Grant Manager – Assign Applications to a Panel

After you have created your panel(s), you must assign your applications.

1. Navigate to the Grant Manager > Grant Manager dashboard.
2. Select the Program and Cycle you would like to work on.
3. Scroll to the Applications list.
4. Click the Add/Edit Columns button. The Table Editor modal will open.
5. Check the Panel Assignment box and click the Save button. The Panel Assignment column will now be apart of your applications table.
6. Use the drop-down menu in the Panel column to select the appropriate panel for each applicant.
   1. Applications must be in the following statuses to be assigned or unassigned from a panel.
      1. Intent to Apply Received
      2. Intent to Apply Approved
      3. Received
      4. Pending
      5. Approved
      6. Funded
7. Click Update at the bottom of the window before leaving the page or viewing the next group of applicants.

If you’d like to assign multiple eligible applicants to a panel, click the checkbox for their application in the Select All column. If you’d like to do all currently viewed applicants, check the box next to the Select All text. Click the Mass Update button and modal will open to makes changes to all of the selected applications. 

Select the Panel Assignment option. Select the panel you would like to assign the applications to from the dropdown. If one of the applications selected is not in an appropriate status to be assigned to a panel, this option will not be available.

Once selected, click the Update button and the selected applications will be assigned to the designated panel.

Additional things to note about assigning, unassigning, and changing applications within the Panel Process:

• An application must be assigned to a panel in order to be viewed by panelists; it will not be visible to a panelist just because it is in the Received status.
• An application must be in the one of the following statuses for the Panel Assignment drop-down menu to be active.
  • Intent to Apply Received
  • Intent to Apply Approved
  • Received
  • Pending
  • Approved
  • Funded
• Changing the status after an application is assigned to a panel to a new status DOES NOT remove the application from a panel it is currently assigned to.
  • If the application is assigned to a panel, it can be viewed in that panel, whether the Panel drop-down menu is active or not.
• Unassign applications by placing them in a fake panel. You will need to create a panel you do not plan on having real panelists use. Note: You will need to assign a panelist to this panel to activate it, we suggest using or creating a panelist user account for yourself in the Administration > User Editor tab. After you have a created a fake panel, add the Panel Assignment column to the dashboard using the Add/Edit columns button to select it in the Table Editor menu and click Save. Once the Panel Assignment column has been added, use the column’s drop-down menu to assign the application to the fake panel and click Update.
• If you attempt to reassign an application to a new panel and it has already been scored in a different panel, you will be notified that those original scores may be lost if you save the panel reassignment.
  • Those scores are not technically lost, but rather hidden. If you re-assign an application to a previously scored panel, the original scores and comments can again be viewed in a Panelist Report and/or by the Panelist(s) assigned to that original panel.
• Applications can only be assigned to one panel at a time.
• Panelists will not be able to see their assigned panel on their panel dashboards until at least one application has been assigned to that panel.
• Rounds of paneling can be accomplished by following this tutorial.