Processes are the framework you create to house your various grant or scholarship cycles. Active processes appear on the Apply page for applicants where they can start a request within a specific process.
Processes are built and managed on the Process Manager page. Being intentional about how you build your processes is important for reporting, budgeting, and dashboard filtering purposes.
While you will likely create your first process from scratch, it is typically recommended that you create each additional process by copying an existing process.
Add a New Process
The initial processes in your site are built manually rather than by copying an existing process. Each distinct cycle is typically built as a separate process and choosing to create separate processes in other scenarios might be advantageous as well.
Edit the Process Summary
After adding or copying a process, the first step is to edit the information and settings contained in the process summary. This includes items such as the process name, description, and start and end dates.
Toggle a Process On or Off
Toggling a process on makes it available on the Apply page for applicants. If the current date is within the start and end dates for the process, or if the process does not have start and end dates set, applicants can start a request within the process.
Toggling a process off removes it from the Apply page so that applicants cannot start a new request within the process. This does not affect applicants who have already started a request.
Each process contains stages that a request in the process may progress through. For example, a process may have an application, evaluation, and decisions stage. Each stage contains one or more forms to be completed by the applicant, evaluator, or administrator.
Within process stages, there are certain options or settings that can be configured. For example, a due date can be configured for forms at the LOI, application, and follow up stages. Multiple options can be configured at the evaluation stages including the pool of evaluators to be made available.
Copy a Process
In general, it is recommended to copy a process forward for the next cycle or when creating an additional process in your site. Copying processes plays a vital role in the ability to easily build data sets, reports, and merge templates. This also saves time and prevents needing to build each form and process from scratch.
Archive a Process
Once a grant or scholarship cycle is complete, it is recommended that the process be archived. Doing so does not affect any requests that might still be active within the process. For example, applicants can still submit assigned follow up forms if the process is archived. Archiving processes keeps the Process Manager page organized. An archived process can be restored at any time.