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Micall Searles

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Articles

Recent activity by Micall Searles

  • 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 View Goals and Milestones in Post Award Access Goals and Milestones Open an Awardee’s Goals and Milestones Awardee Experience Related Articles  OverviewThis ...

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  • Post Award Communications: Email Trigger Guide

    Contents Overview Post Award Email Communications  Reference Table Table Key Post-Award Communications: Progress Report Emails Report Approved Report Assigned Report Rejected Report Reminder Repo...

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  • Award Multiple Applicants at Once (Bulk Award)

    Contents Overview  What is Bulk Awarding?  Step-By-Step Instructions  Before You Begin  Set Up Bulk Award OfferIf Your Organization Uses Docusign Notify Award Recipients Notify All Award Reci...

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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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  • Understanding Goal Types in a Goals & Milestones Section

    ⚡Next Quick GuideOverviewThis quick guide explains the different Goal Types available for the Goals section in Intake Forms.Goal TypesNarrative Goal Definition: A goal that describes an outcome in...

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  • Export Awardee Details

    Contents  Overview  What Is Export Awardee Details?  Step-By-Step Instructions Export Awardee Details  Access Your File  Go to the Downloads Page  Download & Open Your File Related Articles O...

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  • Adding & Setting Up a Goals & Milestones Section in an Intake Form

    Contents Overview  What are Goals & Milestones Before You Begin  Step-By-Step Instructions Access the Intake Form  Add the Goals Section  Set Up the Goals Section  Review Goal Setup Options Confi...

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  • Edit Submitted Applications

    Contents Overview  What Is Admin Application Editing Step-By-Step Instructions  Open the Program  Enable Admin Application Editing  Access the Application  Edit the Application  What Happens Af...

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  • Setting Up a New (Annual) 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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