{"id":108,"date":"2017-08-07T19:36:22","date_gmt":"2017-08-07T19:36:22","guid":{"rendered":"http:\/\/help.zoomgrants.com\/?post_type=ht_kb&#038;p=108"},"modified":"2023-04-25T07:43:51","modified_gmt":"2023-04-25T13:43:51","slug":"internal-research","status":"publish","type":"ht_kb","link":"https:\/\/help.zoomgrants.com\/index.php\/zgu\/internal-research\/","title":{"rendered":"Internal Research"},"content":{"rendered":"<div id=\"internalr\">Each application has its own set of Internal Research fields to use in your internal process of managing applications.<\/div>\n<h2>How It Works<\/h2>\n<p><span style=\"background-color: #bc6d1a; color: #ffffff;\">Program Setup &gt; Internal Research Tab<\/span><\/p>\n<h3>What are they?<\/h3>\n<p>Essentially, the Internal Research fields replace the \u201cfor internal use only\u201d sections of paper or PDF-based applications. Admins have 40 internal research question fields and a large notes field to track internal processes on each application.<\/p>\n    \t\t<div class=\"hts-messages hts-messages--success  hts-messages--withtitle hts-messages--withicon \"   >\r\n    \t\t\t<span class=\"hts-messages__title\">Here's an Example:<\/span>    \t\t\t    \t\t\t\t<p>\r\n    \t\t\t\t\tLet\u2019s say your organization assigns its own accounting number to each approved application. You\u2019d set that up as a field in the Internal Research tab in Program Setup, and any administrator can input the accounting numbers.    \t\t\t\t<\/p>\r\n    \t\t\t    \t\t\t\r\n    \t\t<\/div><!-- \/.ht-shortcodes-messages -->\r\n    \t\t\n<h3>Who can see them?<\/h3>\n<p>All committee members (reviewers and administrators assigned to the program) can see answers to Internal Research questions and notes. Applicants cannot see any Internal Research fields unless they are included on <a title=\"Financial\" href=\"http:\/\/help.zoomgrants.com\/index.php\/zgu\/financial\/\">Invoices<\/a>\u00a0or in <a href=\"http:\/\/help.zoomgrants.com\/index.php\/zgu\/data-tab-custom-reports\/\">Public-Facing Reports<\/a>.<\/p>\n<h2>How to Set It Up<\/h2>\n<p><span style=\"background-color: #bc6d1a; color: #ffffff;\">Program Setup &gt; Internal Research Tab<\/span><\/p>\n    \t\t<div class=\"hts-tabs \"  >\r\n    \t\t\t<ul class=\"hts-tabs__nav\" role=\"tablist\">\r\n    \t\t\t\t    \t\t\t\t\t<li data-tab=\"#tabs-1\" class=\"hts-tabs__tab hts-tabs__tab--active\" role=\"tab\">Internal Research Tab<\/li>\r\n    \t\t\t\t    \t\t\t<\/ul>\r\n    \t\t\t    \t\t\t\t<div id=\"tabs-1\" class=\"hts-tabs__content hts-tabs__content--active\" role=\"tabpanel\">\r\n    \t\t\t\t\t<div class=\"hts-tabs__contentwrap\">\r\n    \t\t\t\t\t\t<p>In Program Setup, click into the Internal Research tab. Then give the feature a <a href=\"http:\/\/help.zoomgrants.com\/index.php\/zgu\/tab-labels\/\"><strong>label<\/strong><\/a> that your committee members will recognize.<\/p>\r\n    \t\t\t\t\t<\/div>\r\n    \t\t\t\t<\/div><!-- \/tabs-1 -->\r\n    \t\t\t    \t\t\t\r\n    \t\t<\/div><!-- \/.ht-shortcodes-tabs -->\r\n    \t\t\n<ol>\n<li><strong>Type your internal tracking\/processing fields into the available boxes<\/strong>. Each field that you enter in Program Setup will have its own answer field (a paragraph-style text box) on each application.<\/li>\n<li><strong>Choose your settings.<\/strong> \r\n    \t\t<div class=\"hts-accordion \"  >\r\n\r\n    \t\t\t    \t\t\t\t<div class=\"hts-accordion__section hts-accordion__section--active\">\r\n\t    \t\t\t\t<div class=\"hts-accordion__title\">Include on Invoice?<\/div>\r\n\t    \t\t\t\t<div class=\"hts-accordion__content\">\r\n\t    \t\t\t\t\t<div class=\"hts-accordion__contentwrap\">\r\n\t    \t\t\t\t\t\tCheck this box to show this question and the answer in a section of each <a href=\"http:\/\/help.zoomgrants.com\/index.php\/zgu\/financial\/\">invoice<\/a>.\t    \t\t\t\t\t<\/div>\r\n\t    \t\t\t\t<\/div>\r\n    \t\t\t\t<\/div>\r\n    \t\t\t    \t\t\t\t<div class=\"hts-accordion__section \">\r\n\t    \t\t\t\t<div class=\"hts-accordion__title\">Allow as Subtitle on Public-Facing Reports?<\/div>\r\n\t    \t\t\t\t<div class=\"hts-accordion__content\">\r\n\t    \t\t\t\t\t<div class=\"hts-accordion__contentwrap\">\r\n\t    \t\t\t\t\t\tCheck this box to have the option tack the answer to this question onto the end of the application title in a <a href=\"http:\/\/help.zoomgrants.com\/index.php\/zgu\/data-tab-custom-reports\/\">Public-Facing Report<\/a>.\t    \t\t\t\t\t<\/div>\r\n\t    \t\t\t\t<\/div>\r\n    \t\t\t\t<\/div>\r\n    \t\t\t    \t\t\t\r\n    \t\t<\/div><!