Multi-stage grant rounds

A multi-stage grant round runs as two or more rounds linked in order. A common example is an expression of interest, then a full application from the applicants you shortlist. Each stage is a grant round of its own, with its own form, dates and assessment.

Labels that name Grant and Application use your organisation's own term if you've renamed it.

Add a stage

1. Go to Plan > Grants, open the actions menu on the first stage and select Add Stage.
2. The new stage's set-up opens. It notes the Previous stage.
3. Set it up as you would any round. See Create a grant round.

Choose the applications that move on

1. In the stage's set-up, under Selected Applications, open Select Applications.
2. Search the previous stage's applications, tick the ones that move on (or Select all on this page) and select Add Selected.
3. Only submitted applications can move on. Backed names any it could not add and why.

To move on an assessment round's shortlist, enter its tag under Tags (such as shortlisted): only applications with that tag are listed. Separate several tags with commas to list applications with any of them.

Use Remove to take an application off the list before the stage is published. Selections are fixed once the stage is published. After that, remove a stage application from its Applications tab: the applicant no longer sees the stage, their application in the previous stage is not changed, and no email is sent. A submitted stage application cannot be removed.

The round's page shows how many stage applications have been created, for example 3 of 5 Stage Applications created.

Carry answers forward

Turn on Copy values from the previous stage to fill the new stage's form with the answers already given. With it on, you can only choose the previous stage's application form or a Linked Template of it. Create a linked template with Create Linked Template under Plan > Form templates: each copied field keeps a link to the field it came from.

See also

• Form builder
• Publish and unpublish