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Micall Searles

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Articles

Recent activity by Micall Searles

  • Collaborating on an Application (Organization Applicants)

    Contents Overview What is Application Collaboration? User Roles & Permissions Step-By-Step Instructions Invite a CollaboratorWhat happens after I invite a collaborator? Change a Collaborator's ...

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  • Request Progress Report Revisions

    Contents Overview What is the Progress Report Revision Feature? Step-By-Step Instructions Open the Report Request Revisions What Happens After Requesting a Progress Report Revision? Awardee Expe...

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  • Review Communications: Email Trigger Guide

    Contents Overview Review Email Communications  Reference Table Table Key Review Communications: Applicant Emails Applicant Denied Applicant Disqualification Reversed Applicant Disqualified Applic...

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  • Move Waitlisted Applicants to Selected

    Contents Overview Step-By-Step Instructions View Waitlisted Candidates Move Waitlisted Candidate(s) to Selected Next Steps Related Articles OverviewThis step-by-step guide shows Program Admins h...

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  • Setting Up & Using Smart Summary

    Contents Overview  What is Smart Summary?  Step-By-Step Instructions Add a Customized Smart Summary Prompt to an Intake RoundTips for Writing Clear Prompts Generate a Smart Summary What Happen...

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  • Including Profile Checks in Progress Reports

    Contents Overview What Are Profile Checks? How to Set Up Profile Checks Enable “Include Profile Form” on Report Form(s)Choose Which Profile Fields to Include in Admin Views Awardee Experience V...

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  • Award Communications: Email Trigger Guide

    Contents Overview Award Email Communications Triggers Reference Table Table Key Accepted Declined Notify Reawarded Reversed Waitlisted Selected Related Articles OverviewThis guide lists all Awa...

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  • How to Request Approvals for Awarding, Disbursements & Reimbursements

    Contents Overview  Step-By-Step Instructions  Requesting Awarding Approvals How to Void an Award in the Approvals Process Requesting Disbursement Approvals Requesting Reimbursement Approvals ...

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  • Set Up a Review Round

    Contents Overview Understanding Review Rounds in Your Award Cycle Workflow Step-By-Step Instructions Navigate to the Workflow Builder Set Up a Review Round Rename the round (if desired) Select a ...

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  • Tracking Goals & Milestones Post Award

    Contents Overview Before You Begin Step-By-Step Instructions Access Goals and Milestones Open an Awardee’s Goals and Milestones Awardee Experience Related Articles OverviewThis guide shows Progr...

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