-- \/.ht-shortcodes-accordion -->\r\n    \t\t<\/li>\n<\/ol>\n<h2>Updating Internal Research Answers<\/h2>\n<h3>Updating Individual Applications<\/h3>\n<ol>\n<li>Click on an application title link to open that application.    \t\t<div class=\"hts-tabs \"  >\r\n    \t\t\t<ul class=\"hts-tabs__nav\" role=\"tablist\">\r\n    \t\t\t\t    \t\t\t\t\t<li data-tab=\"#tabs-1\" class=\"hts-tabs__tab hts-tabs__tab--active\" role=\"tab\">Internal Management<\/li>\r\n    \t\t\t\t    \t\t\t<\/ul>\r\n    \t\t\t    \t\t\t\t<div id=\"tabs-1\" class=\"hts-tabs__content hts-tabs__content--active\" role=\"tabpanel\">\r\n    \t\t\t\t\t<div class=\"hts-tabs__contentwrap\">\r\n    \t\t\t\t\t\t<p>Click into the <strong>Internal Management<\/strong> tab, then scroll down to the <strong>Internal Research<\/strong> section.  <\/p>\r\n    \t\t\t\t\t<\/div>\r\n    \t\t\t\t<\/div><!-- \/tabs-1 -->\r\n    \t\t\t    \t\t\t\r\n    \t\t<\/div><!-- \/.ht-shortcodes-tabs -->\r\n    \t\t<\/li>\n<li>Fill in the appropriate field.<\/li>\n<\/ol>\n<h3>Updating Multiple Applications<\/h3>\n \r\n    \t\t<div class=\"hts-accordion \"  >\r\n\r\n    \t\t\t    \t\t\t\t<div class=\"hts-accordion__section hts-accordion__section--active\">\r\n\t    \t\t\t\t<div class=\"hts-accordion__title\">Entering SAME ANSWER on multiple applications at once<\/div>\r\n\t    \t\t\t\t<div class=\"hts-accordion__content\">\r\n\t    \t\t\t\t\t<div class=\"hts-accordion__contentwrap\">\r\n\t    \t\t\t\t\t\tUse the <a href=\"http:\/\/help.zoomgrants.com\/index.php\/zgu\/batch-list-updates\/\">Batch Update<\/a> feature on the <a href=\"http:\/\/help.zoomgrants.com\/index.php\/zgu\/applications-list\/\">Applications List<\/a>.\t    \t\t\t\t\t<\/div>\r\n\t    \t\t\t\t<\/div>\r\n    \t\t\t\t<\/div>\r\n    \t\t\t    \t\t\t\t<div class=\"hts-accordion__section \">\r\n\t    \t\t\t\t<div class=\"hts-accordion__title\">Entering a DIFFERENT ANSWER on multiple applications at once<\/div>\r\n\t    \t\t\t\t<div class=\"hts-accordion__content\">\r\n\t    \t\t\t\t\t<div class=\"hts-accordion__contentwrap\">\r\n\t    \t\t\t\t\t\tUse the <a href=\"http:\/\/help.zoomgrants.com\/index.php\/zgu\/batch-list-updates\/\">List Update<\/a> feature on the <span style=\"color: #17181a; font-size: 19px;\"><span style=\"font-size: 16px;\"><a href=\"http:\/\/help.zoomgrants.com\/index.php\/zgu\/applications-list\/\">Applications List<\/a><\/span><\/span>. \t    \t\t\t\t\t<\/div>\r\n\t    \t\t\t\t<\/div>\r\n    \t\t\t\t<\/div>\r\n    \t\t\t    \t\t\t\r\n    \t\t<\/div><!-- \/.ht-shortcodes-accordion -->\r\n    \t\t\n","protected":false},"excerpt":{"rendered":"<p>Each application has its own set of Internal Research fields to use in your internal process of managing applications. How It Works Program Setup &gt; Internal Research Tab What are they? Essentially, the Internal Research fields replace the \u201cfor internal use only\u201d sections of paper or PDF-based applications. Admins have&#8230;<\/p>\n","protected":false},"author":3,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht-kb-category":[17,40,43,26,38,27,28],"ht-kb-tag":[109,107,106,80],"class_list":["post-108","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-for-admins","ht_kb_category-program-setup","ht_kb_category-postdecisionphase","ht_kb_category-reviewadmin","ht_kb_category-all","ht_kb_category-postdecisionadmin","ht_kb_category-otheradmin","ht_kb_tag-april-23","ht_kb_tag-internal-management","ht_kb_tag-internal-research","ht_kb_tag-program-setup"],"_links":{"self":[{"href":"https:\/\/help.zoomgrants.com\/index.php\/wp-json\/wp\/v2\/ht-kb\/108","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.zoomgrants.com\/index.php\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/help.zoomgrants.com\/index.php\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/help.zoomgrants.com\/index.php\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/help.zoomgrants.com\/index.php\/wp-json\/wp\/v2\/comments?post=108"}],"version-history":[{"count":15,"href":"https:\/\/help.zoomgrants.com\/index.php\/wp-json\/wp\/v2\/ht-kb\/108\/revisions"}],"predecessor-version":[{"id":3273,"href":"https:\/\/help.zoomgrants.com\/index.php\/wp-json\/wp\/v2\/ht-kb\/108\/revisions\/3273"}],"wp:attachment":[{"href":"https:\/\/help.zoomgrants.com\/index.php\/wp-json\/wp\/v2\/media?parent=108"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/help.zoomgrants.com\/index.php\/wp-json\/wp\/v2\/ht-kb-category?post=108"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/help.zoomgrants.com\/index.php\/wp-json\/wp\/v2\/ht-kb-tag?post=108"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}