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• Overview
  • Record Types
  • Cards
  • Forms and Forms Manager
  • Reports
  • Search
  • Correspondence

Overview

Fluxx Grantmaking is a software designed to manage the grants workflow from end to end, much like the predecessor system we used, Blackbaud Grantmaking.

Some concepts to note are included in this page.

Record Types

To organize data properly, the data is managed with several unique record types. The main types we use are:

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All of these record types can be displayed in various ways using Cards – more on that in the next section, below.

Cards

Within Fluxx, a Card is the visual display of a single record type or of a subset of records within a single record type.

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It also shows at the very top left hand side, what type of record this is together with the ID number and something to identify the record better. For example, on request, it shows the name of the organization.

Forms and Forms Manager

These are any online forms that allows the applicants/grantees to interact with the system.

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There are additional settings that can be applied through ribbon menu. These forms have a link attached to them usually, unless they have to be automatically assigned, for instance on some stage 2 applications.

Reports

There are two types of reports: Standard reports and Ad Hoc reports

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Reports can run manually or by scheduled report.

Search

There are three different search types:

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More on Searches under Search Functionality page.

Correspondence

There are different ways to generate correspondence:

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