Category configuration

Configuring a category within Good Grants is a straightforward process that can be as simple, or as detailed, as you need. Below you'll find the steps necessary to create a category as well as a breakdown of the options you'll encounter along the way. You might create categories for the different grants, funding streams, or granting cycles included in your program.

Create a category

1. Open the Manage workspace, navigate to Applications, and click Edit form
   
   Note: for accounts utilising multiple forms, select the form you wish to edit from the drop-down that appears.
   
2. Hover your cursor over the Category drop-down and click the + 
   
3. In the configuration tray, assign a Category name
4. If desired, add a Description to provide your applicants with instructions or category information
   
   Tip: category descriptions support text formatting, such as Markdown, allowing you to add bold, italics, links, or more. 
5. Provide a category Shortcode
   
   Note: each application is given a numeric ID unique to the account and has the shortcode appended (e.g. 123-AB) so that when tracking, arranging, and managing applications, you have an easy handle on the application's category. 
6. If your category should be available to applicants, select the Category is active checkbox; leaving this option unchecked prevents applicants from viewing or creating submissions for this category (see: Prevent application creation in a category)
7. Choose whether you would like to Display category on public home page (see: Ultimate guide to home page configuration)
   
   Tip: if this category has a parent category, you can choose to inherit the setting from the parent category.
8. When finished, click Save

Additional configuration options

Images

When configuring a category, the 'Images' section allows you to upload category sponsor logos

• The logos appear in a vertical column on the right side of the page when creating/managing an application as seen in the screenshot above
• Strictly speaking, category images can be anything, they don't have to be sponsor logos
• A heading (such as "Category sponsors") can also be defined to display at the top of the column of images
• Setting a maximum image width constrains the width images are displayed at
• If images are larger than the maximum width, they are automatically downsized
• If images are smaller than the maximum, they remain at their original size

Advanced

• The 'Advanced' section allows you to create an optional maximum number of applications per applicant within this category
• An Application name label can be assigned that is unique to this category, i.e. Grantee's name
• You can choose to Pre-fill application name with the applicant name
• Choose to Lock category on submitted applications to prevent users from changing the category associated with their application after submission.

Divisions

Divisions are entirely optional but are used to break a category down into smaller groups of applications for assignment to reviewers, via panels. Your program's applications are automatically and randomly assigned into the divisions that you've created.

Please note:

• If divisions are created after applications have closed, the divisions are fairly even in number given that the number of applications is directly divisible by the number of divisions (ex: 100 applications / 4 divisions = 25 applications each). In the even that the number of applications is not divisible by the number of divisions, there will be some discrepancy between divisions (ex: 101 applications / 4 divisions = three divisions of 25 applications and one with 26 applications). 
• If more divisions are added after you've started collecting applications, those newly submitted applications are placed randomly among the divisions. 
• Selecting the Reassign applications to divisions on save checkbox and then clicking Save on the category will ensure that applications are divided as evenly as possible across the number of divisions. Reassignment can be forced at any stage.
• It is strongly recommended NOT to alter divisions after reviewing has begun. Doing so may result in stray scores. 

Delivery

• Allow for a PDF packing slip to be available for submitted applications. For more information, contact us

Display category on public home page

If you'd like to feature your category with a link to apply on your program's login page you can! Just follow these steps:

1. In the Manage workspace, go to Settings > Applications > Categories
2. Click your desired category
3. Select the Yes radio button under the 'Display category on public home page' heading
4. Save

Delete a category

If you've accidentally created a duplicate category or need to remove categories copied from a previous season, deleting a category is easy! This can be accomplished via the Settings menu or the form editor. Here's how:
Settings menu

1. In the Manage workspace, navigate to Settings > Applications > Categories
2. If multiple forms are in use, choose your desired form from the drop-down at the top of the page
3. Click the checkbox next to the category/categories you'd like to remove
4. Open the Action drop-down
5. Choose Delete

Form editor

1. From the Manage workspace, go to Applications
2. Click Edit form--if multiple forms are in use, choose your desired form from the drop-down
3. Select the category you'd like to remove from the Category drop-down 
4. Hover your cursor over the category and click the settings icon that appears
5. Choose Delete at the bottom of the configuration tray that opens

Video overview