Updated April 19th, 2018 by Brita Whisler

Retesting Eligibility

From the Eligibility Center, you have the option to retest an Applicants eligibility. There are a couple scenarios that may lead to retesting: An eligibility rule has changed, Additional eligibility rules have been added, or An applicant has notified you that one or more of their eligibility responses have changed. For example, if an applicant has r...

1 min reading time
Updated January 14th, 2019 by Brita Whisler

Sync SLM Requests to CSuite

To sync a request to CommunitySuite, the request must have an Approved status in SLM. This means the request is currently housed in the Approved and/or All Open Approvals workload page. Additionally, only requests that do not have any payments associated with them may be synced. You can sync the request from two locations: Within the Request Summary...

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Updated September 23rd, 2019 by Brita Whisler

User Role Selector

Users can be given multiple roles within the system, this is often used by people with multiple roles within a Foundation, or by Administrators to test Applicant or Evaluator experiences in their Sandbox sites.  If a user does have multiple roles selected, the Role Selector will appear in the top right corner of the page. This Role Selector is used ...

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Updated April 18th, 2019 by Brita Whisler

Enable Short Links for Processes

Turning on the Enable Short Links for Processes feature allows administrators to share a direct short link to the initial form in a process. When this setting is enabled, follow the steps below to copy the short link for a process:  From the Edit Process Summary dropdown in the process, click the link icon next to the name of the process.  Make sure...

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Updated October 11th, 2019 by Brita Whisler

Set Custom Grants Manager Permissions

The Custom Grants Manager Permissions feature allows administrators to edit the permissions of each grants manager in the site. You may edit the default permissions for all grants managers, or for an individual grants manager. This is an Advanced license feature. Please reach out to your CSM if you'd like to discuss license options. Edit Default Gra...

1 min reading time
Updated January 8th, 2019 by Brita Whisler

Applicant Visibility

The Applicant Visibility feature allows an administrator to hide a request from the applicant. Turning on this feature will give you the option to hide the entire Process and any Requests entered into the Process from applicants. Or you can choose to hide any specific Requests on an individual basis.  Once this functionality is turned on in your sit...

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Updated January 14th, 2019 by Brita Whisler

Create MultiFund GLM Grants

You can pay a GLM Grant from multiple Funds by using the Make MultiFund feature. Navigate to Grants from the Home page. In the Grant Buckets window, click GLM. In the GLM Grant Import window, select a Grant Request ID number. Click Make Multifund from the left-side menu. If the Grantee has not been set:  Select Set Grantee from the left side menu. C...

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Updated February 13th, 2018 by Brita Whisler

Follow Ups for Non-Applicants

The Follow Ups for Non-Applicant feature allows administrators to assign Follow Up forms to users other than the applicant or members of the applicant’s organization. This includes "internal" users with Administrator, Grants Manager, Board Member and Staff Evaluator roles. This is an advanced feature. If you have an advanced license and this feature...

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Updated September 4th, 2018 by Brita Whisler

Why did my Green process stage turn Yellow?

Every 4-6 weeks Foundant's Development team releases updates into the software. These releases typically consist of minor bug fixes, as well as functionality enhancements and the addition of brand new features.  Occasionally, these updates result in the addition of new functionality in process stages. In these cases, a stage previously fully configu...

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Updated January 14th, 2019 by Brita Whisler

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 me...

1 min reading time
Updated October 22nd, 2019 by Brita Whisler

Dashboard Tabs

The Dashboard is the is the landing page for any user logging into the site. What is reflected on the dashboard depends on the user’s role, whether or not the user completes evaluations, and if the Follow Ups for Non-Applicants feature has been turned on.  The Open  Requests tab reflects the Administrator’s normal view of the dashboard which contain...

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Updated April 19th, 2018 by Brita Whisler

Testing Eligibility Rules

Once you have created your Eligibility Form and Eligibility Rules, the next step is to test the rules. To do this answer the questions on the Eligibility Form and then click on the button Test Answers. After clicking on Test Answers you will see a screen that looks like the following: The results will be broken up by the Rule Groups showing each gro...

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Updated January 14th, 2019 by Brita Whisler

Pay Synced Requests

You will not be able to pay a grant installment until the corresponding installment in GLM has been marked as Approved. Clicking the Thumbs Up approve icon on the GLM installment or clicking the corresponding Thumbs Up in GLM’s payment tracking will release the scheduled payment for fulfillment in CSuite. Once the payment has been processed through ...

