Can I copy applications between seasons and programs?

 
Tip: if you want to copy an application in the same season then you can use the copy button in the Manage workspace at Applications; see: Copy an application. If you want to copy applications between seasons, then follow the steps mentioned below.
Note: copying applications between seasons or programs can only be performed by users with manager permissions/access.
Important: applications can only be copied between programs within the same region. For example, applications into an account stored in Europe can only be copied to other accounts stored within the European region.

My Good Grants

You can copy applications between seasons and programs with Good Grants. To do this, you'll need to sign into your account from the My Good Grants page at my.goodgrants.com

My Good Grants can also be accessed by clicking your name in the upper right corner when logged in to your account.

Note: the option will only be available for users with two or more accounts.

Here you will find a list of all of your associated accounts.

Click the three dots icon under the program you want to copy from and choose Copy applications:

Copy applications

Select source and destination

Select the name of your program from the Source and Destination drop-down menus. When copying applications between seasons, the program name for source and destination will be the same.

Once you've selected the program name, you'll see options to select the season and the category.

Select season and category

Automatically pair fields

If the fields on the application form are the same between the source and destination, then check the box next to Automatically pair fields and click Next. Good Grants will automatically match fields from the source season with the destination season.

Pair fields

If you see any blank fields in the list under Details, that means a corresponding field in the new season has not been found to pair with the field in the old season. You can find one manually by clicking the box to the top right of the blank field and then selecting the source field.

Fields

If the fields are different or you want to pair them to different fields in the new season, then deselect Automatically pair fields and click Next.

You'll see a table where you can select which fields to use from the source application by clicking the small square with an arrow in it:

Select fields

The fields under Details represent the fields in the season you're copying to.

Copy the application

When you're happy with the field pairings, click Save.

Select the application to copy

Now you're ready to select an application to copy. You can either select an application from the list or use the filtering options to search for the application.

Filter applications

Once you've found the application, check the box to the left of the application ID then click the Copy button. You can select more than one application to copy at a time. To complete the process, you'll need to click the Confirm button on the next page.

Copy application
Note: when an application is copied, the copy will be set to the in progress status, even when the original application was submitted. This status means the applicant must review and submit the application to the new season.
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