ONLINE GRANT APPLICATION INSTRUCTIONS

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1 Overview ONLINE GRANT APPLICATION INSTRUCTIONS This dcument is designed t prvide grant applicants with instructins fr use f the Fundant Grant Lifecycle Manager applicatin fr grants frm the Oberktter Fundatin. Remember that while this dcument attempts t prvide step-by-step instructins, we realize that nt all user scenaris may be adequately cvered. In sme cases, if yu encunter prblems, it may be a brwser issue and yu shuld try using a different brwser t see if that slves the prblem. Lgn Page If yu already have an accunt: Enter yur address and the passwrd that yu chse when yu set up yur accunt. Click the Lg On buttn. If yu have frgtten yur passwrd: Click n the Frgt yur Passwrd? link and enter yur address, and yu will be ed a reset link. If yu are a new user and d nt have an existing accunt: Click n Create New Accunt buttn t register. If yur rganizatin has been a past applicant r grantee with Oberktter Fundatin, the rganizatin has lgin credentials established in the Fundatin s grant database and a primary cntact has been Page 1

2 assigned t the rganizatin fr ur recrds. Please d nt create a new rganizatinal prfile t reapply. If yu d nt knw yur rganizatin s username and passwrd r if the primary cntact needs t be changed, please cntact Rsanne DiMartin fr assistance. T create a new accunt Creating an accunt is a multi-step prcess. On the first page we cllect Organizatin Infrmatin; n the fllwing pages we cllect Applicant Infrmatin and Executive Officer infrmatin. Required fields are marked with an asterisk ( * ). Enter the requested rganizatin infrmatin and click the Next buttn t mve t the next stage f the registratin prcess. Page 2

3 When entering Applicant Infrmatin, yu may use the Cpy Address frm Organizatin buttn t autmatically pull the address infrmatin frm the rganizatin page. It is very imprtant t nte that the address entered in the /lgin field becmes the Applicant s Username/Lgin. Click n the Next Step buttn t cntinue. Yu will be asked if yu are the Organizatin s Executive Officer. If yu select Yes yu will be asked t cmplete ptinal fields related t yur psitin. If yu select N yu will be asked t enter the Executive Officer s address. Please nte that by ding s, yu ARE NOT creating a lgin fr the Executive Officer. The Executive Officer will be listed as a cntact n the Organizatin Summary page. Click n the Next buttn t cntinue t the passwrd creatin page and fllw the directins fr selecting a passwrd. Click Create Accunt and yu will be taken t the Cnfirmatin page s that yu can cnfirm yu are receiving s frm the system. Fllw the nscreen instructins and click Cntinue t finish the registratin prcess. Nw yu have an accunt in this system. This is the accunt yu will use fr all current and future applicatins fr this rganizatin Apply Page Upn accessing the system fr the first time, yu will land n the Apply Page. This page will shw yu any currently pen pprtunities that yu can apply fr, as well as any relevant deadlines r ther infrmatin related t them. If yu ve been prvided an access cde, yu may enter it in the upper right-hand crner t reveal the pprtunity yu have been invited t apply t. Page 3

4 Yu can preview the applicatin withut having t save any wrk by clicking n the Preview buttn. T start a request, click n the blue Apply buttn under the pprtunity yu d like t apply t. In mst cases, we begin ur grant prcess with an LOI. When yu click Apply, yu will be taken int the LOI frm. The LOI will be reviewed and if yu are invited t submit a full applicatin, that frm will be made available t yu n yur Dashbard (see belw). If yu wuld like, yu can begin by printing a list f questins t refer t. Click the Questin List buttn in the upper right hand crner t dwnlad a pdf f the questins. Start cmpleting the fields t answer the questins. Pay clse attentin t the instructins and limitatins n each questin. Certain types f questins have limitatins set by the Fundatin. Text questins will have a character limit, including spaces, which allws yu t type r paste nly a certain amunt in each questin. Anther limit will be n the file uplad questins. This limit will be in Mega Bytes (MiB). The size f file yu are uplading must be under the amunt f MiB s allwed n the questin. Once a file has been upladed, it may be deleted by clicking the red X next t the file name and then a new file can be upladed. Sme uplad questins may als require a certain type f file (.dcx;.pdf;.xlsx). Questins marked by an asterisk ( * ) are required questins and must be answered befre the applicatin can be submitted. Page 4

5 After yu enter infrmatin int a field, the system will begin Aut Saving the applicatin as a Draft. In additin, there is a Save buttn at the bttm f the frm fr Applicants t use. The buttn will take yu t a cnfirmatin page s that yu knw the Save was successful. Yu can return t the frm by clicking Cntinue. After cmpleting the applicatin, click the Submit buttn. The buttn will take yu t a cnfirmatin page. In additin, a cnfirmatin will be generated and sent t yu when yu Submit a frm. Yu will be taken t yur Dashbard when yu click Cntinue. Yu can always refer t yur Dashbard t see what stage the applicatin is in. Applicant Dashbard This is yur hmepage. After yu create yur accunt, yu will autmatically be taken t the Dashbard when yu lg-in in the future. Yu can return t the Dashbard at any time by clicking the Hme icn in the navigatin menu. Frm the Dashbard, yu can: View and print requests that have been submitted; Edit applicatins that yu have saved but nt submitted; and Page 5

6 Review, cmplete and submit new frms such as the applicatin after an LOI has been accepted r the annual reprt frm(s) (called Fllw-Up reprts) that are assigned t yu as part f a grant. In additin, there are a few particular features we wuld like t draw yur attentin t: Apply This allws yu t review the available grants and t start an applicatin during the time perid established fr each f ur grant cycles. If a grant prcess is restricted r is by invitatin nly, yu will be given an Access Cde by the Fundatin that can be entered at the tp f the page. At the bttm f each prcess yu can Preview the frm withut creating a new ne. Fax-t-File Instead f scanning a dcument yu can fax it t yur cmputer. Using Fax-t- File helps shrink dcuments t a smaller file size. Click n Fax-t-File fr instructins. Edit Prfile r Sign Out Frm the upper right hand crner, yu can edit yur prfile r sign ut. Ntes, Tips and FAQs 1. Uplading files: a. Only ne file can be upladed per questin. Multiple dcuments can be cmbined int ne file t be upladed. Single Excel spreadsheets may be upladed, but Excel wrkbks shuld nt. Page 6

7 b. We suggest yu cnvert files int pdf frmat befre uplading s that all frmatting is retained. The Fax-t-File feature n the grant management site will als cnvert yur dcuments t pdf. Click n Fax-t-File fr instructins. c. If yu uplad the wrng file, click the red X and then uplad a new file. 2. If yu remain n a page with inactivity fr lnger than 90 minutes, yu will be lgged ff fr security reasns. Yu will receive a warning message at 80 minutes f the pending time ut. Please save yur wrk regularly. 3. Fr a Vide Tutrial created by Fundant: APIbOVI5YVBFUWpXbnc/view?usp=sharing Page 7

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