Fund criteria can be cloned from one fund to another within the same application.
Note: If there are any existing criteria for the targeted fund, they will be overwritten.
From the Home page > Click on the Application Form Name > Application Settings > Manage Funds Criteria Information > Clone Fund Criteria
Accessing the Manage Funds Criteria Information Screen
- Step 1: Once you log in as an Admin, you will be presented with the application's home page. From the home page, click the application form name for the application you want to edit.
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Step 2: Once we click on the Application Form Name, it takes us to the Manage Applications tab.
- Step 3: In the Manage Applications tab, we can see the list of applicants under the “Manage Applicants” tab who applied to the application.
- Step 4: From the Manage Applications tab, click on the “Application Settings” tab.
- Step 5: When we click on the Application Settings tab, it takes us to the Sections and Questions screen.
- Step 6: Click on the Manage Funds Criteria Information on the left side of the panel.
- Step 7: When we click on the “Manage Funds Criteria Information”, the below screen is displayed.
Cloning Fund Criteria
- Step 1: In the “Manage Funds Criteria Information” we have a list of scholarships that are assigned to the application.
- Step 2: In “Manage Funds Criteria Information” we have the “Clone Fund Criteria” button. By clicking this button, the criteria can easily be copied to the fund or multiple funds.
- Step 3: Click on the checkbox on the left side of the scholarships and click on the “Clone Fund Criteria” button.
- Step 4: By clicking on the 'Clone Fund Criteria' button, a 'Fund Criteria Import' pop-up window is displayed, showing the fund(s) for which the fund criteria is already set up.
- Step 5: Click on the “Clone” under select, for the “Fund Criteria Import” pop-up window.
- Step 6: After clicking on the ‘Clone’ option, a new pop-up window titled “Clone Fund Criteria” is displayed.
- Step 7: To proceed, click the ‘Continue’ button located on the "Clone Fund Criteria" pop-up window.
- Step 8: After clicking the Continue button, a 'Success' message will appear on the right stating that the "Fund Criteria cloned for the selected fund(s) successfully."