Contents 

• Overview
• What are Rolling Cycles
• Step-By-Step Instructions
  • Access Cycle Setup
  • Enable Rolling Applications
• 💡Pro Tip: Setting Intake Round Deadlines for Rolling Cycles
   

Overview

This step-by-step guide shows Program Admins how to set up Rolling Cycles in Next.
 

What are Rolling Cycles? 

Rolling Cycles are award cycles where you can move applications forward (e.g., from Intake to Review) at any time, without waiting for deadlines. The most common reason for enabling Rolling Cycles is if you want to manually move applications through the workflow, without waiting for deadlines. 

• In a Rolling Cycle, you can advance applications as soon as they come in. This allows the intake, review, and awarding processes to be ongoing, and oftentimes, happen at the same time.  

  • This is different from a Deadline-Based Cycle, where you must wait for the Intake Round deadline to pass before moving applications to the first Review Round. (To learn more about the differences, see ➡️ Deadline-Based Cycles vs Rolling Cycles).

• Who can enable Rolling Cycles?
  • Organization Owner
  • Program Owner
  • Program Manager 

Step-By-Step Instructions 

Enable Rolling Applications

⚠️IMPORTANT: Rolling Applications must be enabled before test mode is activated or the cycle is published. Once the cycle is in testing or published, the toggle is locked and cannot be changed.  

1. Open the award cycle (Program Settings >  All Award Cycles > Click Open next to the cycle)
2. On the Cycle Settings screen, click Workflow in the top menu. 
   
   
    
3. Select Workflow Options from the left menu (if not already selected). 
   
   
    
4. On the Workflow Options screen, toggle Rolling Applications to Enabled. 
   
   
    
5. Click Save Changes in the upper-right corner. 
   
   
   
   A confirmation message appears in the bottom-left corner: "Cycle setting saved." Rolling applications are now set up for the cycle.

💡Pro-Tip: Setting Intake Round Deadlines for Rolling Cycles

Even though a rolling cycle lets you move applications at any time, you still need to give the Intake Round a deadline in the Workflow Builder. 

Before Activating Test Mode or Publishing: Give the Intake Round a deadline date that is far enough in the future to allow for ongoing movement of submissions through the program cycle.

• For example, if your Rolling Cycle ends at the end of the year, set the intake deadline to January 1 of the following year (or later).
   

• For help setting up your workflow, see these articles:

➡️ Navigate to the Workflow Builder
➡️ Set Up an Intake Round
➡️ Set up a Review Round

Related Articles

➡️ Rolling Cycles Administration
➡️ Deadline-Based Cycles vs Rolling Cycles

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