Updated September 6th, 2017 by Reina Gallion

Evaluation Scoring with Likert Scales

Within an evaluation form you can choose to add "Scoring" type questions. Most often you allow the reviewers to select from a specific range. For example: 1 through 9 Have you defined your scoring range? If not, you can use a Lickert Scale to provide the reviewers with a description of their choice. Important tip: for the score to have meaning, each...

1 min reading time
Updated August 27th, 2018 by Reina Gallion

Eligibility Center: Forms

The Eligibility Forms tab can display a list of all Eligibility Forms and the number of Active and Inactive Processes each form is attached to. Please be advised that Active refers to processes that are turned ON and Inactive refers to processes that are turned OFF. To view the specific processes a form is attached to click the Active or  Inactive p...

0 min reading time
Updated April 13th, 2018 by Reina Gallion

Go Live Checklist

You’ve finalized your first online LOI or Application form and "Going Live" is imminent for your grants or scholarship site.  It’s normal to be a little nervous and you want to ensure you haven’t forgotten anything before toggling the process to “On”.  Your Client Success Manager is there to make sure you’ve dotted all of your “i’s” and crossed all ...

2 min reading time
Updated May 3rd, 2018 by Reina Gallion

Denial Forms (new 5/3/18)

The Denial form is prepopulated with the following fields: Project Name Decision Date Denial Type These fields can not be deleted and they must be completed in order to process a denial. Do note that you can edit the Project Name and Decision Date fields.  You may add custom fields to your denial form. Fields commonly added to the denial form includ...

0 min reading time
Updated May 8th, 2018 by Reina Gallion

Determining if an LOI is Best for Your Organization

The LOI stage in a process should be utilized to screen applicants so you can more easily make a decision early on regarding those who aren’t likely to make the cut, or to funnel applicants to a different funding opportunity where they may be a better fit for their project/program.  Using systems of discernment helps to ensure that only grantseekers...

2 min reading time
Updated January 30th, 2018 by Reina Gallion

Merge Fields

The Merge Field document will contain the following fields in the order below:  Process Specific Questions  – will be shown in this format: Project Name Shared Questions LOI Questions (if Applicable) Application Questions Decision Stage Questions Approval Form Questions Denial Form Questions Request Specific Information – will be shown in this forma...

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Updated May 8th, 2018 by Reina Gallion

Question Types: Special Format Questions

Special Format Questions restrict the type of response that can be entered. Integer questions will only accept whole numbers and will not allow alpha characters or symbols. Integer fields are commonly used for questions such as “Number of people served”. Note that if you are asking for a percentage or GPA, where you need to input a decimal point, yo...

1 min reading time
Updated November 14th, 2018 by Reina Gallion

Copying a Process: The Checklist

The following is a checklist of items in order to ensure you don't miss any steps in when creating a new process from an existing one.  Once you’ve copied the process make sure that you: Update the actual name of the new process. This could mean including the new cycle’s fiscal year, season, quarter, and/or round.  Or you might change the name of th...

1 min reading time
Updated January 31st, 2018 by Reina Gallion

Aggregating Data in Reports

After you add groups to your report, you can aggregate data within that group (or of the report as a whole if you are not using groups). This allows you to perform the following functions: Provide a total S um or an Average for any numeric data in the group Provide the Standard Deviation of numeric data in a group Count the number of rows in a group...

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Updated April 11th, 2018 by Reina Gallion

Side-by-Side Evaluations

Side-by-side evaluations will allow the user evaluating a form to view the evaluation on one side of the screen with the LOI or Application on the other side. This functionality can make a quicker and easier experience for those evaluating forms. This is an optional feature that can be turned on in each evaluation stage by a site administrator. To t...

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Updated May 9th, 2018 by Reina Gallion

Building Eligibility Quiz Rules and Rule Groups

Within the Eligibility tab of Update Process page, you can view and edit the Eligibility Rules specific top that process. Remember that Eligibility Forms can be shared across multiple Processes, but the Rules must be specific to each process.  All rules must be created within a group, and all groups must have to same rule operator, (either AND or OR...

