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.

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