End-to-End process testing tutorials walk through the full Grant Lifecycle Manager (GLM) and Scholarship Lifecycle Manager (SLM) process setup and applicant experience across multiple parts. The tutorials cover process configuration, the LOI, and the application stages, evaluations, decisions, installments, follow ups, and closing requests. Each part builds on the previous to provide a complete view of the GLM/SLM cycle from setup through closeout.
User Role: Administrator
Use the End-to-End Process Testing Tutorials when:
- Setting up a new GLM/SLM process and needing a guided walkthrough of configuration from start to finish.
- Testing an existing process to verify the setup is accurate before opening it to applicants.
End-to-End Process Testing Part 1 Tutorial
Learn how to create and configure new processes, and gain awareness of how to utilize the LOI stage using this tutorial.
Understand how the application stage is set up, the process of assigning evaluators to a request, and adding automatic emails to applications utilizing this tutorial.
Learn how to configure decision stage forms, as well as adding and setting up follow up forms utilizing this tutorial.
End-to-End Process Testing Part 2 Tutorial
This tutorial shows how to apply for opportunities as an applicant. Then, as an administrator, how to mark forms as complete and assign evaluators.
End-to-End Process Testing Part 3 Tutorial
This tutorial demonstrates how to complete follow ups from the applicant perspective. As an administrator, this tutorial showcases how to make payments on requests and close requests.