1 min reading time
Updated October 13th, 2017 by Reina Gallion

Request Copy Overview

Foundant GLM’s Copy Application tool allows administrators and applicants to reuse already completed applications to submit multiple requests within the same process or different processes. For organizations with many scholarship or grant processes, or for “deferred” applications, this can save your applicants hours of time while increasing the accu...

0 min reading time
Updated January 31st, 2018 by Reina Gallion

Exporting Data from Reports

Once you have run a report, you can export it to an Excel, CSV, or PDF document. Click the desired export option at the top left of the report and the report will download to your computer.  Tip: Even when you plan on working with the data in Excel, it is often easier to export to CSV, which will normally open in Excel....

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Updated May 8th, 2018 by Reina Gallion

Restore an Archived Process

To un-archive a process follow these steps: Once in Process Manager click on the Archived tab in order to expand it. Select the processes you wish to restore using the checkboxes and press Restore Selected to return them to the Available processes group....

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Updated April 18th, 2019 by Reina Gallion

Manually Assign a Follow Up

Go to the applicable Request Summary Click into the Follow Ups tab If other follow ups have been assigned you will see them listed here Click Assign Follow Ups Select the Follow Up Form(s) to assign. Attach the Follow Up to a specific installment or the overall award.  Enter the Due Date. Select the user to Assign to fill out the follow up. Click As...

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Updated April 20th, 2018 by Reina Gallion

What is a Data Migration

A migration is the transfer of data from your previous grant or scholarship system into Foundant, so all of your historic data lives in one system. The data migration does not include migration of documents, follow ups or other attachments. Migrations are a pro service and the cost is dependent on the number of records you need to have migrated. If ...

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Updated September 26th, 2018 by Reina Gallion

Request Summary Overview

When an LOI or Application is started in the system, a Request is created. The Request Summary houses all of the information related to that request. The “Request Summary” page is accessible by clicking on the “Project Name” link in any of the workload pages, the Requests & Decisions search page, the Payment Tracking page, within the Organizatio...

1 min reading time
Updated April 19th, 2018 by Reina Gallion

Using Process-User Assignment

To use the Process-User Assignment tool, go to the Process Manager page and select the process you would like to unassign (or reassign) a Grants Manager to by clicking on the process name. Select the Assign Users button in the upper right hand side of your screen. This will show you a list of all Grants Managers within your site. You can deselect an...

0 min reading time
Updated January 31st, 2018 by Reina Gallion

Crosstabs in Reports

Crosstabs can be an extremely useful way of seeing the data. In the example below, a crosstab shows the total dollars given within each funding area for each year included in the report. To create a crosstab, begin by clicking the Crosstab button. You will then need to select the column you want to display across the top of your crosstab (the "Heade...

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Updated March 29th, 2018 by Reina Gallion

Upload a Merge Template to your site

Once your letter template is built, with all merge fields pulled into the correct areas, save it to your computer and upload it to GLM. Follow these steps to upload your saved Merge Template into GLM: Click on “Merge Templates” located under “Communications” in the navigation menu at the top of the page.   Click on the “Add New Template” button. Fin...

0 min reading time
Updated January 31st, 2018 by Reina Gallion

Tracking Third Party Responses

The applicant will be able to see the status of Third Party Responses on their dashboard next to the applicable request: The administrator will be able to see the status of the third party responses on their workload pages:...

0 min reading time
Updated January 31st, 2018 by Reina Gallion

Charts in Reports

You can add charts to a report by clicking the Chart button and selecting the chart you want to add. The reporting tool offers different types of charts. Each chart type has slightly different settings necessary to configure it. You may need to experiment with chart types and settings to get the results you want. Common charts: Pie charts and bar ch...

0 min reading time
Updated April 20th, 2018 by Reina Gallion

What is Expert Assist

You have mastered the basics of setting up and launching your giving programs. However, you haven’t had time to learn Reporting, Mail Merge, or other areas of Foundant that would save you a lot of time, and make using the site easier and more professional. Foundant Expert Assist is here to help. With Expert Assist, you will work with your existing C...

