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Micall Searles

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Recent activity by Micall Searles

  • 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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  • 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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  • 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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  • 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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  • 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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  • Edit Submitted Applications

    Contents Overview  What Is Admin Application Editing Step-By-Step Instructions  Enable Admin Application Editing  Access the Application  Edit the Application  What Happens After Edits are Save...

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  • View Application Edit Logs

    Contents Overview  What Are Application Edit Logs Step-By-Step Instructions Open the Award Cycle View Edits Overview This step-by-step guide shows Program Admins how to view a history of edits m...

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