{"id":87,"date":"2017-08-04T22:56:52","date_gmt":"2017-08-04T22:56:52","guid":{"rendered":"http:\/\/help.zoomgrants.com\/?post_type=ht_kb&#038;p=87"},"modified":"2021-11-04T08:30:24","modified_gmt":"2021-11-04T14:30:24","slug":"createcopy-a-program","status":"publish","type":"ht_kb","link":"https:\/\/help.zoomgrants.com\/index.php\/zgu\/createcopy-a-program\/","title":{"rendered":"Create\/Copy a Program"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-post\" data-elementor-id=\"87\" class=\"elementor elementor-87\">\n\t\t\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-bb0ef4b elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"bb0ef4b\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-8762acc\" data-id=\"8762acc\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-c0d033f elementor-widget elementor-widget-text-editor\" data-id=\"c0d033f\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<div>Whether you&#8217;re building an entirely new program or using an existing one as a template, you&#8217;ll start by\u00a0<span style=\"font-weight: bolder;\">creating a new program<\/span>.\u00a0As an admin, it&#8217;s easy to create new programs in your ZoomGrants account at any time.\u00a0After you&#8217;ve created the new program, you can start setting it up right away.<\/div>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-da6315a elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"da6315a\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-27e88a5\" data-id=\"27e88a5\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-a412a4b elementor-widget elementor-widget-heading\" data-id=\"a412a4b\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Create A Program<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-59918ec elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"59918ec\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-4098016\" data-id=\"4098016\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-5833388 elementor-widget elementor-widget-video\" data-id=\"5833388\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;video_type&quot;:&quot;hosted&quot;,&quot;controls&quot;:&quot;yes&quot;}\" data-widget_type=\"video.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"e-hosted-video elementor-wrapper elementor-open-inline\">\n\t\t\t\t\t<video class=\"elementor-video\" src=\"http:\/\/help.zoomgrants.com\/wp-content\/uploads\/2021\/11\/Screen-Recording-2021-11-02-at-12.08.17-PM.mov\" controls=\"\" preload=\"metadata\" controlsList=\"nodownload\"><\/video>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-5ca0ec64 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"5ca0ec64\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-16da61e\" data-id=\"16da61e\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-79221baa elementor-widget elementor-widget-text-editor\" data-id=\"79221baa\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<div>\n<ol>\n<li>From your Programs page, click into the <strong>Add\u00a0A Program<\/strong> tab.    \t\t<div class=\"hts-messages hts-messages--info  hts-messages--withtitle hts-messages--withicon \"   >\r\n    \t\t\t<span class=\"hts-messages__title\">Not seeing the &#8216;Add A Program&#8217; tab?<\/span>    \t\t\t    \t\t\t\t<p>\r\n    \t\t\t\t\tYou may not have <a href=\"http:\/\/help.zoomgrants.com\/index.php\/zgu\/managing-users\/#setting-senior-admins\">senior admin<\/a> access. Contact a senior admin in your organization to request a new program.    \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<\/li>\n<li>Complete the form for the <strong>n<\/strong><strong>ew program <\/strong>that is being added to your account.\n<ul>\n<li><strong>Program Title<\/strong><\/li>\n<li><strong>Department<\/strong> &#8211; Denote the department that the program is associated with. <em>(This is not required if you are not utilizing the ZoomGrants Departments feature).<\/em><\/li>\n<li><strong>Program Type &#8211;<\/strong> Choose the type of program that you are creating from the following:\n<ul>\n<li><b>Grant &#8211; <\/b>accept applications submitted on behalf of\u00a0<strong>organizations<\/strong>.<\/li>\n<li><strong>Scholarship &#8211;<\/strong>\u00a0solicit applications submitted on behalf of\u00a0<strong>individuals<\/strong>.<\/li>\n<\/ul>\n<\/li>\n<li><strong>Primary Contact &#8211;\u00a0<\/strong>Select the administrator that will be the primary contact for your new program.\u00a0<em>(Applicants will be given access to this contacts email address for content related questions).<\/em><\/li>\n<li><strong>Billing Contact &#8211;\u00a0<\/strong>Provide the email address of your billing contact so we can make sure the generated invoice is sent to the correct person.<\/li>\n<li><strong>Using Credit Card &#8211;<\/strong> Please let us know if you will be paying for your new program with a credit card. (If paying by credit card a 3% processing fee of the total invoice will be added).<\/li>\n<li><strong>Additional Instructions &#8211; <\/strong>Include any additional information here that our Billing Team needs to be made aware of regarding your new program.<\/li>\n<li><strong>Create Program &#8211;\u00a0<\/strong>Your new program will be added to the &#8216;Current Programs&#8217; tab for immediate access to create your online application through Program Setup.<\/li>\n<\/ul>\n<\/li>\n<li>After you&#8217;ve created a new program, we&#8217;ll contact you regarding the invoicing process. The <strong>Balance Due<\/strong> column on your My Account Home page will indicate the remaining balance due for that new program. Once it reflects $0 due, your program is ready to go live!