You can use these steps of creating your first program to create all additional programs from scratch. Alternatively, after creating one cycle of a program, you can use that cycle content...
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After you have set up your site with a member of the GO Smart team, you will likely be eager to launch your first grant. Navigate to the Grant Editor…

Here’s Why You Should Make Things Easier on Them—and Yourself! We all know that having a positive reputation among applicant pools is essential. It can help to ensure that you...
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After offering your initial cycle of a program, you will likely need to prepare for your next cycle (aka, the next offering of your grant opportunity). Navigate to the Grant…
Admin will manage the progress of an applicant's cycle activity by using the statuses on the Grant Manager dashboard. Some statuses occur automatically based on applicants' actions from their Current...
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An Intent to Apply page is used most frequently to give grant admin the opportunity to review pre-application data and determine if an applicant should move forward. An Intent to...
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From the GO Smart Panel Editor tab, you can create panels for a cycle any time after the cycle has been created. You can create multiple panels per cycle, each...
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After you have created your panel(s), you must assign your applications. Navigate to the Grant Manager > Grant Manager dashboard. Select the Program and Cycle you would like to work...
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After applicants have begun to access your grant opportunities, you can view their activity from the grant manager dashboard. This dashboard has two main sections: the status table and the...
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A Panel Book is a single document that contains all selected applications. These books are ideal for offline review of all applications assigned to a panel or within a certain...
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A program cycle is a singular offering of a program (grant opportunity). Cycles are made up of any or all of the following elements: Intent to Apply Unique Application Form...
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Once you have created the logistics for a cycle using the Program Cycles editor, you will need to add pages to your cycle that will be grouped into forms. The...
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You will need to add one or more Custom Narrative pages to your form in order to ask questions and gather narrative data from your applicants. Questions need to be...
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After offering your application form and funding your grantees, you may want to invite applicants back to the system to complete interim or final reports. Create these reports by doing...
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