This feature is available with the Advanced license for Grant Lifecycle Manager (GLM) sites. It is available with the Basic license and above for Scholarship Lifecycle Manager (SLM) sites. Contact Support to enable this feature in your site or with any questions about your license.
In order to add third party questions to a form, a third party question group must first be added.
- Click Tools on the upper navigation bar, and then click Process Manager.
- Click the name of the process.
- Click the process stage.
- Click the pencil icon to edit the form.
- Click Add Group.
- Enter a Name for the question group, check the box for Make this an Anonymous Third Party group, and then click Save Group.
- Click the pencil icon next to the Third Party Email question to edit the question label or add instructions for the applicant.
- This is the only question in the group that is visible to the applicant. It is recommended to provide guidance to the applicant that they need to enter the email address for the third party responder of their choice, click Compose Email, and then send an email to the third party asking them to complete the questions on the form.
- This is the only question in the group that is visible to the applicant. It is recommended to provide guidance to the applicant that they need to enter the email address for the third party responder of their choice, click Compose Email, and then send an email to the third party asking them to complete the questions on the form.
- Within the third party question group, click Standard.
-
Build the first question to which the third party should respond.
- After saving the question, it will display a third party icon.
- After saving the question, it will display a third party icon.
Continue adding third party questions as needed.
The table below outlines which user roles can see third party questions.
- In the table, Administrators includes users with the administrator, grants manager, or auditor roles.
- The only question in a third party group that is visible to the applicant is the third party email field.
|
User Role Question is Visible To | ||||
| Third Party Question Visibility | Applicants | Evaluators/Board Members | Third Party Responders | Administrators |
| Everyone | X | X | X | |
| Third Party | X | X | ||
| Internal | X | X | ||
| Administrator | X | |||
Example Third Party Instructions
Example third party instructions are provided to copy and paste. Replace the underlined portions with your relevant foundation information.
Example Email for Applicants
Consider providing example email content for the applicant to copy and paste to ensure they properly communicate their request.
- Copy and paste the below message into the email to your chosen recommender.
Dear _____,
I am applying for a scholarship from the Scholarship Foundation. I am writing to ask you to please submit a letter of recommendation or answer the recommendation questions on my behalf.
The deadline for submitting is XX/XX/XXXX.
You will be receiving a separate email with a link to the recommendation form on my application.
Questions? Contact the Scholarship Foundation.
Sincerely,
Foundation Name