Post-acceptance questionnaires

A post-acceptance questionnaire collects information from applicants after they've accepted an award but before they've received an award.

Post-acceptance is ideal for gathering additional information for your donors (e.g., thank-you letter) or award compliance (e.g., final semester transcript).

To add a post-acceptance questionnaire to an opportunity:

  1. On the opportunity record, go to the Details tab.

  2. Under Opportunity-Specific Information, select Post-Acceptance Questions.

  3. Under Dates, adjust the Post-Acceptance End Date (if needed).

  4. Select Update Opportunity.

To add post-acceptance questions, go to Post-Acceptance, Questions. For more guidance on questions, see Add questions.

If you've set up post-acceptance on an opportunity, applicants will be directed to fill out a questionnaire after they've accepted an award (or the application moves into a category that encumbers funds).

You can track an applicant's progress on an opportunity by going to Post-Acceptance, Applications and reviewing the default application categories:

  • Pending: An award offer has been extended, but the applicant has not yet Accepted or Declined the offer

  • Requested: An award offer has been Accepted, but the applicant has not yet completed the post-acceptance questionnaire

  • Drafted: The applicant has started responding to the post-acceptance questionnaire but has not yet completed it

  • Submitted: The post-acceptance questionnaire has been completed (and is waiting for review by an administrator)

  • Awarded: An administrator has determined the award can be made and that the monetary funds can be disbursed

Note: To view or edit your system's post-acceptance application categories, go to Site, Configurations, Application Categories.

To track post-acceptance applications across multiple opportunities, go to Opportunity, Portfolios, Post-Acceptance Applications.

For guidance on system grids, see Work with system grids.

To distribute awards to post-acceptance applicants (i.e., disburse funds):

  1. On an opportunity record, go to Post-Acceptance, Applications.

  2. Select one or more applications.

  3. At the bottom of the grid, select Act on Selected, Categorize.

  4. Choose a category that disburses funds (the system default is Awarded).

  5. Update the award amount or Award Period (if needed).

  6. Select Categorize.

Once their application moves into a category that disburses funds, applicants will receive a notification on their Applications page.

Tip: To distribute awards from multiple opportunities at the same time, go to Opportunity, Portfolios, Post-Acceptance Applications.