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Micall Searles

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Articles

Recent activity by Micall Searles

  • Setting Up & Using Smart Reviewer

    Contents Overview  Quick Video Walkthrough What is Smart Reviewer?  Before You Begin: Set Up Your Custom Feedback Form  ⚠️ Field Type Limitations in Custom Feedback Forms 💡 Tips for Creating an Ef...

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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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  • 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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  • Disqualify an Applicant

    Contents Overview What is Disqualifying an Applicant?⚠️ Important Notes Step-By-Step Instructions Navigate to the Intake or Review Round Disqualify an Applicant What Happens After Disqualifyi...

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  • Set Up & Use Average Scoring in a Review Round

    Contents Overview What is Average Scoring? Step-By-Step Instructions Set Up Average Scoring Step 1: Build Your Feedback Form Available Field Types for Average Scoring 💡 Tips for Building Your Cu...

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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 Open the Intake Form  Add the Goals Section  Set Up the Goals Section  Review Goal Setup Options Configu...

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  • Issue Multiple Awards to Recipients (Repeat Awarding)

    Contents Overview Before You Begin Step-By-Step Instructions Navigate to Awarding Add an Award Enter Award Information Edit or Customize the Award Agreement Notify the Applicant Related Articles...

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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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  • How to Reverse a Disqualified Application

    Contents Overview  What is the Disqualification Reversal Feature?  Step-By-Step Instructions  What Happens After You Reverse a Disqualified Application?  Application Status  Applicant Email Notifi...

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  • Feedback Types and Setup in a Review Round

    Contents Overview Before You Begin: Which Feedback Panel Will You See?Feedback Panel Options Step-By-Step Instructions If You See the "Feedback Type" Panel Choose a Feedback Method Scoring Voti...

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