GD 101
Another name for a request record
What is a grant record.
The Request Title for Request #7240
What is 'Community-Led Systems Change Data and Communications Civic Infrastructure'?
True or False: GivingData will move the dashboard menu to a left side panel in February 2026
False. Side panel navigation will be released over the January 24 weekend.
The purpose of a key moment and how to create one in GivingData
What is a significant milestone, media mention or event at an organization. A key moment is created from the organization's Grantee 360 tab.
True or False: A staff member can modify a public search you created.
What is False. If a colleague wants to change a search they did not create, they will need to save a copy of the search first.
The name of the search bar in GivingData
What is Quick Search.
The Approval Date for the request with Reference Number 2025005.
What is October 22, 2024?
Describe how to navigate to Scenario Planning
What is Payments & Approvals > Dashboards > open a Payments dashboard > change view to Scenario Planning.
Name four ways to create a new interaction record
Why is from my Outlook inbox, from an organization record, from a request record, and from a contact record.
Describe how to sort columns in a Super Search
What is Edit Columns > Edit Sort OR click on a column in the list view to temporarily update the sort.
Name a reason you might click on the house icon
What is to return to the homepage (e.g. recently viewed record, recently run searches, tasks/requirements assigned to me).
The total number of requirements on the request with Reference Number 2023-062
What is 7 (6 are completed).
Describe the difference between a shared dashboard and a public dashboard
What is a public dashboard is visible to all staff and a shared dashboard is visible to one or more selected staff members.
Two ways you can tell if a contact has a KBR Grantee Portal account
What is the blue icon beside the contact’s profile image/avatar, and by looking at the Portal Account tab on the contact record.
The definition of a task completed action
What is an action such as completing a requirement or changing a request status after marking a workflow task as 'completed'.
True or False: GivingData has a mobile app
False. There is no mobile app but GivingData is mobile-friendly.
The approval date of the first grant awarded to Hot Springs Health Program
What is November 20, 1971.
The field that controls which fiscal year a payment will display in on the Payments Dashboard
What is the payment scheduled date or paid date.
Describe how you would update a contact record if they left their organization
What is open contact > go to Organizations & Requests tab > find organization > change statue at org to Inactive > change hide in Grantee Portal to Yes.
What is a workflow task that can be started/completed because all task dependencies, if any, are complete. A task that is not waiting on other tasks to be completed first.
Describe how you would navigate to configure your GivingData email notification preferences
Go to [Name]>Profile > Notifications > Choose a Category > Edit Second column
The Paid date (payment date) of the most recent payment to Alamance Regional Medical Center
What is July 5, 2007.
The name of the code that is used to track our grantmaking budget in GivingData
What is Fund & Bodies of Work.
Describe how to assign a request role
What is to use a combination of AND/Or filter criteria (e.g. requests that are approved AND Fund is HINC AND [number of incomplete requirements is greater than 1 OR Balance is greater than $0].