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  1. Foundant Technologies
  2. Grant & Scholarship Lifecycle Manager
  3. GLM & SLM - Universal Application

Installment and Follow Up Relationship

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In Scholarship Lifecycle Manager (SLM) and Grant Lifecycle Manager (GLM), using standalone processes or Universal Application, the ability to configure a relationship between installments and follow ups in the process manager is available. The relationship can be preconfigured before approving the requests and assigning the follow ups. Configuring this relationship reduces the clicks involved with approving awards, allows for accurate reporting of scholarship payments to schools which is essential if you do not use CommunitySuite, and increases accuracy and efficiency in knowing when scholarship payments are ready to be sent out. Configuring the installment to follow up relationship in the process manager is not required, and the stage status completion colors (green/yellow) will not be affected.  

The Installment and Follow Up relationship cannot be reported on using the reporting tool.

  1. Click Tools on the upper navigation bar, and then click Process Manager.
  2. Click the universe or process name.name

  3. Configure the installment form on the Decisions tab. In this example, Auto Configure has been configured for the installments in a Universal Application.
    • If Auto Configure is set up on the installment, the number of installments that show up on the Select Installment(s) pop up on the Follow Ups tab will reflect the"# To Add" for each installment.
    • If Auto Configure is not set up, each installment will only appear once in the Select Installment(s) pop up. installments

  4. Add the follow up form on the Follow Ups tab.
    • If using a common follow up form, it must be configured in the process in order for the appropriate installment form to be related to it.
  5. Click Select Installments.select installments

  6. Check the box next to each installment to associate it to the follow up, and then click Save.
    • Click Number or Installment Name to sort the installments or use Quick Search. 
    • In this example, the follow up form named Scholarship Acceptance Form, which is common for all opportunities in this universe, is related to all year 1 installments for all installment forms.
      check box and save button
  • When follow ups are assigned to a request, the related installments can be edited.

Refer to Build an Installment Report for instructions on reporting on installments.

When batch assigning follow ups that are configured to installments on stand alone processes or Universal Application, the installments will be linked if they are preconfigured. 

  1. Preconfigure the relationship between the installments and follow ups. 
    • In this example, the follow up named Award Acknowledgement is associated with the Installment Form - 1 Year, Follow Up - Year Two is associated with the Installment Form - 2 Year, and the follow up form named No Installment Relationship does not have a preconfigured relationship with an installment and is tied to the overall award.preconfigure installment
      no installment relationship

  2.  From the Dashboard, click Approved.approved applications

  3. Check the box next to each application to assign follow ups to it.
    • Batch assigning follow ups will automatically configure the relationships.check box

  4. Click Batch Actions, and then click Assign Follow Ups.
    assign follow ups

  5. Check the box next to each form or check the box at the top to select all forms, add a due date, and then click Assign Selected Follow Ups.check box

  6. From the Dashboard, click Follow Ups Draft.follow ups draft

  7. Click the Project Name.follow ups draft

  8. Click the Follow Ups tab.follow ups tab

  • The preconfigured relationships will display the date for the installment and the No Installment Relationship will display the Overall Award. preconfigured relationships
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