🎥 Click here for video alt-text.
A video titled "Create, Edit, and Delete Cycles" by GO Smart. The video demonstrates the administrative process of managing grant cycles. It shows a user navigating a web portal to the "Grant Editor" and "Program Cycles" tabs. Key actions include selecting an existing program, creating a new cycle by filling out a form with a cycle name (e.g., "Emerging Artist Grant 2025") and application ID prefix, and clicking "Save Changes." The video also covers editing dates within the "Applicant Access & Dates" tab and explains that to request a deletion, users should prepend "DELETE" to the cycle name and contact support.
✨ Cloning from an existing program may save you more time. Review this tutorial about cloning before you start a new program.
🖥️ 1. Create the First Cycle in a New Program
In the Grant Editor tab, go to the Programs subtab.
Click Add New Program.
Type the name of your Program in the Program Name field.
Click Add.
Click the green ➕ (plus sign) in the Cycles column of your new Program
Or navigate to the Program Cycles tab and select the program you just created.
Click Create New Program Cycle.
Complete the Program Cycles tab to set up your cycle’s logistics.
Click Save Changes to create and save your new cycle.
Go to the Cycle Pages subtab and add your pages.
Go to the Status Mailer subtab to create any desired auto-confirmation emails.
✍️ 2. Editing Existing Cycle Settings and Content
Go to the Grant Editor tab, then the Program Cycles subtab.
Select your Program and Cycle from the dropdown menus.
Edit any section of the Program Cycles subtab as needed.
Click Save Changes to update your cycle settings and help text.
Go to the Cycle Pages subtab.
Edit the content of any pages by clicking the blue ✏️ (pencil icon).
Add new pages if desired.
Delete pages by clicking the red 🗑 (trash icon).
Click Save Changes on each edited page to update your content.
🗑️ 3. Delete Existing Cycle
Go to the Grant Editor tab, then the Program Cycles subtab.
Select your Program and Cycle from the dropdown menus.
In the Configure Cycle section, add the suffix - DELETE to the cycle's name and click Save Changes.
Contact the GO Smart team to request that the cycle be deleted.
⚠️ Alerts:
If you delete a page from an active application, you will lose all the information that applicants have already typed into that page.
Deleting programs or cycles cannot be reverted, and all data will be lost.
💡 Tutorial Tips:
To delete an "Intent to Apply," "Custom Narrative," or "Custom Calculation" page, you must first delete every question on that page one by one.
Use Templates to save your best pages. This allows you to reuse them in other programs or in future grant cycles. Once templates are inserted, they can be modified inside the application. For more information on templates, see this tutorial.
Additional Tutorials
View these tutorials for additional guidance on Program Cycle settings, text field formatting, and general GO Smart terminology.
Understand Cycle Settings
Control all the settings for your application at the Grant Editor → Program Cycles tab. Understand each part of the page to set up your grant application just right.
Format Text Fields
Use the versatile text "CKEditor" tools to format text fields in your agency portal and grant forms, including linking documents, inserting images and tables, and creating a navigable Table of Contents for your applicants.
GO Smart Administrative Glossary
This guide provides clear, descriptive definitions for GO Smart grant management terminology. It outlines the system's hierarchy, including Program, Cycle, and Structural Content, and defines various Forms and User Roles to streamline the administrative workflow.
