NOTE: This is a living Document under construction!

Overview

Blackbaud Grantmaking is a software designed to manage the grants workflow from end to end.

Some concepts to note are included in this page.

Record Types

To organize data properly, the data is scattered between record types:

Organization

Request

Contact

Affiliation

Requirement

etc.

There is a relationship between these records types. When looking at each record type opening them in their own modular form:

The right hand side panel showing in red box on the right hand side (1), shows all the one-to-one associations. So, for example, for this request there is one organization.

The left bottom section showing in green box (2), shows the many to one associations and it gives a count also. For example, for this request, we have 2 Affiliations.

The right top section, shown in brown box (3), is about the record itself. For example, this is a request and that section shows the the details of the request itself and not the associated records.

The ribbon on top is specialized based on record type we are in. For example, this is a request record type, so we have the Action item of Decline or Approve, etc.

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.

There are Application Forms and Requirement Forms. The detailed explanation of forms is under Forms page.