Administrators in Scholarship Lifecycle Manager (SLM) and Grant Lifecycle Manager (GLM) can manually enter requests for any existing organization or contact in the system. This can be done via the User Summary page or the Organization Summary page for GLM sites. Once a request is manually entered, it can be moved through the process as usual or immediately denied or approved.
When entering many manual requests, such as when recording historical awards, consider creating on or more internal processes for this purpose. This keeps requests organized and allows application questions to be made optional for manual entry purposes.
User Roles: Administrators and Grants Manager
When to Use Manual Request Entry:
- An administrator may manually enter requests for historical reporting purposes, to digitize paper applications for centralized management, or to record discretionary awards.
- Site administrators can add manual request entries on organizations (GLM) or individuals (SLM) to log a record of a request in the database.
Visibility to the Applicant
Manually entered requests are visible on an applicant's dashboard at different points depending upon the type of process used.
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Internal Process - The request will only appear on the applicant's dashboard once it has been approved or denied.
- This can be modified using the Applicant Visibility setting.
- Public or Restricted Process - The request will only appear on the applicant's dashboard once it has been marked complete.
Organization Summary Page - Manually Enter a Request
- Click Search on the upper navigation bar, and then click Organizations or Users.
- Enter the name of the organization or user, and then click Search.
- Click the name of the organization or last name of the user.
- There are two options below, one for the Organization Summary page, and one for the User Summary page.
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Organization Summary page:
- From the Summary tab, click Add in the Requests section.
- Alternatively, click the Requests tab, and then click Add.
- Alternatively, click the Requests tab, and then click Add.
- Select the Applicant name from the drop-down menu, select the Process name from the drop-down menu, and then click Continue.
- From the Summary tab, click Add in the Requests section.
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User Summary page:
- Click the Requests page.
- Click Add.
- Select the Organization from the drop-down menu, select the Process name, and then click Continue.
- Click the Requests page.
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Organization Summary page:
- Complete the first form for the request, which is either the LOI or application form.
- Click Save Application or Save LOI to finish entering this request at a later time.
- Click Application Complete or LOI Complete to put the request in the corresponding status.
- Click Approve Request or Deny Request to record a decision for the request.
When manually entering a request into a process that starts with an LOI, clicking Approve Request allows the request to be approved without having the applicant fill out the application form. Clicking LOI Complete puts the request in the LOI Complete status where the application form can then be assigned to the applicant.
Manual Request Entry Video
The video below explains manual request entries, including when and why administrators use this feature and step-by-step instructions for entering requests manually.
Sector Education Resources
The following resources relate to this topic more broadly, beyond your Grant Lifecycle Manager (GLM)/Scholarship Lifecycle Manager (SLM) site.