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Introduction Grants Management: Course Overview

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Introduction Grants Management: Course Overview
360050275093-Introduction-Grants-Management-Course-Overview
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From qualification and submission to approval and post-award analysis, CyberGrants supports the complete grantmaking lifecycle.  This course is comprised of 5 learning modules. At the end of the course you should:

  • Have a high level overview of the different tabs
  • Recognize the difference between sandbox and production
  • Understand the NPO Experience
  • Be able to change and add filters and columns on a tab
  • Understand the features of a  Request Record
  • Understand the features of an Organization Record

You can watch each module independently or the whole course in one sitting. 

Module 1 – User Experience

Start Here: Module 1 – User Experience

Topics Covered:

  • How to Access CyberGrants
  • Sandbox vs. Production
  • Overview of User Interface
    • Dashboard
    • Main Tab
    • Reports
    • Mail Tab
    • Admin Tab
    • Budget Tab
    • Grantseeker tab
Module 2 – NPO Experience
Next Course: Module 2 - NPO Experience

Topics Covered:

  • Workflow
  • NPO Login
Module 3 – Main Tab Overview
Next Course: Module 3 - Main Tab Overview

Topics Covered:

  • Filters
  • Columns
  • Batch Functions
  • Saved Searches  
Module 4 -  Organization Record
Next Course: Module 4 - Organization Record

Topics Covered:

  • Toolbox
  • General Info
  • Qualification (available databases)
  • Request History
  • Scan
  • Contact
  • Mail & Export
  • Discussion
  • Creating a request
Module 5 - Request Record
Next Course: Module 5 - Request Record

Topics Covered:

  • Toolbox
  • Proposal Section
  • Payment
  • Scan
  • Request Owners
  • Approval
  • Impact Report
  • Mail & Export
  • Request snapshot
 
Test Your Knowledge
 

Additional Resources

Not what you're looking for? Navigate to Grants Management Course Catalog Overview


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