Page History

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1. Box # 1: Shows the Main Menu Grouping, the highest level of grouping within the Admin Panel. Underneath most of the Main Menus, you'll find Submenus (see box # 2 for an example of this) that allow you to edit/change records in different record types, i.e. change the form for a Grant Application vs. Change the form for a Requirement. Description for each of the Main Menu Groupings:
   1. Forms – This is the most used of the Main Menus. Forms dictate how applications, requirements, organization, user, etc. records appear, what fields they contain, and dictate required formatting for said fields. This is where you create new applications or edit existing ones.
   2. Workflow – Probably the third most used Main Menu. Dictates how the Workflow should flow for each "Theme" of every Data Type. This is where you can edit how a workflow functions and where you'll add new workflows to newly-created forms. NOTE: EVERY form that uses workflows (I.e. Grant Applications, Requirements, Registrations, Reviews, and Amendments) MUST have a workflow assigned to it, otherwise grantees will be unable to submit these forms to the Partnership Program.
   3. Card Settings
   4. Card Documents
   5. User Settings
   6. Programs
   7. Queue
   8. Cache
   9. Migrations
   10. Data Management
   11. Plug Ins
   12. Finance
   13. Global Settings
2. Box # 2: Shows the Submenu "Grant Request" and the already-built Themes (different application form types) underneath the submenu. If you want to edit/preview a specific theme, simply click on its name from this list to select it.
   1. Additionally, you can find the "New Theme" button at the of this list before "Retired Themes" and "Filter." This allows you to create a new application form either from scratch or by copying another form first.
3. Box # 3: Displays the Preview of the Theme currently selected. In the example screenshot, you can see a Preview of the "2022 COVID-19 Response Application" (the currently selected Theme).
4. Box # 4: Displays where you can find Retired Themes. These are application forms that are no longer used, but can still be found for referential (and copying) purposes. Click on "Retired Themes" to see a window with all of the application forms that are no longer used; from this window, you can also "Unretire" these themes (i.e. make them active application forms once again).
5. Box # 5: Displays the "Build" button; this is what you'll press in order to begin Editing the form itself. More on building forms can be found on the dedicated Admin Panel page.
6. Box # 6: Shows the toggle that allows you to switch an application form from being in "Draft Mode" (not yet usable) to being "Active" (ready for use as an application form). Best practice recommendation is to leave unfinished applications forms in Draft status until they are completed, after which you MUST ENSURE you move it to Active status otherwise the form will not be accessible.