Account-Level General Requirements

Contents

Administrators can input General Requirements to maintain consistency of basic requirements across all of an organization’s programs. The text entered 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 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’s programs. This is especially helpful for those organizations that have the same set of requirements for ALL of their programs – 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.)

Text describing additional requirements that are unique to a specific program can be added in Program Setup, in the Program Summary tab.

How To Set It Up

Account Settings > Account Details Tab > Publishing Tab > General Requirements

In Account Settings, navigate to the Account Details Tab. From there, click into the Publishing Tab.

Scroll down to the bottom of that tab to add your text to the General Requirements field.

Any text that you add to the General Requirements field will be displayed in every program in your organization’s account.
Use the Applicant View in any of your programs to see how the General Requirements appear.

Troubleshooting

Where can I see how the general requirements will appear?

Use the Applicant View in any of your programs to see how the General Requirements appear.

How can I remove the General Requirements section from a program to which those requirements do not apply?

The 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 Program Summary tab.

I cannot see the Account Details tab. How can I add general requirements?

If you are unable to see the Account Details tab on your My Account page, you are not a senior admin in your organization. Contact a senior admin and request their assistance in adding those general requirements.

Tagged: Jul20