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Micall Searles

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Articles

Recent activity by Micall Searles

  • Managing Goals & Milestones After Receiving an Award

    Contents  Overview What are Goals and Milestones? Step-By-Step Instructions Access Your Goals and Milestones View Goal Details Mark a Milestone as CompletedWhat Happens After I Mark a Milestone a...

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  • Reverse an Award Offer

    Contents Overview What is “Reverse Award Step-By-Step InstructionsHow to Reverse an Award What Happens After Reversing an Award Offer? What's Next: Re-Offer or Void? How to Void a "Reversed" Awa...

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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 Access Review Email Communications Trigger Reference Tables Table Key Review Communications: Applicant Emails Applicant Denied Applicant Disqualification Reversed Applicant Disq...

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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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  • Review an Award Termination (For Awardees)

    Contents What Happens When Your Award Is Terminated? ⚠️ Important Notes Step-By-Step Instructions Review the Termination Respond to a Termination (For Mutual Terminations ONLY) 1. Request a Revis...

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  • Add Profile Checks to 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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  • 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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  • Award Communications: Email Trigger Guide

    Contents Overview Access Award Email Communications Triggers Trigger Reference Tables Table Key Award Communications: Award Status Emails Accepted Declined Notify Reawarded Reversed Waitlisted Se...

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  • Sort & Filter Applications (Intake & Review Rounds)

    Contents Overview  What is Sorting & Filtering? Step-By-Step Instructions  Open the Intake or Review Round  Customize Your ViewShow or Hide Columns  Sort & Filter Applications  How to Sort Appl...

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