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Micall Searles

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Articles

Recent activity by Micall Searles

  • Impersonate a User

    Contents Overview What is Impersonation? ⚠️Important Notes Step-By-Step Instructions Start Impersonating a User Navigate as the Impersonated User Troubleshooting Examples 💡 If an applicant can't ...

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  • Accept an Award on Behalf of an Applicant

    Contents Overview What is the Accept Award Feature? ⚠️Important Notes Before You BeginHow to Turn On “Accept Award” Step-By-Step Instructions How to Accept an Award on Behalf of an Applicant Go ...

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  • Terminate an Award

    Contents Overview What is Award Termination? ⚠️Important Notes Step-By-Step Instructions Initiate the Termination Set Up the Termination Step 1: Choose termination mode Step 2: Set the details fo...

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  • Unassign (Remove) a Reviewer from an Application

    Contents Overview What Is Unassigning a Reviewer? ⚠️Important Notes Step-By-Step Instructions Open the Review Round Remove (Unassign Reviewers) Remove Reviewer(s) from a Single Application (Appli...

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  • Void an Expense

    Contents What Is Voiding an Expense? ⚠️Important Notes Step-By-Step Instructions View Expenses Void an Expense What Happens After Voiding an ExpenseAwardee Experience Related Articles Overview...

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  • Add Profile Checks to Award Agreements

    Contents Contents Overview What are Profile Checks in Award Agreements? Step-By-Step Instructions Enable “Include Profile Form” on an Agreement Template Choose Which Profile Fields to Include in t...

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  • Expenses Overview

    Contents Overview What is an Expense? How to Open an Expense Individual Awardee's Expenses TableReimbursement Request Statuses All Expenses Page (Post-Award > Expenses) Expense Line Item Statu...

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  • Set Up Progress Report and Disbursement Schedules on an Award Agreement Template

    Contents Overview Step-By-Step Instructions Progress Report Schedule FieldSet Up the Progress Report Schedule field Disbursement Schedule FieldSet Up the Disbursement field Next Steps Relate...

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  • Manage Your Program Settings

    Contents  Overview How to Get to Program Settings What's in Program Settings Program Info Program Inbox Program URLs Program URL Test Cycle URLs Member Types Saving Your Changes Related Artic...

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  • Quick Guide to the Program Level

    ⚡Next Quick Guide OverviewThis quick guide explains the program level in Next. What is the Program Level? A program is a single opportunity that your organization runs (for example, a grant, schola...

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