Updated February 18th, 2020 by Lauren Neulinger

Sort Universes First on Apply Page

To enable this feature in your site, reach out to the Support team or your CSM. Enabling this feature will cause items on your Apply page to sort in the following order (listed from top to bottom of the page):  Universes  Eligibility Quizzes  All other processes...

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Updated December 20th, 2019 by Lauren Neulinger

Cancel an Installment

Canceling an installment indicates that it is no longer a planned amount to pay, and removes the canceled amount from the Balance for the request. It does not affect the Amount Awarded (Installment Total).  Reach out to the Support team or your CSM if you'd like to enable the ability to cancel installments.  This is the appropriate action if you wan...

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Updated January 29th, 2020 by Lauren Neulinger

Options for Collecting a Budget

A common question asked on a grant application form is one related to the project or program budget. GLM does not currently support building a table-format question, but there are two main options we recommend for collecting this data.  The first option is to create a file upload question. This option fits if you do not want to require applicants to...

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Updated May 31st, 2019 by Lauren Neulinger

Merging Organizations Synced to CSuite

1. Click Search and select Organizations.  2. Enter relevant search criteria, such as Organization, Tax Id, City, and State, then click Search.  Pro Tip: To search for all organizations, leave the search criteria blank. 3. Check the boxes next to each organization that you want to merge.  Note:  If more than one organization is synced/linked with Co...

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Updated December 20th, 2019 by Lauren Neulinger

Decrease the Amount Awarded

If you want to indicate that the Amount Awarded has been decreased or removed for a request, while retaining a record of the original installments, you can add a negative installment to the request.  This is the appropriate action if you want to decrease the Amount Awarded and keep a record of the original installments. If you need to simply remove ...

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Updated December 5th, 2019 by Lauren Neulinger

View Third Party Responder's Dashboard

In order to assist a third party responder as they navigate the site, it can be helpful to view their dashboard. The following steps will allow you to do so.  Click the project name of the request they've been listed as a third party responder for. This will bring you to the Request Summary page for the request.  The project name can be accessed fro...

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Updated December 20th, 2019 by Lauren Neulinger

Options for Adjusting Installments and Payments

Some situations may lead to the need to adjust installments and/or payments for a request. A variety of common solutions are referenced here, but we encourage you to discuss further with your CSM or the Support team if needed.  A specific situation may require more than one solution listed below. For example, if an installment for an award needs to ...

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Updated February 5th, 2020 by Lauren Neulinger

Custom Columns with Universal Application

Custom columns can now be created on workload pages and the Payment Tracking page if you utilize the Universal Application feature.  Custom columns are not yet available for evaluators (in the Your Evaluations tab) if you're using the Universal Application feature. This will become available in a later release. These articles explain how to create c...

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Updated July 19th, 2019 by Lauren Neulinger

Paging on Workload Pages

If Custom Columns are enabled in your site, you may also enable Paging. This allows you to choose the number of items (i.e. requests, Follow Up forms, etc.) to display by default on a workload page. If you receive a high volume of requests, setting a smaller default may help your workload pages load more quickly. At the bottom of any workload page w...

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Updated December 20th, 2019 by Lauren Neulinger

Credit a Payment

If a payment recorded for a request needs to marked as credited (i.e. the payment was returned by the grantee or award recipient), you can enter a negative payment to reflect the situation. This will decrease the Amount Paid and increase the Balance for the request. This is the appropriate action if you want to show that a payment was returned/credi...

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Updated December 20th, 2019 by Lauren Neulinger

Cancel Part of an Installment/Installment with Payments

In some cases, you may need to cancel part of an installment amount. In other cases, you may need to cancel an installment that already has payments recorded. You'll first need to adjust the installments for the request, so that an installment exists without payments in the exact amount you need to cancel.  Read more about how and why to cancel inst...

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Updated October 2nd, 2019 by Lauren Neulinger

User Custom Fields

Overview Custom fields can be added to the User Registration page. This page is part of the registration process when a new applicant creates an account.  The data collected in these fields is visible in a user's User Summary. Contact your CSM to add or edit custom fields on your User Registration page. Custom Fields All question types except File U...

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Updated October 7th, 2019 by Lauren Neulinger

Universal Application Reporting

If you utilize the Universal Application feature in your SLM site, the following details will help as you choose pre-filters for a data set. Please refer to Goal 7 in the Base Camp Learning Lab for a detailed tutorial on the basics of building data sets if needed. When choosing pre-filters, you will see each opportunity within your universe listed a...

