Grant Manager – Assign Applications to a Panel

By September 27, 2017March 16th, 2020Knowledge Base, Panels

After you have created your panel(s), you must assign your applications. Applications must be in the Received status to be assigned or unassigned from a panel.

  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. Use the drop-down menu in the Panel column to select the appropriate panel for each applicant.
  5. Click Update at the bottom of the window before leaving the page or viewing the next group of applicants.
Image of Grant Manager Application List with Panel Column
This panel column will become active for applications in the Received status after you have created your panel(s).
Use the drop down menu to assign the applicant to the appropriate panel.

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; it will not be visible to a panelist just because it is in the Received status.
  • An application must be in the Received status for the Panel Assignment drop-down menu to be active.
    • The Received status “unlocks” the Panel column of the Grant Manager dashboard. Panel assignments and modifications can only occur when the application is in the Received status.
  • Changing the status from Received to something else DOES NOT remove the application from a panel it is currently assigned to.
    • Whether the Panel drop-down menu is active or not, if the application is assigned to a panel, it can be viewed in that panel.
  • Unassign applications by placing them in the Received status and using the Panel column drop-down menu to unassign the application from the current panel.
  • 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 as an option 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.