Frequently Asked Questions - Grant Programs

Users are required to have the following permission:

• Grant Program - Can Manage Grant Programs

Note: The Grant Program - All permission will also allow users to perform these actions.

Optional Permissions

Any users that are also managing the following features associated with grant programs are required to have their respective permissions:

• Custom forms

• Workflows
  

The program background image can be updated by editing the program and navigating to the Program Detail > Details tab. Simply upload your image in the Program background field.

Note: The recommended size of your program background image is 1920 pixels by 1080 pixels. For more information, see Update Grant Program Details.

If you choose to use a logo for your program that's different from your client logo, you can update it by editing the program and navigating to the Program Detail > Details tab. Simply upload your image in the Program logo field.

Note: The recommended size for the image is 200 pixels by 200 pixels. For more information, see Update Grant Program Details.

Tip: It is not required to have a logo specifically for a program. However, this logo can be used in place of the client's logo in email communications if the Use program logo... option is enabled in Program Detail > Settings.

Yes, GrantsConnect supports two methods for automatically determining eligibility.

• Program eligibility - An Eligibility Form can be created and assigned to a program as the first form to be completed by the Applicant. They can only proceed to the application (i.e., Default Form) if their responses match the master responses provided by the Grant Manager. Learn more.

• In-line eligibility - Conditional logic can be applied to form components, allowing Grant Managers to control the fields and questions presented to an Applicant based on their responses.

No, their invitation will only be valid for the cycle specified.

If the program is not Invitation Only, the individual who receives the forwarded invitation will be able to apply.

Yes, they can apply more than once as long as the program is not Invitation Only.

This type of program limits applications to a specific group of Applicants that are invited by the Grant Manager.

Tip: To create an Invitation Style program, ensure that the Invitations > Invitation Only option is enabled in the program's Settings.

Note: For more information about the Invitation process, see the Invitations resource.

Each invitation can only be applied to once by the Applicant who received the invitation.

The individual who receives the forwarded invitation will not be able to apply.

The program link only be used if the Applicant has an unused and current invitation.

Yes, programs can have multiple cycles. However, only one cycle can be open at a time. Cycle dates cannot overlap.

All programs are required to have at least one cycle regardless of duration. If there are no specific period of times when the program will accept application, there are several options available for setting up a cycle.

• Set up a single cycle to use for the program. Extend the End date of the cycle as far into the future as needed.

• Set up cycles based on a length of time that may be conducive to reporting, such as annual cycles (e.g., 2021 Cycle, 2022 Cycle, 2023 Cycle).

  Note: This approach is recommended as it allows applications to be grouped together in a manner that makes annual reports and audit tracking easier.

Yes, Applicants can edit an application after a cycle has ended only if the application has been sent back to them for revision.

Yes, the cycle time-frame only applies to the initial application submission. Additional forms can still be submitted after the cycle ends.

Yes, applications can be moved to another cycle if needed. Keep in mind that if an application is moved to a future cycle, then it may be hidden in most views (e.g., reporting, filters, etc.).

No, a cycle has to be open for an Applicant to submit an initial application.

The application is assigned to the cycle that is open when the Applicant submits it.

Yes, the application will still be listed in the Applicant Portal. However, it cannot be edited.

No, the Applicant must wait until the cycle is open to edit and submit the application.