The Grants Management Program Setup enables grant program managers to use decision trees to define a series of pre-eligibility questions to check if the applicants qualify for the program.
Antes de Iniciar
Role required: admin
The Grants Management incorporates the use of pre-eligibility criteria, a series of questions that may be posed to an applicant to determine whether they are eligible to apply for a grant. The purpose is
to deflect proposals in which the applicant is not eligible to obtain a grant. To configure the Pre-Eligibility questions for a new Grant Program:
Procedimento
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Open the Grants Management, and navigate to the Configure Application stage.
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Select which Guided Decision tree the applicant should see in the Eligibility Questions questionnaire before the proposal is started.
To create a new questionnaire, select Open the Decision Trees list.
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Select New to open a new Decision Tree record form where you can define the details of your decision tree.
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On the form, fill in the fields.
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Select Submit to create the decision tree record.
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Select Open in Builder to open the Decision Tree builder, where you can add questions, define branching logic, and set eligibility criteria.
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Select the New node and enter the Node name and select the relevant reference table.
Enter PreEligibility as the Node name, and select Grants Management Case as the reference table.
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Select Add question and enter the desired Question.
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Select Choice in the Type of answer field, and provide options
Yes and No.
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Select Save and Close.
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Select the + icon below the Pre-Eligibility node to add a new path and node.
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Select New Path to define a branching path from the Pre-Eligibility node.
This will be the Eligible Path.
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Select Submit to save the new decision tree.
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Set the Path name to Eligible Path.
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Define the conditions by selecting the questions and entering their answers.
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Select Save and close to save the path configuration.
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Select Add node under the Eligible Path, then select Propose a guidance as an outcome, then select Continue.
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Set the Node name to Eligible, and set the guidance as Grants Pre-Eligibility.
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Select the check box next to Eligible, then select Save and close.
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Set the Guidance for Non-Eligible Path and enter the Node name as Not Eligible.
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Select Grants Pre-Eligibility under Guidance, and unselect the checkbox for Eligible.
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Select Save and Close.
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Select Activate to publish the decision tree for use within the Grant Program.
Resultado
When applicants proceed to answer eligibility questions, they are presented with the questionnaire that you have just created using the decision tree. Based on their responses:
- If eligible, they will see a success message and the option to proceed with their proposal
- If not eligible, a message will indicate that they may not be eligible and suggest reviewing their answer.