Chapter configuration

What are chapters?

Chapters are used to manage applications and reviews arranged by a distinct classification. While this is typically used for geographic area, your program might require different application dates by vertical, a different set of categories under distinct business unites, or something else entirely.

With chapters you have the flexibility to assign specific managers to oversee applications and reviewers for a particular chapter. Additionally, you have the ability to report on applications by chapter or set up reviewing panels to evaluate submissions from only some chapters. 

Overview

• New accounts have a single "default" chapter configured
  
  Important: two paid chapters are required to enable this feature for accounts. 
• For programs with a Premium subscription and above, there is an option to purchase additional chapters. Contact Good Grants support if you require more chapters for your program. 
• If you're not using multi-chapter functionality, nothing further needs to be done--all applications will be automatically and transparently associated with this default chapter
• At least one chapter must exist in your account

Multi-chapter accounts

You can modify the existing default chapter, renaming it to suit your needs. And, based on how many chapters you have purchased, you can add more.

To configure an additional chapter:

Option #1: using the form editor

1. In the Manage workspace, navigate to Applications and click Edit form (if multiple forms are in use, choose your desired form from the drop-down that appears)
2. From the first tab, roll your mouse over the chapter dropdown field and click the + icon to add a new chapter
3. In the configuration tray that appears on the right side of the page, provide a name for the new chapter
4. If desired, provide a chapter description
5. Click Save 

Option #2: from the Settings menu

1. Open the Manage workspace and go to Settings > Applications > Chapters
2. Click the Add chapter button to add a new chapter
3. Name the new chapter
4. If desired, provide a chapter description
5. Save the new chapter 

Both of the options listed above display a managers list which gets populated with registered users who have the chapter manager role applied to their user profile. Select any chapter managers you wish to assign to each chapter.

• Only users with the chapter manager role will show in the manager list
• Assigning a manager from the list provides them with visibility and access to applications and management of those applications for their assigned chapter(s) only

Note:

• Chapters are seasonal
• Chapters can be created and edited on the active season or draft seasons only, they can not be created or edited in archived seasons
• Any categories or application rounds created before adding new chapters will need to be updated, selecting the new chapter(s) as necessary
• A default chapter can be set by clicking the ellipsis (three dots) next to a chapter name

Chapter images

• When editing a chapter, the 'Images' section allows you to upload chapter sponsor logos
• The logos appear in a vertical column to the far right when creating/managing an entry
• Strictly speaking, chapter images can be anything, they don't have to be sponsor logos
• A heading (such as "Chapter 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 scaled down (note: a loss of quality may occur)
• If images are smaller than the maximum, they remain at their original size (i.e they are not scaled up)