Managing the Application System

This documentation is for users with a role of Editor. Once you log in to your site you can manage it.

Getting Started

In ApplyCycle, editors test application setup by creating an open cycle and adding a form field. For a text field, choose Text (formatted, long) and enter a label. Place the field on Manage Form Display and Manage Display before previewing the application.

In ApplyCycle, editors use the Admin Toolbar to reach content, people, applications, and site configuration. The toolbar has Manage and Account sections, with the account section showing the editor's username. Clicking either section expands or collapses its submenus. Editors can display the toolbar across the top or vertically along the left side.

Programs

In ApplyCycle, staff manage grant programs under Application Management > Manage Grant Programs. Each program has its own application form. Published programs appear automatically on the site's homepage and Programs page. Staff can keep a program unpublished by clearing the Published checkbox before saving.

Applications

In ApplyCycle, staff configure application fields, form layouts, and the display of submitted applications. Adding fields defines the information each program's form collects. Form display settings control field order and which fields appear on the form. Application display settings arrange fields into sections for previewed or submitted applications.

Application Workflow

In ApplyCycle, editors rename application statuses under Application Management > Application Workflow. Each status can send an email to applicants when their application reaches that status. Editors set the email content on the status's edit form. Awarded applications appear on Past Awards when their cycle lists them.

Application Cycles

In ApplyCycle, staff schedule application rounds under Application Management > Manage Grant Cycles. A cycle's dates determine whether its status is Pending, Open, or Closed. The Panelists field assigns panelists to the cycle. Staff can list the cycle on Past Awards to show award recipients and amounts.

User Accounts

In ApplyCycle, staff use People in the toolbar to manage the user accounts on their site. Each account's roles determine how the site behaves for the person using that account. The roles are Applicant, Panelist, Editor, Board Member, QA, and Administrator.

Application Review Tools

In ApplyCycle, staff find, compare, and update applications during the review period and afterward. The guides cover the All Applications and Approved for Review tabs and the Review Application side panel. The section also covers exporting applications and editing application fields through Bulk Editing.

Content Management

In ApplyCycle, staff manage website content alongside grant applications. An ApplyCycle site can serve as the primary website for an organization or grant program. Staff can also use its content features for applicants without making ApplyCycle the organization's main website.