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  2. Grant & Scholarship Lifecycle Manager
  3. GLM & SLM - User Workflows
  4. GLM & SLM - Applicant Workflow

GLM Applicant Tutorial

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The content contained in this article is applicable to the applicant and is meant to be shared with them.
 

The site theme has been updated from what is shown in this video. Navigation steps remain the same.

 

  1. Click the link provided to you by the organization to access the Logon Page.
    • If you have already created an account, enter your information and click Log On.log on button

    • If you have already created an account but have forgotten your password, click Forgot Your Password to reset it.forgot your password button

    • If you have not created an account, click Create New Account.create new account button

    • If someone else from your organization has created an account for this site but you have not created your own account yet, reach out to the site's administrator. They can create an account for you that will be connected to your organization in the site.
  2. If you clicked Create New Account, you will be asked to complete registration information for yourself and your organization. After filling out all the information, click Create Account.create account button

  3. The next page asks you to verify that you received your confirmation email. This helps ensure that you will receive other communications from this organization about your application. Click Continue.continue button

  1. Click Apply to reach the Apply page which lists the available grant opportunities and details about each.Apply button

    • If you were provided with an access code, enter it in the upper right-hand corner and click Enter Code.enter code button

    • Click Preview for any grant opportunity on the page if you would like to view the first form without starting a grant request.preview button

  2. Click Apply for a grant opportunity when you are ready to start a request.apply button

  3. You will arrive at the first form for the request which is usually an LOI or application. 
    • If there is a deadline to submit the form, it is listed at the top of this page.LOI deadline

    • Click Question List to download a copy of the form.question list button

    • Click LOI Packet or Application Packet to download a .pdf copy of the form once you have completed it.application packet button

  4. Complete the questions on the form.
    • Required questions are marked with an asterisk. 
    • The system automatically saves your work every 100 characters you type and when you click out of a question. You can click Save at any time.save LOI button

  5. Click Submit when you are ready to submit the form.Submit LOI button

    • If you decide to withdraw your application before submitting it, click Abandon Request instead.abandon request button

    • The system notifies you of any required questions that were missed. Complete those questions, and then click Submit again on the form. 
      • The form cannot be edited once it is submitted.
    •  A Foundant Promotional Pop-up message promoting Foundant nonprofit solutions shows when you submit forms in GLM.
      • You have the option to hide these messages by checking the Hide this message box on the pop-up.check box

  6. You will receive a confirmation message when your form is successfully submitted. Click Continue.continue button

  1. Click the Home icon to access your Dashboard.home icon

  2. There are two tabs on your Dashboard.
    • Active tab - Contains your draft requests, submitted requests still under consideration, and any approved requests that are still active.
    • Historical tab - Contains any of your other requests that are no longer active.active and historical requests tabs

  3. The actions you can take on forms for a request depend upon the form's status. 
    • Click View to see a form you have already submitted.vie LOI button 
    • Click Start to continue working on a form you have not yet submitted.
    • For an approved request, you might see the option to click View Details. This displays more information about the grant award.view details button

  4. Click your name in the upper-right corner of the page to view additional options.
    • Click Edit My Profile to update your contact information or password.
    • Click Edit Organization to update your organization's information.
    • Click Sign Out to log out of the site.
      sign out button 

  • Some questions have character limits. 
    • You will not be allowed to submit the form until the length of your responses to these questions fits within the character limits.
    • Responses that are longer than the limit will be saved, but an error message will appear informing you that the limit has been exceeded.
  • File upload questions only accept one file per question.  
    • If you attempt to upload a file that is larger than the limit, you will receive an error message informing you that the file is too large and the file will not be saved.
    • If you attempt to upload a file in an unaccepted file type, you will receive a warning that the file type is not acceptable; you will not be able to upload the file. 
    • Once a file has been uploaded, it can be deleted by clicking the X icon next to the file name.
  • For some text questions, you might see a rich text editor bar. This allows you to add formatting to your response. If you are copying and pasting text from a Word document, it will also allow you to keep most formatting from Word.rich text editor

    • Click a button in the editor, such as the B button for bold text, and then type. The formatting will be applied to the text that you type. 
      • Click the button in the editor again to stop using that formatting when you continue typing.   
    • Highlight existing text and then click a button in the editor. The formatting will be applied to the highlighted text. 
      • Highlight existing text and click the button in the editor again to remove the formatting.
    • When adding a numbered or bulleted list, click the arrow next to the list button to view additional formatting options.
  • A URL that links to a supporting video, such as one hosted on YouTube or Vimeo, can be entered into a Url question on an application. 
  • An application may use GLM’s integration with Candid, which is based on the Tax ID on your organization profile. If you have claimed your Candid profile and filled out the information on it, then you can use the Copy Candid Profile button to fill out some questions on this form.
    • If you have not filled out your Candid profile, you can still fill out the Candid questions manually, just like any other question type.
    • You may edit Candid questions in GLM after copying answers from Candid.
    • Editing Candid questions in GLM will not impact your Candid profile.
    • Pulling in a response from Candid will not overwrite an existing response on a GLM form.
    • Since this is based on your Tax ID, if you are fiscally sponsored, you will need to fill in the information manually. If you have questions, contact the Foundation.
  • An applicant may receive administrator comments on a saved or submitted form. The administrator comment will give information for the applicant on a specific question on the LOI or Application form. The information provided could mean that the applicant needs to add more information before the administrator can mark the form complete. administrator comment

Sector Education Resources

The following resources relate to this topic more broadly beyond your GLM site.

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