⚡Next Quick Guide

Overview

This quick guide shows Organization Owners, Program Owners, and Program Managers how to access the Workflow Builder within an Award Cycle in Next. 
 

What is the Workflow Builder? 

Workflow is a term used in Next to describe the steps of an award cycle as a whole: from accepting applications (intake) all the way to post-award reporting. 

The Workflow Builder is the area within an award cycle where rounds of activity are created and defined.  It's where you set up and manage your cycle's full award lifecycle.

• Only Intake Rounds and Review Rounds can be added to the Workflow Builder.
• This is also where you access the buttons to activate Test Mode and Publish each award cycle.
   

Navigate to the Workflow Builder

1.  From the Programs page, click View Program to open the program you want to work in. 

2. On the Award Cycles screen, click the gear icon to the far right of the cycle to open Cycle Settings. 



3. In Cycle Settings, click Workflow in the top menu, then select Workflow Builder from the left menu.  


 

4. The Workflow Builder for that award cycle will be visible on the screen. 

Next Steps 

To continue setting up your award cycle, you can:

• Set up the cycle's Intake and Review Rounds:
  ➡️ Set Up an Intake Round
  ➡️ Set Up a Review Round

• Learn more about Test Mode and Publishing:
  ➡️ Test Mode vs. Publish | Activate Test Mode
  ➡️ Publish an Award Cycle

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