SLM Fundamentals Course Resources – Foundant Technologies

SLM Fundamentals: Basics and Building Blocks

Video	Article
	GLM/SLM Glossary
	Introduction to Scholarship Lifecycle Manager
	Users Overview
	Add a User

Videos	Articles
Add Forms and Questions to Forms	Add, Remove, or Change Forms in Process Stages
Process Level Question Branching	Form Due Dates
Administrator Decisions Workflow	LOI Workflow for Administrators
Follow Ups	Add, Edit, Delete, and Preview Form Questions
	Question Types Overview
	Shared Questions
	Question Branching
	Question Type: Regular Expression (Regex)
	Add a Table
	Third Party Feature Overview
	Add a Third Party Group
	Build Third Party Email Templates
	Configure an Evaluation Stage
	Decisions Stage Forms
	Auto Configure Installments
	Show Decision Status and Award Details
	Follow Up Auto Due Date Options
	Show Follow Ups with Decision Status
	Follow Up Submission Logic
	Eligibility Quiz Overview
	Add an Eligibility Quiz to a Process
	Build Eligibility Quiz Rules
	Customize the Eligibility Quiz Failure Message

Videos	Articles
Email Templates	Build an Email Template
Automatic Emails	Merge Fields in Email Templates
Send Emails	Email Merge Field Guide
Generate Merge Documents	Configure Automatic Emails
	Send an Email
	Email History Page
	Merge Templates Overview
	Build and Edit a Merge Template
	DocuSign Integration

Videos	Articles
	Grants Manager Process or Request Assignments
	Set Custom Grants Manager Permissions
	Question Type: Regular Expression (Regex)
	My Organization Chart
	Advanced License Custom Columns
	Batch Import Payments

Videos	Articles
	Edit Site Settings
	SLM Configurable Site Settings
	Workload Page Options
	Create Custom Columns
	Requests and Decisions Page
	Manual Request Entry
	Copy Functionality
	Applicant Tutorial - Copy Request
	Revert the Status of a Request
	Archive or Restore a Process
	User Summary Page
	Request Summary Page
	Shared Documents
	Deactivate or Activate a User
	Add a User
	Collaborator Feature

Videos	Articles
Build a Data Set	Reports and Data Sets Overview
	Run a Report
	Error When Running a Report
	Build an Evaluation Report
	Build a Canceled Installments Report
	Build an Overdue Follow Ups Report

Videos	Articles
	CommunitySuite and GLM/SLM Integration Overview
	Sync SLM Requests to CommunitySuite
	Process Synced Scholarships
	Pay Synced Scholarships
	Set the CommunitySuite Scholarship for an Opportunity or Process

Videos	Articles
Evaluations - Administrator Workflow	SLM Applicant Tutorial
	Proxy In as Another User
	Mark LOI or Application Complete or Incomplete
	SLM Request Workflow Charts
	End to End Process Testing Tutorials
	Assign Evaluators to Requests
	Send an Email
	Evaluation Tutorial
	View Evaluations
	Close Evaluations
	Approve a Request
	Deny Requests
	Edit Decision Information After Approving or Denying a Request
	Add Installments to an Approved Request
	Assign Follow Ups to Requests
	Applicant Tutorial - Submit a Follow Up Form
	Mark a Follow Up Complete
	Payment Tracking Page
	Enter a Payment
	Budgeting Tool
	Close Requests