Steps to Create an Application Form

Steps to Create an Application Form

As applicable, each steps include a link related to the article.

1. Login to your organization's CommunityForce Scholarship Management Solution Site (See Login Options.) 
2. On the Home Page (Application Listing Report), click the Create New Application button (See Create New Application)
3. On the Create New Application page, all the fields with red asterisk require a value in order for the application to be created. (See General Information Setup Items)
4. Click the Save & Exit button once you have entered all the applicable information.
   • Save - Click this button and save this application and remain on the page. You will also be prompted to click Ok on the conformation page.
   • Save & Exit - Click this button and save the application and return to the Home Page (Application Listing Report)
   • Exit - Click this button if you no longer wish to create a new application. You will be returned to the Home Page. (Application Listing Report)
5. Search for the new application you just created in the Application Listing Report and click on the blue report name link in the Application Form Column to open the application.
6. Click on the Application Settings Tab.
7. Click on the General Information option in the menu on the left side of the page. Insure all information displayed is correct and make changes if necessary, then click the save button   (See General Information Setup Items.)
8. Scroll to the bottom of the General Information page and click the Add Contact button. (See Add an  Application Contact.)  
9.  Create sections and questions for the application. Application questions are categorized in to various sections to help the applicant navigate easily through the process. (See Create Questions for a Section.)
10. If you enabled prequalification in the General Information section to your application, click the Prequalification Questions menu to create question/answer combinations to determine if applicants are qualified to process with the application. (See Create Prequalification Questions.) 
11. Click the Request Instructions menu option if you have included request type sections in your application. This screen enables you to write instructions to the applicant so they understand the information needed each in the request section and the person they need to ask to complete each section. (See Create Request Instructions to Applicant.)
12. Click the Submit Application Message menu option and create a message that will display for applicant once they have submitted their application. (See the 4.7 Submit Application Message section for more information)
13. Click the Manage Application Funds option to allocate the funding sources related to the application. (See the 4.8 Manage Application Fund section for more information)
14. Click the Manage Fund Criteria Information menu option to set the eligibility criteria for the linked funding and restrict awarding for the funding only to the eligible applicants to meet  specific criteria. (See the 4.9 Manage Fund Criteria section for more Information)
15. Optional: Click the Manage Common Application Grants menu option to create one common application form that is used by the applicant to apply multiple funding sources that have their own application process and require a separate application form.
    • Note: (Please be sure to review the 4.10 Manage Common Application Grants sections carefully before implementing this feature)
16. Optional Banner System Integration required: Click the Manage Application Indicators menu option to set the questions condition to be used to auto apply applicants based on date from your banner system. (See the 4.11 Manage Application Indicators section for more information)
17. The Text Tab 1-5 menu option to add information/instruction pages and tabs for the Application Form. (See the 4.12 Creating Text Tabs 1-5 section  for more information)
18. If you enabled the Collaborators in the General Information section of your application, click the Collaborators Instructions menu option to provide the applicant with information on how to invite another applicant to collaborate on specific section in their applications forms. (See 4.13 Collaborators Instructions section for more information)
19. If you enabled the proxy feature in the General Information section of your application, click the proxy instructions menu option to provide the instructions to the "proxy" applicant. These instructions display after the proxy clicks the "Apply on behalf of someone else" option on the application form. (See the 4.14 Proxy Instructions section for more information)   
20.