Create a Proposal Form on Live Site

After the regional administrator has tested and approved the proposal form, you will need to transfer the updated form to the live site. 

Create Form on Live Site

1. Go to the live site. 
2. On the left sidebar, click Proposals.
3.  At the top, click the “Add New Grant Proposal Form” button. 

Copy Staging Site’s Form

1. Go to the staging site.
2. Copy relevant information over from the staging site to the live site. 
   1. You will have to create each section with the corresponding answer types.
3. When finished, scroll to the top of the page while double-checking that all sections are correctly copied.
4. Click Publish on the right. 
5. You will see a confirmation alert at the top. 

 

Notify Regional Administrator

1. Email the regional administrator that the form is live and to double-check that it looks correct.
2. Provide instructions and links.
   1. Link for editing the form
   2. Link for an applicant to create a proposal
   3. If they aren’t using a sare.org email, then encourage them to use one.