Frequently Asked Questions

Note: The information provided in this resource refers to applications and is intended for Grant Managers.

General

See the table below for more information about available actions.

Application Status Form Program Status Applicant's Action What happens?

Draft

Request Form (i.e., default) Open Applicant starts an application Form can be edited and submitted
Submitted Request Form (i.e., default) and additional forms Open Applicant submits an application; additional forms may also be completed and submitted Form can be sent back for revision and then edited and resubmitted
Submitted Additional forms Open Applicant submits an application and is sent an additional form during the workflow process Form can be edited and submitted
On Hold Request Form (i.e., default) and additional forms Open Applicant submits an application and one of the forms they completed has been sent back for revision Form can be edited and resubmitted
Submitted Additional forms Closed Applicant submits an application and is sent an additional form during the workflow process Form can be edited and submitted
On Hold Request Form (i.e., default) and additional forms Closed Applicant submits an application and one of the forms they completed has been sent back for revision Form can be sent back for revision and then edited and resubmitted

No, the amount requested is not validated against what is available.

Grant Managers with the Grant Application - Can Create or Edit Applications permission have the ability to create an application in the Grant Manager Portal. There are a number of reasons you may need to do this, including:

  • Creating an application for a grant (historical or current) that was not initiated through GrantsConnect

  • Facilitating corporate grants where a nonprofit or Applicant are not applying

  • Creating an application on behalf of an Applicant who may not be able to use the system for whatever reason

 

Archive Applications

A reason must be provided when archiving an application. The following options are available from which to choose.

  • Completed - Application has finished its lifecycle (i.e., Submission, Review, Approval, Award, Payment, etc.)

  • Terminated - The grantee did not fulfill their grant agreement or requirements.

  • Declined - Application was declined.

  • Duplicate - The Applicant submitted another application.

  • Other - If this option is selected, it is recommended to include a Comment.

  • Program archived - All applications attached to a program will be archived if that program is archived.

No. You must archive the application manually.

 

Collaboration

Yes, both Applicants and Grant Managers can add collaborators to an application. Learn more.

Collaborators will only receive email notifications if they have been granted the Receives email notifications for application status updates permission when added. Learn more.

 

Communications

You can attach an external email to an application even if its images are embedded in the content. However, these images will not appear in the email view in GrantsConnect or be added to the Attachments tab in the Application View.

If you need to retain these images in the application, it is recommended to save them locally and then attach them to the email when you send it to the unique email address for your application.

 

Decline Applications

Existing applications will not be impacted. They will not be automatically declined.

Existing applications will not be impacted.

No, the application must be archived manually. Learn more.

 

Permissions

Grant Managers and Reviewers must have one of the following permissions to cancel an application.

  • Grant Applications - All

  • Grant Applications - Can Create or Edit Applications

  • Grant Applications - Can Access and Take Actions On All Applications

Additionally, you must be a Workflow Manager with the Cancel applications action enabled.

Note: For more information, see Cancel Applications.

Grant Managers and Reviewers must have one of the following permissions to decline an application.

  • Grant Applications - All

  • Grant Applications - Can Create or Edit Applications

  • Grant Applications - Can Access and Take Actions On All Applications

Additionally, the Allow declination at this level action must be enabled at the workflow level.

Tip: If a Workflow Manager with the Decline action enabled, this action can be taken regardless of the workflow level settings.

Note: For more information, see Decline Applications.

Grant Managers and Reviewers must have one of the following permissions to decline an application.

  • Grant Applications - All

  • Grant Applications - Can Create or Edit Applications

  • Grant Applications - Can Access and Take Actions On All Applications

Additionally, the Allow approval at this level action must be enabled at the workflow level.

Tip: If a Workflow Manager with the Approve action enabled, this action can be taken regardless of the workflow level settings.

Note: For more information, see Decline Applications.