Edit the Process Summary

Process details and settings such as name, start and end dates, visibility, and header images can be edited at any time. 

1. Click Tools on the upper navigation bar, and then click Process Manager.
2. Click the process name.
   
   
   
3. Click Edit Process Summary drop-down menu.
   
   
   
4. Make any necessary edits, and then click Save Summary. Asterisks indicate a required field.
   • The available fields to edit are as follows:
     • Budget - The total amount available to award within this process. Filling out this field allows you to use the budgeting tool within the system. This field is not visible to applicants.
     • Allow Copying - Part of the Copy feature. This controls who (if anyone) is able to copy a request to/from this process. This selection must be made in both the process that requests will be copied from, and the process that requests will be copied into.
       • Off: No copying to/from this process.
       • Administrators: Only administrators can copy to/from this process.
       • Applicants: Only applicants can copy to/from this process.
       • Both: Administrators and applicants can copy to/from this process.
     • Start Date - At 12:00 AM on this date (in the time zone selected in your site settings), applicants will be able to start a new request in this process. The process must also be toggled on.
     • End Date - After 11:59 PM on this date (in the time zone selected in your site settings), applicants will no longer be able to start a new request in this process, even if the process is toggled on.
     • Visibility - Determines applicants' access to this process.
       
       • Public: Visible to all applicants.
       • Restricted: Only visible to applicants who have the access code.
       • Internal: Not visible to applicants. Internal processes are typically used for manual request entry by administrators.
     • Header Image - This will allow an administrator to upload a header image for any process. This image will be shown in the header of the associated card on the Apply page for applicants. If no header image is uploaded, there will be no header image displayed on the associated card on the Apply page. There is a 200KiB limit and the file types that are allowed are .gif, .jpeg, .jpg, .png, .svg, and .webp.
     • Description -This appears on the Apply page and is intended to give the applicant more details about the funding opportunity. For example, this often contains info about who is eligible to apply, important due dates, and who to contact with any questions. It is recommended to keep this description short. You can include links to more lengthy information hosted on your website, and a short description here makes it easier for applicants to scan through multiple processes you might have open.
       
       

• • To add a header image, click Upload a file, select an image from your computer, and then click Open.
    
    
    • To delete a header image, click the trash can icon.