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 […]
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 […]
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 […]
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 […]
Cycle Pages – Add Questions and Information to a Custom Narrative Page or Intent to Apply
You will need to add one or more Custom Narrative pages to your form in order to ask questions and gather narrative data from your applicants. Questions need to be added to a custom narrative page before it will be visible to your applicants. Learn more about the other page types you can add to a […]
Profile Editor – Customize Your Applicant’s Profile Registration Form
CUSTOMIZE PROFILE You can customize some questions of your applicant’s registration form. Some customization will occur when you and a member of the GO Smart team set up your site. Be sure to ask about the enhanced profile which allows your applicants to set themselves as an individual or organization and to respond to the […]
Media Library Module – Setting Up Your Applicants’ Media Library
GO Smart allows you to request media from your applicants in two very distinct ways. One way requires our Media Library Module tools, discussed further below. The other option utilizes File Upload fields and/or Text fields on a Custom Narrative page. Learn more about adding these question types to a grant cycle here or see […]
