Internal Forms

Provide useful internal documentation to your organization's review team.

Pam English avatar
Written by Pam English
Updated over a week ago

With Internal Forms, administrators can build forms for the specific purpose of your organization's internal use as you evaluate submissions. Team members with permission levels 4 and 5 can edit them, as described below.

How can Internal Forms help me and my team?

  • Supplement submissions. Add relevant information to a submission, such as site visit notes or interview notes.

  • Provide context to reviewers. Include data that will help with reviewer assessments, such as historical funding data, an organization’s track record, or third-party documentation (i.e., articles or charity assessments).

  • Add a summary. Distill key points from an application; clarify information into an internal summary to share with your team.

  • Safeguard anonymity. Sometimes the Concealed Review feature fails to prevent an applicant from sharing personally identifying information (i.e., an attached document with name in file name). Internal Forms give you an opportunity to review and redact applications when necessary, without creating a burden on time-strapped applicants.

  • Standardize data. Internal Forms can be used to distill qualitative data into a tidier reportable format, or to standardize different data points across multiple forms in order to analyze results and measure the impact of programs.

  • Upload documents. A file upload field can be added to allow an organization to add more information to the submission.

To Create an Internal Form, follow these steps:

  1. Click on Forms in the navigation bar.

  2. Click on Internal Forms.

  3. This will bring you into the form builder where you can build an Internal Form as you would any other form (Initial, Review, Reference, etc.). Please refer to this short video if you need a refresher on form building. 

4. After you create an Internal Form, insert it into a Project the same way you insert Initial Forms into Projects. To do this, click Projects in the navigation bar.

5. Click on the specific Project to which you want to add an Internal Form. Click on the Forms tab.

6. Scroll down until you see the dropdown selection for Internal Form. Select the form you want to associate with your Project. In the example below, the Internal Form is called "Site Visit Notes."

7. After you receive submissions associated with the Project, your organization's assigned reviewers will see the associated Internal Form when reviewing submissions in the Submission Details area. Click on the dropdown arrow on the right to expand an Internal Form.

8. Complete the fields within the form and click Update to save form responses. The Internal Form will remain available to review or edit at any time. Be sure to click Update again after making any changes to the form.

Note: All information collected using Internal Forms will be available to consolidate and export using our standard reporting tool. Internal Forms and their contents are not visible to submitters.

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