Checklist - Funding Rounds & Grant Management

Ready for your Grant to go live?

Ensure you've double checked the following:

1. Preview the application form selected for this round: on the Application Form step select Edit, then Preview in the Form Builder.
2. If your Funding Type is Application form field, confirm the right Currency fields are selected and the funding amount they pull through is correct.
3. Confirm the Grant type (Public Grants or Private Grants). For a private grant, confirm your Invited applicants list is complete.
4. Confirm your opening and closing dates on the Time & Date step, or set the round to Always open.
5. If this is a multi-stage grant round, confirm the right prior-stage applications are in Selected Applications, and double check the linked template if Copy values from the previous stage is on.
6. If you use a landing page, confirm Who can view the landing page and its URL slug are correct.
7. Set up Field Tags on the application form if you want data to pull into contracts, letters or reports: give the field a Field Tag in its Properties.
8. Review the emails this round sends under Communicate > Email templates, in Applicant emails > Grant.
9. If this round needs assessing, confirm assessors are assigned: on the assessment round's Assessors step, select Assign beside each person.
10. Select Publish Grant. Unpublish & Edit remains available afterwards if you need to make changes.

The same checklist appears on the Publish Grant step of the round's set-up. Labels that name Grant and Application use your organisation's own term if you've renamed it.

See also

• Create a grant round
• Duplicate a round
• Unpublish a round to change it
• Multi-stage grant rounds
• Landing pages