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Micall Searles

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Articles

Recent activity by Micall Searles

  • Re-Offer (Resend) an Award

    Contents Overview What is Re-Offering an Award? Before You BeginHow to Turn On “Allow Re-Awarding” Step-By-Step InstructionsHow to Re-Offer an Award What Happens After Re-Offering an Award? Re...

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  • Intake Communications: Email Trigger Guide

    Contents Overview Intake Email Communications Triggers Reference Table Table Key Intake Communications: Applicant Emails Application Edited Application Submitted Deadline Disqualify Late Submiss...

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  • 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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  • 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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  • 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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