The content contained in this article is applicable to your board members 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.
Log On
First Time Log On
If you have never logged on to the system, you will first set up a password to do so.
- Click Forgot Your Password. You will receive an email with instructions to set your password.
- The site administrator has already created an account for you, so you will only need to reset your password. Do not click Create New Account.
- The site administrator has already created an account for you, so you will only need to reset your password. Do not click Create New Account.
Log On Using Existing Password
If you have already set your password, you can use it to log on to the system.
- Click the link provided to you by the organization to reach the Logon page.
- Enter your email address and password, and then click Log On.
Navigation
After logging on, you will land on your Dashboard. Click the Home icon to return to this page at any time.
The dashboard displays the list of grant or scholarship requests that you are assigned to evaluate. Each assigned evaluation displays its status of pending, draft, complete, or closed.
- Closed evaluations will be visible on your dashboard until a site administrator starts to enter a decision on the request.
- Click a status in the status bar to just view those evaluations.
- Click the status again to view all of your assigned evaluations.
- Click the status again to view all of your assigned evaluations.
- View the score you have given each assigned request in the Score column.
- This data is only visible if scoring questions are used on the evaluation form.
- The score is calculated by dividing the total points scored by the total points possible.
- Click Shared Documents to view any documents shared by the site administrator.
- Click Requests & Decisions to access a search page where any grant or scholarship request in the site can be searched.
- Click the Project Name for a request in the search results to access the request summary.
- If you are working in a grants management site and the organization utilizes the eReport Map feature, click eReport Map to view the organization's grantmaking activity in an interactive map.
Sign Out
- When you are finished working in the site, click your Name in the upper-right corner of the screen, and then click Sign Out.