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. Other scenarios in which creating a separate process can be helpful include:
- Forms, such as application or evaluation forms, are significantly different.
- Different group of intended applicants. For example, returning vs. new applicants.
- Different process stages are required. For example, an LOI stage.
After creating the initial processes in your site, it is recommended to build additional processes by copying an existing process.
- 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 SmartTips (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.