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Updated August 28th, 2018 by Brita Whisler

Eligibility Center: Eligibility Processes

The Eligibility Processes tab is a list of all Processes with Eligibility Forms. You can Activate/Deactivate any Eligibility Form by toggling the active status icon or you can change multiple forms at once using Batch Actions. You can run Eligibility Rules for any Process with an Eligibility Form by clicking the  Retest Eligibility icon. This will a...

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Updated March 12th, 2019 by Brita Whisler

Form Due Dates

When adding a Form to a Process, you will see the option to add a Due Date to the form. You can either set this option to Not Using or select a Specific Date Selecting Specific Date will bring up three more fields you must define before using the deadline. First, you can select the date and time of your due date. Next, you can adjust the Time Zone i...

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Updated May 16th, 2018 by Brita Whisler

API Data Sets

API Data Sets can be used to automatically pull a data set created within your Foundant site to an external software such as Salesforce or an accounting system. Setting up an API with your external software does require a general knowledge of software coding and is not performed or supported by Foundant. API Data Sets are an advanced feature and are...

1 min reading time
Updated August 7th, 2018 by Brita Whisler

Email Deliverability Status

Within the Email History page, you may further filter your search by selecting the Email Statuses that you would like to appear in your search results. You may view Status definitions by clicking the blue info icon on the far right of the Email Status tab. For example: If you only wanted to see emails that “bounced,” or in other words were rejected ...

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Updated January 8th, 2019 by Brita Whisler

Google Translate

You can turn on the Google Translate feature to let users translate the site into their own language. This is a site-wide setting and will be visible for all users who log into your site. This can be turned on from the Settings page by selecting the gear icon at the top of any page. Once this is turned on a Google Translate option will appear near t...

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Updated March 12th, 2019 by Brita Whisler

Editing Hard Deadlines

If you do choose to use a Hard Deadline, you do have the ability to adjust this deadline for each individual requests. You may do so in a batch from the Process Manager page, or from the bottom of any form in the Draft Status.  From the Process Manager page, select the “Update Due Dates” pencil icon to the right of the Hard Deadline toggle. Or from ...

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Updated May 14th, 2018 by Brita Whisler

Deny Requests One-At-A-Time

To deny requests one-at-a-time click on the Project Name link to access the Request Summary Page. Scroll to the bottom of the page and click the “Deny Request” button. This will take you to the denial form where you must complete all of the required fields and then click “Deny Request”at the bottom of the form. This will change the status of the req...

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Updated February 20th, 2019 by Brita Whisler

Adding Decision Comments

Decision Comments may be added from the Comments tab of the Approval or Denial form.  You may also add the Decision Comments Question field to the form itself. Any comments added to either location will sync to both fields.  Only one decision comment can be created for each request....

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Updated January 14th, 2019 by Brita Whisler

Create Multifund SLM Scholarships

You can pay a SLM Scholarship from multiple Funds by using the Make MultiFund feature. Navigate to Scholarships from the Home page. In the Scholarship Buckets window at the top of the page, click SLM. Next, in the SLM Scholarship Import window, select the Scholarship Request ID number. Click the Make Multifund button from the left-side menu. If the ...

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Updated July 16th, 2018 by Brita Whisler

Password Retry Limit

The Password Retry Limit is a security feature that will lock out any user out of the system after 15 consecutive failed attempts.  This number can be lowered to fit the security needs of your Foundation, although Foundant recommends no more than 15 allowed attempts.  Upon reaching the maximum number of attempts, the user will receive the following ...

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Updated June 25th, 2019 by Brita Whisler

Create Custom Columns

As an administrator, you may edit the columns that are visible at the top of each workload page and the Payment Tracking page. You may add up to two additional columns on these pages. This feature is only available to users with a Standard license or above. Please contact Foundant Support to enable this feature in your site. To edit the visible colu...

1 min reading time
Updated May 17th, 2018 by Brita Whisler

Evaluation Assignment Checkbox Symbols

When updating or making additional evaluation assignments, you may see different symbols in the checkbox next to each evaluator's name.  A blank checkbox indicates that the evaluator is not assigned to the selected requests. A checkmark indicates that the evaluator is assigned to all the selected requests. A dash indicates that a portion of the sele...

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Updated May 11th, 2018 by Brita Whisler

System Emails

Within the Email Templates page, there are some default (system) templates that go out automatically when specific actions are taken from within the system. These can be found under the System group on the Email Templates page. They include the email that goes out to an applicant when they initially create their account and when a user forgets their...

