Definitions, Hints, and Tips

By January 7, 2019Uncategorized

Though we hope that you’ll find GO Smart to be pretty intuitive, there are a few places where you may want to know a little bit more about the language we use, some lesser-known tools, and system rules.

Definitions: 
  • Grant Opportunity – Your entire workflow of a single grant process that includes any or all of the following: Intent to Apply, Application, Panel Review, Awarding, Additional “Flex” forms, Interim Reports, and/or Final Reports.
  • ProgramA recurring grant opportunity in GO Smart (for example: Operational Support, Community Arts, Fellowship, etc).
  • Program CycleA single offering of the recurring grant opportunity (for example:  Operational Support FY19, Community Arts 19Q1, Fellowship Spring 2019, etc). In the GO Smart tool, the Program Cycle can contain any or all of the following page sets: Intent to Apply, Application, Interim Report, and Final Report.  Your Grant Opportunity may include additional items like paneling or reimbursement forms which can be administered in GO Smart but separately from the initial Program Cycle.
  • Page set – the forms used to create a cycle in GO Smart: Intent to Apply, Application, Interim Report, Final Report, Flex Form. The GO Smart system treats these as separate entities for which you will create rules determining when and how applicants access each stage of the cycle.
  • Flex Form – an additional Program Cycle that allows you to create and offer a form that is not one of the typical four page sets, such as Reimbursement or Invoice forms.
General:
  • Admin and panelists who are added via the User Editor cannot be removed from the system, they can only be disabled.
  • All of the applicant’s profile information populates the first page of the PDF of any page set (Application, Interim Report, Final Report, etc.). This alleviates the need to collect  this information again in a page set.
  • Learn about using the Work Sample tools to request media (other than documents) from applicants: Work Samples (aka Support Material)Slideshow.
  • Test and hide the page set forms from applicants while you’re building them.
  • Use the CKeditor to add images and links to documents and websites to your text, where needed.
  • Login as an applicant by clicking Details on the Grant Manager or Search tabs.  Logging in as an applicant from the Details link affords an admin permission to access all forms.  When the applicant logs in from their portal, they may not be able to access all forms depending on their status.
  • Look at the Best Practices section of the Knowledge Base.
Application/Form Pages:
  • Within one Program Cycle, you can create pages of the Intent to Apply, Application, Interim Report, and/or Final Report.
  • You can add the Intent to Apply page by selecting it from the drop-down menu of the application pages. Unlike the Final Report or Interim Report pages, the system will treat the Intent to Apply page as a separate one-page page set.
  • Learn about the types of pages you can add to your page sets.
Application/Form Questions: 
  • Learn about the Question Types you can add to any custom narrative page.
  • The Category Sort Select Menu question type is unique to GO Smart. This question type will appear as a single-select, drop-down question in your application. The responses will display on your Grant Manager dashboard. You are limited to three Category Sort Select Menu questions per cycle.
  • Note that when you’re creating a question from the Question Editor, you will first type in a two- or three-word question title that will be an internal label. The second field, “Question,” is where you will type in the question as it will display to applicants.
Panels:
  • No page or question can be hidden during a panel, except the Intent to Apply page.
  • Applications must be in Received status to panel, assign, or unassign.
  • Panelists login at admin.gosmart.org. They will see the panelist portal when they login and not the admin portal as long as they are designated as a panelist in the User Editor.

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