Assessment Templates

Create New Application Form

If you are in the process of creating a Grant, you can click New Form.

You will be navigated to a form builder tool where you can build your template.

Start by adding any field type to the form.

After you drag and drop your first field you can start to create your first page.

• In the middle section (surrounded by red) you can:

  • add, duplicate and delete sections

  • edit section settings

  • add more fields to existing or new sections

• On the right hand side (surrounded by blue), you can:

  • add, reorder, delete or duplicate pages

  • note: page names are only editable via the middle section

Below is an Assessment Form example. This form has fields that will enable the Assessor to rate the Application which will result in a “Total Score”. This feature is very helpful in the assessment process.

Edit Application Template

Click the 3 dots on the template you wish to edit.

Note: If a template that you try to edit is in use, some functions might be locked. If you cannot edit how you wish, you may benefit from duplicating the template via the menu at the top right.

Tip: You can also create and manage templates via the templates menu.