Administration Console Dissemination

1. Administration ConsoleDissemination Truman Shuck October 1st, 2012

2. Contents • Signing-in to the console • Dissemination Console • Creating a new Search • Dissemination Example – Limited Submissions • Example Results • Setting Recipients and Frequency

3. Grant Forward Administration Console • Administrators may sign-in to the console at http://admin.grantforward.com • Access may be granted by administrators who have access to the console • If you have questions about who has been granted access, email us at feedback@grantforward.com

4. Dissemination Console • The dissemination console allows administrators to create targeted searches and push relevant results to researchers automatically • Previously created searches are displayed, and can be edited (A) • To set up a new query for dissemination, click “Create a New Search” (B) B A

5. Creating a new Search • After clicking “Create a New Search,” the system will display Grant Forward’s Advanced Search form • You may use any combination of the fields (Keywords, Categories, Sponsors and Additional Qualifiers) to create your search • Your search terms reflect the types of opportunities that will be disseminated

6. Dissemination Example: Limited Submissions • Here, we’ll create a search that will notify when new limited submission opportunities are added by setting “Limited Submission” (A) to “Yes” • In this instance, we want all such opportunities, so we ignore the Keywords, Categories and Sponsors sections – but these can be used to further narrow down your results • When your search is set up, click the “Search” button (B) to see the current opportunities in Grant Forward that match your conditions A B You may manage limited submission opportunities using the “Annotation Console,” but the dissemination console can be set up to notify you of new such opportunities.

7. Example Results • After clicking “Search” the system will display the current opportunities that match the conditions you selected on the previous page • After reviewing the results, click “Save this search” (A) to save the search in the administration console’s Dissemination area A Note that the results displayed here will not be disseminated as they are not new to the system – but can give you a better idea of the types of opportunities that will be distributed to your researchers in the future.

8. Setting Recipients and Frequency • Once you’ve saved the search, it will appear in the dissemination portion of the Administration Console • You may now select the frequency (A) of the system’s notifications. For example, selecting “Ever Monday” will cause the system to execute your search each Monday and forward any new matching results. • Recipients (B) is a text-field where you may specify one or more email addresses to receive the results A A B B

9. In Conclusion • Dissemination allows administrators to create targeting searches and receive email notifications of new matching opportunities • The system will only disseminate opportunities that have been added to the system since your last alert notification • Alert frequency, recipients and the targeted search may all be edited from the dissemination portion of the Administration Console after initial creation

10. Questions? • Use the “Feedback” button at the top-right corner of each page • Use the “Contact” link in the footer of each page • Email us at feedback@grantforward.com • Call us at 217 846 8378