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.
  • Program – The broad name you would give in GO Smart to this opportunity (for example: Operational Support, Community Arts, Fellowship, etc).
  • Program Cycle – A single block in GO Smart that can contain any or all of the following pagesets: Intent to Apply, Application, Interim Report, and Final Report. These might be called Operational Support FY19, Community Arts 19Q1, Fellowship Spring 2019, etc.
  • Pageset – the separate forms you can create in 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.
  • Flex Form – an additional Program Cycle created for the purpose of making a form that is not one of the typical four pagesets, such as Reimbursement or Invoice forms.
General:
  • Admin and panelists who are added via the User Editor cannot be removed from the system, only disabled.
  • All of the applicant’s profile information populates the first page of the PDF of any pageset (application, interim report, final report, etc), this alleviates the need to ask for this information again in a pageset.
  • 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 pageset forms from applicants while you’re building.
  • Use the CKeditor to add images and links to documents and web sites to your text, where needed.
  • 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.
  • Though you can add the Intent to Apply page from the drop down menu of the application pages, the system will treat it as a separate one-page pageset.
  • Learn about the several types of pages you can add to your pagesets.
Application/Form Questions: 
  • Learn about the Question Types you can add to any custom narrative page.
  • Category Sort Select Menu – create up to three single-select questions in your application such that the responses will display on your Grant Manager dashboard; there is a limit of three of these question types per application
  • Note that when you’re creating a question from the Question Editor, you will first type in a two- or three-word question title which is an internal label. The second field, simply titled “Question” is where you will type the question as it will display to the 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.
  • Do not delete an application that should be unassigned for a panel, instead change the status to Received and unassign from the panel.

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