Set up future renewal opportunities

To update your settings for future renewal opportunities:

1. On your renewable portfolio, select Opportunities

2. Under Renewal, select Future.

3. Update the following information:

   • Source: What information you need to evaluate applicant compliance

     • Imported: Only uses imported records. Doesn't require applicant interaction.

     • Imported and General Application: Uses imported records and fields from the General Application. Requires submitted General Application.

     • Imported and Supplemental: Uses imported records and supplemental questions. Requires applicants to submit additional application to renewal opportunity (but not General Application).

     • Imported, General Application, and Supplemental: Uses imported records, fields from the General Application, and supplemental questions. Requires applicants to submit General Application and additional application to renewal opportunity.

     • None: Doesn't require additional information (but does require admin action to distribute award)

   • Award Information: Fill out as you would for any other opportunity. For more guidance, see .Create a new portfolio

4. Select Update Opportunity.

If you selected a Source that includes supplemental questions, you'll add them on the Questions tab.

Typical questions revolve around:

• Student enrollment

• Academic progress

• Current contact information

• Updated donor thank-you letter

For more guidance on questions, see Add questions.

On the Qualifications tab, set up qualifications to check applicant compliance with the terms of your renewable award.

For more guidance on qualifications, see Add qualifications.