📸 Screenshot of the Program Cycle subtab showing 4 sections: 1) Configure Cycle, 2) Applicant Access and Dates, 3) Additional Text, and 4) Clone Tools.
⚙️ 1. Configure Cycle
Set up the basic details for the grant cycle:
Application ID Prefix: Enter a short code (e.g., "GOS25") to go at the beginning of every application number.
Main Contact: Select the person in charge of the program or most likely responding to applicant questions.
Active Cycle Order: Pick a number to decide where this grant appears on the applicant’s list. Lower numbers (like 1 or 2) show up at the top.
Applications per Applicant: Set the number of applications each person can start.
🗓️ 2. Applicant Access & Dates
Adjust the cycle's dates, deadlines, and other visibility settings.
Control visibility using the Display setting:
Show: The application will be visible to all applicants.
Hide: The application will be hidden from everyone.
Invite Only: Select Yes for the grant to be hidden unless the applicant enters a password. ⚠️ Alert: The Invite-Only password must be unique to the cycle.
Select Accepted Profile Type(s) (e.g., Individuals or Organizations).
Set dates and deadlines:
Open Application: Enter the date and time when applicants can start the application.
Application Deadline: Enter the last date and time to submit the application.
Pick the dates and times for your Intent to Apply, Draft Reviews, and Interim/Final Reports, if you are using those features in your cycle.
💬 3. Additional Text
Add essential messages or instructions for applicants:
Program Description: A short note about the grant opportunity.
Program Message: Extra details, such as contact info or a timeline.
Submission Text: Appears on the submission page, right before the applicant clicks Submit.
Confirmation Text: Appears after an applicant successfully submits their form. We strongly suggest writing Confirmation Text for all forms. This lets applicants know for sure that their work was received.
🧬 4. Clone Tools
Once you have finished a successful cycle, you can use Clone Tools to quickly copy all your settings and content for the next year.
👉 Follow this tutorial to copy a cycle's settings and content quickly for future rounds
Notes and Alerts
⚠️ Alert: Remember to update the Application ID Prefix each year.
📝 Notes:
The main contact’s email is automatically used for status and mass mailers. You can change this in the status/mass mailer settings.
If you allow more than one application per person, the applicant will see multiple links to "Start New Application."
If an applicant's account type (Individual or Organization) does not match your settings, they will not be able to apply.
Submission and Confirmation Text is customizable for Intent to Apply, Draft Reviews, Interim Reports, and Final Reports.
