CyberGrants Grants Management Terminology

Different words reference same meaning:

• Admin / Licensed user / Owner
• Organization / NPO / Nonprofit / Charity
• Request/Application/Grant

 CyberGrants Terminology:

• Admin (Administrator)– Licensed user of the CyberGrants internal tool
• Limited License   -License user with limited capabilities
• Grantseeker – organization individual submitting grant
• Environments
  
  • Sandbox – testing/configuration environment.
    • Environment is always available, as all configuration must be completed in sandbox and published up to the live environment.
      • Publish = migration of configuration from sandbox to production
    • Recommendation: Test data in sandbox does not migrate up to production
  • Production – Live environment
    • Real transactions migrate down to sandbox
    • Production and Sandbox environment rarely are in complete sync
  • Staging Sandbox – development environment
    • Used for client QA/UAT of Data conversions

• User Management
  • User Role – Admin role assigned for additional or to limit permissions to the internal tool
  • User Type – Admin role assigned to limit access to fields, proposals, etc.
  • User Group – Admin role assigned based on security and user type. The group is auto-assigned proving criteria is met.
• NPO Portal – centralized site for the NPO/organization, view payments, submit/review submitted grants, and update profile information including banking information
• ID - assigned reference number for everything in the system
  
  • Grant requests (Request ID)
  • Organization profiles (Organization ID)
  • Fields (Field ID)
  • Applications (Proposal Type ID)
  • Rules (program, approvals, routing…)
• Proposal Type = Program

Grant transaction types:

Disposition = status of a record

• Requests
  • External – submitted by grantseeker and record not yet saved/reviewed
  • Pending – record has not yet been fully evaluated
  • Returned to Applicant - The request has been returned to the grantseeker
  • Canceled - Indicates the request has been canceled by a reviewer
  • Approved - Gifts that have been approved for payment
  • Rejected - Gifts that have been rejected; sometimes marked rejected because donor requested cancellation because of user error upon entry

• Payments:
  • Paid – payment has been paid/fulfilled
  • Scheduled – payment has been scheduled (this allows payment to be payment batched)
  • Process – payment is being processed (mid pay-out)
  • Contingent – payment is waiting on some sort of action (removes payment from budget line)
  • Deferred – payment is in a holding state until later action
  • Void – payment has been voided (removes payment from budget line)