Cycle management overview
Cycle management preserves historical records and prepares your system for a new round of applications.
Tip: For a video overview, see Cycle Management Process (with video).
Why should I perform cycle management?
Cycle management helps you:
-
Preserve historical information: Archives old applications to protect historical information from being accidentally changed
-
Award the right applicants:Make sure only current applicants are present in your system
-
Safely update opportunities: Make changes to opportunity questions, criteria, and more without affecting previous applications. For more information, see Update application questions.
-
Streamline your system: Help admins find information more quickly
How often should I perform cycle management?
You should perform cycle management at least once a year.
What exactly does cycle management do?
During cycle management, Blackbaud:
-
Saves a historical record of different parts of your system
-
Copies over applications, reviewer groups, opportunities, and post-acceptance questionnaires for a new round of applicants
Note: If you want to bulk archive and clone your opportunities without performing cycle management, contact Blackbaud Support.
What do I need to do prior to cycle management?
For a guide, see Cycle management checklist.