After Grantee Portal Forms are completed and submitted by Grantees, foundation staff review their contents. In the intake process, a staff member manually selects the submitted information to import into GivingData.
Navigate to the Grantee Portal Intake Forms Dashboard from "Dashboards" in the navigation bar.
Select the relevant type of intake form.
Select all intake forms of the selected type or a specific intake form.
In the dashboard, select the Submitted tab below the chart.
In the list below, identify the form to intake into GivingData. Click the yellow pencil button next to the intake form's name, and select "Import Files & Mapped Field Data."
As below, the user can see data the applicant/grantee provided from each intake form mapped field side-by-side with the mapped field's current data on file in GivingData. For each field, the user can decide whether they want to keep the information already in the field in GivingData, or if they want to update it with the new information provided by the applicant/grantee.
On the last screen, the user can do a final review of the data they selected for each field. To automatically update the GivingData record with the selected information, click “Import.”