User Manual Nonprofits - Jewish Community Federation

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Welcome to the
Pro Bono Consulting Practice!
Instructions for Federation’s
Application & Reporting System
Establishing Your Account
If you are a first-time user, please go to:
https//grantrequest.com/SID_364/
Click on “New Applicant” under the E-Mail box
Returning users, skip to slide #4.
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Follow the instructions to set up your new account
Bookmark: https//grantrequest.com/SID_364/ in your
browser. You need to login via this link to edit/view an
application that is in progress.
Email Address = User Name
Passwords must be at least 5 characters, with a mix of letters and
numbers
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Managing Your Application
When you log into your account you will see this screen
You will know that you are in the applications tab
because the word “Application” is in black and repeated
in italics “Applications” again below
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Managing Your Application
Manage your new, in progress, or submitted applications by using the
drop down menu on the far right side of the Applications screen.
When you start a new application and then save it, you will find it in the
“In Progress Applications.” You will be notified by email when your
application has been saved, at which point your application automatically
moves into the “In Progress Applications” tab.
When you are ready to submit the application, click “submit and review”
and then be sure to click “submit” again.
Once you submit the application, you will find it under the “Submitted
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Applications” tab.
Actions
Within the Applications Screen, there are four possible
actions:
The first icon enables you to transfer your application to
someone else in your organization, thus giving them editing
rights.
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Actions (continued)
The second icon
enables you to “Manage Viewers.” If you
would like others to be able to view the application, you can give
them viewing “rights.”
If you are associated with many applications, you can check the
box “Hide Viewer Only Applications” to separate applications
which are View Only versus those which you have editing rights.
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Actions (continued)
The third icon
The last icon
enables you to delete the application.
enables you to email a copy of your application.
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Tips for Managing Applications
• Bookmark https//grantrequest.com/SID_364/
• To access an application that is in progress, use the above link.
Otherwise you will be creating a new application each time
you login.
• Remember to save before closing
• When you are ready to submit the application, click “submit
and review” and then be sure to click “submit” again
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Accessing & Managing Reports
When you log into your account you will see
this screen
You will know that you are in the reports tab
because the word “Reports” is in black and it
says Requirements in italics below
In the Reports Tab, on the far right, is a drop down
screen with:
– New Requirements
– In Progress Requirements
– Submitted Requirements
Select one, then click on the highlighted item
under “Form Name” to fill out and submit the
requested information.
Forgot your password?
• Under the box where you enter your password, click
“Forgot Password” and you will be asked to enter
your email to request a new password
• Enter the same email address associated with your
account
Still need help? Email: jcfprobono@sfjcf.org
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