Intake
This is the recommended place to update a community's status throughout the intake process. (Hint: Not the name of the field, but where it shows up on Monday.com)
What is the Lead Stages bar on the community's overview page?
Once you receive this, you will know to advance a community's status to "Onboarding Attended."
What is an email notification that the community has attended an onboarding workshop?
You can find the internal community profile when you click on an item in this board.
Having marked a community as ineligible, you must fill out this field related to their ineligibility.
What is the reason for ineligibility?
This stage on the CL Workflow can take place any time before the Intro call.
What is drafting the TA Plan?
The project ID has these three components.
What are a location abbreviation, RCP or NAE designation, and number representing the cohort?
Between the intake survey and sending an approval notice, you fill out this checklist.
What is the post-intake survey checklist?
When you add a TA Plan to the DOT Sharepoint, you also do these two things on Monday.com.
What are advancing the status and adding a link to the TA Plan?
This is where you can document any kudos or other feedback from communities.
What is the Kudos/Feedback box on the item view on the Communities board?
During the EOI review, this board is where you tag any communities that have previously applied for an RCP or NAE grant.
What is the List of All NAE/RCP Applicants?
After receiving the Letter of Commitment, you do these two things.
What are uploading it to the CL Workflow board and adding core contacts?
If unrelated emails are showing up in a community's Emails/Activities box, you can do this to see only the emails to that community.
What is use the email filter?