CaseStudies

One page PDF of instructions.

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Learn how to master GrantForward with case studies that cover typical usages.

     
How Can I Give Feedback on Grants and Newsletters Delivered to Me?
Category: Account
After receiving search templates, curated grant lists, or newsletters shared by administrators, in addition to viewing them right on your personalized homepage, you can give feedback on them to let your administrators know how satisfied you are with their grant and newsletter delivery assistance.
2021-08-02
How Can I Join a Group to Receive Shared Grants?
Category: Account
In addition to manually searching for grants, researchers can proactively take advantage of grant delivery from administrators by joining public custom groups for specific research topics. To do that, follow the steps below.
2021-07-01
Where Can I View Grants and Newsletters Shared With Me?
Category: Account
Administrators can now assist their faculty better in the award-seeking process and reach out to them easier via grant dissemination and newsletter delivery. Thus, GrantForward provides you with a section called “Institution Updates” on your personalized homepage where you can receive notifications of grants and newsletters shared with you as well as quickly view them for detailed information.
2021-06-08
How Can I Use My Personalized Homepage?
Category: Account
GrantForward provides a personalized homepage to help you quickly see institution updates, personal updates, user groups as well as view GrantForward database updates and connect with potential researchers.
2021-07-05
How Active Are Users at My Institution?
Category: Account
GrantForward allows administrators to generate extensive usage reports to obtain an in-depth understanding of the research activities of your institution members on our site. Go into the Administrator Console and then select Usage Report, you can see the statistics regarding user interaction, visitors, search, grant delivery, and then find the ways to promote the usage at your institution.
2021-06-29
How Can I Link to GrantForward from My Websites?
Category: Deploying
A great way to help your institution members become aware of their access to GrantForward and take advantage of the service is linking to GrantForward from your institution’s website. Here are some guidelines for how to link.
2021-06-25
How Can I Help My Members Get Started Using GrantForward?
Category: Deploying
GrantForward can be very useful and valuable for your institution members to explore funding opportunities-- if you make GrantForward available and known to them! To help your members get started moving their research forward, we suggest the following ways.
2021-05-10
How Can I Embed GrantForward Widget in My Institution’s Website?
Category: Deploying
GrantForward supports an integration feature for embedding the search widget box in your institution’s website, which allows your members to search for grants, pre-solicitations, awards, or profiles on GrantForward right from your web page. To add the GrantForward widget to your website, please follow these simple steps below.
2021-06-14
How Can I Share Selected Grants With My Colleagues?
Category: Dissemination
After setting up a search with relevant keywords/phrases and advanced search filters, you can share your search results including matching grants or a specific grant with your colleagues or friends for research collaboration. For example, if you want to share “life sciences” grants, you can follow the steps below.
2021-07-23
How Active Is Grant Delivery at My Institution?
Category: Dissemination
After sharing and disseminating grants to faculty members, administrators may want to view how active the grant delivery is and how effectively this activity works at their institutions to find ways to promote it better. You can go to the Admin Dashboard or Usage Report under the Administrator Console to view grant delivery statistics of the whole institution or visit the detail page of each user for personal statistics.
2021-08-05
How Can I Share a Grant List With My Members?
Category: Dissemination
To assist members in seeking funding opportunities, administrators can build grant lists specifically for different research interests of users, then share them with individuals, groups, or units. The recipients can view grants from those lists right on their homepages. For example, if you would like to share a grant list with your faculty members whose interest is in “big data”, you can follow the steps below.
2021-07-28
How Can I Prepare a Newsletter of Selected Grants?
Category: Dissemination
The Grant Office often spends a lot of time preparing grant newsletters for their members every week, month, or quarter. Understanding how much hassle this process may have, we design the newsletter feature to save your time and effort in formatting and producing newsletters, so that you can focus more effort on other tasks. To create and send a newsletter of available grant lists, you can follow these steps:
2021-05-20
How Can I Annotate a Grant Opportunity to Provide Submission Instructions?
Category: Dissemination
If you need to provide specific submission information of a grant opportunity to your members, you can easily create an annotation on it with instructions that only members of your institution can see. For example, if you need to enforce an internal selection for a limited-submission grant with an internal deadline, and a condition that each PI can only participate in one submission, you can follow the steps below.
2021-06-28
How Can I Share a Search Template With My Members?
