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 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.
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