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 offer to your applicants. In GO Smart, the terms “programs” and “grants” are frequently interchangeable, or they are sometimes combined. You most likely already have a list of your grant programs. We recommend creating a separate program for each type of grant opportunity that you offer. Typical program names include  “Operating Support,” “Project Support,” “Community Support,” “Fellowship,” etc. We recommend following these best practices as you name your programs and cycles.

Table of Contents

• NAME YOUR PROGRAMS
• EDIT EXISTING PROGRAM NAMES
• CHANGE THE SEQUENCE
• CLONE AN EXISTING PROGRAM
• DELETE A PROGRAM

NAME YOUR PROGRAMS

1. Navigate to the Grant Editor tab > Programs subtab.
2. Click on the Add New Program button.
3. Type the name of your program into the Program Name field. This is an internal name that will only appear to you and other admin of your agency.
4. Manage the order in which the cycles of this program appear to your applicants within the application process by selecting the desired number from the Sequence drop-down menu.
5. Click Add, and you will see the new program appear on your Program table.

EDIT EXISTING PROGRAM NAMES

1. Navigate to the Grant Editor tab > Programs subtab.
2. Click on the name of the program you would like to modify.
3. Scroll beneath the Program table.
4. Modify the name in the Program Name text field.
5. Click Update to save your changes.

CHANGE THE SEQUENCE

1. Navigate to the Grant Editor tab > Programs subtab.
2. Click on the name of the program you would like to reorder.
3. Scroll beneath the Program table.
4. Select the desired number to from the Sequence drop-down menu to update the order in which this program and its cycles will appear to your applicants.
5. Click Update to save your changes.

NOTES: While viewing your program on the Programs subtab, they will be seen in alphabetical order; however, the sequence you set for your programs will determine the order in which they appear to your applicants. Learn more here about setting the order of your open cycles on your applicant’s Grant Applications & Forms tab.

CLONE AN EXISTING PROGRAM

Rather than building new programs with similar cycle applications from scratch, you can clone and modify an existing program and cycle to build a new one.

NOTES: In order to clone a complete program and cycle, you must first complete the Program Cycle Editor and build the Cycle Pages of the program you will clone. You can only clone an existing program to create a new program at a single point of creation (ie. you can not create a new program and complete some elements of the program cycle editor and cycle pages and then clone some elements in from another program). You also will not be able to clone changes from a new program into an existing program.

1. Navigate to the Grant Editor tab > Program Cycles subtab.
2. Select the Program and Cycle you would like to clone from the drop-down menus.
3. Click Clone Tools and click Create New Program.
4. The window will refresh and you will see the word EDIT appended to your original cycle name. Change the name of the cycle to reflect the new cycle and program (for example, from Community Support 2017 EDIT to Project Support 2017).
5. Click Save Changes to save your new cycle name.
6. Navigate to the Grant Editor tab > Programs subtab.
7. Locate the new clone by finding “_COPY” appended to the end of the program name.
8. Edit the program name to reflect the new program (for example, from “Community Support_COPY” to “Project Support”).
9. Navigate to the Grant Editor tab > Program Cycles subtab and select your new program and cycle.
10. Make any modifications necessary to reflect the new cycle and click Save Changes to save your changes.
11. Navigate to the Grant Editor tab > Cycle Pages subtab and select your new program and cycle.
12. Make any modifications necessary to reflect the new cycle.
13. Click Update to save your new program and cycle.

DELETE A PROGRAM

Contact the GO Smart team to request that an unnecessary program be removed from your application. Please add the word DELETE to the name of the program(s) you will be asking the GO Team to delete.