Applications

With Online Applications and Requirements you can manage your entire Grantmaking work flow online. This includes configuring your site preferences, creating application and requirement forms, visual elements on pages viewed by grantees, editing correspondence, and enabling grant seekers and your grantees to submit proposals and reports online.

Note: This module is optional. Contact your sales representative to have it added.

To manage pending applications submitted to you by grant applicants, select Applications, Pending applications. You can view all applications with a pending status and any attached files, and then decide whether to further consider the proposal.

Note: If you plan on working on other activities in Grantmaking at the same time you are working on Pending applications, you should open other activities in a new tab. If you navigate away from the Pending applications page, it will refresh when you return to it.

When considering Pending applications, you can:

  • Refresh: Checks for new applications.

  • Duplicate Check: Perform a duplicate check on pending applications; it helps you link data in the application to an Organization and Contacts already entered in Grantmaking.

  • Consider: Enables you to consider any selected applications. If you consider an application, it becomes a Pending Request.

  • Reject: Reject any selected applications.

  • Search: Search for pending applications.

    Note: If you want to add more fields to the search criteria, select Add More Options. You can add the same field more than once. If you add the same field to the search criteria more than once, the related fields have an 'OR' relationship, meaning that the search results contain pending applications that contain any of the search criteria for that field.

  • Show All: Shows all available pending applications.

  • Select the printer button to view the application.

  • Select the paperclip button to view the application attachments.

Note: Pending applications are deleted after 120 days of inactivity.

If a grantee forgets their password, or if you want to simply reset a grantee’s password, select Applications, Reset Grantee Password. Enter the grantee's Email Address, then select Submit. The grantee’s password is reset and an automated password update message is sent to the grantee that contains a temporary password.

Note: The grantee must change the password the next time they log in.

For managing organization-specific ("IGAM") accounts linked to Blackbaud ID, see Manage Linked Accounts.

The Applications, History page lists applications that have been considered or rejected.

This page contains the following buttons and fields:

  • Select the printer button to view the application.

  • Select the paperclip button to view the application attachment.

  • Disposition: The disposition of the application (Considered or Rejected).

  • Disposition Date: The date when the disposition was assigned to the application.

  • Organization: The organization's name or address.

  • Contact: The primary contact person's name, title, telephone numbers, and email address.

  • Request Amount: The amount of the request.

  • Project Title: The name of the project.

  • Primary Program Area: The program under which the applicant organization or proposed project falls, such as Education or Health and Human Services.

  • Application ID/Request ID/Form ID: Applications generated from the same form are assigned sequential Application ID numbers. When an application is retrieved, it is assigned a Record ID to identify the record. The Form ID identifies the online application form from which the application was generated. The Application ID and the Form ID together comprise an ID that is unique among all other applications in the system.

  • Title: The title of the application form.

Note: Columns only have data for the fields were included in your online application form(s).