Learn how to simplify your grants management process and save more time so you can focus on the big stuff With all of the paperwork, accountability, and document retention that…
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During or after the cycle of your grant program opportunity, you will likely want to aggregate your applicant data into reports. GO Smart offers several options for creating reports. One...
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If you need additional assistance with any of the steps above, see the individual tutorials below: User Editor – Create Panelists Panels – Create Panels Grant Manager - Assign Applications...
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Create your panelist user accounts from the User Editor. Panelists login at admin.gosmart.org. Upon logging in, panelists will view their panel portal, not the admin portal. Be sure to follow the steps...
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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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If you need to immediately email all applicants in one or several statuses, use the Mass Mailer tool. Navigate to the Grant Manager tab > Mass Mailer subtab. Select your...
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If you need to email an individual applicant, you have several options. You can: Navigate to the Applicant tab > Applicant Search subtab. Search for the applicant using any field….
After (or while) you have conducted the panel for your cycle, you can create a robust report that includes both simple and comprehensive breakdowns of your panelists’ scores and comments....
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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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GO Smart allows you to generate reports that are designed specifically to address NEA/NASAA grant requirements. In order to use these reports to their fullest extent, you will want to...
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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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CUSTOMIZE PROFILE You can customize some questions of your applicant’s registration form. Some customization will occur when you and a member of the GO Smart team set up your site. ...
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Once you have completed building your cycle, you may want to create auto-generated emails that will be sent to your applicants based on their statuses. The most common of these...
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