Admin (Administrator) – Licensed user of the CyberGrants internal tool
Limited License -License user with limited capabilities
Donor – Non-licensed employee using the external site
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.
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)
Employee Engagement Specific
Donor Role – Employee role assigned for additional permissions. May also be used to restrict programs
Event Management permissions
Proxy Access
EG (Employee Giving – old term) and EE (Employee Engagement – new term) – matching gift request, credit card transaction, payroll deduction, volunteer hours, etc… submitted by employees
VS Cash Grant – which is a grant submitted by a NPO for funding from client
NPO Portal – centralized site for the NPO/organization to confirm donation, view payments, create events, submit/review submitted grants, and update profile information
EG Request - submission of gift/hours/signup application into the system (also known as gifts)
EG Event – creation of an event into the system (also known as Opportunities)
ID - assigned reference number for everything in the system
Gift requests (Gift ID)
Grant requests (Request ID)
Organization profiles (Organization ID)
Fields (Field ID)
Applications (Proposal Type ID / EG Proposal Type ID)
Donation ID
Recurring ID ( EG deduction summary)
Rules (program, approvals, routing…)
Proposal Type/EG Proposal Type = Program
Disposition = status of a record
Transactions:
Gifts
Internal - submitted by donor and record not yet saved/reviewed
Pending – record has not yet been fully evaluated
Paid – record has been paid/fulfilled (EE only)
Pending Rejection - Not used
Pending Review - Not typically used; gift is pending review while organization is (re)vetted
Process - Gifts that have been batched but haven’t been paid out yet (status between approved and paid)
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
Events:
Waitlisted – donor requested to attend event in a when opening available (EE sign-ups only)
Applied – donor requested to attend event once admin provides approval (EE sign-ups only)
Enrolled – donor enrolled/signed-up for an event (EE sign-ups only)
Completed – donor has attended event (EE sign-ups only)
Canceled – record has been cancelled
Open – event is ready for sign-up (EE events only)
Full – event is full, but does all waitlisted enrollments (EE events only)
Active – event is full and event does not allow waitlisted enrollments
Payroll
Active - Used for current, open, recurring payroll deductions
Canceled - Used for payroll deductions canceled by donor or on behalf of donor
Closed - Used for payroll deductions that have ended
Recurring Credit Card
Active - Used for current, open, recurring credit card donations
Canceled - Used for recurring credit card donations canceled by donor or on behalf of donor
Closed - Used for recurring credit card donations that have ended
Nomination Dispositions:
Approved - Nomination has gone through all stages of approval
External - Nomination is awaiting organization input before it can be approved
Internal - N/A
Mapped - Nomination has been mapped to an existing organization record; nomination is a duplicate
Pending - Nomination is awaiting org vetting and/or client-admin approval
Rejected - Nomination is outside guidelines and has been rejected
Dates
Gift Start/End Date
For matching gifts: the day that the gift was given by the donor to the organization
For volunteer hours: the start and end date of the span of hours logged
Creation Date
The date that the gift or hours were entered into the CyberGrants system by the donor
Confirmation Date
The date that the organization confirmed the gift or hours
Portal Page
Different pages within the grants management/employee facing site. You can create a portal page for each program the employees can access (grant programs often use one combined page).
Portlets
What make up a Portal page? They are the different containers within the page that allow the employee to search for an organization, host a client image, provide matching history, or display information.
Teaser - a small square image usually found on the Home page, but could be found on other portal pages.
Hero - large, horizontal image found on most portal pages.
