ACTIVITY LOGS: The Site Activity log will give you an overview of the actions your users are taking within your site. Within each application is an activity log of the actions the user has taken on their application.
APPLICATION: Created by applicants to collect information within forms.
ARCHIVE: Allows you to organize applications that were real (not test) applications that passed through your process, but are no longer active.
ASSUME A ROLE: Assuming the role of a user is a very useful tool when it comes to testing and troubleshooting different sections of your site.
AUTOMATIONS: Are used to facilitate and automate emails, application movement, and status updates.
COLLABORATOR: Allows a user to add additional members to their application. This is useful for applications requiring collaboration and multi-user access without those users needing to share a login account for access.
CONFLICT OF INTEREST: There may be a reason that a reviewer is unable to review an application because of a conflict of interest with the applicant. An application can be marked as a Conflict of Interest by the reviewer or by an administrator.
CSS EDITOR: CSS (Cascading Style Sheet) can be used to customize the presentation of pages including applied fonts, font size, alignment, colours, etc.
CUSTOM FIELDS: A special set of custom data that you can implement within your site. These fields can be used to gather and apply extra data on applications and users.
DEADLINE: Allow you to maintain a schedule within your application process. You can set a deadline on an applicant task to ensure that your applicants complete that task by a certain date. Once a deadline for a task passes, users can no longer access or edit the task.
ELIGIBILITY: Ability to determine which applicants will be able to apply.
EMAILS: Ability to email users from various areas within the site. Emails have been integrated to ensure communication with users is easy to accomplish and manage.
FILTER: Allows you to narrow down on your results so you only see the most relevant data to your search.
FINANCIAL MANAGEMENT: Allows you to track your funding and program budgets directly within your site, as well as grant awards for your applications.
FORMS: Allows you to collect user data that will help you make decisions in your application process.
GENERAL SETTINGS: Allow you to update the universal features of your site.
LABELS: Allows you to create and update labels for individual applications, as well as application groups. They’re most commonly added to an application based on a response given within a form of the application.
LOCK: The ability to lock an application to prevent a user from continuing to work on tasks. Most commonly applied when resolving a workflow issue, verifying an application or locking applications based on form responses.
MODIFY: Found within the Visibility settings of your Review Stage, you can modify the Application information that you wish to be visible within the reviewer portal. You can modify the information that appears on the reviewer's list of assigned applications, as well as additional information to appear within the Summary of the application.
ORGANIZATION PROFILES: Allow users to register to your site and apply to programs on behalf of an organization.
PAGES AND FILES: Pages are used to convey information and associated material to visitors of your site. Files can be added as informational resources for users within your site.
QUESTION TYPES: Help you collect the data you need within a form task (there are 16 different question types).
REGISTRATION: Following the build and testing of your site, you will be ready to start accepting applications through registration.
REPORTING: A tool to communicate the information collected as a result of the site data. Once you have created your reporting table you can export the data from the tables into a CSV or XLSX file.
SITE DASHBOARD: Allows you to organize, manage, and perform actions on your list of programs. When you log into the site you will automatically be directed to the Site Dashboard section of your site where you will be able to see an overview of the programs in your site.
SITE SEARCH TOOL: Located in the taskbar at the top of the page and can be entered by selecting the Search icon (magnifying glass). Once the search tool is open you can use keywords to search for various data within your site.
SSL CERTIFICATE: A connection which encrypts data that is passed between web servers and browsers.
STATUSES: Allow you to add a custom status to your applications based on the round the application is in.
TASK: Allows you to collect the data from your users in order to make meaningful decisions about awarding the applicants on your site.
TRASH: Stores unnecessary applications within a trashed folder helping you to separate test applications and applications made in error from your active applications.
USER INFORMATION: Ability to view and download basic information about the users on your site.
VALIDATION: Adding Validation to a Text Response question or choice type can be useful if you wish to add restrictions to the response that is given by the user.
VANITY URL: A custom URL that redirects to the SurveyMonkey Apply web address of your site. This only needs to be obtained when a Vanity URL has been applied.
WORKFLOW: Presents an outline of the entire application process from the application stage to the review stage and the final decision process. This is the area where new tasks are added and existing tasks can be accessed for editing.