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Cody Davis

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Activity overview

Latest activity by Cody Davis

  • Cody Davis created an article,

    March 2025 Release: Import Award History, Reimbursement invoices and Review process

    Updated Import Applicant Award History Organization Owners, Program Owners, and Program Managers have the option to import awarded application history details from their legacy system to their Next...

    • Cody Davis
    • Updated
    • 1 follower
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  • Cody Davis created an article,

    Create New Post Award Report Form

    OverviewThis article provides information and instructions on creating a new Post Award Report Form in Next.Post Award Report FormsThere are times when an award cycle of a program requires reportin...

    • Cody Davis
    • Updated
    • 1 follower
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  • Cody Davis created an article,

    Building Custom Review Feedback Forms

    OverviewA Review Feedback Form is a program form and is customizable at the program cycle level.  This article covers what Review Feedback Forms are and where they are created and edited in Next.Re...

    • Cody Davis
    • Updated
    • 1 follower
    • 0 comments
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  • Cody Davis created an article,

    Test Mode vs. Publish

    OverviewAfter the workflow of a program cycle has been built, it should be tested before publishing to the intended audience to ensure the program cycle will run as intended and that all components...

    • Cody Davis
    • Updated
    • 1 follower
    • 0 comments
    • -2 votes
  • Cody Davis created an article,

    Assign Reviewers to the Review Round

    Contents Overview Set Up a Review Round Assign Reviewers to the Round No Review Groups Random Groups Use a Field in the Application for Groups Customized Groups Finish the Review Round Setup  O...

    • Cody Davis
    • Updated
    • 1 follower
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    • -1 votes
  • Cody Davis created an article,

    Creating Review Groups in a Review Round

    Contents Overview Set Up a Review Round Choose How You Want to Create Application Groups Randomize Assignments Use an Application Field Customized Groups OverviewThis step-by-step guide shows Pr...

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    • Updated
    • 1 follower
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  • Cody Davis created an article,

    Set Up an Intake Round

    Contents Overview Understanding Intake Rounds- Navigate to the Workflow Builder Set Up an Intake Round Rename the round (if desired) Select a round deadline Select an Intake Form Next Steps: Set...

    • Cody Davis
    • Updated
    • 1 follower
    • 0 comments
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  • Cody Davis created an article,

    Award Setup

    Contents What is Award Setup? Step-By-Step Instructions Access Award Setup Set Up an Award Adding More Awards Deleting Awards What You Can't Change After Notifying Recipients Related Articles Ov...

    • Cody Davis
    • Updated
    • 1 follower
    • 0 comments
    • 0 votes
  • Cody Davis created an article,

    Manage Applicant Profile Types in an Award Cycle

    Contents Overview Step-By-Step Instructions  Enable/Disable Profile Types ➔ If "Organization Applicants" is enabled ➔ If Compliance Checks are enabled at the organization level Preview Profile ...

    • Cody Davis
    • Updated
    • 1 follower
    • 0 comments
    • 0 votes
  • Cody Davis created an article,

    Delete a Section

    OverviewThis article provides instructions on how to delete a section from a sectioned form in a program cycle in Next. In the example below, an Intake Form is shown, but the process of deleting a ...

    • Cody Davis
    • Updated
    • 1 follower
    • 0 comments
    • 0 votes