Getting Started for Staff

Understanding how Hypha integrates into your organization's workflow

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Granting organizations' workflow:

    1.
    Determine kind of project to be funded (e.g. grantmaking categories or thematic areas)
    2.
    Outline expected steps in application process (e.g. # of stages)
    3.
    Decide on timeline for application process (e.g., due dates vs. rolling)
    4.
    Generate questions for/information needed from the applicant
    5.
    Disseminate request for proposals
    6.
    Specify review criteria
    7.
    Assign reviewers to received applications
    8.
    Review applications & make decisions about which projects to fund

Workflow in Hypha:

    First, you create "Forms" for:
      applicants (application forms) [4]
      reviewers (review criteria) [6]
      and determinations (decisions) [8]
    Then, you create a "Fund" in which you:
      Specify expected steps [2] & reviewers [7]
      Attach the applicant [4], reviewer [6], and determination [8] Forms
    Next, you create a "Round" that associates a Fund with the timeline [3] for accepting applications
    Finally, you can generate a "Page" that hosts:
      information about the kind of project to be funded [1]
      the request for proposals [5] (this may be incorporated with [1])
      a link to apply (this links to the Round)

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Last modified 1mo ago