The Power of the Panel
The GO team is sharing four helpful tips to help you utilize the power of the panel to keep your grants management process effective and efficient. Just like standards for grant applications, panel processes can vary widely from organization to organization. Although customization for your specific needs can be great, oftentimes processes just get complicated […]
GO Smart Statuses
Supporting Community Vision with Intuitive Grant Management Admin will manage the progress of an applicant’s cycle activity by using the statuses on the Grant Manager dashboard. Some statuses occur automatically based on applicants’ actions from their Current Programs & Applications page. Other statuses must be manually selected by an admin in order to determine the […]
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. Click the Add/Edit Columns button. The Table Editor modal will open. Check the Panel Assignment box and click the […]
Grant Manager Dashboard – Manage Applications and Review Applicant Data
How to Use the Grant Manager Dashboard This tutorial will teach you how to manage applications, review applicant data, search and filter the dashboard, add tags to applications and add applicants to panels. The Grant Manager Dashboard is a powerful tool used to manage your applications as they come in. With robust search and filter […]
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 […]
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 […]
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 […]