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Updated January 22nd, 2019 by Brita Whisler

My Organization Chart Hierarchy

The hierarchy created in the Organization Chart will affect what Information a user is able to view on the Organization Chart page. The following is a possible hierarchy that may be created in the My Organization Chart. Notice that Admin Sammy has been added to the chart twice under two different Program Officers.  In this situation, Admin Sammy is ...

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Updated January 14th, 2019 by Brita Whisler

Updating Foundant Subscription Preferences

To update email subscription preferences, or unsubscribe from all Foundant emails please visit the Subscriptions Preferences Page. ...

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Updated January 14th, 2019 by Brita Whisler

Pay Synced Scholarships

You will not be able to pay a scholarship installment until the corresponding installment in SLM has been marked as Approved. Within SLM you can Approve the installment from: The Payment Tracking page, by clicking the Thumbs Up icon next to to the desired installment. The Award Details tab, within the Request Summary page, by clicking the Thumbs Up ...

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Updated January 18th, 2019 by Brita Whisler

Scholar Snapp Questions

Field Scholar Snapp Group Multiple Possible Answers Syncs Back to Scholar Snapp Activity Activities / References Yes Address Line 1 Personal Info Yes Address Line 2 Personal Info Yes Attached File Essays / Attachments Yes Birth Date Personal Info Yes City Personal Info Yes College Choice Education  Yes Country Personal Info Yes Current Grade Level E...

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Updated April 18th, 2019 by Brita Whisler

Collaborator

The Collaborator feature allows applicants to work together on a single request. This is available for users with a Standard license or above, although it will only be visible from the Applicant's perspective. The following is a tutorial from the Applicants perspective. Once you have started a request you will see the Collaborate button at the top o...

0 min reading time
Updated May 11th, 2018 by Brita Whisler

Reassign a Follow Up to Another User

To reassign follow ups, click into the Request Summary page by clicking on the Project Name. In the Follow Ups tab click Edit Follow Ups. Select the follow ups to be reassigned and choose the correct contact in the Assign To dropdown menu. Click Update Selected Follow Ups. If an email is configured in the process manager to be automatically sent whe...

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Updated January 22nd, 2019 by Brita Whisler

Editing Site Settings

As an administrator, you have the ability to edit certain back end settings within your site. This can be accessed by selecting the Edit Site Settings gear icon from the top of the page. On the Settings page, you will see your License Type, followed by all of the editable settings within your Site. You may use the quick search feature at the top of ...

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Updated March 12th, 2019 by Brita Whisler

Advanced Custom Columns

With an Advanced or Standard +2 Licences users can create unique custom columns specific to their account. If you have this feature turned on and would like to edit the Custom Columns for the entire organization please contact Support....

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Updated June 25th, 2018 by Brita Whisler

Applicant Dashboard

When an applicant logs into their site they are brought to the Applicant Dashboard. This page houses all of the applicants current and historical Requests, as well as contact information and other important data.   From this page, applicants can: View Organization History if you have opted to have this feature turned on.   Sign out of the system or ...

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Updated April 18th, 2019 by Brita Whisler

Applicant Facing Collaborator Tutorials

Applicant Facing Collaborator Written Tutorial: https://drive.google.com/open?id=15NsdFgi3lBmBu0_pp1zj2HZ51I4mx8Wryjrx4FYOmdg Applicant Facing Video Tutorial: https://drive.google.com/open?id=1IHkAEvTD4c-t9BwclyQY_OCdghW5U56B  The Collaborator feature can be used by applicants to add a new user to their organization without having to contact a site ...

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Updated September 10th, 2019 by Brita Whisler

Benefits of Using GuideStar for Grant Applications

Why you should use GuideStar for Grant Applications: Ease of applying for applicants GuideStar database fields will automatically populate into Foundant GuideStar for Grant Applications fields.  To put yourself in a position to utilize future GuideStar for Grant Applications features and updates in your Foundant GLM system To help enrich the philant...

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Updated September 26th, 2018 by Brita Whisler

Installments Auto Configure

By default, the decision stage contains one installment form. However, you may add additional installment forms as needed by clicking the Add Installment Form button then either creating a new form or copying an existing one. If you are recording one time or installment awards you likely only need one installment form as you can use it at the time o...

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Updated December 6th, 2018 by Brita Whisler

Host a File Using Shared Documents

To share a document or include an image within a process, the file must be hosted online before it can be accessed through your site. This can be done using the Shared Documents feature within Foundant.  The following steps will walk you through how to host a file within Share Documents Access the shared documents page under tools in the navigation ...

