Manual Request Entry

Administrators 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 Grant Lifecycle Manager [GLM] sites). Once a request is manually entered, it can be moved through the process as usual or immediately denied or approved.

Common Uses

Below are some common scenarios where manual request entry is used:

• Entering historical requests into your site for reporting purposes.
• Entering any paper applications you receive into your site, so that they can be managed with all other requests.
• Entering discretionary awards.

If you plan to enter many manual requests (e.g. for recording historical awards), consider creating one or more internal processes for this purpose. This keeps requests organized and allows you to make application questions optional for manual entry purposes. 

Visibility to the Applicant

Manually entered requests are visible on an applicant's dashboard at different points depending upon the type of process used: 

• Internal Process - the request will only appear on the applicant's dashboard once it's 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's been marked complete. 

Manually Enter a Request

Follow the steps below to manually enter a request.

1. From the Organization Summary or User Summary page, click Create Request in the Request History tab.
   
   
   • This will take you to a page with a drop-down list of all activated processes available for manual entry.
2. Choose the desired process from the drop-down list, select a contact to assign the request (if you started from the User Summary this will not be visible), and then click Continue.
   • For GLM sites, you have the option to select Unassigned instead of choosing an actual contact.
     
     
3. The next page displays the first form in the process (either the LOI or application). All required questions on the form must be completed before you can finish entering the request.
   • To finish entering this request at a later time, click Save Application at the bottom of the page.
   • To put this request in the LOI Complete or Application Complete status, click Application Complete or LOI Complete.
   • To approve the request, click Approve Request.
   • To deny the request, click Deny.

• If you are manually entering a request into a process that starts with an LOI, clicking Approve Request allows you approve the request without having the applicant fill out the application form. Clicking LOI Complete puts the request in the LOI Complete status, where you can then assign the application form to the applicant.