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Custom Reports

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 option is to create a custom report that includes all of the data from any portion of your grant opportunity. If you report to the […]

Prep Your Panel

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 to a Panel

User Editor – Create Panelists

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 below during creation to ensure that you are designating appropriate users as panelists and not grant administrators. Navigate to the Administration tab > User Editor […]

Panels – Create Panels

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 with custom instructions, settings, and multiple criteria that can be scored and commented on separately. Criteria titles and text can be customized and you can […]

Grant Manager – Assign Applications to a Panel

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 on. Scroll to the Applications list. Use the drop-down menu in the Panel column to select the appropriate panel for each applicant. Applications must be […]

Grant Manager Dashboard – Manage Applications and Review Applicant Data

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 list of applicant submissions. The status table allows you to get a quick bird’s eye view of how many applicants are in any status at […]

Mass Mailer – Email All Applicants in a Status

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 program and cycle from the drop-down menu. Check the status(es) of applicants to whom you want to send a message. Click Select. The Email Editor […]

Email an Individual Applicant

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. Click the email in the search results and your email server will open. Navigate to the Grant Manager > Grant Manager Dashboard. Select the program […]

Panelist Report

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. Navigate to the Reports tab > Panelist Report. Select the Program, Cycle, and Panel for which you would like to build a Panelist Report. Select […]

Admin Login

To access your admin site: Navigate to admin.gosmart.org Use the Username and Password that were provided to you by the GO Smart team or another member of your administrative team Use any of the Username or Password retrieval tools if needed

Create a Panel Book

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 status. Admin can determine which applications will be included by selecting a  status or group of statuses when creating the panel book. Admin can follow […]

User Editor – Create and Edit Administrative Users

You can add additional administrative users to your site at Administration > User Editor. These admin users will have access to the backend of your GO Smart site, but you will be able to manage which admin tabs they can access. Existing users can be searched using the User drop-down menu. Typing the first letter […]

NEA and Locations Reports

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 be familiar with the NEA Question Page and the Activity Locations Page.  If you included the NEA template in one or multiple forms of the […]

Home Message – Craft the Welcome Language for Your Homepage

You should create an appropriate message that will greet visitors to your applicant site. Before they log in, visitors will see your logo–but not much else. Be sure to provide enough information to ensure that visitors know where they are and what they should do next. Log in at admin.gosmart.org. Click the Front End Manager […]

GO Smart Grant Application Lingo

After you have designed the basic aesthetics, settings, and language of your applicant site from your Front End Manager, you’re ready to build your first Grant Program. Grant Programs in GO Smart are made up of Programs, Program Cycles, Forms, Cycle Pages, Questions, and Settings.   Programs – one grant opportunity that is offered cyclically. […]

Programs

A program in GO Smart is one grant opportunity offered by your agency. Programs are offered on a cyclical basis (annually, biannually, quarterly, rolling, or other) and are distinguished by a unique application form. Programs created on the Grant Editor > Programs subtab act as folders for the program cycles and additional flex forms you […]

Program Cycles

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 Flexible Form – Invoice, Activity Form, etc (these are created as separate cycles but can be coordinated with the initial cycle) Interim Report Final Report […]

Branding – Logo

AGENCY LOGO Navigate to Front End Manager > Agency Editor. Scroll to the Branding section. Click the gray Update button (or Upload button, if you’ve not yet uploaded a logo) located just below “Agency Logo”. Select the logo from your files (we recommend using a PNG file). Click the blue Update button at the bottom […]

Program Cycles – Understanding the Fields

Review the descriptions below to better understand the functionality of each field and determine all the ways you and your applicants may interact with the cycle. CONFIGURE CYCLES APPLICANT ACCESS DATES ADDITIONAL TEXT CLONE TOOLS CONFIGURE CYCLES The first tab of the program cycles editor is the Configure Cycle tab where you will create primary […]

Cycle Pages – Forms, Pages, and Questions

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 cycle must include an Application form and it may also include optional Intent to Apply, Interim Report, and/or Final Report forms. You may also create […]