Ultimate guide to seasons
What is a season?
In Good Grants, seasons are used to contain a grant cycle. For some programs, this may begin and end within a calendar year while others stretch over several years and track a grantee's progress. The season functionality is not required but may be helpful to those who have a set start and finish date for accepting, reviewing, and allocating funds to applications.
What is seasonal?
Seasonal elements are those that contain unique content in different seasons. For example, updating a field within one season will not impact any prior seasons your program has run. Non-seasonal elements are those that will be reflected across seasons, like content blocks.
To view a full break-down of what elements are seasonal and non-seasonal in Good Grants, check out our complete guide: What is seasonal in Good Grants?
Create a new season
When creating a new season, you have the ability to copy an existing season's configuration or to start a new season without your prior setup.
To create a season:
- In the Manage workspace, go to Settings > General > Seasons
- Click Create season
- Give the season a name
Note: this name will be visible to your program's users so naming it clearly and concisely is important. - Select whether this season should be a copy of an existing season and choose the season to copy or a new season entirely
- Set the 'Season status'
Note: only one season can be active at a time.- Draft: visible only to managers within your account
- Active: visible to all managers, applicants, etc.
- Click Save when finished
Checklist for a new season
When creating a new season, whether copied or new, it's important to carefully review all of the elements of your configuration to ensure that everything is up-to-date and reflects your program's current requirements.
Location | Checklist |
Settings > General > Account |
|
Settings > General > Document templates |
To learn more about document templates, see our dedicated guide: Documents and document templates. |
Settings > General > Theme |
For a full breakdown of theming options, see: Theme configuration guide. |
Settings > Content > Content blocks |
Learn more about content blocks in our Content configuration and management article. |
Settings > Applications > Categories |
To learn more about categories, check out our Category configuration article. |
Settings > Applications > Tabs |
For more details on tabs, see our Tab configuration guide. |
Settings > Applications > Fields |
You can learn more about fields in our Field configuration article. |
Settings > Applications > Rounds |
For additional information on rounds, see: Round configuration. |
Settings > Grants > Funds |
A breakdown of all grant funding features can be found here: Fund management overview. |
Settings > Communications > Notifications |
Learn more about notifications in our Ultimate guide to notifications. |
Settings > Communications > Social |
For more details on social configuration, see: Social sharing configuration. |
Settings > Users > Registration |
Note: existing users are non-seasonal and will not need to register again. Learn more about registration in the Registration configuration guide.
|
Settings > Users > Roles |
Learn more about roles, see: Ultimate guide to user roles. |
Editing a draft season
To edit the configuration of your draft season, simply select it from the season drop-down at the top of your dashboard and then configure it as normal.
Archiving seasons
When the time comes to archive a season, simply make a new season active. Here's how:
- In the Manage workspace, go to Settings > General > Seasons
- Click on the name of your new season
- Select the Active season status radio button
- Click Save when finished
If you need to refer back to your program's previous season for any reason, such as exporting data, you can do so by following the instructions here: Access previous year's data.
Using perpetual seasons
For some programs, seasonal functionality may not apply. In those instances, Good Grants supports perpetual seasons through the use of multiple tools. To learn more, see: Utilising perpetual seasons.
Video overview