Managing Funding Programs and Rounds in Admin

Funding Programs is an expansion of External Org which enables customers to store and manage funder data to share with Cayuse applications.

Anyone with the RS Admin role can add funding data manually via the UI, or bulk load data with the External Org API.

Viewing an External Organization Profile

1. From the Admin home page, select the External Organizations tab.
   
   

2. Select the name of the desired External Organization from the table. The Profile page for the External Organization will open.
   
   

3. Open the Funding Programs tab. From the table, you can:

• View and Search active funding programs in the Active Programs tab
• View and Search inactive funding programs in the Inactive Programs tab
• Add a new Funding Program (once added, Funding Rounds can be added)
  
  

Searching and Sorting Funding Programs

Search and sort functionality is available in both the Active and Inactive program tabs (the search is separate within each tab).

1. Search the program names from within the search bar, then select the Search button.
   
   

2. By default, programs are sorted by created date but can be sorted alphabetically  (A-Z or Z-A) by Program name or Description name by clicking on the up or down arrow to the right of the column name.
   
   

Adding a New Funding Program

1. Select the Add New Funding Program button.
   
   

2. Complete details about the new Funding Program and then click Save:
   • Funding Program name (required)
   • Description (optional; 10,000 character maximum)
   • Internal Notes (optional; 10,000 character maximum)
     
     

3. By default, the Active button is toggled on for newly created Funding Programs. Programs can be marked as inactive by toggling the Active button off. Please note: Active Programs can be viewed in the Active Programs tab; any Program toggled to inactive will automatically move to the Inactive Programs tab.
   
   

4. Funding Programs can be edited by selecting the paper and pencil icon to the left of the Program name.
   
   

Adding a Funding Round

1. From the Active Programs tab, select the desired Program you want to add a Funding Round to.
   
   
   
   
2. Select Add New Round button.
   
   

3. Complete details about the New Round and then click Save:
   • 4-digit year (required)
   • Round Name (required)
   • Internal and External Closing Date (required)
   • Notes (optional)
     
     

4. By default, the Active button is toggled on for newly created Funding Rounds. Rounds can be marked as inactive by toggling the Active button off. Please note: Active Fund Rounds can be viewed in the Active Programs tab; any Fund Round toggled to inactive will automatically move to the Inactive Programs tab.
   
   

Searching and Sorting Fund Rounds

Search and sort functionality is available in both the Active and Inactive program tabs (the search is separate within each tab).

1. Search the Fund Round names by using the search bar.
   
   

2. By default, Rounds are sorted by created date but can be sorted alphabetically  (A-Z or Z-A) by clicking on the up or down arrow to the right of the following column names: Round, Year, Internal Closing Date, or External Closing Date.
   
   

Active Behavior Between Programs and Rounds

• If an active Program also has active Rounds and a user tries to inactivate only the Program, they will see a warning message asking to Cancel or Confirm the action.
  • Cancel: Nothing is updated or changed. Everything will remain as it was.
  • Confirm: The Program and all active Rounds will become inactive. 
• If the Program is ever reactivated again, the Rounds must be manually updated and will not reactivate automatically.
• If a program and all rounds have been inactivated and a user tries to reactivate a single round, then a tooltip will appear prompting them to first reactivate the program and then the round.