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Micall Searles

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Articles

Recent activity by Micall Searles

  • 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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  • Manage Approval Assignments for an Award, Disbursement, or Reimbursement (Expense)

    Contents Overview What are Approval Assignments? Before You Begin Step-By-Step Instructions Find an Approval Assignment View Approval Details Assign an Approver Remove an Approver Related Articl...

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  • Make the Uploads Field Required for Reimbursement Requests

    Contents Overview What is the Uploads Field for Expenses? Before You Begin Step-By-Step Instructions Access Expense Settings Make Uploads Field Mandatory Awardee Experience Related Articles Over...

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  • Add Attachments (Supporting Documents) to a Disbursement

    Contents Overview What are Disbursement Attachments? ⚠️ Important Notes Step-By-Step Instructions Access Disbursements Upload Files Additional Actions View Uploads Download a File Remove a File ...

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  • Run Multiple Active Cycles at the Same Time (Parallel Cycles)

    Contents Overview What Does it Mean to Run Cycles at the Same Time? How to Publish an Award Cycle While Another is Active What Happens After Publishing Another Cycle What Applicants See Opportuni...

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  • See Pending Membership Requests in Your Participant Network

    Contents Overview What is a Membership Request? How to See Pending Membership Requests in the Participant Network Next Steps: Approve or Deny Membership Requests Related Articles OverviewThis artic...

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  • Set Up the Conflict of Interest Question in a Review Round

    Contents Overview What is the Conflict of Interest Question? ⚠️Important Notes Step-By-Step Instructions Reviewer Experience When the Conflict of Interest Question is set to YES When the Conflict ...

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  • Add Budget Start Dates and End Dates to an Award Agreement

    ⚡Next Quick GuideOverviewSome award agreements include a *Budget section, which requires a start and end date for the budget period covered by the award. You must add these dates before you can not...

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  • Approve or Deny an Applicant's Request to Join an Organization (For Admins)

    Contents  Overview What is a Membership Request? Step-By-Step Instructions Access Organization Members If approving a request:What happens after approving a request to join? If denying a reques...

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  • Approve or Reject a Progress Report

    Contents Overview ⚠️Important Notes Step-By-Step Instructions Open a Report Approve a ReportWhat Happens After a Report is Approved? Reject a ReportWhat Happens After a Report is Rejected? A...

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