Select a Workflow

The Workflow defines the stages and processes that the application should undertake with OTF. Creating a new Fund or Lab requires you to select one of these workflows.

Each workflow has a predetermined amount of stages (e.g. request, proposal), application forms, review forms, and determination forms associated with this Fund or Lab. Each workflow offers different statuses (e.g. External Review, Ready for Determination), and different actions (e.g Invite to proposal).

Workflows provide applicants with a transparent way to follow the trajectory of the proposal process.

Identifying Proposal Personas

There are four hard-coded workflows available: Request, Request with external review, Request with community review, Concept & Proposal. Select a workflow based on your application practices. This guide also contains more detailed information about each workflow.

💁 Request

• Single stage

• No advisory council review

👳 Request with External Reviewer

• Single stage

• Advisory council review or External Review stage

👪 Request with Community Review

• Single stage

• Advisory council review or External Review stage

💡 Concept and Proposal

• There are two stages

• First stage as request

• Second stage includes Advisory council review or External Review stage

Common Application Types

	Form	Fund/Lab/Fellowship	Round
Description	Stand alone, could be associated with several funds, looks like questionnaire	Distinct, associated with an individual or lead, almost never duplicated/cloned	Typically duplicated every two months, has deadline, associated with an individual or lead
End Date	‘evergreen’	specific period of time, ongoing or has end date	has end date or deadline
Lead / Individual / Manager	No	Yes	Yes
Unique Features	Questionnaire, document widget, required fields	User select stages (stage 1, stage 2), select AC reviewers, select forms	Copy - Require lead; start and end date Create - require AC reviewers selection, form selection, lead, start and end date
Could be published or go live?	Can not without Fund or Round	Yes	Yes
Example name	Concept note	Rapid Response Fund	Internet Freedom Fund
Most similar to this 1980’s Film	E.T. (weird looking but unique)	Jaws (consistency)	Gremlins (duplicates after midnight)