Site Navigation Overview
Let's review some tips on how to successfully navigate your CommunityForce site.
Each time you log in the Home page will display first. The site is divided into five main functional areas that can be accessed by clicking one of the five tabs located on the top of the page.
Manage Application Funds: Manage the funding sources that will be funding the awards in you application process. Please see the Overview of Funding Source Report article for more details.
Global Reports: Generate reports across multiple application forms. ( Please see - need link)
Administration: The Administration tab is where you will find the key setup functions for various areas of the site. Most functions in the Administration tab are mainly performed by the Global Administrator. Therefore, only those with the Global Admin role type will be able to access all the information in this section. If you are not a Global Admin, and there is a specific area you need access to that is located in this section, please see your Global Administrator for assistance. (Please see - need link)
Review Assignments: If you are an administrator and are assigned applicants to evaluate as part of the review process, you will access the reviewer’s dashboard by clicking on the Review Assignments tab. (Please see - need link)
To access a specific application's setup and applicant evaluation functions, click the blue application name link located in the Application Form column. For more information on this listing please see the: (add link to Application Listing Overview )
Once you click an application name on the Home page to open the form, three new tabs will display and each tab contains its own menu listing.
If the menu is not expanded, click the arrow located at the top of that menu listing.
Manage Applications - This contains all the application management features; monitor your applicants as they apply, view application specific email templates, set up and monitor your review process, and award applicants. (Please see - need link)
Manage Reports - Allows you to view and generate application specific reports. (Please see - need link)
Application Settings - Contains all the application setup functions required to build your application form. (Please see - need link)
Click on a menu option in the left sidebar of the menu to access the available features within the tab.
Breadcrumbs - As you navigate between the menu options and screens in a section, you will notice a trail of pages that you have visited displayed, similar to the one shown below. You can use this to quickly go back to a previous page. Click any option shown in light blue to switch to that screen.
(confirm the below is included in the Applications Overview and remove from this article:
Column values in blue are active links to more details about the specific record, i.e. application, applicant, fund, etc.
Confirm article on Deleting or editing records: Key icons on the site Trash can, Delete - remove below if there is an article for this:
To edit or delete a specific record, locate the pencil (Edit) icon or trash can (Delete) icon located on the record row. (Some screens display the icons on the left and others display them on the right.)
To perform an action on multiple records at one time, use the box to the left of the record row to select the applicable records before clicking the action button or menu option.