Create a Proposal Form on Staging Site

Go to Live Site’s Form

1. Go to the live site. 
2. On the left sidebar, click Proposals.
3. Search for last year’s grant. 
4. Click on the grant name. 

Create Form on Staging Site

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

Copy Information from Live Site

1. Copy relevant information over from the live site to the staging site. 
   1. Update the year in the Title.
2. When finished, scroll to the top of the page, double-checking to make sure everything is correct.
3. Click Publish on the right. 
4. You will see a confirmation alert at the top. 

Notify Regional Administrator

1. Notify the regional administrator that the form is ready for them to update and test on the staging site.
2. Provide instructions and links.