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Programs

By September 5, 2017March 12th, 2020Build your Application Cycle, Knowledge Base

A program in GO Smart is one grant opportunity offered by your agency. Programs are offered on a cyclical basis (annually, biannually, quarterly, rolling, or other) and are distinguished by a unique application form.

Programs created on the Grant Editor > Programs subtab act as folders for the program cycles and additional flex forms you offer to your applicants. In GO Smart, the terms “programs” and “grants” are frequently interchangeable, or they are sometimes combined. You most likely already have a list of your grant programs. We recommend creating a separate program for each type of grant opportunity that you offer. Typical program names include  “Operating Support,” “Project Support,” “Community Support,” “Fellowship,” etc. We recommend following these best practices as you name your programs and cycles.

NAME YOUR PROGRAMS

  1. Navigate to the Grant Editor tab > Programs subtab.
  2. Click on the Add New Program button.
  3. Type the name of your program into the Program Name field. This is an internal name that will only appear to you and other admin of your agency.
  4. Manage the order in which the cycles of this program appear to your applicants within the application process by selecting the desired number from the Sequence drop-down menu.
  5. Click Add, and you will see the new program appear on your Program table.
Programs subtab
Enter the desired name of your Program here
Set the order (sequence) of where you would like the cycles for this program to appear on your applicants’ list of available cycles from top to bottom.
Click Add New Program to create a new program
Click the name of an existing program to modify the name or sequence

EDIT EXISTING PROGRAM NAMES

  1. Navigate to the Grant Editor tab > Programs subtab.
  2. Click on the name of the program you would like to modify.
  3. Scroll beneath the Program table.
  4. Modify the name in the Program Name text field.
  5. Click Update to save your changes.

CHANGE THE SEQUENCE

  1. Navigate to the Grant Editor tab > Programs subtab.
  2. Click on the name of the program you would like to reorder.
  3. Scroll beneath the Program table.
  4. Select the desired number to from the Sequence drop-down menu to update the order in which this program and its cycles will appear to your applicants.
  5. Click Update to save your changes.

NOTES: While viewing your program on the Programs subtab, they will be seen in alphabetical order; however, the sequence you set for your programs will determine the order in which they appear to your applicants.

CLONE AN EXISTING PROGRAM

Rather than building new programs with similar cycle applications from scratch, you can clone and modify an existing program and cycle to build a new one.

NOTES: In order to clone a complete program and cycle, you must first complete the Program Cycle Editor and build the Cycle Pages of the program you will clone. You can only clone an existing program to create a new program once. You will not be able to clone changes from a new program into an existing program.

  1. Navigate to the Grant Editor tab > Program Cycles subtab.
  2. Select the Program and Cycle you would like to clone from the drop-down menus.
  3. Scroll toward the bottom of the window and click Create New Program.
  4. The window will refresh and you will see the word EDIT appended to your original cycle name. Change the name of the cycle to reflect the new cycle and program (for example, from Community Support 2017 EDIT to Project Support 2017).
  5. Scroll toward the bottom of the window and click Update to save your new cycle name.
  6. Navigate to the Grant Editor tab > Programs subtab.
  7. Locate the new clone by finding “_COPY” appended to the end of the program name.
  8. Edit the program name to reflect the new program (for example, from “Community Support_COPY” to “Project Support”).
  9. Navigate to the Grant Editor tab > Program Cycles subtab and select your new program and cycle.
  10. Make any modifications necessary to reflect the new cycle and click Update to save your changes.
  11. Navigate to the Grant Editor tab > Cycle Pages subtab and select your new program and cycle.
  12. Make any modifications necessary to reflect the new cycle.
  13. Click Update to save your new program and cycle.
Click the Create New Program button at the bottom of the Program Cycle Editor of the Program and Cycle you want to clone
After clicking Create New Program, the page regenerates and you will see the new Program name showing as the old Program name with “_COPY” appended to it
After clicking Create New Program, the page regenerates and you will see the new Cycle name showing as the old Cycle name with “EDIT” appended to it
Change the name of this new cycle by removing the word EDIT and making any other additional modifications. Click Update at the bottom to save any changes.
You should change the Prefix of this new cycle by removing “_COPY” and making any necessary changes. Click Update at the bottom to save any changes.

DELETE A PROGRAM

Contact the GO Smart team to request that an unnecessary program be removed from your application.