0 min reading time
Updated January 8th, 2019 by Reina Gallion

Request Status Updates and Visibility

When a request has been submitted and is under consideration, the applicant will see the decision status of “Undecided” on their dashboard. Once a request has been Approved or Denied, the applicable decision status will appear on the applicant’s dashboard after the preset delay time period has passed. For example: If the decision status is set to a ...

0 min reading time
Updated May 7th, 2018 by Reina Gallion

Create Documents from a Submitted Form or the Request Summary

Administrators can create a merge document for a single request from any Submitted Form, or from the Request Summary  page which can be accessed by clicking on the Project Name link anywhere it is present in the system. To create a merge document from the Form or Request Summary page: Go to the form or the Request Summary. Click on the “Create Docum...

0 min reading time
Updated January 31st, 2018 by Reina Gallion

Report Columns and Paging

You can adjust column widths and column order, hide columns, and change the number of rows that appear in the report. Click and drag a column to another location in the table by placing your cursor in the left side of any column header. This allows you to change the order of columns in the table. Adjust each column's width by placing your cursor on ...

0 min reading time
Updated May 3rd, 2018 by Reina Gallion

Entering Payments

Payments can be entered for Approved requests with at least one Installment. Entering payments allows you to track which installments have been paid and which are outstanding.  Entering payments is not required however it is recommended as a good check and balance with your external accounting system.   You may enter payments through the Request Sum...

0 min reading time
Updated April 19th, 2018 by Reina Gallion

Eligibility Center: Results

In the Eligibility Results tab you can view applicants pass/fail status for each process for each Eligibility Form submitted. For example: If an applicant submits an eligibility quiz that is tied to 10 processes the applicant would appear in the eligibility results page 10 times - one time for each process. The applicant will have a Pass/Fail status...

0 min reading time
Updated January 8th, 2019 by Reina Gallion

Public Apply Page

With the Public Apply Page feature, administrators can give prospective applicants access to a read only view of the “Apply” page. This allows prospective applicants to review grant opportunities prior to creating an account in your system.   By default, this feature is turned off.  This can be turned on from the Settings page by selecting the gear ...

0 min reading time
Updated January 31st, 2018 by Reina Gallion

Activating the Eligibility Form

While building the Eligibility Form and adding the Eligibility Rules the Eligibility stage should be Inactive and the form/rules should also be inactive. Once the Eligibility Form has been built and the rules added and tested then you will want to turn the form/rule on (Active) and that will also change the Eligibility stage to Active. When the Elig...

0 min reading time
Updated January 30th, 2018 by Reina Gallion

Re-activating a User

To Reactivate a Deactivated user, follow the steps below: From the dashboard click on Search in the top navigation key, and then select Users. In the top Filter Criteria area, check the Inactive box and uncheck Active. Enter the name of the user that you want to activate. Click Search. Click the Activate User Icon to the right of the user's informat...

0 min reading time
Updated March 29th, 2018 by Reina Gallion

The Boat Method: Using Follow Ups to Move Questions From One Existing Process to Another

As a lot of you know, every question that you create on a form has an underlying "field code". For instance, you may have two different processes that you created from scratch--your "Spring" and "Fall" processes, perhaps. While you may have the same exact questions (i.e. Amount Requested, Geographic Areas Served, etc.), unless you copied the "Spring...

1 min reading time
Updated March 16th, 2018 by Reina Gallion

Using Formulas in Reports

Formulas offer a powerful way to transform the data in your report. Formulas allow you to perform functions within a report including: Perform mathematical functions on the data in your report Use logical functions to replace data Remove unwanted spaces or shorten text Format a number as currency or a percentage Format dates and time Remove decimal ...

0 min reading time
Updated May 8th, 2018 by Reina Gallion

Question Types: List Questions

List question types allow you to set a predetermined list of answers that the responder can choose from. Checkbox, Dropdown and Radio Button list items may not exceed 100 characters and will appear on the form in the order created. List items may be reordered by dragging and dropping them into the desired order using the 6 dots icon. They can also b...

