Applicant Guide for Web-Based Funding Applications

Transcription

1 Overview This document is designed by Foundant Technologies to provide applicants with instructions for use of the Foundant Grant Lifecycle Manager application. Remember while this document attempts to provide step-by-step instructions, we realize that not all user scenarios may be adequately covered. You can view a video tutorial online at which will help you to learn how to register an account and complete an application. If you have any questions regarding your application(s), please contact: Megan Partridge (Director Governance & Community Impact) Phone: ext mpartridge@perthhuron.unitedway.ca Revised From Document Version 2.0 1

2 New Initiative Grant Process 1. Please fill out the Eligibility Checklist and submit 2. Once completed, and your Eligibility Checklist (LOI) is approved, access to the New Initiative Grant Application will be provided. notification will be sent. Key Points to remember when using the web-based application system: Always make sure that your contact information is correct. The system will send out notifications via to applicants and if the address is not correct, you may miss receiving important information regarding your application(s). Always open the Apply section in the left-hand column. All applications that are available to your agency/organization will appear in this area. If you do not check this area, you may miss a submission deadline. You may be required to input a password (in the left-hand column of the Apply page, provided to you by United Way of Perth-Huron if an application is restricted). If you remain on a page with inactivity for longer than 40 minutes, you will be logged off for security reasons. To ensure that you do not lose any work, please save every minutes. Do not open more than one session at one time. If you open more than one session you will risk overwriting your work and will lose your information. File uploads have a limit on the size of the file allowed to be uploaded. If your file is too large to upload you can use the Fax to File option to scan a paper copy of your document, which will decrease the file size. If your File upload is not larger than the allowable file size, check the file name of your document. As with most software programs if you include symbols (such as #,@,/,>, etc.) in the file name the system may not allow if to be uploaded. Please remove all symbols from the file name and retry the upload. Please proofread your full application prior to submitting. Your computer may not automatically indicate spelling and grammatical errors that you enter in your application. There is a Help Tool at the bottom of the left-side column that can also guide you through your application process. Revised From Document Version 2.0 2

3 Log In Page Go to the online application webpage at: If you already have an account with this Foundant Grant Lifecycle Manager; 1. Enter your login, which is your address, in the login field 2. Enter the Password that you chose when you set up your account. 3. Press the Log On button to enter the Grant Lifecycle Manager. If you have forgotten your password; 1. You can click on the Forgot your Password link, enter your User ID, and the system will your password to your account. Revised From Document Version 2.0 3

4 Applicant Status Page After you have log in to your account you will be directed to the Dashboard. 1. Apply This allows you to review the available grants and apply. 2. Applicant Dashboard This is your homepage where you can check on the status of your grants. This page will display the form you just filled out, what its status is, and what the next form will be. 3. Fax to File Instead of scanning a document you can fax it to your computer. Using Fax to File helps shrink documents to a smaller file size. Revised From Document Version 2.0 4

5 Problem Solving Problem Issue logging in or error messages when using the system Cannot save application Solution If there is an issue with the system and it is afterhours, you can Foundant at Please only Foundant with issues logging in or error messages. All questions regarding the applications should be directed to UWPH staff. The Foundant system will be blocked from saving when you have an error in your page. If your work has been successfully saved, a confirmation page will be displayed indicating that your work application has been saved (Figure 1). If you do not see the confirmation page after saving, make sure that our application does not contain any errors before moving forward. Example 1 If you have answers a question and gone over the character limit, the Foundant system will not allow you to save until this error is corrected as it does not have the room to do so. There will be a red error message at the bottom of the section with the error to indicate what needs to be corrected (Figure 2). Cannot spellcheck Example 2 If you upload a file that is over the MB s limit, the Foundant system will not allow you to save until this error is corrected. Issues with spellchecking are due to the Internet Brower that you are using. Internet Explorer does not have the capability to spellcheck automatically. Mozilla Firefox, Safari and Google Chrome browsers so allow for automatic spellcheck. These internet browsers will underline the error in red as you are typing. These browsers can be downloaded for free off of the internet and have the same capabilities as Internet Explorer. Revised From Document Version 2.0 5

6 Figure 1 Figure 2 Revised From Document Version 2.0 6