Once you have created a CommunitySuite Process in GLM, the next step is to configure your Grant Lifecycle Manager (GLM) settings in CommunitySuite before syncing grants to GLM. The default settings are configured in Grants Settings, but different default settings can be configured at the fund level. When syncing one or more specific grants, the settings can also be adjusted at the grant level if needed.
Configure Default GLM Settings in Grants Settings
First, configure the sitewide default GLM settings.
- Navigate to the Grants page and click Settings in the left-side menu.
- Click Default GLM Settings in the left-side menu.
- Click Edit in the left-side menu.
- Select the desired option for each Default GLM Setting from the drop-down menus, and then click Update.
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Send Grants to GLM - Select PRE_APPROVAL or POST_APPROVAL.
- PRE_APPROVAL - Allows grants to sync to GLM prior to approval. In a subsequent step, the default status in GLM for grants to sync into will be selected. A synced grant will then need to be approved in GLM before it can move forward in CommunitySuite for payment.
- POST_APPROVAL - Allows grants to sync to GLM after approval. Grants will sync into the approved status in GLM.
- Default GLM URLKEY - Select the URL key for your default GLM site for syncing grants.
- Default GLM Process Name - Select the default CommunitySuite process in your GLM site to receive synced grants.
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Default GLM Status - Select the default status to assign synced grants in your GLM site.
- If pre-approval was selected as the default, then ApplicationDraft, ApplicationSubmitted, ApplicationComplete, ApprovalDraft, or Denied statuses are the options available.
- If post-approval was selected as the default, then Approved status is the only option.
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Send Grants to GLM - Select PRE_APPROVAL or POST_APPROVAL.
Configure Default GLM Settings for a Fund
Once the sitewide GLM settings have been configured, specific settings for a fund can be added if this is necessary. When syncing a grant from this fund, the fund settings will be the default rather than the sitewide settings.
- Navigate to the fund record.
- Click [edit] in the Send Grants to GLM field.
- Select the option for Send Grants to GLM, and then click Save.
- Enabled - Pre Approval - Allows the grant to sync to GLM prior to approval. A synced grant will then need to be approved in GLM before it can move forward in CommunitySuite for payment.
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Enabled - Post Approval - Allows the grant to sync to GLM after approval. The grant will sync into the approved status in GLM.
- Click [edit] in the Send Grants to GLM field.
- Adjust the options for each setting as needed, and then click Save.
Adjust GLM Settings for a Grant
When syncing a specific grant or a batch of grants, the GLM settings for those grants can be adjusted.
Instructions for adjusting the GLM settings when syncing grants in a batch are available in Sync CommunitySuite Grants to GLM.
Use the steps below to adjust the GLM settings for a single grant before syncing it to GLM.
- Navigate to the grant record.
- Click Edit GLM Options in the left-side menu.
- Adjust the settings as needed, and then click Save.
A CommunitySuite process must be active in GLM to see these settings.