1 min reading time
Updated August 28th, 2018 by Reina Gallion

Adding an Eligibility Quiz to a Process

The Eligibility Quiz feature allows administrators to create a form for the initial stage of a single process or for multiple processes to determine eligibility for those processes. Eligibility is determined based on rules attributed to the Eligibility form. Eligibility Quiz is an advanced feature and is available for those with an Advanced Licenses...

1 min reading time
Updated October 13th, 2017 by Reina Gallion

Eligibility Center Overview

The Eligibility Center is the centralized location to search for, view and manage Eligibility Quiz forms and results. Eligibility Center is part of the Eligibility Quiz feature and is available to clients with an advanced Scholarship Lifecycle Manager or Grant Lifecycle Manager license. The Eligibility Center is accessible from the top navigation me...

0 min reading time
Updated January 31st, 2018 by Reina Gallion

Sorting & Grouping Data in Reports

Sorting You can sort a report by the contents of a single column by clicking on header of that column. You can also sort based on the data in one or more columns using the Sort button. After clicking "Sort", select the column and order in which you want to sort and click "Add”. You can sort by multiple columns by adding additional columns to sort by...

0 min reading time
Updated September 6th, 2017 by Reina Gallion

GuideStar Updates for Churches & Religious Organizations

GuideStar has changed the way that churches and religious organizations are labeled in GuideStar Charity Check. This change is reflected at GuideStar’s website Charity Check search tool, and will be available in GLM charity checks this fall.  The new language makes these organizations’ tax-exempt status clear, which benefits both the nonprofits and ...

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Updated May 7th, 2018 by Reina Gallion

Search while Building Data Sets

When building or editing a data set you can use the search option in the top right of the page to locate specific fields.  To use the search box, just start typing the label of the question for which you are searching. As you type, the tab titles (Contact, Request, Application, etc.) will be updated with the number of times the text you have entered...

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Updated March 6th, 2017 by Reina Gallion

What is a Jumpstart

A Foundant Jumpstart is a great way to dive right into your new Grant Lifecycle Manager (GLM) solution.  Foundant will build the first draft of your forms for one process: LOI, LOI Evaluation, Application, Application Evaluation, and Follow Ups. Forms are due to Foundant 30 days after your kickoff call. Foundant will complete your Jumpstart within 1...

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Updated September 13th, 2017 by Reina Gallion

Using IIF Statements To Import Your Data Into FIMS

Many GLM users export their data out of GLM into FIMS regularly in order to cut checks and perform other accounting duties.  Some field values differ between GLM and FIMS and therefore can not be imported without manually changing the value in Excel.   For example, in GLM an approved grant’s status can be “Approved, Follow Up Draft, Follow Up Submit...

1 min reading time
Updated May 7th, 2018 by Reina Gallion

Combine/Rename Fields in Data Sets

To manually combine selected fields in a data set: Select the questions you want to report on as described above. Check the box next to them in the "Selected Fields" list on the right side of the screen. Click the box to Combine/Rename Fields When you combine the fields, you need to give the new "combined" field a new name. If you are combining resp...

0 min reading time
Updated April 23rd, 2019 by Reina Gallion

Capturing Fiscal Sponsor Information

The best way to capture Fiscal Sponsor Information is by asking the applicant on the LOI or Application if their organization has a Fiscal Sponsor: Do you have a fiscal sponsor? YesNo By including this question, you can run reports and either filter in or out the requests that have a fiscal sponsor. Then build an optional section to capture Fiscal S...

0 min reading time
Updated December 19th, 2017 by Reina Gallion

Creating an Overdue Follow Up Report

As much as it’d be nice if all grantees submitted their follow ups on time, I think we all know that’s not always the case. In those instances, it’s nice to get an overview of all overdue follow ups, the name of the follow up, and the contact information of the grantee. Follow this step by step guide to set one up yourself in just a few clicks. 1. H...

