Posting and assigned funds can now be cloned along with the fund descriptions. This step is to ensure that you clone a new posting fund for a new application cycle. To learn how to clone the funds, please follow the steps below.
- Step 1: Once you log in as an admin on the site, you will be directed to the application home page. From there, click on 'Manage Applications Funds/Funding Programs/Manage Fellowships.' The exact labels may depend on how you name your funding programs and set up your site, but it will consistently be the second option in the top navigation. To learn more about site labels, please click here.
- Step 2: Once you click on the Funding Program, the second option from the top navigation, you will be presented with a list of funds.
- Step 3: Now, you will see an option to clone the fund next to each funding program.
- Step 4: If the fund is not visible, you can search for the fund by clicking on the search button.
- Step 5: Once you have searched for the funding program. Click on the 'Clone' button next to the funding program you want to duplicate.
- Step 6: Once you click on the 'Clone' button, you will be presented with a pop-up screen where you have the option to update the fund name in the 'Cloned Fund Name' field. You can then choose to either click on 'Clone & Exit' or simply update the fund name as 'copy_...' by clicking on the 'Clone' button. Alternatively, you can cancel the process.
- Step 7: Update the fund name in the 'Cloned Fund Name' field and click on the 'Clone & Exit' button.
- Step 8: Once you clone the fund, you will be directed to the fund management page. Here, you have the option to update the fund name, associate the application (if it's a posting fund visible to applicants on the landing page), link a sponsoring organization name (also known as the departmental organization name), and add annual budget and award amounts. Additionally, you can publish the fund (if it's a posting fund meant to be visible for applicants on the landing page).
- Step 9: On the fund management page, you also have the option to update the Email Signature. This email signature will be associated with the email merge field "{Signature}" and can be used in the email notifications sent out to the applicants (applicable only to the posting fund). Additionally, on the fund management page, you can add or update the brief description or description, which is carried forward from the previous funding program you used to clone this fund.
- Step 10: You can also update the fund contact and donor for this funding program if necessary.
- Step 11: Once you are done making all the changes, click on 'Save & Exit' at the very bottom of the page
- Step 12: Click on the system pop-up message to complete the fund editing process.