A process is the framework for a grant or scholarship cycle in your Grant Lifecycle Manager (GLM) or Scholarship Lifecycle Manager (SLM) site. Each distinct cycle is typically built as a separate process.
User Role: Administrator
When to add a Separate Process:
- Application or evaluation forms differ significantly from existing processes - When your grant cycle requires custom questions, workflows, or evaluation criteria that do not match your current process templates, create a separate process to maintain clarity and avoid confusion.
- Different applicant groups need separate applications - When you need to distinguish between returning applicants and new applicants, create dedicated processes for each group to streamline their experience.
- Additional process stages are required - When a grant cycle includes unique stages like an LOI or pre-application review that do not exist in your current processes, build a new process to accommodate the complete workflow.
After creating the initial processes in your site, it is recommended to build additional processes by copying an existing process.
To add a new process, access Process Manager and complete the process details including name, descirption, and required settings.
- Click Tools on the upper navigation bar, and then click Process Manager.
- Click Add Process.
- Enter the applicable information, and then click Create Process. Asterisks indicate a required field.
- Hover over the question mark icons in GLM/SLM for field guidance.
- Hover over the question mark icons in GLM/SLM for field guidance.
- Forms can now be added in the process stages.
When you are ready for the process to appear on the Apply page for applicants, toggle the process on. This is a necessary step in order for applicants to be able to start requests.