In order to assist your applicants, it can be helpful to understand the applicant dashboard. A general overview of it is provided below. Detailed applicant tutorials can be found in Guiding Applicants Through the Process.
There are two sections below, the New Dashboard and the Legacy Dashboard. Administrators can turn on the New Applicant Experience setting to enable the new applicant dashboard and apply page.
New Applicant Dashboard
To turn on the new applicant dashboard, the Foundation Setting named New Applicant Experience will need to be set to True.
- Click the gear icon in the upper right corner.
- Navigate to the New Applicant Experience setting and click the pencil icon.
- Click the True radio button, and then click OK.
Applicant Dashboard Video
Upper Navigation Bar
There are several actions an applicant can take from the upper navigation bar.
- Click Home to navigate back to their dashboard.
- Click Apply to navigate to the Apply page where they can start a new request.
- Click the menu icon where they can log out or edit their profile.
- Click Organization History to view other requests submitted by an applicant from their organization, any organization documents made available by an administrator, and other general information.
- This option is dependent upon your site settings. Detailed information on this setting can be found in Applicants' Ability to View Organization History.
- The Public Profile button on the Organization History page allows the applicant to view publicly available information about their organization from Candid and GreatNonprofits. More details are provided when they click this button.
To Do Panel
The To Do panel of the applicant dashboard displays actions that can be taken on any active or collaboration requests assigned to the applicant. It contains two tabs: Assigned To You and Upcoming.
- The Assigned To You tab is open by default and displays collaboration requests and any forms assigned to the applicant. Applicants can Accept, Continue, or Start any requests from this tab.
- Forms will be ordered by the due date if applicable; a red alarm clock icon will appear next to forms that have a due date within the next two weeks.
- Forms will be ordered by the due date if applicable; a red alarm clock icon will appear next to forms that have a due date within the next two weeks.
- The Upcoming tab displays any sequential follow ups that are upcoming but cannot be submitted yet.
- Click the See Opportunities button to navigate to the Apply page where a new request can be started.
Request Section
The request section of the applicant dashboard contains the same request information in the To Do panel in three columns: Action Needed, No Action, and Historical. The quick search bar can be used to find specific requests from any column.- The Action Needed column displays any forms that are due.
- The No Action column displays forms that do not need further action from the applicant as administrators process the request.
- A ribbon icon will appear next to approved requests.
- The Historical column displays requests from the applicant that have been closed, denied, or abandoned.
- The color of the request cards also indicates the request status.
- Yellow - The request needs action taken on it.
- White - The request does not need any action taken on it.
- Green - The request has been approved and does not need any further action.
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Grey - The request has been abandoned or denied.
The actions listed below can be taken from each column
- Click on a request card header to go to the request summary and view any decision and award details associated with the request.
- The visibility of these details depends upon your site settings.
- Detailed information on this setting can be found in Show Decision Status and Award Details.
- Click the document drop-down menu to view and access all forms and files associated with the request.
- If there are any incomplete third party requests associated with the form, a red third party icon will appear. Hover over it to see the completion status.
- Click on the organization name to edit your organization's information.
Warn Applicant of Existing Request Message
When enabled, the Warn Applicants of Existing Request setting is designed to help prevent an applicant from creating more than one request in the same process.
This is a site-wide setting, meaning it will be in effect for all processes in the site if enabled. When enabled, this setting has the following effects for an applicant who has already created a request in a process:
- On the Apply page, the Apply button for the process in which they have already created a request will appear as a white Applied button with a green checkmark.
- This is meant to discourage the applicant from clicking the button again, but they can still click it and start a new request if they choose to do so.
- This is meant to discourage the applicant from clicking the button again, but they can still click it and start a new request if they choose to do so.
- If the applicant does click the Applied button for the process, they will see a warning message informing them that they already have a request in the process.
- The message displays the status for the request and provides a link for them to access it.
- They also have the option to click Apply Again which allows them to continue with creating a new request in the process.
If the applicant's existing request in the process has been deleted or abandoned, they will not see the warning message and the button will show as Apply.
Customize Warn Applicant of Existing Request Message
- Click the gear icon in the upper-right corner.
- Click the pencil icon next to the Warn Applicant of Existing Request setting.
- Check the Warn Applicant of Existing Request box, customize the warning message as needed, and then click OK.
- The system will automatically add information about the applicant's existing requests below the customized message.
- The system will automatically add information about the applicant's existing requests below the customized message.
Applicant Dashboard (Legacy)
Upper Navigation Bar
There are several actions an applicant can take from the upper navigation bar.
- Click Home to navigate back to their dashboard.
- Click Apply to navigate to the Apply page where they can start a new request.
- Click their name where they can log out, edit their profile, or if applicable, edit their organization information.
- Click Organization History to view other requests submitted by an applicant from their organization, any organization documents made available by an administrator, and other general information.
- This option is dependent upon your site settings. Detailed information on this setting can be found in Applicants' Ability to View Organization History.
- The Public Profile button on the Organization History page allows the applicant to view publicly available information about their organization from Candid and GreatNonprofits. More details are provided when they click this button.
Request Section
The request section of the applicant dashboard contains two tabs: Active Requests and Historical Requests.
- The Active Requests tab is open by default and displays all open requests from the applicant.
- Applicants can view forms they have already submitted, edit those they have not yet submitted, and view details about the decision on a request.
- The visibility of these details depends upon your site settings.
- Detailed information on this setting can be found in Show Decision Status and Award Details.
- If there are request documents for them to view, those will also be available here.
- Applicants can view forms they have already submitted, edit those they have not yet submitted, and view details about the decision on a request.
- The Historical Requests tab displays requests from the applicant that have been closed, denied, or abandoned. The applicant can view submitted forms for those requests as well.