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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While you are creating the forms of your grant opportunities, consider the types of pages you will add to each. Hover over the page types below to learn more about...
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You will need to add one or more Custom Narrative pages to your form in order to ask questions and gather narrative data from your applicants. Questions need to be...
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Use the Multiple Submission tool to build a single set of questions and allow that set to be submitted multiple times per applicant. NOTE: This feature will be billed annually...
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CUSTOMIZE PROFILE You can customize some questions of your applicant’s registration form. Some customization will occur when you and a member of the GO Smart team set up your site. ...
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