Custom Columns
The Custom Columns feature allows users to create unique custom columns on their workload pages
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2:53The Grants Manager Assignment feature allows administrators to assign or unassign users with the Grants Manager role to a Process and/or specific Request.
1:54Custom Grant Manager Permissions allows administrators to edit the permissions of each Grant Manager in the system.
2:03Increase communication within your team and gain better visibility on what is being worked on with My Organizational Chart Hierarchy feature. This feature is particularly helpful for program officers
1:38Question Branching allows you to control the capture of information dependent on applicant responses to prior questions. For example: “Do you have a fiscal sponsor?” If YES is entered in the form, add
2:40Eligibility Quiz allows you, as a funder, to add a form in front of all your processes, qualifying applicants based on their responses. For example, when an applicant logs in they will be presented wi
3:33Internal Follow Ups allow follow ups to be assigned to internal users post grant award to help track items such as grant close out, site visits, activity reports, and evaluation of outcomes reported.
5:27Third Party allows applicants to request third-party contributors to provide letters of recommendation, transcripts, electric signature, or other required information.
1:31Administrators can restrict or allow visibility of specific process(es) for Grant Managers.
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