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Advanced Grants Management: Application Configuration - Course Overview

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Advanced Grants Management: Application Configuration - Course Overview
360050897693-Advanced-Grants-Management-Application-Configuration-Course-Overview
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The Application Configuration module is where administrators make the bulk of configuration changes. All application configuration changes must be made in the Sandbox environment and then published to Production.  This course is comprised of 5 learning modules. At the end of the course you should:

  • Understand different Data Types
  • Know how to create fields
  • Understand the difference between External and Internal Settings in a Proposal Type
  • Know how to configure Security Settings in a Proposal Type
  • Know how to configure conditional logic on fields
  • Understand the different ways to schedule an impact report
  • Know how to create a quiz and survey
  • Understand what can be accomplished with invitation codes
  • Know how to set-up specific questions in the support area

 

Module 1 –Data Fields & Field Types

Start Here: Module 1 – Data Fields & Field Types

Topics Covered:

  • What are Data Fields
  • Types of Fields
  • How to create a field
Module 2 – Proposal Types
Next Course: Module 2 - Proposal Types

Topics Covered:

  •  External Settings
  • Application Availability
  • Application Security
  • Geographic Regions
  • Nonprofit Status
  • Application Appearance
  • Application Message Customization
  • Conditional Logic
  • Organization Proposal Sections
  • Internal Settings
  • Impact Reports
Module 3 – Impact Report Types
Next Course: Module 3 - Impact Report Types

Topics Covered:

  • General Information
  • External Settings
  • Internal Settings
  • Metric Handling
  • Spend detail Reporting
Module 4 -  Quiz And Survey Types
Topics Covered:

Quiz

  • General Information
  • Quiz Question Types
  • Question Handling

Survey Types

  • General Information
  • Survey Question Types
  • Examples
Module 5 - Support & Invitation Codes
Next Course: Module 5 - Support & Invitation Codes

Topics Covered:

  • Support Areas
  • Invitation Codes
Test Your Knowledge
 

Additional Resources

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