The User Summary page houses all information related to a specific user in Grant Lifecycle Manager (GLM) or Scholarship Lifecycle Manager (SLM). From a centralized location, administrators can view and manage user accounts, review request history, and monitor follow up forms and evaluation assignments.
User Role: Administrator, Grants Manager, or Auditor
When to Use the User Summary Page:
- View and edit a user's contact information, organizational affiliations, role assignments, and account settings from a centralized location.
- Review a user's complete request history, track granted and paid amounts across all requests, and manually enter requests on behalf of the user.
- Manage user-specific documents and comments, and proxy in as the user to troubleshoot account issues, view email history and logon history, and monitor follow up forms assigned to the user.
The User Summary page consolidates user specific information into a streamlined view.
The pages within the User Summary page vary depending on the type of site or user role. For example, when viewing the User Summary page for a user who is not an evaluator, the Evaluations page will not be available.
To navigate within the User Summary page, click the left-side menu options to navigate to the pages.
Access a User Summary Page
To access the User Summary page for a user, click the user's name anywhere it appears in the site. The most common navigation paths are detailed below.
Access via Users Search Page
To access the User Summary page from the Users Search page, search for the user and click their last name.
- Click Search on the upper navigation bar, and then click Users.
-
Enter search criteria, such as the first and last name of the user, and then click the user's last name.
Access via Workload Page
To access the User Summary page from a workload page, click the user's name.
-
From the Dashboard, click the workload page that contains one of the user's requests.
-
Click the user's name.
Access via Requests and Decisions Page
To access the User Summary page from the Requests and Decisions page, search for the user and click their name.
- Click Search on the upper navigation bar, and then click Requests & Decisions.
-
Enter search criteria, such as the first and last name of the user, and then click Search.
-
Click the user's name.
Access via Organization Summary Page
To access the User Summary page through an organization's contact list:
- Click Search on the upper navigation bar, and then click Organizations.
-
Enter search criteria, such as the name of the organization to which the user belongs, and then click Search.
-
Click the organization name.
-
Click the Contacts tab.
-
Click the user's name.
Access via Header Search
To access the User Summary page using the header search bar, enter search criteria in the upper navigation bar and click the user's name.
-
Click into the Search Bar in the upper navigation bar.
-
Enter search criteria, then click the user's name.
Summary Page
The Summary page provides a high-level overview of the user's account including contact info, organizational affiliation, recent comments, and last logon date.
Click the pencil icon next to the user name to edit the contact information.
Custom fields display underneath the user's name. The included information may vary depending on the use of user custom fields. The header fields can be customized and reordered by clicking the gear icon.
-
Check the checkbox of the fields to be displayed. Drag and drop the six dot icon to reorder fields, then click Save.
To proxy in as the user, click the proxy as button from the User Summary page.
-
Click OK to proxy in as the user.
Organizations Page (GLM Only)
The Organizations page on the User Summary page displays the organization to which the user belongs and allows you to manage the user's organizational affiliations. This page is only available in GLM.
Users can be added to multiple organizations by clicking Add.
-
Search for the organization, then click the Organization Name.
Click Remove to remove a user from an organization.
Click Default to set a user's default organization.
Requests Page
The Requests page on the User Summary page displays all requests that belong to the user and provides the option to manually enter a request on behalf of the user.
A request's date, process name, project name, type of payment, status, granted amount, or paid amount can be entered into the search field. The total granted and paid amounts are tracked in the Totals row.
The status of requests can be updated in batch from the Requests page of the User Summary page. Administrators can batch abandon, close, or deny requests on a per applicant basis by clicking the request's checkbox, and then clicking Batch Actions.
-
Click OK to confirm.
Comments Page
The Comments page allows administrators to record and manage comments specific to a user, including viewing, editing, deleting, and pinning existing comments.
Click the pin icon to pin a comment.
-
Pinned comments appear in the top left corner of the Comments page with a yellow highlight around the box.
Click the grid or table icon to change the layout of the comments.
Email History Page
The Email History page displays information about the user's email history, including the date the email was sent, status, template name, email subject line, and who sent the email.
To filter the Email History page by column, click into a column search field and then enter an applicable filter. Columns can be filtered by the date the email was sent, the status of the email, the email recipient, email template, email subject line, and who sent the email.
To clear filters, click Clear Filters.
Interactions Page (Standard and Advanced Licenses)
The Interactions page allows administrators to log interactions with specific users, including in-person meetings, phone conversations, or exchanged emails.
Click the pin icon to pin an interaction.
-
Pinned interactions appear in the top left corner of the Interactions page with a yellow highlight around the box.
Click the pencil icon to edit an interaction.
Click the trash can icon to delete an interaction.
Click the grid or table icon to change the layout of the interactions.
Documents Page
The Documents page allows administrators to upload and manage documents specific to a user, including viewing, editing, and deleting existing documents.
Follow Ups Page
The Follow Ups page displays all follow ups assigned to a user and is only visible to administrators, grants managers, and auditors.
Follow ups can be viewed by clicking the follow up form name.
Follow ups can be filtered by entering the form name, process name, organization, award/installment type, due date, submission date, or status into the search field.
Follow ups can be reassigned from the User Summary page by clicking the follow up's checkbox, and then clicking Reassign.
-
Check the checkbox of the user the follow up will be reassigned to, then click Reassign.
-
Administrators can reassign follow ups for requests from the same organization in batch from the User Summary page.
Evaluations Page
The Evaluations page on the User Summary page displays all active evaluation assignments for that evaluator, including the stage, status, and score of each evaluation.
Evaluations can be unassigned from the User Summary page by clicking the evaluation's checkbox, and then clicking Unassign.
-
Click OK to unassign the evaluation. Once unassigned, the request will be assigned a new evaluator from the Evaluations Assigned workload page.
Change Log Page
The Change Log page displays changes made to the user's record, the date the change was made, old and new entries, and who made the change.