Evaluators Accessing Follow Ups

Written by Hanna Smith

Last published at: May 18th, 2018

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:

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