Recurring recommendations (Admin)

Tip: Community foundation Administrator rights are required to access Control panel features in the application.

From Control panel , administrators can select Site administration to view and manage Recurring recommendations without leaving the Control panel.

Information about recurring recommendations appears in a list or grid. It shows the total number of recurring recommendations and information about each recommendation:

  • ref number

  • grantee and advisor

  • amount

  • start and end data

  • frequency and date of next recurrence

  • status

To search the recommendations, enter search criteria in Find in this list and then select Search .

To export the information to a .csv file (such as for use in Microsoft Excel or other spreadsheet applications), select Export. Your internet browser settings determine where the file is downloaded.

  1. Select Control panel, Site administration.

  2. On the Site administration page, select the Recurring recommendations tab.

  3. Select View details from the recommendation's menu , or select the recommendation's reference number.

    Note: If you are viewing as an advisor, you won't be able to see the grant details if the grant has a different advisor. You'll be prompted to remove advisor view to continue.

  1. Select Control panel, Site administration.

  2. On the Site administration page, select the Recurring recommendations tab.

  3. Select Change from the recommendation's menu .

    Note: If you are viewing as an advisor, you won't be able to change the recurrence if the recommendation has a different advisor. You'll be prompted to remove advisor view to continue.

  4. In Change recurring recommendation, select Yes.

    When you opt to change a recurring recommendation, all future recurrences are canceled and you'll start a new recommendation where you'll make your changes. (See create a grant recommendation.)

  5. In the Recommendation form, modify the Amount, Frequency, Start Date, or End Date as needed.

  6. Select Save.

You can stop all future recurrences of an active recurring recommendation.

  1. Select Control panel, Site administration.

  2. On the Site administration page, select the Recurring recommendations tab.

  3. Select Stop from the recommendation's menu .

    Note: If you are viewing as an advisor, you won't be able to stop the recurrence if the recommendation has a different advisor. You'll be prompted to remove advisor view to continue.

    When you stop a recurring recommendation, all future recurrences are canceled.

  4. In the confirmation message, select Yes to confirm.

  1. Select Control panel, Site administration.

  2. On the Site administration page, select the Recurring recommendations tab.

  3. Select Reopen from the recommendation's menu .

    When you opt to reopen a recurring recommendation, a new recurring recommendation is created for the same fund, amount, and frequency.

  4. In the confirmation message, select Yes to open the recommendation form.

  5. Optionally, modify any of the details for the recommendation.

  6. Select Submit.

  1. Select Control panel, Site administration.

  2. On the Recurring recommendations tab, select Export to export the data to a .csv file.

You can filter the information displayed on the Recurring recommendations tab to view only those recommendations that meet certain criteria.

  1. Select Control panel, Site administration, then select the Recurring recommendations tab.

  2. Select Filters.

  3. Select a category — Status, Fund, Advisor, Grantee, orDates — then select the criteria on which to base your filter.

    Choose Select all to select all the criteria in a category, or choose Clear all to remove all filters for a category.

  4. If desired, choose additional categories to further filter the data.

  5. After you select the criteria to include, select Apply filters.

    A summary of the applied filters displays above the grid.

  6. To remove the filters and include all data for your recurring recommendations, select Filters, and then Clear all filters.

    To remove a single filter, select X from the summary of applied filters on the list.

  1. Select Control panel, Site administration, then select the Recurring recommendations tab.

  2. Select a column heading to sort by that category in ascending or descending alphabetical order.

  1. Select Control panel, Site administration, then select the Recurring recommendations tab.

  2. Select Choose columns , then select columns to display and clear columns to hide.

  3. Select Apply changes.

To rearrange columns of information, select a column header and drag it to the desired location.

To move to another page in the list, select Previous or Next , or select a specific page number.