Administrator Workflow Overview

The following resources provide high-level visual overviews of the most common workflows in GLM or SLM.

Resources:

• GLM Request Workflows
• SLM Request Workflows

The following resources detail the typical workflow when getting a process ready to accept requests.

Resources: 

• Copy a Process
• Edit the Process Summary
• Process Visibility Types
• Process Start and End Dates
• Process Toggled On vs. Off
• Add, Remove, or Change Forms in Process Stages
• Form Due Dates
• Configure an Evaluation Stage
• Follow Up Forms and Field Codes

The following resources detail the different workflow options for requests that are using LOIs and applications. Once an application is submitted, you may mark it complete, edit submitted responses, or revert the status of the request to allow the applicant to resubmit the application.

Resource:

• Edit Hard Deadlines

The following resources detail the typical workflow used when requests are ready for evaluations.

Resources:

• Configure an Evaluation Stage
• Set Custom Columns for Evaluators
• Assign Evaluators to Requests
• Evaluation Assignment Checkbox Symbols
• Close Evaluations

The following resources detail the typical workflow used when requests are in the decisions stage of a process.

Resources:

• Approve a Request
• Deny Requests
• Add Decision Comments
• Edit Decision Information After Approving or Denying a Request
• SLM: Send One Denial Email Per Applicant

The following resources detail the typical workflow used when requests contain installments and payments.

Resources:

• Budgeting Tool
• Payment Tracking Page
• Options for Adjusting Installments and Payments
• Add Installments to an Approved Request
• Edit an Installment
• Decrease the Amount Awarded
• Remove an Installment
• Cancel an Installment
• Canceled Installments with CommunitySuite Integration
• Enter a Payment
• Credit a Payment
• Delete a Payment

The following resources detail the typical workflow used when requests are in the follow ups stage of a process.

Resources:

• Assign Follow Ups to Requests
• Attach Follow Up to Overall Award or Installment Form
• Reassign a Follow Up to Another User
• Revert the Status of a Follow Up
• Options for Evaluating Follow Up Forms

The following resources provide additional information on administrator workflows.

Resources:

• Proxy In as Another User
• Move a Request to a Different Organization
• Assign a Request to a Different User
• Upload a Document to a Request, User, or Organization
• Edit Hard Deadlines
• Edit Submitted Responses
• Manual Request Entry
• Close Requests
• Revert the Status of a Request
• Reallocate Funds for COVID-19 Relief Efforts