OTF Hypha Field Guide
Getting StartedExploreLeadBuild
  • What is Hypha?
  • 🚀Getting Started
    • Login
    • Your Profile
    • Create a user account
    • User Account Management
    • User Roles
      • Staff
      • Reviewer
      • Partner
      • Staff Admin & Admin
    • Two Factor Authentication (2FA)
      • Disabling 2FA
  • 🗺️Explore
    • Dashboard
    • Submissions
    • Application
  • 🏔️Lead
    • Update Status
      • Screening
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      • Ready for Discussion
    • Filter
    • ✍️Communication
    • Assign or Change Leads
  • 📊Insights
  • 🧭Navigate
    • WagTail Navigation
      • Explorer Menu
        • Apply
          • Add Custom Email Message
        • Settings
          • Users
          • Groups
          • Reviewer Settings
          • Determination messages
          • Application settings
  • 🏗️Build
    • Setting up funds and labs
      • Select a Workflow
        • 💁‍♀️Request
        • 👩‍🦳Request with External Reviewer
        • 👨‍👩‍👧‍👦Request with Community Review
        • 💡Concept and Proposal
        • Copy a fund, lab, round
        • Edit a fund, lab, round
    • Types of Forms
    • Create a new application form
      • Application Form Checklist
    • Create Review Forms
    • Add Advisory Council or External Reviewer(s)
    • Create a new Round
    • Create a new Lab application
    • Publish a Fund & Lab
    • Create a Request For Partners (RFP)
    • 🛑Terms & Conditions
      • Acknowledgements
      • My OTF Login
  • 🍎Tutorials
    • Concept Note Management
      • Step 1 - First Week
      • Step 2 - Second Week
      • Step 3 - Third Week
      • Step 4 - Fourth Week
    • Proposal Management
      • Invite to Proposal
      • Internal Review
      • Ready for Determination
        • Send message to applicant
        • Save Draft Determination
      • Advisory Council Review (External Review)
      • Ready for Final Determination
  • Glossary
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  1. Build

Create a new Round

Create a new Round

  • [ Apply ] > [ Rounds ]

  • Creating a new round, either:

    • Add a new round in the top right

    • Copy an existing round (mouse over the row to show options)

  • You will then be able to add the following data

    • Internal name of the round (title)

    • Open and close date of the round

    • OTF lead for the round

  • You will be able to customise the following fields which are copied from the parent fund

    • Reviewers

    • You must save the Round to configure the forms

  • Once created you will be able to configure the following

    • Application form and Review forms

      • This is a copy of the Fund’s forms

      • Editing them will not affect the Fund’s forms

      • This is designed for small edits (spelling mistakes etc) of a open Round

  • More fundamental changes to the form should be done to the forms assigned to the Fund object.

  • You are unable to configure the following:

    • Workflow - you must change this on the fund and recreate the round

  • As with Funds, Rounds must be published in order for them to appear to users.

Correctly following the instructions above will result in the application form displaying on Apply home page.

Applicants will be able to apply to the fund by through the “Apply” button. The next deadline value is pulled from the current active round defined above.

PreviousAdd Advisory Council or External Reviewer(s)NextCreate a new Lab application

Last updated 3 years ago

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