If you utilize the integration with CommunitySuite, you have the option on forms to add questions that integrate data about a synced grant/scholarship from CommunitySuite into Grant Lifecycle Manager (GLM)/Scholarship Lifecycle Manager (SLM).
These function as read only questions, with data populating them from CommunitySuite. These questions should be added to forms in GLM/SLM before syncing requests to or from that process in order for data to populate.
- Questions added by default to the approval form:
- On Hold
- Grant Status
- Anonymous
- Grant Type Name
- Grant Advisor
- Grant Created Date
- Service Area Name
- Sponsored Vendor Name
- Grant Id
- Questions added by default to the installment form:
- Fund Id
- Fund Name
Additional CommunitySuite questions can be added using the process below.
Add CommunitySuite Questions to a GLM/SLM Form
- Click Tools on the upper navigation bar, and then click Process Manager.
- Click the name of the process to which you want to add CommunitySuite questions.
- Click the stage containing the applicable form.
- Click the pencil icon for the form.
- Click Add CSuite Question.
- Select the question to add, and then click Add Selected Question.
Repeat the steps to add additional questions.
Descriptions of CommunitySuite Questions
Below are descriptions of the available CommunitySuite questions. The first section lists CommunitySuite questions most commonly added in GLM/SLM sites. The second section lists other available questions, and the third section lists questions that are not recommended to add at this time as they do not populate with data.
Commonly Added Questions
- Grant Advisor - Name of grant advisor/fund advisor/program officer.
- Grant Id - Corresponding Grant ID in CommunitySuite.
- Grant Type Name - Categorization or tag of the grant.
- Service Area Name - Geographical area serviced by the grant.
- Sponsored Vendor Name - Name of the vendor or organization sponsoring the grant.
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Fund Id - ID of the fund associated with the grant or scholarship.
- This field is only available to add to an installment form.
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Fund Name - Name of the fund associated with the grant or scholarship.
- This field is only available to add to an installment form.
Other Available Questions
- Anonymous - Indicates whether or not the grant is anonymous.
- Auto Pub78 - Indicates whether or not Enable Candid is turned on.
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CSuite Instructions - Instructions for administrator on how funding should be split for the corresponding grant/scholarship. These instructions are sent to CommunitySuite and are visible while the grant is in the GLM bucket.
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Once the request is approved, this field cannot be edited. It is recommended that you discuss with your Foundant team member or the Client Success Team before adding this question.
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- Employee Name - Employee who approved the grant.
- Exclude Admin Fee - Indicates whether or not the admin fee was removed from the grant.
- Fund Total - Total amount in the fund balance.
- Funded Direct - Indicates whether or not the grant was direct funded. A direct funded grant is not funded through online donations.
- Funded Total -Total of direct and indirect funding. This is the same as amount awarded.
- Grant Created Date - Date that the grant was created in CommunitySuite.
- Grant Cycle Cat Name - Category Name inside the Grant Catalog.
- Grant Cycle Name - Name of the grant cycle.
- Grant Date - Decision date.
- Grant Status - New, Approval, Paid, or Complete status in CommunitySuite.
- Historical - Indicates whether or not the grant data was migrated.
- Last Pub78 Ts - Date of last Candid charity check of the grantee.
- Legacy Id - Profile ID used in a previous system.
- No Pub78 Check - Indicates whether or not Candid charity check is disabled for the grantee.
- No Public Donations - Is not part of the Grant Catalog.
- On Hold - Grant will be On Hold if not ready to proceed.
- Public Visible - Indicates whether or not this is an anonymous grant.
- Requested Amount - Requested funding amount, if the grant originated in the Fund Advisor Portal.
- Sort Key - Number that determines the order of prioritization. If left undefined, order is alphabetical.
- Sort Order - Order of Grant Categories within the Grant Catalog.
- Summary - Summary of the grant funding opportunity.
Non-Recommended Questions to Add
The questions listed below will not populate with data in GLM/SLM at this time.
- Cancel Amount
- Cancel Date
- Closed Ts
- Passthrough
- Printed Ts
- Pub78 Ts
- Vouchers