Category: Dissemination
GrantForward allows the ability for administrators to disseminate grant searches to specific individuals, units, or groups at their institution. The recipients can view grants from those searches right in their homepages and receive email alerts of new grants. For example, if you would like to share a grant search with your faculty members whose interest is in “life sciences”, you can follow the steps below.
2021-07-13
How Can I Navigate the GrantForward Website?
Category: General
If you are having trouble getting started using GrantForward or can not figure out how to navigate the different sections within GrantForward, you can see the breakout of what features you can find under each section of GrantForward.
2021-07-02
How Can I Get Started Using GrantForward?
Category: General
GrantForward can effectively connect you with funding opportunities, to help move your research forward. To get started using GrantForward, we suggest these steps.
2021-07-02
How Can I Manage Users at My Institution?
Category: Managing
Administrators can manage users at their institution in three categories including individual, unit, and group to optimize communications and outreach in research activities as well as facilitate the delivery of grants and newsletters through systematic user management.
2021-06-21
How Can I Use the Administrator Console?
Category: Managing
The Administrator Console is a facility dedicated to administrators for managing their institution members and assisting them better in the award-seeking process as well as promoting the research activities at their institution by taking advantage of administrative features on GrantForward.
2021-06-29
How Can I Generate My Research Interests When Creating My Researcher Profile?
Category: Profile
When creating your researcher profile, you will need to generate research interests - a set of keywords/phrases that describe your research, in order to get grant recommendations tailored to your research needs.
2021-06-30
How Can I Create a Good Researcher Profile?
Category: Profile
Your researcher profile is a homepage that displays your research interests and determines what grants will be recommended to you! It also presents information about your research, so your colleagues and other researchers can find you to collaborate. To create a good researcher profile, make sure to complete the following steps:
2021-06-29
What Is the Difference Between Having an Account and a Profile?
Category: Profile
This casestudy helps you find out the difference between having an account and a profile on GrantForward. To get started using GrantForward, you must create an account, after that, you can build a profile to receive grant recommendations based on your research interests and connect with other researchers across all institutions.
2021-06-29
How Can I See How Many Researcher Profiles Were Created?
Category: Profile
If you would like to check how many researcher profiles were created within your institution, you can easily view them on the Usage Report page and view the details of each profile under the Researchers tab.
2021-06-28
How Can I Create Researcher Profiles for My Members?
Category: Profile
Researcher Profiles allow your institution members to receive grant recommendations based on their research interests extracted from their publications/CVs. You can create researcher profiles for your members on your own or take advantage of our Auto Sign-up/Auto Profile service for profile creation.
2021-06-23
How Can I Tailor My Grant Recommendations?
Category: Recommendation
After creating a Researcher Profile, you can make sure that the grant recommendations you are receiving are matching your research needs by tailoring your recommendation settings. You can edit your research interests and add filters so that the grants recommended to you will further match your research needs.
2021-06-30
How Can I Help My Institution Members Receive More Relevant Grant Recommendations?
Category: Recommendation
If you would like to help your institution members receive more relevant grant recommendations, you can follow the steps below to help them configure and update their Researcher Profiles to receive email alerts for more relevant grant recommendations.
2021-06-29
How Can I Help My Members Tailor Their Grant Recommendations?
Category: Recommendation
After creating researcher profiles for your members, you can help them ensure that the grant recommendations they are receiving are tailored to their research needs. Educate your members so that they will know how to refine data from their publications and modify recommendation settings for further matching grants.
2021-06-24
How Can I Find Funding Opportunities For My Location?
Category: Search
You can refine your search results to only display the grants which are available for your local residents to apply or will be executed in your location by using two location filters that we support: Applicant Locations and Activity Locations. For example, if you are looking for grants which are applicable for researchers who are working/living in Pennsylvania or Illinois, you can follow the steps below.
2021-07-06
How Can I Use GrantForward Advanced Features for Better Grant Management?
Category: Search
After setting up a grant search and finding some desired grants matching your research needs or any unwanted grants, you can use our advanced features including Favorites, Tags, or Exclusion for better tracking or managing these funding opportunities.
2021-07-06
How Can I Search for Awarded Projects?
Category: Search
GrantForward released Award Search to support researchers a complete award-seeking cycle, from Sponsors, Pre-solicitations, Grants to Funded Awards. You can find who/what institutions were winning grants and what research topics have been funded, using keywords/phrases and various filters such as amount or start date.
2020-04-27
How Can I Search for Pre-solicitations?
