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NOTE: This is a living Document under construction!

An explanation of how application process works in BB GM.

Visual Overview

Grantee's View

This is the online application submission from the grantee's point of view:

Client View, Online Application Workflow

Grant Officer's View

This is the online application submission from the grant officer's point of view:

Grant Officer's View, Online Application Workflow

Overview

In general, we have either single stage applications or two stage applications. 

In Single Stage Applications, we gather all necessary information upfront.

In Two-Stage Applications, we break the application process into two parts. For example, consider requiring a letter of intent, followed by a full proposal. Accept or decline applications at the first stage (letter of intent), determining which applicants make it to the second stage (full proposal).

Online Applications

In order to allow the external users to submit information, we have to set up an online form on the web for them.

The online forms can be accessed through:

Dashboard > Launch > Applications > Forms Manager

Looking at the green box (2) at the upper side of the left side menu, there are two categories: Requests and Requirements

There are three different states of each form:

Active: They are online accessible by external users

Inactive: The forms are editable and are not on the web. They cannot be reached by external users

Archived: There are deleted forms. In BB GM, we cannot completely delete a form. We can only archive them

The ribbon menu on top, provides necessary functionalities to handle an online form. 

When we create a new form either by copying an existing one and modifying it or creating a new one right from scratch.

In order to open the form designer, we have to open a form.


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