<img decoding=\"async\" class=\"aligncenter \" src=\"http:\/\/www.zoomgrants.com\/screenshots\/dbalancedue.png\" alt=\"Balance Due\" width=\"158\" height=\"108\" \/><br \/>    \t\t<div class=\"hts-messages hts-messages--alert  hts-messages--withtitle hts-messages--withicon \"   >\r\n    \t\t\t<span class=\"hts-messages__title\">Only paid programs can go live.<\/span>    \t\t\t    \t\t\t\t<p>\r\n    \t\t\t\t\tUnpaid programs cannot accept applications and will not be available to your applicants, even if your open date has arrived. Please be sure to pay for your programs prior to their respective open date. You can always contact Billing@ZoomGrants.com     \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<\/li>\n<\/ol>\n<h2>Copying an Existing Program <em>into<\/em> a New Program<\/h2>\n<p>If you use the same kinds of questions every year, you can use an existing program as a <strong>template<\/strong> for this year&#8217;s program.<\/p>\n<p><span style=\"background-color: #bc6d1a; color: #ffffff;\">Program Setup &gt; Settings Tab &gt; <em>Overall Settings<\/em><\/span><\/p>\n<ol>\n<li><strong>In the\u00a0<span style=\"text-decoration: underline;\">new<\/span>\u00a0program <\/strong>(one that has never been opened to accept applications), go\u00a0into Program Setup and click into the <a href=\"http:\/\/help.zoomgrants.com\/index.php\/zgu\/settings\/\"><strong>Settings<\/strong><\/a>\u00a0tab.<\/li>\n<li>Scroll down to just below the Currency field and click the\u00a0<strong>Copy a Program<\/strong> button.<\/li>\n<li>Use the fields on the right to indicate what program you&#8217;d like to copy into this one.\u00a0<img decoding=\"async\" class=\"aligncenter \" src=\"https:\/\/www.zoomgrants.com\/screenshots\/dcopyprogram.png\" alt=\"Copy Program Button\" width=\"auto\" height=\"125px\" \/>\n<ul>\n<li><strong>Choose one of your own programs from\u00a0the dropdown.<\/strong> You&#8217;ll find all of the programs that are currently in your organization&#8217;s account.<\/li>\n<li><strong>Enter the Access Key to copy a program from another organization&#8217;s account.<\/strong>\u00a0Admins can find the access keys to share their programs in Program Setup, in the\u00a0<strong><a href=\"http:\/\/help.zoomgrants.com\/index.php\/zgu\/htmlsharing\/#provide-access-to-your-program\">Settings\u00a0<\/a><\/strong>tab.\u00a0They can send you that link, and you can paste it into the Access Key field in Program Setup of your new program.<\/li>\n<\/ul>\n<\/li>\n<li>Confirm in the popup window.<\/li>\n<\/ol>\n<p>The system will copy the content from the selected program into the new program.<\/p>\n<table>\n<tbody>\n<tr style=\"height: 280.5625px;\">\n<td style=\"height: 280.5625px;\">\n<p><strong>What&#8217;s\u00a0included:<\/strong><\/p>\n<ul>\n<li>Program information<\/li>\n<li>Instructions<\/li>\n<li>Basic settings<\/li>\n<li>Questions<\/li>\n<li>Document Requests<\/li>\n<\/ul>\n<\/td>\n<td style=\"height: 280.5625px;\">\n<p><strong>What&#8217;s NOT included:<\/strong><\/p>\n<ul>\n<li>Submitted applications<\/li>\n<li>Document attachments\n<ul>\n<li>Library documents<\/li>\n<li>Doc request templates<\/li>\n<\/ul>\n<\/li>\n<li>User Assignments<\/li>\n<li>Deadlines<\/li>\n<\/ul>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>As the note on the page suggests, copying a program will overwrite any existing content in the new program and cannot be undone.<\/p>\n<p>Once you\u2019ve copied the content into the new program, add your open and close dates and tweak the settings and content to meet your current needs.<\/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\">Avoid an accidental re-copy.<\/span>    \t\t\t    \t\t\t\t<p>\r\n    \t\t\t\t\tIf you copy the program and then reload the page using the refresh button in the same session without ever leaving the Program Setup page, using the refresh button may trigger the system to re-copy the program and therefore erase all of your changes. To avoid this, when you first copy the program, first return to your My Account page before refreshing the page. Once you\u2019re out of the program, click the program title to return to it. You can now reload the page safely in the future.     \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<\/div>\n<p><\/p>\n<figure class=\"wp-block-video\"><\/figure>\n<p><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>Whether you&#8217;re building an entirely new program or using an existing one as a template, you&#8217;ll start by\u00a0creating a new program.\u00a0As an admin, it&#8217;s easy to create new programs in your ZoomGrants account at any time.\u00a0After you&#8217;ve created the new program, you can start setting it up right away. Create&#8230;<\/p>\n","protected":false},"author":3,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht-kb-category":[17,32,41,40,25,38],"ht-kb-tag":[79,80],"class_list":["post-87","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-for-admins","ht_kb_category-overviewadmin","ht_kb_category-applicationphase","ht_kb_category-program-setup","ht_kb_category-applicationadmin","ht_kb_category-all","ht_kb_tag-jun20","ht_kb_tag-program-setup"],"_links":{"self":[{"href":"https:\/\/help.zoomgrants.com\/index.php\/wp-json\/wp\/v2\/ht-kb\/87","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=87"}],"version-history":[{"count":55,"href":"https:\/\/help.zoomgrants.com\/index.php\/wp-json\/wp\/v2\/ht-kb\/87\/revisions"}],"predecessor-version":[{"id":3142,"href":"https:\/\/help.zoomgrants.com\/index.php\/wp-json\/wp\/v2\/ht-kb\/87\/revisions\/3142"}],"wp:attachment":[{"href":"https:\/\/help.zoomgrants.com\/index.php\/wp-json\/wp\/v2\/media?parent=87"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/help.zoomgrants.com\/index.php\/wp-json\/wp\/v2\/ht-kb-category?post=87"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/help.zoomgrants.com\/index.php\/wp-json\/wp\/v2\/ht-kb-tag?post=87"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}