Processing a Scholarship Web Application Individually

Processing Individual Proposal Web Applications into Proposals

Through Foundation Cloud Community Portal, constituents fill out an online application that will get turned into a scholarship record in Foundation Cloud Grants (FC Grants). For more information about online applications, see Creating Applications. To see this same processing in batch, refer to Processing a Scholarship Web Application in Batch.

1. Hover over Online Apps > click Submitted Scholarship Apps to bring up the application grid.
2. The grid is filtered on Status by default to exclude Created applications. Created applications are applications that have not been submitted yet and are still in flight.
3. Click Open next to the desired application.
4. A summary of the scholarship web application is found on the topmost tile.
5. Check the Details tile, if an application came in with a new Applicant, the applicant will be flagged with a red X. This means the student does not have the appropriate record in FC Grants or the integrated CRM system.
   1. click Edit > Select an Applicant to search for an existing student record. Use the radio buttons to search in FC Grants or the integrated CRM. The option to create a new CRM record is available on this screen.
6. If the record cannot be found by searching FC Grants and the integrated CRM, click +Create to make a new record in FC Grants. 
   

Scholarship Web Application Processing Actions

Use the Actions dropdown menu to select which processing action needs to be taken at this time.

• Set to Reviewed - This action should be taken when the record has been reviewed and is ready for processing. The user and the current date/time will be captured and logged, and viewable in the top tile.
• Reopen - This action allows the applicant back into their application to edit or amend their answers and submit again.
• Create/Update scholarship application – This processes the application into a scholarship record for further review and eventual funding or declination. After the new record is created, the user and the current date/time will be captured and logged, and this information will be shown in the top tile. A blue hyperlink connects these records together.
• Decline - The user can decline the application at this point if the applicant doesn’t meet criteria and there is no need for further consideration from review. The user will be prompted for a "Decline Reason" and given an opportunity to cancel. Once the request is declined, the user and the current date/time will be captured and logged, and this information will be shown in the top tile.
• Export - This action will export a copy of the application, the below options are presented when exporting.

All of the processes above can be performed in a batch for multiple scholarship web applications at once, we call this tool the Scholarship Application Wizard. Instructions to use this tool can be found here.