Category: Search
GrantForward released Pre-solicitation Search to support researchers a complete award-seeking cycle, from Sponsors, Pre-solicitations, Grants to Funded Awards. This feature offers the notices from sponsors-- which provide a heads-up that grants will be released, and you can find them by keywords/phrases and other filters such as amount or estimated grant call date to prepare better for submitting applications at a later time.
2021-07-06
How Can I Search for Grants Using Keywords and Phrases?
Category: Search
To start looking for grant opportunities, you will normally start with searching by keywords/phrases-- like how you use a search engine. You can enter keywords/phrases in the default Simple Search or you can also switch to Advanced Keyword Search to use more search operations. Suppose you are looking for grants within “social media”, “behavior” and other keywords, you can follow the steps below.
2021-07-06
How Can I Export Selected Grants for Future Reference?
Category: Search
After setting up a grant search with relevant keywords/phrases and advanced search filters, you can export the grant search and each grant opportunity for future viewing, sharing, and reference. For example, if you set up a complex search for “disease”, you can follow the steps below to export your search results or an individual grant.
2021-07-06
How Can I Monitor and Get Alerts for New Grant Opportunities?
Category: Search
After setting up a grant search with relevant keywords/phrases and search filters, instead of recreating the same search every time you want to see new grant opportunities with the selected search criteria, you can set up a saved search with email alerts to automatically get notifications. For example, if you set up a complex search for “biochemistry” and additional filters, you can follow the steps below to save your search and set email alerts.
2021-07-01
How Can I Find New Sponsors for My Research?
Category: Search
If you are looking for new sponsors to get more grant opportunities for your research, GrantForward provides a Sponsor Directory for you to search for new grant sponsors. For example, if you are looking for sponsors for environmental concerns, in foundation space, then you can follow the steps below.
2021-07-05
How Can I Search for Grants Using Advanced Search Filters?
Category: Search
You can refine your search results beyond topical relevance, by adding advanced search filters (either on top of keywords or not). For example, suppose you are looking for grants from some sponsors, due in a range of dates, of some desired grant types, for your specific role, and with a certain amount. You can follow these steps:
2021-07-05
What Advanced Search Filters Can I Use for Searching Grants?
Category: Search
To refine your grant search results for more matching grant opportunities, you can layer advanced search filters. Use the chart below to understand the functions of each filter and how they can improve your search.
2021-07-05
How Can I Find Grant Opportunities Using Advanced Keyword Search?
Category: Search
To start looking for grant opportunities, you will normally start with searching by keywords/phrases that are relevant to your research fields. In addition to the default Simple Search, GrantForward allows you to switch to Advanced Search to get further matching grants. Follow the steps below to find funding opportunities using advanced keyword search.
2021-06-30
How Can I Search for and Monitor Grants from Specific Sponsors?
Category: Search
You can easily search for grant opportunities from your favorite sponsors. Further, you can also stay up to date with their new grant opportunities by setting up a saved search with these sponsors and getting email alerts. For example, suppose you want to find and keep monitoring “diabetes” grants from the National Institutes of Health and American Diabetes Association, then you can follow the steps below.
2021-06-30
What Can I Do with Exported Grants?
Category: Search
You can export your grant search results to compile and manage your list of grants to follow up, save them for easy reference, or share them with your colleagues. You can export the details of a single grant or an entire list of grants within your search results.
2021-06-29
How Can I Educate My Members on How to Search?
Category: Search
If you are unsure of how to educate your institution members on conducting a simple search or advanced keyword search on GrantForward as well as understanding the search filters and their functions, GrantForward provides tips and multiple resources which you can use to help your members learn all of the above things.
2021-06-28
How Can I Know What Keywords My Members Are Searching?
Category: Search
Whether you’re curious to see the kinds of keywords your institution members are using to search or want to make recommendations for better searches, you can generate a usage report in a specific period to view the keywords your institution members are searching.
2021-06-14
How Can I Stay up to Date with GrantForward?
Category: Support
If you would like to stay up to date with new features and announcements of GrantForward, there are a variety of resources to follow. Visit the Support Page to get started with learning about all of the features and ways to help you get the most out of GrantForward. Videos are also posted on our YouTube Channel.
2021-06-30
How Can I Direct My Members to Find Help on GrantForward?
Category: Support
If you or your institution members are having difficulties in using GrantForward features or have any questions or concerns about our service, there are a variety of ways to find help including Support Page, Youtube Channel, and Contact Us.
2021-06-24