Program Setup Update – October 2018

The ZoomGrants Development Team just released a new, re-tooled version of Program Setup that streamlines and simplifies the program customization process by moving settings into more logical configurations.

There were two major updates in this re-design:

  1. NEW: Settings Tab – We isolated program settings from program content, putting all general program settings into a new Settings tab.
  2. MOVED: Associated Features/Settings into Program Module Tabs – We moved settings and features associated with program modules (Pre-Application, Documents, Reports, etc.) into those setup tabs. Once a module has been turned on in the Settings tab, everything else associated with that module can be set up in one location.

NEW: Settings Tab

We isolated program settings from program content, putting all general program settings into a new Settings tab.

In the Settings tab, admins can:

  • Input program information
  • Turn on additional program modules
  • Choose applicant settings
  • Set publishing settings
  • Share the program
  • Give access to administrative users
  • Assign the program to a department
  • Create Custom Statuses

Learn more about the new Settings tab here.

MOVED: Associated Features/Settings into Program Module Tabs

We moved settings and features associated with program modules (Pre-Application, Documents, Reports, etc.) into those setup tabs. Once a module has been turned on in the Settings tab, everything else associated with that module can be set up in one location.

Wondering where the other tabs went?

To use the Pre-Application, Budget, Tables, Documents, and other program modules, turn those features on in the Settings tab, then the module setup tab will appear.

Here are the setup settings that have moved:

Pre-Application

  • Pre-App Submission Confirmation Message Custom Text has been moved from the Messages tab
  • Pre-Application Document Request Setup has been moved from the Documents tab

Application Questions

  • Widget Label Widget Instructions have been moved from the old Program Summary tab

Financial

  • Financial Contact Person has been moved from the old Program Summary tab
  • Financial Document Request Setup has been moved from the Documents tab

Reporting

  • Reporting Contact Person has been moved from the old Program Summary tab
  • Reporting Document Request Setup has been moved from the Documents tab
Want to learn even more?

All ZoomGrants administrators are invited to join our Tuesday Trainings – weekly training webinars that help administrators learn about how to set up and manage their programs. Learn more here.

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