Grant Manager Forms in Applicant Portal

Valerie Marshall

I see references to to grant management facing forms in the new portal, but my only options are the applicant facing forms. Are they not available yet?

Nicole Ragno

@Valerie Marshall Can you please clarify what you mean by grant management forms? Are you referring to review forms?

Valerie Marshall

@Nicole Ragno
I think one of my biggest problems is reading/seeing something as I try to work through the process … but then never being able to get back to it. Somewhere, maybe in an early demo, I saw forms for the grant manager to fill out to help fill out the full workflow. I suspect they may be what you are calling review forms. I did find a reference to them related to workflows:

When creating a custom form and choosing the form type, some demos have displayed grant manager forms.

Valerie Marshall

@Nicole Ragno
Here's another screenshot of the workflow page where not all the forms listed appear to be applicant facing forms:

Jason Kelliher

@Valerie Marshall

Valerie, currently the program workflow is only for applicant/grantee facing forms. Blackbaud Grantmaking is only utilizing those forms in the applicant and grantee portal experience at this time.

Web documentaiton you are seeing may be referencing feautres availble in another Blackbaud grant management solution. We can flag those articles as inaccurate.

Valerie Marshall

@Nicole Ragno
That's the point - I don't know! Those screen shots show forms that do not show up on my list of form types. I think on previous demos I've seen them referred to as grant manager/management forms. That's all I know to call them. The second screenshot from the knowledgebase portal calls them that.

Valerie Marshall

@Jason Kelliher
Thank you Jason and @Nicole Ragno That's what I figured but wanted to confirm.