1 min reading time
Updated April 11th, 2018 by Reina Gallion

Reverting the Status of a Follow Up

If the status of the request is Follow Up Complete or Submitted you can revert the status by following these steps Open the Request Summary Click the Follow Ups  tab to view the follow ups Click the REVERT STATUS icon...

0 min reading time
Updated May 3rd, 2018 by Reina Gallion

Approval Forms (new 5/3/18)

The default fields on the Approval form are: Project Name Decision Date Award Type Amount Awarded You may make edits to these fields as necessary, but you cannot delete Project Name or Decision Date. At a minimum these fields must be filled out in order to process an approval. Just like any other form you can add additional fields and question group...

0 min reading time
Updated August 24th, 2018 by Reina Gallion

Blind Evaluations

Applicant names and contact information can be hidden from evaluators on a Process by Process basis by selecting the User Role under Show Contact Info.  By default, all evaluator roles will be able to see Contact Info.  Turning this feature on will only hide all contact information including at the top of the evaluator, anywhere the Request Summary ...

0 min reading time
Updated January 31st, 2018 by Reina Gallion

Anonymous Option in Evaluation Stages

The "Anonymous" function is only applicable if you have also selected "Share" for that evaluation stage. When "Anonymous" is selected in the process, board members will not be able to see the other evaluators' names on the evaluation summary. The evaluators will instead be listed as Evaluator #1, Evaluator #2, etc. To set anonymous evaluators: Go to...

0 min reading time
Updated October 13th, 2017 by Reina Gallion

Setting up Copy in Processes

To configure Copy for your processes click on Process Manager in the Navigation Menu Note: Only fields that have the exact same Question Label and field code (code given to a question when it is built) will be available to be copied.  This means the question must be a copy of the original question. Select a process by clicking on the name Click on t...

0 min reading time
Updated May 3rd, 2018 by Reina Gallion

Installment Forms (new 5/3/18)

By default, the decision stage contains 1 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 of ...

0 min reading time
Updated January 30th, 2018 by Reina Gallion

Removing or Changing Forms in Process Stages

If you need to change the form that is currently housed in a process stage you can remove it completely, or replace it with another form. In the applicable stage: The “Remove” button allows you to remove the form from the process. You cannot remove a form if the process is turned ON. It must be turned off while you remove the form, then the process ...

0 min reading time
Updated January 8th, 2019 by Reina Gallion

Follow Up Automatic Email - Notification Days

You have the ability to configure automatic emails that will go out to grantees who have not submitted follow up forms.  By default, these reminder emails will go out 14 days before a follow up is due.   You can also build automatic email templates that will be sent if a grantee does not submit their assigned follow-up by the specified due date. By ...

0 min reading time
Updated April 17th, 2018 by Reina Gallion

Building Third Party Email Templates

Once you have built a form that includes a third party group you will need to build an email template to be sent to the third party responders. To build the template, go to the Email Templates and add a new template. In the body of the email add instructions for the third party. When the email is sent, a link to the third party questions and the app...

0 min reading time
Updated May 8th, 2018 by Reina Gallion

The Art of Designing an Online Application

The application is among your most powerful tools in sorting out your worthy grantees from those you'd rather not fund. It's also a bit of a balancing act--you want it to be robust enough so that it provides the data you need to make the difficult decisions, but without becoming particularly burdensome or unwieldy for your applicants. Forget grant w...

2 min reading time
Updated September 6th, 2017 by Reina Gallion

Working with Data Collected on Evaluation Forms

Whether they are used by one person or many, evaluation forms are a great way to collect information from those who are reviewing LOIs and applications in your system. But working with data collected on evaluation forms can be different from working with other data in the system. Fortunately, GLM offers several ways for you to work with the data you...

1 min reading time
Updated January 22nd, 2019 by Reina Gallion

Merge Fields in Email Templates

You may add merge fields into emails and email templates to customize each email. The merge fields will be specific to the recipient and request associated with the email being sent. The Merge Fields will be available when you create a new template, edit an existing template, or send an email without using a template. While editing, the merge fields...

