How It Works
Most of the tabs in the application are customizable, so you can give each tab a label that will make sense to your Applicants, Reviewers, and Administrators. While the re-labeling of tabs is very helpful, it does make it a bit more difficult for us to provide technical support that is universally applicable, so as you read through the other ZGU classes and call or email our office, please remember that we refer to tabs and features by their default labels in our Support materials.
Default Labels
Tabs marked with an asterisk (*) are features that are optional and may not be included in the application on the applicant side. These tabs will need to be turned on within the Additional Program Modules setting in the Settings tab. Administrators and Applicants will only see those tabs that the administrator has chosen to turn on/use. Tabs listed in italics are available only to administrators in Program Setup.
Application Tabs
- Settings
- Application Summary
- Pre-Application*
- Application Questions
- Budget*
- Tables*
- Documents*
Basic program information and settings
Basic application information (including applicant contact information) and settings
Preliminary questions or requirements that may be completed and submitted for approval prior to the completion of the full application
Questions to be completed as part of the application
Budgetary information captured as part of the application
Tables to be completed as part of the application or the post-decision period
Files requested to be uploaded or linked as part of the application
Review/Reporting Tabs
- Committee
- Scoring
- Messages
- Internal Research
- Contract*
- Financial*
- Report*
Review settings and committee access controls
Scoring criteria and settings
Templates for communications and automatic notices sent to applicants
Custom fields and settings used to organize and manage applications
Text and documentation signed and/or completed by the approved applicants and administrators as part of a contracting or agreement process
Invoices and payments
Questions to be completed and submitted in post-decision reports by approved applicants
Which features can be relabeled?
The following tabs and features can be relabeled:
- Application Summary tab
- Pre-Application tab
- Application Questions tab
- Budget tab
- Tables tab
- Documents tab
- Contract tab
- Financial tab
- Extra (Follow-Up) questions
- Scoring section in Review Tools
- Internal Research
- Invoices
- Payments
- Reports
- Custom Statuses
How To Set It Up (Program Setup)
In any Tab Label field, type in your desired text, then click outside the field. Refresh the page or reload the Applicant View to reveal the new tab label. We recommend using a label that is descriptive but not too long.