While processes and features in your Grant Lifecycle Manager (GLM) site can be configured to meet your customized grant request workflow needs, there are common elements to most workflows. The charts in this article illustrate the standard stages, decision points, and actions that occur throughout the grant request lifecycle.
User Role: Administrator
When to Use GLM Request Workflow Charts:
- New administrators need to understand the overall grant request process and how different stages connect to each other before configuring their first process.
- Training materials are being developed for staff members or board members who need to understand how requests move through the system from application to payment.
- Process configuration decisions require a clear understanding of how adding features like LOI stages or eligibility quizzes will affect the overall workflow.
- Integration between GLM and CommunitySuite is being planned or implemented, and the team needs to visualize how requests or grants sync between systems.
- Documentation is needed to explain current workflows to stakeholders or to map out proposed changes to existing grant processes.
How to Use Workflow Charts
At the end of the article, each chart is also available to download as a .vsdx file. This file type can be opened and edited with applications including Microsoft Visio, Miro, Lucid, and draw.io. Refer to the resources below for guidance.
Grant Request Workflow
This chart shows the standard grant request process from application submission through approval and payment, without additional stages like LOI or eligibility screening.
Grant Request Workflow
Grant Request with LOI Workflow
This chart illustrates the grant request process that includes a Letter of Intent (LOI) stage before the full application, showing how requests move from LOI submission through final approval.
Grant Request with Eligibility Quiz Workflow
This chart demonstrates the grant request process that includes an eligibility quiz stage, showing how applicants are screened for basic requirements before accessing the full application form.
Grant Request with Eligibility Quiz Workflow
Payment Workflow
This chart outlines the payment process after a request has been approved, showing the steps from installment creation through payment completion and request closure.
Payment Workflow
Integration Workflow: Sync GLM Request to CommunitySuite
This chart shows how approved requests in GLM sync to CommunitySuite as grants, including the data transfer process and what actions occur in each system.
Integration Workflow: Sync GLM Request to CommunitySuite
Integration 2.0 Workflow: Sync CommunitySuite Grant to GLM
This chart illustrates the Integration 2.0 process where grants created in CommunitySuite are sent to GLM for tracking and reporting, showing the workflow from grant creation through sync completion.