1 min reading time
Updated May 7th, 2018 by Reina Gallion

How to Batch Deny a Request

In the Evaluations Closed workload page, you can “Batch” deny requests by clicking the checkbox to the left of the requests name and selecting “Deny Requests” from the batch options dropdown list. First, you are presented with a Deny Request pop up confirmation. Upon clicking OK you are presented with a 2nd pop up where you can enter the D ecision D...

0 min reading time
Updated October 4th, 2018 by Reina Gallion

Create Documents from Requests & Decisions

On the Requests & Decisions page, specify your search criteria and click Search. You will be presented with a list of requests.   Select all of the desired requests you would like to include in the merge by clicking the checkbox on the left. Scroll to the bottom of the page and click on the “Create Documents” link under Batch Options. Select the...

0 min reading time
Updated May 8th, 2018 by Reina Gallion

Questions Types: Upload Questions & Formatting Options

File attachment questions allow responders to upload files into the form. File Upload questions will accept any file type unless you specify allowed file types and you must set the file size limit for each question. Only 1 file can be uploaded per question so you will need to build a question for each desired document. Each form has up to 25 MiBs (m...

1 min reading time
Updated May 21st, 2018 by Reina Gallion

Foundation Center's eGrant Reporting Program (eReport Map)

What is the eGrant Reporting Program History:  Foundation Center’s eReporting Program enables grantmakers, to quickly and easily share grants data with the field; making it searchable across several platforms and research projects.  Foundant clients who participate in the program will be provided with a premium version of Foundation Center’s newest ...

1 min reading time
Updated April 24th, 2019 by Reina Gallion

Assigning Follow Ups Upon Approval

If your process contains Follow Ups you will be will be presented with the Assign Follow Ups grid after approving the request and adding your installments. The Assign Follow Ups pop up allows you to assign multiple follow up forms at once. You may choose not to assign follow ups by clicking the Cancel button and assign Follow Ups manually at a later...

1 min reading time
Updated May 7th, 2018 by Reina Gallion

One Row Per...

If you’ve ever wondered why all six payment amounts on a request end up scrunched into one cell of your report, then this is the post for you. Multiple forms (LOI, Application, Follow Ups), multiple installments, payments, evaluations, and charity checks can all exist inside one request. The One Row Per... option takes these possibilities into consi...

1 min reading time
Updated April 19th, 2018 by Reina Gallion

Copy Functionality: Admin Workflow

Choose “Administrators” in the “Edit Process Summary” for both the process you are copying from, and the process you are copying into. Locate a request by searching from Requests & Decisions, Organizations, Users or any workload page. Click on the Project Name to access the Request Summary Page. Select “Copy Request” in the upper right. The tabl...

1 min reading time
Updated April 13th, 2018 by Reina Gallion

Keeping Your GLM Site Clean: The Checklist

When you log in to your Foundant GLM site do you feel that your Dashboard looks more cluttered with requests than it should be?  Does your list of active organizations, or list of active processes seem too long and need to be trimmed down?  Do you have applicants who have created duplicate organization accounts?  Well, it sounds like you’re ready to...

3 min reading time
Updated December 21st, 2018 by Reina Gallion

Third Party Dashboard

When an applicant is working on their application and they complete a Third Party Request field two emails go out. One email composed and set from the applicant and one email automatically sent from the Foundant system that contains a link to the form that the Third Party needs to complete. The Third Party should complete all required fields on the ...

1 min reading time
Updated May 8th, 2018 by Reina Gallion

Required Type

Questions on forms can have any of the following required options: Optional Completed by applicant. Not required to be answered. If “Shared Question”, applicant can edit response. Included in all Print Packets Visible to: Applicants Evaluators Administrators Required Completed by applicant. Form cannot be submitted until these questions are answered...