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Updated June 5th, 2018 by Brita Whisler

Document Viewer

The document viewer is a feature that creates a view only version all documents that have been uploaded to a form. To access this feature, click on the Review icon next to a form that has attached files.  Select the Document View tab above the right-hand side of the form  Once on the Document View page, you will see a list of all uploaded files on t...

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Updated June 28th, 2018 by Brita Whisler

HTML in Email Templates

You have the ability to format the text in your email templates using the Rich Text Editor while composing or editing an email. This is the same editor that is used in the instruction area when adding/editing questions on forms. The options in the rich text editor include: Paragraph Format Bold Italic Underline Numbered & Bulleted Lists Increase...

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Updated January 18th, 2019 by Brita Whisler

Building Scholar Snapp Questions

To utilize this Scholar Snapp select the Add Scholar Snapp Question button from an LOI or Application form.  The Scholar Snapp Profile Questions pop up will appear showing a list of all available fields that can be pulled from a students Scholar Snapp profile.  Select a question and choose Add Selected Question to add the question field to your form...

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Updated January 14th, 2019 by Brita Whisler

Sync GLM Requests to CSuite

To sync a GLM request with CommunitySuite, the request must have an Approved status in GLM. This means the request is housed in the Approved and/or All Open Approvals workload page within GLM. Please note that grants cannot be synced if they have payments associated with them.  Requests can be synced from: The Request Summary of an Approved grant, v...

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Updated January 14th, 2019 by Brita Whisler

Sync CSuite Grants to GLM

You must have an active GLM site and your site must be linked to CommunitySuite to send Grants to GLM. Please speak with your CSM if you're unfamiliar with this process. Navigate to Grants from the Home page. In the Grants window, select a Grant ID. Click Edit GLM Options from the left side menu. In the Grant GLM Options window, the default settings...

1 min reading time
Updated January 14th, 2019 by Brita Whisler

Process Synced Scholarships

After syncing a Scholarship Award from SLM, it needs to be processed in CommunitySuite: Open CommunitySuite and navigate to Scholarships from the Home page. In the Scholarship Buckets window at the top of page, select SLM. The SLM bucket will display synced Scholarship Awards that have not been processed. In the SLM Scholarship Import window, select...

1 min reading time
Updated January 14th, 2019 by Brita Whisler

Add a CSuite Process in GLM

To sync grants from CSuite to GLM, you must create a CSuite Process in GLM before a grant can be synced. This must be created as a new process and can not be copied from another process. Creating a GLM CSuite process is only required if you plan on sending Grants from CSuite to GLM. On the Add Process page, the External Type must be set to Community...

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Updated May 3rd, 2019 by Brita Whisler

Using the Boat Method to Move a Request from One Organization to Another

While requests cannot individually be moved to a different Organization, you can move a contact and with that contact, any requests attached to them will. This is commonly referred to as the boat method. In this situation, we have Henry who is in organization A with his request, and we would like to move this request into organization B.  So we will...

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Updated February 25th, 2019 by Brita Whisler

Question Types: System Questions

On the Decision and Installment forms you will see also see System Questions. These are default fields that typically are only used to add a field that was previously removed.  On the Decision Forms;   Amount Awarded and Award Type will automatically appear on the form. If you do delete these questions and need it to be added back to the form you ca...

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Updated January 14th, 2019 by Brita Whisler

Process Synced Grants

After syncing a Grant Request, it will display within the GLM bucket of the Grants page in CommunitySuite.  Before you can process the Grant, you must set the Grantee and Fund. This can be done in batch or one-at-a time. To process each grant individually:  Select the Grant ID number that you want to process. Click the Set Grantee button and set the...

1 min reading time
Updated February 25th, 2019 by Brita Whisler

Creating Question Branching Forms

In the first question group of your form, add any questions you intend to build question branching rules off of.  Using the Fiscal Sponsor example, build the Fiscal Sponsor radio button question with the response options of Yes or No.  Now add your question branching group. This will be the group of questions that appear when triggered by the applic...

1 min reading time
Updated August 28th, 2018 by Brita Whisler

Editing An Eligibility Form

Once an Eligibility Form has been added to a process, you will have the option to change, edit or remove the form.   This can be done from the Eligibility Stage of a process, above the form on the right side of the page.  Note that after a form has been used, even if it has not been submitted, you will no longer be able to change or remove a form, o...

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Updated February 4th, 2019 by Brita Whisler

Warn Applicants of Existing Requests

Turning on this feature will cause a warning message to appear if an applicant attempts to apply to a Process for which they already have created a request.  The message will provide a link to the existing request, as well as the status and date of the request.    This feature will also turn the Apply button of a Process grey after a request has bee...

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