Launch Additional Programs

You can use the steps of creating your first program to create all subsequent programs. Alternatively, after creating one cycle of a program, you can use that cycle content to create the first cycle of a similar program.  Creating a new program this way will clone the details and settings of the Program Cycles editor, all Cycle Pages content, and any status mailers. Navigate to the Grant Editor tab and follow the steps below to simply clone the original cycle of one program to create a new program with a an exact cycle that you can modify.

  1. Locate the initial cycle from the Grant Editor > Program Cycles tab.
  2. Scroll to the bottom of the page and click “Create New Program“.
  3. The cycle editor will regenerate.
  4. Remove the entire cycle name and give it the name of the cycle as it should exist for Program 2.
  5. Scroll to the bottom and click Update to save.
  6. Navigate to the Programs subtab and locate the new clone – this will have the name of Program 1 with the word COPY appended to it.
  7. Click on that name and change the entire program name to the name for Program 2.
  8. Return to the Program Cycles editor, and review all of the other settings and content of the Cycle Editor and modify anything that needs updating.
  9. Scroll to the bottom and click Update to save.
  10. Navigate to Cycle Pages and modify any pages or questions that need updating.
  11. Navigate to Status Mailers and disable or modify any mailers that are not ready to be sent.

Leave a Reply