0 min reading time
Updated July 30th, 2018 by Reina Gallion

How To Move a Request To a Different Organization

Go to the applicant’s user summary page (clicking on the applicant’s name will get you there). On the far right side of the User Info tab, click on the pencil icon which allows the administrator to edit the applicant’s information. Just above the applicant’s registration information is the Organization dropdown menu. Click on the menu and select the...

0 min reading time
Updated April 20th, 2018 by Reina Gallion

What is Expert On Demand

While you appreciate the benefits Foundant brings to your grantmaking process, you don’t have the staffing resources or the time to set everything up and act as the system administrator. It’s okay, we understand. That's why we have developed Foundant Expert on Demand, with you in mind. When you choose Expert on Demand, our Client Success Team will t...

0 min reading time
Updated August 10th, 2018 by Reina Gallion

Copy Functionality: Applicant Workflow

Choose “Applicants” in the “Edit Process Summary” for both the process you are allowing applicants to copy from, and the process you are allowing applicants to copy into. For the process you would like them to copy into, be certain that the Start and End Dates encompass the dates that you would like the applicant to be able to apply (or leave the da...

1 min reading time
Updated October 23rd, 2018 by Reina Gallion

Process-User Assignment Overview

The Grants Manager Assignment feature allows administrators to assign users with the Grants Manager role to a Processes and/or specific Requests.   To use this feature, you must also have the Grants Manager role turned on in your site. Please contact support at support@foundant.com to have the role enabled. To assign a Grants Manager to a entire pro...

1 min reading time
Updated April 17th, 2018 by Reina Gallion

Building Third Party Response Questions

Third Party is an advanced feature. If you have purchased this feature and you do not see it in your site please contact support to have it turned on.  Questions requiring a third party to respond are built into the form in Process Manager. The forms that can use third party questions are: LOI’s, Applications, Evaluations, and Follow-Ups.  To add th...

1 min reading time
Updated January 31st, 2018 by Reina Gallion

Using Filters in Reports

An easy way to filter out unnecessary data before you run your report is to use the Pre-Filters stage. This stage allows you to select specific processes, request statuses, and form types to report on. If you choose to not select something, it will automatically be filtered out of your report when you run it for the first time. Tip:  Example:  Many ...

1 min reading time
Updated January 8th, 2019 by Reina Gallion

Email History

The Email History page allows you to view the delivery status of emails sent from your Foundant site within the past 90 days. This can be edited from the Settings page by selecting the gear icon at the top of any page. To access the Email History page, go to Communications in the top navigation menu and select Email History from the drop down list. ...

1 min reading time
Updated April 19th, 2018 by Reina Gallion

Eligibility Center: Submissions

The Eligibility Submissions tab includes all submissions for each Eligibility Form for each Applicant. The purpose of this tab is to reopen Eligibility Form(s) for specific applicants. You can reopen an Eligibility Form for an individual applicant by clicking the Reopen Eligibility to the right of the applicable applicant. You may reopen Eligibility...

0 min reading time
Updated January 31st, 2018 by Reina Gallion

Applicant Ability to Edit Organization Information

By default, applicants do not have the ability to edit Organization Information entered in the first section of the registration process after they have completed creating an account. However, you may give your applicants permission to update their organization information on a field-by-field basis.  The Organization Information fields that you can ...

0 min reading time
Updated May 18th, 2018 by Reina Gallion

Why Can't Evaluation Form Questions be Shared?

We are often asked why you cannot share questions from an evaluation form to another form. We can best explain this by example.  Let’s say you have and evaluation form with 5 questions on it and you have 8 evaluators. For each request there are 8 responses to specific evaluation form questions, 40 responses in all. To share one of these questions, t...

0 min reading time
Updated April 19th, 2018 by Reina Gallion

Eligibility Quiz: Applicant Workflow

When Eligibility Quizzes are in use, the applicant experience is slightly varied but still very similar to the application process when an Eligibility Quiz is not in use. Eligibility Quizzes automatically appear at the top of the APPLY page. To take an Eligibility Quiz the applicant clicks Start Eligibility Quiz and completes the form. At the bottom...

1 min reading time
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