This article provides step-by-step guidance for implementing the General Criteria extension in your CyberGrants system. Following this process will help ensure a successful implementation that meets your organization's needs. 

Pre-Implementation Planning 

Step 1: Define Your Criteria Requirements 

Before beginning the implementation process, it's essential to clearly define: 

• Detailed descriptions of your requested custom criteria with specific examples
• Applicable proposal types where the criteria will be applied
• Custom fields that will be utilized
• Variable inputs that are necessary for your criteria

Example: If you want to restrict certain grant applications based on organization size, you would specify: 

• The criteria (the organization's annual budget)
• The proposal types affected (e.g., general grant applications)
• The custom field (annual budget field)
• The variable input (minimum/maximum budget thresholds) 

Step 2: Identify Record Types for Criteria Application 

Carefully determine which types of records your criteria will apply to: 

• Organizations
• Grant requests
• Employee giving requests
• Other applicable record types 

Be comprehensive in this process to ensure all relevant records are included in your implementation plan. 

Step 3: Review Implementation with Internal Stakeholders 

Before proceeding: 

• Share your criteria definitions with the relevant internal teams
• Confirm alignment with organizational policies and guidelines
• Establish governance procedures for criteria management
• Document approval from the necessary stakeholders

Implementation Process

Step 4: Work with Your Business Analyst 

Schedule a meeting with your CyberGrants Business Analyst to: 

• Present your defined criteria requirements
• Discuss implementation options
• Review the implementation timeline
• Address any questions or concerns 

Step 5: Review Functional Requirements 

After your initial meeting: 

• CyberGrants will provide detailed functional requirements
• Review these requirements carefully
• Confirm they match your expectations and needs
• Approve the requirements to proceed with development 

Any changes to the functional requirements once approved and in the development phase may result in a modified timeline. 

Step 6: Participate in Testing 

Once development is complete: 

• Engage fully in the User Acceptance Testing (UAT) process
• Test all scenarios where your criteria should apply
• Verify that the system behaves as expected in each scenario
• Document and report any issues 

CyberGrants will not implement any functionality into the production environment without your full approval and sign-off on the UAT. 

Step 7: Final Approval and Implementation 

After successful testing: 

• Provide formal sign-off on the UAT results
• Confirm implementation timing for production
• Prepare internal communications for users
• Plan for any necessary training 

Post-Implementation Management 

Step 8: Monitor and Evaluate 

After implementation: 

• Monitor system behavior to ensure the criteria are working correctly
• Collect feedback from users
• Document any issues or enhancement requests 

Step 9: Plan for Annual Review 

Remember that you can make one change per calendar year to your General Criteria extension: 

• Schedule an annual review of your criteria
• Evaluate effectiveness and identify potential improvements
• Work with your CyberGrants representative to implement approved changes 

Step 10: Document Governance Procedures 

Establish clear procedures for: 

• Who can request changes to the criteria
• The approval process for changes
• How to document and communicate changes
• How to test and validate changes 

What else do you need help with?

• What is the General Criteria Extension?

Not what you're looking for? Navigate to General Criteria Extension Overview

Looking for training?

Explore this feature at your own pace - access training video content or watch a recorded webinar by clicking the link below.