that  can  be modified: Question Labels can be modified. Questions can be made required....

0 min reading time
Updated February 20th, 2017 by Hanna Smith

Safe Sender List Email Instructions

As part of the online grant/scholarship application system you are using, you may receive emails related to your request. The sending address for these emails is: administrator@grantinterface.com If you do not see an email from this address upon registering with this online system, it is likely that your email provider’s spam filter has caught our c...

2 min reading time
Updated January 30th, 2018 by Hanna Smith

How to Archive a Process

Things to note before archiving a process: The process must be turned off to be archived An archived process can be moved back to the active list Applicants will still be able to access their requests – All Data in an archived process is still available through reporting, search requests, etc. How to Archive a process To archive a process follow the...

0 min reading time
Updated March 29th, 2018 by Hanna Smith

How To Run a GuideStar Charity Check

You may run a GuideStar Charity Check by clicking on Search from the top navigation menu in your Live site and selecting GuideStar: Enter the organization’s tax ID and click the Search button. If the organization has a GuideStar Nonprofit Profile, the profile information will populate in your search results. Please note that charity checks completed...

0 min reading time
Updated March 15th, 2017 by Hanna Smith

How to Allow / Block Cookies

To keep update message box from popping up - Allow Cookies Internet Explorer Open Internet Explorer. Click the Tools button (gear icon in upper right hand corner), and then click Internet options. Click the Privacy tab, and then, under Settings, click Advanced. From there you can choose to accept, block, or prompt cookies. Blocking cookies might pre...

0 min reading time
Updated March 29th, 2018 by Hanna Smith

Changing the Number Format of a Merge Field in Mail Merge

Here are a few examples of different number formats that you can use in the Mail Merge Master Template. The Numeric format switch (\#) specifies the display of a number. Press Alt + F9 to display and edit the merge codes. For example: if using the Master Template you would change the current field { MERGEFIELD Grant_Amount } which, by default, is fo...

1 min reading time
Updated May 21st, 2018 by Hanna Smith

How do I host a document on my website so I can link to it from a form?

You will need to have your webmaster help you with this. Follow these steps. Save your document in an older file version of office. This will ensure maximum compatibility with applicants using older software. In some cases you may want to link to an existing, public file on your website. In this case, you may simply right-click on the file link and ...

1 min reading time
Updated May 8th, 2018 by Hanna Smith

What Does Archiving a Process Do

Archived Process: Will show up in the Archived tab at the bottom of the process manager page. Cannot be turned on. Will not affect the workflow of requests that use the process. All data associated with an archived process is still available through reporting, Requests & Decisions, etc....

0 min reading time
Updated April 19th, 2018 by Hanna Smith

Duplicate Organization/Tax ID Warning Message in Registration

The Duplicate Tax ID Warning Message is a measure you can take to help prevent organizations from registering in your site more than once.  When registering, if an applicant enters a Tax ID number that is already registered in the system, the Duplicate Tax ID warning message can appear prompting the applicant to reach out to the site administrator b...

0 min reading time
Updated May 8th, 2018 by Hanna Smith

Process Not Appearing for Manual Request Entry

In order to Manual enter a grant or scholarship, the process must be turned  ON. Additionally, only processes that start at the Application stage can be used for manually request entry. Processes that have an LOI or Qualification stage will not show up in the process list when manually entering grants.  Note: If you need to manually enter a request ...

0 min reading time
Updated March 15th, 2017 by Hanna Smith

Microsoft Excel 2016 Tutorials

The following link will take you to a page that contains many specific Excel tutorials: Excel Training Below are a few tutorials that you may find helpful: Getting started with Excel Add and edit data Create and format tables Pivot Tables Tips for Mac users in Excel...

0 min reading time
Updated March 15th, 2017 by Hanna Smith

Large PDF File Compressor Tool

You can use this tool to compress large PDF files: http://compress.smallpdf.com/...

0 min reading time
Updated April 20th, 2018 by Hanna Smith

Box.com Tutorial

Many administrators use box.com so they can host their documents online.  Once your documents are hosted online you can create links to those documents to include in your GLM forms and processes.  Hosting your documents online gives you the ability to access them from anywhere and makes changes to them as needed. Getting Started with  Box.Com Follow...

0 min reading time
Updated March 7th, 2017 by Hanna Smith

How Many Pages Is 10,000 Characters

The maximum text length on a text area is 10,000 characters. This is approximately three pages, single spaced in 12 point font, when pasted into Microsoft Word. Every word has an average of 6 characters in it. This can help you figure out how many characters you should require if you currently use word limits. One page of text is about 3,400 charact...

0 min reading time
Updated September 23rd, 2019 by Hanna Smith

How do I extract just the year in a report column?

If you want to extract just the year, month, or day from a date column, create a formula   column with the following formulas respectively: Formula : Year([Data Column Name]); Month([Data Column Name]); Day([Data Column Name]) Data Type : Date Display Format : (leave blank)...

0 min reading time
Updated February 1st, 2018 by Hanna Smith

Average Number of Characters Per Word

There is an average of 6 characters per word, this includes one space. For example, if you want to limit an answer to 100 words you would estimate the character count as 600 characters. Also, note that spaces are counted as characters in Foundant GLM. Be sure to account for spaces when creating questions that have character limits on forms....

0 min reading time
Updated November 15th, 2019 by Hanna Smith

Linking Text in the Rich Text Editor

Linking Text in Editor Tutorial:  1. Highlight the text you would like to attach the link to. 2. Click on the link (chain) icon. 3. Enter the web address of the hosted document into the pop up box. 4. Click Insert 5. When you are finished the question will look like this:   ...

0 min reading time
Updated May 7th, 2018 by Hanna Smith

Share Evaluation Function

When “Share” is selected in the process, evaluators will be able to see the other evaluators' evaluations while evaluations are open. To set shared evaluations: Go to Process Manager, located under Tools in the Navigation Menu. Click the process name to edit the process. Click on the process stage  (LOI or Application) Click on the evaluation tab (L...

0 min reading time
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