{"id":180,"date":"2017-08-07T20:45:41","date_gmt":"2017-08-07T20:45:41","guid":{"rendered":"http:\/\/help.zoomgrants.com\/?post_type=ht_kb&#038;p=180"},"modified":"2020-07-13T10:40:48","modified_gmt":"2020-07-13T16:40:48","slug":"account-level-general-requirements","status":"publish","type":"ht_kb","link":"https:\/\/help.zoomgrants.com\/index.php\/zgu\/account-level-general-requirements\/","title":{"rendered":"Account-Level General Requirements"},"content":{"rendered":"<div class=\"abstract\">Administrators can input General Requirements to maintain consistency of basic requirements across all of an\u00a0organization&#8217;s programs. The text\u00a0entered in the General Requirements field will automatically appear in the Requirements program info tab in <em>every<\/em> program in the account.<\/div>\n<div><\/div>\n<div>\n<h2><strong>How It Works<\/strong><\/h2>\n<p>The text entered in the General Requirements field at the account level is automatically presented at the top of the Requirements tab (the second program information tab in the application) in every one of an organization&#8217;s programs. This is especially helpful for those organizations that have the same set of requirements for ALL of their programs \u2013 applicant must be a 501(c)(3) organization, must have an office within city limits, etc. (The Requirements tab is, by default, the second program information tab.)<\/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\">Program Summary 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>Text describing additional requirements that are <em>unique<\/em> to a specific program can be added in Program Setup, in the <strong><a href=\"http:\/\/help.zoomgrants.com\/index.php\/zgu\/program-summary\/\">Program Summary<\/a><\/strong> tab.<\/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<h2><strong>How To Set It Up<\/strong><\/h2>\n<p><span style=\"background-color: #bc6d1a; color: #ffffff;\">Account Settings &gt; Account Details Tab &gt; Publishing Tab &gt; <em>General Requirements\u00a0<\/em><\/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\">Publishing 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 Account Settings, navigate to the <strong>Account Details<\/strong> Tab. From there, click into the <strong>Publishing <\/strong>Tab.<\/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>Scroll down to the bottom of that tab to add your text to the <strong>General Requirements<\/strong> field.     \t\t<div class=\"hts-messages hts-messages--alert   hts-messages--withicon \"   >\r\n    \t\t\t    \t\t\t    \t\t\t\t<p>\r\n    \t\t\t\t\tAny text that you add to the General Requirements field will be displayed in <em>every<\/em> program in your organization&#8217;s account.    \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<img fetchpriority=\"high\" decoding=\"async\" class=\"aligncenter size-large\" src=\"https:\/\/zoomgrants.com\/screenshots\/dgeneralrequirements.png\" width=\"1546\" height=\"402\" \/><\/li>\n<li>Use the <a href=\"http:\/\/help.zoomgrants.com\/index.php\/zgu\/applicant-view\/\">Applicant View<\/a> in any of your programs to see how the General Requirements appear.<img decoding=\"async\" class=\"aligncenter \" src=\"https:\/\/zoomgrants.com\/screenshots\/rgeneralrequirements.png\" width=\"632\" height=\"305\" \/><\/li>\n<\/ol>\n<h2>Troubleshooting<\/h2>\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\">Where can I see how the general requirements will appear?<\/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\/applicant-view\/\">Applicant View<\/a> in any of your programs to see how the General Requirements appear.\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\">How can I remove the General Requirements section from a program to which those requirements do not apply?<\/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\tThe General Requirements feature should be used to list only those requirements that apply to every program run by your organization. If the requirements do not apply to some of your programs, do not include those requirements in the General Requirements field and instead list out the individual requirements in the Requirements tab in the <a href=\"http:\/\/help.zoomgrants.com\/index.php\/zgu\/program-summary\/\">Program Summary<\/a> tab.\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\">I cannot see the Account Details tab. How can I add general requirements?<\/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\tIf you are unable to see the Account Details tab on your My Account page, you are not a <a href=\"http:\/\/help.zoomgrants.com\/index.php\/zgu\/managing-users\/#senioradmins\">senior admin<\/a> in your organization. Contact a senior admin and request their assistance in adding those general requirements.\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<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Administrators can input General Requirements to maintain consistency of basic requirements across all of an\u00a0organization&#8217;s programs. The text\u00a0entered in the General Requirements field will automatically appear in the Requirements program info tab in every program in the account. How It Works The text entered in the General Requirements field at&#8230;<\/p>\n","protected":false},"author":3,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht-kb-category":[17,41,25,38,28],"ht-kb-tag":[81],"class_list":["post-180","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-for-admins","ht_kb_category-applicationphase","ht_kb_category-applicationadmin","ht_kb_category-all","ht_kb_category-otheradmin","ht_kb_tag-jul20"],"_links":{"self":[{"href":"https:\/\/help.zoomgrants.com\/index.php\/wp-json\/wp\/v2\/ht-kb\/180","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=180"}],"version-history":[{"count":13,"href":"https:\/\/help.zoomgrants.com\/index.php\/wp-json\/wp\/v2\/ht-kb\/180\/revisions"}],"predecessor-version":[{"id":2271,"href":"https:\/\/help.zoomgrants.com\/index.php\/wp-json\/wp\/v2\/ht-kb\/180\/revisions\/2271"}],"wp:attachment":[{"href":"https:\/\/help.zoomgrants.com\/index.php\/wp-json\/wp\/v2\/media?parent=180"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/help.zoomgrants.com\/index.php\/wp-json\/wp\/v2\/ht-kb-category?post=180"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/help.zoomgrants.com\/index.php\/wp-json\/wp\/v2\/ht-kb-tag?post=180"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}