Notes If you choose to use it, the Notes feature allows each reviewer and admin to keep a set of private...
Discussion If you choose to use it, the Discussion feature allows reviewers and admins to maintain a discussion on each application...
Scoring The Scoring feature allows committee members (reviewers and administrators assigned to the program) to score each application based on criteria...
Decisions / Voting In ZoomGrants, reviewers can vote on applications during the review process. As the review period comes to a close, administrators input...
Committee Reviewer access to programs and the applications within them is customizable for each program and can be as open or...
Applications List ZoomGrants provides filtered applications lists to make it easy to view categorized sets of submitted and incomplete applications. How It...
Application Summary Within each application, there is an Application Summary tab that includes general information and settings for the application. How It...
Internal Research Each application has its own set of Internal Research fields to use in your internal process of managing applications. How...
Extra Tab Administrators and committee chairs can pose follow up questions to specific applicants via the Extra tab in each application. How...
Program Dashboard The Program Dashboard presents a snapshot of the status of your Program – what recent Activities occurred, how many Applications...
Scoring Report Within Program Setup, a program’s Dashboard, or any application, click on the Scoring tab in the upper row of tabs...
Applicant History The Applicant History page for each applicant automatically displays the applications previously submitted by that applicant. By default, it contains all...
Data Tab – Custom Reports The Data tab is the place for reviewers and administrators to create ad hoc reports to use in the application review...
Testing the Committee Experience Once you’ve set up the application and tested the Applicant Experience by submitting an application, it’s a good idea to...
Budget The Budget tab features two pre-built, basic tables and a narrative field to capture simple budget data from applicants. Admins can...
Tab Labels Customizable tab labels allow Administrators to rename tabs and features to match the vernacular used by their organization. How It...
Administrative Documents Administrators have the ability to upload administrative documents and tie them to applications. How It Works Administrative documents are a...
Managing Admin and Reviewer Users Administrators create user accounts for all of an organization’s reviewers and administrators and provide access to programs within the account....
Sending Emails to Applicants, Collaborators, and Reviewers You can use ZoomGrants to send custom emails to groups of applicants and their collaborators and to your reviewers. How...
Custom Status The Custom Status feature allows administrators to group applications together into predetermined categories. How It Works For each program, admins...
Search You can search for organizations, applicant names and email addresses, and application titles and content using the keyword Search feature....
Batch & List Updates Admins can quickly update certain fields on multiple applications at a time via the Batch Update and List Update buttons...
Settings In Program Setup, the Settings tab houses the general settings for a program, including overall settings, program module on/off toggles,...