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Cody Davis

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Articles

Recent activity by Cody Davis

  • Navigate to the Workflow Builder

    ⚡Next Quick GuideOverviewThis 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 Bui...

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  • Creating Invoices for Reimbursements

    Contents  Overview What Is a Reimbursement Invoice? Step-By-Step Instructions Creating a Reimbursement Invoice  Set Up Invoice Fields Download PDF OverviewThis step-by-step guide shows Program...

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  • Unpublish

    Contents Overview Unpublish a Program Cycle Limitations After Unpublish  Program Cycle Accessibility Editing Limitations Function Limitations OverviewThis article provides information and instru...

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  • Rename an Award Cycle

    Contents  Overview Step-By-Step InstructionsRename an Award Cycle Related Articles OverviewThis step-by-step guide shows Program Admins how to rename an award cycle in Next. Who can rename award ...

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  • Rename a Section

    OverviewThis article will walk through renaming a section within a sectioned form in a program cycle in Next. In the example below, an Intake Form is shown, but the process of renaming a section fo...

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  • Change Form Structure

    Contents Overview ⚠️Important Notes Step-By-Step InstructionsChange Form Structure Related Articles OverviewThis guide shows Program Admins how to change the structure of a form in Next. The exam...

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  • Manage Applications During Review (Admin Controls)

    Contents Overview What is Admin Controls? How to Open Admin Controls Admin Controls Panel Options Workflow Tab Disqualify current applicant Reverse disqualification Request a revision to this app...

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  • Delete a Form Field

    OverviewThis article covers how to delete a form field from a form in a program cycle in Next. In the example below, an Intake Form is shown, but the process of deleting a form field from a form in...

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  • Setting up Budgets

    Contents Overview  Key Terms  Step-By-Step Instructions  Access Budgets Create Funds (Money) Create Funders Add Contributions Create Categories OverviewThis step-by-step guide shows Organization...

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  • Move a Section

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

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