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Sequence – Determine the Order of Your Active Cycles

Active cycles are visible to your applicants on the Current Programs & Applications (CP&A) tab, and you can determine the order by using the Sequence settings. The system looks at the sequence number currently assigned to a Program (at Grant Editor > Programs) and places each active cycle on the CP&A tab in the order of the assigned Program sequence number. If there is more than one active cycle in a program at a time, the order of those cycles is further assigned according to the sequence setting at Grant Editor > Program Cycles.

GROUP CYCLES BY PROGRAM

Using the sequence toggle on the Grant Editor > Programs tab will let you group together each Active cycle within a program and then order that group according to the assigned sequence number. Use the sequence number on the Grant Editor > Program Cycles editor to order, within the program group, each Active cycle in the order of the assigned sequence number. This means if you have two programs, each with two active cycles, they would appear to applicants on the Current Programs & Applications tab in order from top to bottom as Program 1 Cycle 1 then Program 1 Cycle 2 and those would be followed by Program 2 Cycle 1 and Program 2 Cycle 2, and so on.  In this scenario, the 1 and 2 refer to the sequence number setting.

INTERMIX CYCLES ACROSS PROGRAMS

If you want to intermix cycles across programs (for instance, have the order appear as P1C1, P2C1, P1C2, P2C2 or similar), you can set the sequence to 1 for all Programs on the Programs tab. Then use the sequence number on the Program Cycles tab to order all Active cycles. This means you may have to toggle between programs and cycles on the Program Cycles editor to learn the appropriate number to assign to an Active cycle to assure it appears in the order you desire.

Note that only Active cycles appear on the CP&A tab. We always recommend setting the status of outdated cycles to Disabled so that you remove them from the list of available opportunities. We also recommend setting cycles to Disabled when they will not be accessed by any applicants for several months. For example, your application process may be Jan. 1 – March 31. You may review from April to May, then award grantees later that summer. You may not invite applicants back until the following  January to work on Final Reports. You could disable that cycle from April 1 to Dec 31 to remove it from the list of available opportunities.

Watch this video to learn more about these two settings that determine the order in which your Active cycles appear to your applicants on their Current Programs & Applications tab.