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Micall Searles

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Activity overview

Latest activity by Micall Searles

  • Micall Searles created an article,

    Edit an Awardee’s Budget Before Notifying Them of an Award

    Contents Overview What is the "Edit Budget" Feature? ⚠️Important Notes Step-By-Step Instructions Open the Award Agreement Edit the Awardee's Budget a. Edit a line item b. +Add a line item c. Remo...

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  • Micall Searles created an article,

    Allow Reviewers to Request Revisions in a Review Round

    Contents  Overview What is a Reviewer Revision Request? ⚠️Important Notes How to Enable Reviewer Revision Requests How Reviewers Request Revisions What Happens After Reviewers Request Revisions? A...

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  • Micall Searles created an article,

    Update an Applicant's Login Email

    Contents Overview About Updating an Applicant's Email  ⚠️Important Notes Step-By-Step Instructions Access User Management Change the Email Address for an “Active” or “Updated” Applicant What Ha...

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  • Micall Searles created an article,

    How to Export Expense Data

    Contents Overview What is an Expense Data Export? Step-By-Step Instructions Step 1: Access Expenses Step 2: Export Expenses Step 3: Download Your ZIP File What's in Your Expense ExportColumns i...

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  • Micall Searles created an article,

    How to Export Progress Report Data

    Contents Overview What is a Progress Report Data Export? ⚠️Important Notes Step-By-Step Instructions Step 1: Access Progress Reports Step 2: Export Progress Reports Step 3: Download Your ZIP File ...

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  • Micall Searles created an article,

    How to Export Disbursement Data

    Contents Overview What is a Disbursement Data Export? Step-By-Step Instructions Step 1: Access Disbursements Step 2: Export Disbursements Step 3: Download Your ZIP File What's in Your Disbursem...

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  • Micall Searles created an article,

    Notify "Denied" Applicants When a Cycle Closes

    Contents Overview What is the "Awarding Closed" Trigger?📌Good to Know: "Awarding Closed" vs. "Applicant Denied" Triggers Before You Begin Step-By-Step Instructions Access Communications Setup Se...

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  • Micall Searles created an article,

    How to Change a Member's Role (For Admins)

    Contents Overview Member Roles & Permissions ⚠️ Important Notes Step-By-Step Instructions Access User Management Change a Member's Role How to Change a Member’s Organization-Level Role To change...

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  • Micall Searles created an article,

    Cycle Settings: Cycle Info Overview

    Contents  Overview How to Get to Cycle Info What’s in Cycle Info Cycle Details Cycle Name Cycle Description (⚠️for internal use only) Admin Section OverviewThe Cycle Info tab in Cycle Setting...

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  • Micall Searles created an article,

    Change (Reassign) the Program Owner for a Program

    Contents Overview What is Program Owner Reassignment? ⚠️ Important Notes Program Owner Rules What Happens to Your Access After Reassignment? Before You Begin Step-By-Step Instructions Access Pr...

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