• Document Collection
    • Application Forms
    • Funds List
    • Fund Criteria
    • Evaluation Process
    • Reports
    • Award and Deny Process
    • Renewal Process
    Client
    Update Document
    • Application Forms
    • Funds List
    • Fund Criteria
    • Evaluation Process
    • Reports
    • Award and Deny Process
    • Renewal Process
    Client
    Update Global Templates
    • Application Forms
    • Read article on how to
    • Read article on how to build an effective form
    • Listen to Audio on how to build an effective form
    • Allowing Proxy to start an application on behalf of an applicant
    • Allow collaborators on a single application form
    • Allow an applicant to perform multiple submissions on a single application
    • Determine your evaluation or scoring strategy using best practice document/video
    • Application Forms
    • Selection using Average Score report
    • Selection using Total Report
    • Selection using Automated Score
    • Selection based on combination of Average, total or Automated
    Client
    Configure Site (Pre-release)
    • Update all site setting
    • QA the site is setup per onboarding response
    • Confirm Email templates
    Client
    Update Global Templates
    • Read article on how to
    • Review Step by Step Guide
    • Update Global Email Templates (4)
    Client
    Complete the onboarding
    Process Questionnaire
    CF Deployment Team
    Rolls Out new Site
    CF Delivers Site
    to Client
  • Using one application and awarding
    from a single funding source
    Using one application and awarding
    from multiple funding source
    Using parent application and having a child application for fund specific questions
    • Needed when you have fund specific score cards
    • Situations when you want reviewers to only see fund specific information and not all information
    • Different department using same application and have a preference of processing applications that are only relevant to them
    • When you want to have applicants to fill a profile app and then have them served with additional applications depending on how they answer
    Setup Funds
    • Read article on how to
    • Review Step by Step Guide
    • Setup Fund
    Client
    Setup Multiple Funds
    • Read article on how to
    • Review Step by Step Guide
    • Setup Funds
    • Verify criteria questions for all funds are present in your application
    Client
    Setup Multiple Funds
    • Read article on how to
    • Review Step by Step Guide
    • Setup Funds
    • Verify criteria questions for all funds are present in your application
    Client
  • Setup one application to award from one funding source
    • Review Step by Step Guide
    • Setup up an application form
    • Setup Sections
    • Setup Questions
    • Setup Request Section (if applicable)
    • Setup Pre-Qualifications (if applicable)
    • Assigning an Application to a Fund
    • Setup Email templates
    Client
    Setup one application to Award from multiple funding source
    • Review Step by Step Guide
    • Setup Posting
    • Setup up an application form
    • Setup Sections
    • Setup Questions
    • Setup Request Section (if applicable)
    • Setup Pre-Qualifications (if applicable)
    • Assigning the application to Posting
    • Assign Funds to Application
    • Setup Email templates
    Client
    Create Reports
    • Create Criteria Reports for all fund(s)
    • Create Reports that will be needed for board Review (provides a validation to make sure that the required questions are present)
    Client
    Update Global Templates
    • Consult implentation team to break the application
    • Create a fund section in the app in the parent app so that it flows through to the child app.
    • Review Step by Step Guide
    • Setup Posting
    • Setup up a parent application form
    • Setup Sections
    • Setup Questions
    • Setup Request Section (if applicable)
    • Setup Pre-Qualifications (if applicable)
    • Clone to setup a child application form with read only and fund specific essay/attachment questions
    • Assigning the application to Posting
    • Assign Funds to Application
    • Setup Email templates
    Client
  • Automated Scoring Report (Optional)
    • Create Automated Scoring report if you want to pre-score before the committee scores
    • Helps Eliminate applicants that are not really worth reviewing
    Client
    Displaying a Single Application
    Displaying a Single Application
    Displaying a Single Application
    Publish Application and Advertize
    • Link application to your website
    • Link Application Search to your website
    • Link Login page to your website
    Client
    Search Filters
    • Read article on how to
    • Review Step by Step Guide
    • Setup Search Filters (if applicable)
    • Assign Search Filters to Funds
    Client
    Testing Setup
    • Use the Checklist to test the application prior to going live
    • Make sure the fund and application have the published flag as Checked
    • Start and End are within Range
    Client
  • Testing as an Applicant
     
    ID

    Navigate to grant/ scholarship page

    Applicant
    Optional
    ID

    Search for grant/ scholarships by name, grant program

    Applicant
    Optional
    ID

    Search returns a list of grants/ scholarships to consider

    Applicant
     
    ID

    Select a grant application to learn more

    Applicant
    Optional
    ID

    Complete 4-6 question prescreening questions (fund specific criteria)

    Applicant
    Update if required

    Check to see if there are any edits required

    Applicant
    Eligible to
    apply?
  • Optional

    Complete Sections

    Applicant
    Optional

    Validate if the Organization is Legitimate or Approved Organization (Grants Only)

    Applicant
    Optional

    Complete Portions of the Application by Applicant or Organization Look up (ex: GE, RE, Banner, PeopleSoft

    Applicant
    Optional
    • Complete all Sections
    • Preview and Submit
    Applicant
    Update if required
    • Check to see if there are any edits required
    Client
  • Validate Reports
    • Ensure all the reports are pulling the right data.
    Client
    Go Live
    Receive
    Submission
    Manage Submission
    • Review number of Submissions
    • Ensure applications are complete
    • Send Reminder Notifications
    • Review Request Submissions
    Client
    Release Section

    Release section to applicant if incomplete

    Client
  • Send Reminder for
    Submissions
    Add Task/Score Card per Form
    • Setup Tasks for Staff Review (Optional). Add Checklist to review for completeness.
    • Setup Tasks for Committee Review. Add Scoring Rubrics/Score Sheets for Committee Reviews.
    • Note: If you have a score card by fund you need to look into using a Parent/Child form of Implementation rather than creating a score card per fund
    Client
    Committees

    Add Committees or Groups for reviewing applicants

    Client
    Assign Reviewers

    Add Reviewers Assign Reviewers to committee/groups

    Client
    Eligibility Reports

    Review eligibility Reports for committee assignment

    Client

    Assign Applicant to Reviewer(s) or Committee Group(s)

    Client

  • Train Committees

    Review Applicants
    (Reviewers)1
    Eligibility Reports

    Review eligibility Reports for
    committee assignment

    Client
    Notify Committee to
    Complete Scoring
    Scoring Report
    • Best applicant selection using Average Score report
    • Best applicant selection using Total Report
    • Best applicant selection using Automated Score
    • Best applicant based on combination of Average, total or Automated.
    Client
  • Analyze the Scoring
    report to determine
    top candidates
    Manage Award

    Award by Fund

    Client
    Manage Award

    Award by Applicants

    Client
    Award Report
    • Generate a list of Awardees
    • Generate a list of Decline
    Client
    Process & Pay - Optional
    • Send Invoice information to Fund Accounting System
    • Get Payment information from Fund Accounting System
    • Get Payment adjustments information from Fund
    Integration (Optional)
    Notification
    • Generate Email Notification
    • Generate Printable Notification from reporting Software
    Client
  • Post Award
    • Setup Renewals
    • Seup MultiYear
    • Outcome Reporting
    • Certificate of Attendance
    Client
    Lessons
    Learnt
    Rollover