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Micall Searles

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Articles

Recent activity by Micall Searles

  • 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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  • 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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  • Approve a Late Application

    Contents Overview What is Approving a Late Application?⚠️ Important Notes Step-By-Step Instructions Navigate to the Intake or Review Round Approve a Late Application What Happens After Approv...

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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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  • Post Award Communications: Email Trigger Guide

    Contents Overview Access Post Award Email Communications Trigger Reference Tables Table Key Post-Award Communications: Progress Report Emails Report Approved Report Assigned Report Rejected Repor...

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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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  • Setting Up Your Next Award Cycle

    Contents Overview  What is an Award Cycle?  Step-By-Step Instructions Step 1: Access Award Cycles Step 2: Create a New Award Cycle  Step 3: Set Up Your New Award Cycle Step 4: Activate Test Mode  ...

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  • Request Revisions on an Application

    Contents Overview What is Requesting a Revision?⚠️ Important Notes Step-By-Step Instructions Navigate to the Intake or Review Round Request a Revision What Happens After Requesting a Revision...

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  • View Communication Logs

    Contents Overview What are Communication Logs? Step-By-Step Instructions Access Communication Logs Review Communication Logs Communication Logs Page Overview Adjust Your View Related Articles...

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