During or after the cycle of your grant program opportunity, you will likely want to aggregate your applicant data into reports. GO Smart offers several options for creating reports. One...
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If you need additional assistance with any of the steps above, see the individual tutorials below: User Editor – Create Panelists Panels – Create Panels Grant Manager - Assign Applications...
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Create your panelist user accounts from the User Editor. Panelists login at admin.gosmart.org. Upon logging in, panelists will view their panel portal, not the admin portal. Be sure to follow the steps...
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From the GO Smart Panel Editor tab, you can create panels for a cycle any time after the cycle has been created. You can create multiple panels per cycle, each...
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After you have created your panel(s), you must assign your applications. Navigate to the Grant Manager > Grant Manager dashboard. Select the Program and Cycle you would like to work...
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After applicants have begun to access your grant opportunities, you can view their activity from the grant manager dashboard. This dashboard has two main sections: the status table and the...
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If you need to immediately email all applicants in one or several statuses, use the Mass Mailer tool. Navigate to the Grant Manager tab > Mass Mailer subtab. Select your...
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If you need to email an individual applicant, you have several options. You can: Navigate to the Applicant tab > Applicant Search subtab. Search for the applicant using any field….
After (or while) you have conducted the panel for your cycle, you can create a robust report that includes both simple and comprehensive breakdowns of your panelists’ scores and comments....
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To access your admin site: Navigate to admin.gosmart.org Use the Username and Password that were provided to you by the GO Smart team or another member of your administrative team...
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A Panel Book is a single document that contains all selected applications. These books are ideal for offline review of all applications assigned to a panel or within a certain...
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You can add additional administrative users to your site at Administration > User Editor. These admin users will have access to the backend of your GO Smart site, but you...
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GO Smart allows you to generate reports that are designed specifically to address NEA/NASAA grant requirements. In order to use these reports to their fullest extent, you will want to...
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You should create an appropriate message that will greet visitors to your applicant site. Before they log in, visitors will see your logo--but not much else. Be sure to provide...
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After you have designed the basic aesthetics, settings, and language of your applicant site from your Front End Manager, you’re ready to build your first Grant Program. Grant Programs in...
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A program cycle is a singular offering of a program (grant opportunity). Cycles are made up of any or all of the following elements: Intent to Apply Unique Application Form...
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The GO Smart system allows you to upload your agency's logo. This will display on every page of the applicant's portal in the upper left corner. It also appears in...
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To create or modify the logistics for any cycle, navigate to your Grant Editor > Program Cycles tab where you will find the cycle editor. The editor is split into...
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Once you have created the logistics for a cycle using the Program Cycles editor, you will need to add pages to your cycle that will be grouped into forms. The...
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