Setting up funds and labs

Creating a new fund, either:

• Add a new fund in the top right or copy an existing fund (mouse over the row to show options)

• You will then be able to add the following information

  • Name of the fund (Title)

  • Default reviewers - relevant advisory council members

  • Workflow

    • Workflow defines the stages and processes that the application should undertake with OTF

    • Currently there are four workflows you can select.

  • Assign application forms

    • Created previously in stage 1

    • Number validated against the workflow chosen above (i.e. if it is a concept/proposal workflow 2 forms must be selected)

  • Assign review forms

    • Created previously in stage 2

    • Number validated against the workflow chosen above (i.e. if it is a concept/proposal workflow 2 forms must be selected)

  • Confirmation email

• Previewing the fund (red below) allows you to see what the application form will look like when it is live

• Publishing the fund (yellow) is required to make sure that the application form is publicly visible to users.