Application Review Tools

Bulk Editing Applications in a Cycle

In ApplyCycle, staff use Bulk Editing to change application IDs, award amounts, panelist assignments, and statuses. The assignment options list users who have the Panelist role. Each change saves immediately without a separate save button. A status change may send an email to the applicant.

As you manage applications within a cycle, you can save time by using the Bulk Editing page. This page lets you quickly edit certain fields on applications.

The Bulk Editing page can be found by going to Application Management -> Manage Grant Cycles then clicking Applications (per cycle) then clicking the Bulk Editing tab.

'Bulk Editing' action controls and three complete application rows, ending with Copperfen Sinfonietta, show 'ID', 'Award Amount', 'Panelists' and 'Status'.
Figure 1. Viewing application fields and bulk action controls on 'Bulk Editing'.

On the bulk editing page you can change applications':

  • ID. You can give applications numeric IDs (1, 2, 3) to help identify them. Application IDs are optional. They set the order of the Previous application, Next application, and Jump to Application controls; applications without an ID come last.
  • Award Amount. If you're granting award money, fill in award amounts.
  • Panelists. Assign panelists to specific applications to review. Users with the Panelist role appear as options.
  • Status. Change the status of the application. See Application Workflow.

Note: Once a value is set or changed on the bulk edit page, it is saved immediately. There is no save button. Be careful when changing statuses as the new status may trigger an email to the applicant (see Configuring application workflow emails).