Request cycle management

Cycle management preserves historical records and prepares your system for a new round of applications.

Tip: For a video overview, see What is Cycle Management?

Cycle management helps you:

  • Preserve historical information: Archives old applications to protect historical information from being accidentally changed

  • Award the right applicants:Make sure only current applicants are present in your system

  • Safely update opportunities: Make changes to opportunity questions, criteria, and more without affecting previous applications. For more information, see Update application questions.

  • Streamline your system: Help admins find information more quickly

For a guide, see Cycle management .

Cycle management overview

  1. Review all the information in this article or watch What is Cycle Management?

  2. Create a new case with Blackbaud Support requesting Cycle Management.

  3. Within three business days, you should receive a response from our Cycle Management team (they'll be performing a system assessment)

  4. Make any needed adjustments to your system.

  5. Take 20 minutes to fill out the Cycle Management survey (included in your email). In the survey, you'll schedule a date for your cycle management.

    Tip: For help filling out the survey, watch Cycle Management Questionnaire.

  6. You'll receive an email once cycle management is complete. Don't make any changes in your system until after you receive this email.