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Configure Automated Request Snapshots

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Configure Automated Request Snapshots
360051968713-Configure-Automated-Request-Snapshots
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Request Snapshot Automation

Request Snapshot Automation allows administrators to configure CyberGrants to take snapshots automatically as a grant application traverses the major steps in its approval journey:

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Activating Request Snapshots:

    • To enable Snapshot automation, first add the "Request Snapshot Configuration" permission to your user role. This will reveal a new option called "Request Snapshots" within the "Application Configuration" section of your CyberGrants Admin tab. mceclip1.png
    • Click the “Request Snapshots” link to access a screen where you activate Snapshots for one or more scenarios.mceclip2.png
    • Snapshots are maintained separately for the Production and Sandbox systems. Just like Watchlist Scans, their configuration is not replicated between the two environments.

Automated Snapshots are for Grants Only:

Automated Request Snapshots are only available for grantmaking proposal types. If Snapshots are required for an employee giving program, they can still be taken manually.


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