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Micall Searles

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Articles

Recent activity by Micall Searles

  • 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 Relat...

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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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  • Email Communications Overview

    OverviewThis article explains how email communications work in Next and helps you find the right resource for what you need to do. ⚠️ You can change your Communications at any time, even after publ...

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  • Approving or Denying Requests to Join an Organization Profile (For Applicants)

    Contents Overview Step-By-Step Instructions How to Approve or Deny a Request If approving a requestWhat happens after approving a request to join? If denying a requestWhat happens after denying...

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  • Managing Organization Members in Your Applicant Portal (Add, Remove, Change Roles)

    Contents  Overview Organization Member Roles & Permissions Step-By-Step Instructions Add a MemberWhat happens after I invite a new member? Change a Member's RoleWhat happens after I change a me...

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