Summary

The following is a summary of updates that are part of the May 2024 NextZen release.  Please note that each link gives more information about that feature or enhancement.

• Cycle Setup Enhancements
  • Enable/Disable Disbursements Services for a Cycle
  • Global (Custom) Fields
• Administrator Functionality
  • Resend Invitations to Program Members
  • Request Revisions During a Review Round
• Administrator Notifications
  • Notification for Submitted Applications
  • Notification for Submitted Progress Report
• Disbursements
  • Administrator View of Awardee Disbursement Schedules
  • Awardee View of Disbursement Schedule
• Applicant Experience Updates
  • Custom Views of Opportunities
  • Organization Collaboration Enhancement

Enable/Disable Disbursements Services for a Cycle

Within the Cycle Setup page of a program cycle, there is now a toggle to enable or disable disbursements services through WizeHive.

--- IMPORTANT ---

This toggle needs to be turned on before awarding begins.

Please see the article titled Enable/Disable Disbursements Services (coming soon) for more details.

Global (Custom) Fields

The ability to create custom fields in any form within a program cycle, and have that same form field available in other forms throughout the organization.

A common use case for this type of global field is a list of local education institutions that need to be used in multiple places or on multiple forms.

The custom form field types currently available include single-select, multi-select, and number fields.

Please see the article titled Global (Custom) Fields (coming soon) for more details.

Resend Invitations to Program Members

A Program Owner or Program Manager has the ability to resend invitations to individuals who were invited to participate in a program at a specific role, but who have yet to respond to that invitation.

Please see the article titled Add New Program Members (update coming soon) for more details.

Request Revisions During a Review Round

A Program Owner or Program Manager has the opportunity to request revisions to submissions during any review round.

Please see the article titled Request Revisions to Submissions During a Review Round (coming soon) for more details.

Notification for Submitted Applications

A communication template is available that triggers an email notification to the Program Owner when an application is submitted.  Please note that this communication is not enabled by default and needs to be set up by a Program Owner or Program Manager.

Please see the article titled Communications (updates coming soon) for more details.

Notification for Submitted Progress Report

A communication template is available that triggers an email notification to the Program Owner and Program Managers when an awardee submits a progress report.  Please note that this communication is not enabled by default and needs to be set up by a Program Owner or Program Manager.

Please see the article titled Communications (updates coming soon) for more details.

Administrator View of Awardee Disbursement Schedules

Administrators have the ability to view the disbursement schedule for an awardee who has accepted their award, including related progress reports.  The updated view of the disbursement schedule includes:

• Progress report name(s)
• The reporting period for each report
• Report due date including both date and time
• The status of the report

Based on the submitted reports, an administrator can now initiate disbursements.

Please see the article titled Initiate Disbursements (coming soon) for more details.

Awardee View of Disbursement Schedule

Awardees can see the status of their disbursement schedule(s), including if progress reports are approved or still pending approval.

Please see the article titled Submit Progress Reports (coming soon) for more details.

Custom Views of Opportunities

Applicants will only have visibility to programs that are available to accept applications.  

Other updates for the applicant view include:

• The Programs page is renamed to Opportunities  
• Functionality on the Opportunities page now includes:
  • A search bar to search by program or cycle name
  • An option to sort opportunities by deadline

Please see the article titled Navigating Opportunities for Applicants (coming soon) for more details.

Organization Collaboration Enhancement

When collaborating on an organization application, if more than one user is working on the application, each user’s work will not be overridden by other users who may also be working on the same application.

Please see the article titled Organization Applicant Leads & Collaborators (coming soon) for more details.

What did you think of this article? If you found this article helpful, let us know below! If you have suggestions for how to improve this article, please leave a comment. Your feedback helps us improve the experience for everyone.