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Updated October 8th, 2019 by Lauren Neulinger

Applicant Tutorials - Universal Application

The following step-by-step tutorials can be shared with your applicants. These tutorials are specific to sites using the Universal Application feature. You may provide the links in your Logon Page message, on your organization's website, or send them directly to applicants.  Applicant Tutorials  Written Tutorial Video Tutorial - Registration Video T...

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Updated November 27th, 2019 by Lauren Neulinger

Evaluator Tutorials - Universal Application

The following step-by-step tutorials can be shared with your evaluators. These tutorials are specific to sites using the Universal Application feature. Select the "side by side" versions if you've enabled the side by side feature for your evaluation stages.  Staff Evaluator Tutorials Staff Evaluator:  Written Tutorial Video Tutorial Staff Evaluator ...

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Updated January 20th, 2020 by Lauren Neulinger

Options for Evaluating Follow Up Forms

If your workflow includes evaluating a grantee/scholarship recipient's follow up forms, the best practice options in GLM/SLM vary based upon the tools included in your license level. Reach out to your CSM if you'd like to discuss any of these options in more detail. Limited or Basic License: Add the questions for evaluation on the follow up form. Se...

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Updated January 22nd, 2020 by Lauren Neulinger

Set User Password Policy

You can choose to set a password policy for users in your GLM/SLM site. Reach out to the Support team or your CSM if you would like to enable the ability to do so. The requirements you choose will apply to all users (across all roles) in your site who set or reset their password going forward.   You can also configure the maximum failed attempts all...

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Updated October 11th, 2019 by Lauren Neulinger

Grants Manager Permissions Definitions

With the Custom Grants Manager Permissions feature, the following permissions can be turned on or off for grants managers in your site.  This is an Advanced license feature. Please reach out to your CSM if you'd like to discuss license options.  Manage Users Create, edit, or delete users.  Manage Organizations (GLM sites only)  Create, edit, or dele...

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Updated October 17th, 2019 by Lauren Neulinger

Process Visibility Types

Below are the available process visibility types. Select the appropriate type in the Edit Process Summary section of a process. Public The process is visible to all applicants on your Apply Page when turned on.  Any applicant can apply within the process.   Restricted This visibility type requires you to set an access code for the process. The proce...

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Updated August 13th, 2019 by Lauren Neulinger

Merge Duplicate Users

Overview Duplicate users with the role of applicant or with no role may be merged. For GLM sites, these users must also belong to the same organization in the site. Common scenarios for merging users include:  After merging duplicate organizations, you might notice duplicate users (i.e. someone was entered as the Executive Officer during registratio...

1 min reading time
Updated January 29th, 2020 by Lauren Neulinger

Process Stages and Colors

Process stages are the distinct steps a request for funding may go through. For example, the application and evaluation stages. You as the administrator can choose which steps to include in a process, but the application and decision stages are required.  Clicking on a stage opens more details. If it's an optional stage (i.e. the LOI or follow up st...

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Updated January 20th, 2020 by Lauren Neulinger

Create a Canceled Installments Report

If you have canceled installments for requests in GLM/SLM, the steps below will help you run a report to view that information in one place, and to view the remaining installment balance for a process(es).  For a refresher on the basics of building a data set and running a report, refer to the Reports & Data Sets section of the Knowledge Base.  ...

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Updated October 2nd, 2019 by Lauren Neulinger

Organization Custom Fields

Overview Custom fields can be added to the Organization Registration page. This page is part of the registration process when a new applicant creates an account. The data collected in these fields is visible in an organization's Organization Summary.  Contact your CSM to add or edit custom fields on your Organization Registration page. Custom Fields...

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Updated September 30th, 2019 by Lauren Neulinger

Applicants Can't Access a Process

Problem You intend for a particular process with public visibility to be accessible, but applicants are not able to see the process on your Apply Page.  Normal Behavior When within the date range for a process (with public visibility), it should show up on your Apply Page along with the Apply button. Solution From the Dashboard, click Tools in the u...

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Updated December 20th, 2019 by Lauren Neulinger

Canceled Installments with CommunitySuite Integration

If you utilize the integration between GLM/SLM and CommunitySuite, installments should only be canceled or reinstated within CommunitySuite.  Reach out to the Support team or your CSM if you'd like to enable this feature in GLM/SLM (allowing the canceled installment status to sync to GLM/SLM). For a request synced between GLM/SLM and CommunitySuite:...

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Updated December 20th, 2019 by Lauren Neulinger

Remove an Installment

You can remove an installment for a request, which will automatically decrease the Amount Awarded. This is the appropriate action if you want to remove an installment and decrease the Amount Awarded, and do not need to keep a record of the original installments. An installment with payments recorded cannot be removed. If you want to decrease the Amo...

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