How to use Klevr Grants: A Step-by-Step Guide 

Logging In

1. Navigate to your Klevr Portal URL.
2. Use your Microsoft 365 credentials for Single Sign-On or another supported identity provider.
3. Upon logging in, you’ll see your personalised dashboard.

Applying for a Grant

1. Select “Apply for Funding” from the main menu.
2. View available funding rounds, including public and private rounds you’ve been invited to.
3. Review details like descriptions, start/end dates, and eligibility criteria.
4. Click “New Application” to start a new submission.
5. Complete the application form:
   • Enter the funding amount requested.
   • Fill in required fields and upload supporting documents.
   • Track your progress using the application workflow at the top of the screen.
6. Save your application as a draft or submit it when complete.

Declaring Conflicts of Interest

1. As an assessor, log in and navigate to the “Assessments” menu.
2. Review the conflict of interest declaration for your assigned applications.
3. Choose “Yes” or “No” to indicate a conflict and provide reasons if necessary.
4. If no conflict exists, proceed to access the assessment record.

Completing Assessments

1. Open the assessment record to review the application details in a read-only format.
2. Fill out the assessment form using the provided fields.
3. Submit your assessment when complete.

Creating a New Fund

1. Log into Klevr Grants via Dynamics 365.
2. Navigate to the “Funds” section in the left menu.
3. Create a new fund, entering details like:
   • Fund name and description.
   • Funding sources (e.g., donations, government grants).
   • Start and end dates for disbursements.
4. Allocate budgets across subcategories like infrastructure, training, or equipment.

Tracking Fund Performance

1. Use dashboards to monitor fund disbursement and application statuses.
2. Customise your dashboard with charts, lists, or tables for real-time insights.

Setting Up Application Rounds

1. Go to “Application Rounds” and create a new round.
2. Link the round to an existing fund.
3. Specify:
   • Public or private access.
   • Application forms using Klevr Forms.
   • Key dates for opening and closing the round.
4. Save the application round, making it visible to eligible applicants in the portal.

Converting Applications into Contracts

1. After an application is approved, click “Create Contract” from the application record.
2. Configure contract details:
   • Auto-populate fields like applicant name and funding amount.
   • Set up milestones and objectives for tracking deliverables.
3. Save and activate the contract.

Managing Contracts

1. Navigate to the “Contracts” section in Klevr Grants.
2. Use tabs to view:
   • Active contracts.
   • Milestones and payment schedules.
   • Financial transactions tied to contract budgets.
3. Update milestones as deliverables are met, triggering disbursement

Querying Data

1. Open the Copilot panel in Klevr Grants.
2. Use natural language prompts, such as:
   • “Show me all transactions due in the next six months.”
   • “List overdue milestones by applicant.”
3. Review the dynamic results and save as a reusable system view if needed.

Using Timeline Summaries

1. View historical correspondence and activity logs in the Timeline section of any record.
2. Use AI-generated summaries to quickly understand key updates and interactions.

Customising Forms and Dashboards

1. Use the Klevr Forms tool to build no-code application and assessment forms.
2. Adjust portal pages, tables, and buttons in the portal admin area.

Integrating with Microsoft 365

1. Enable Single Sign-On for seamless user access.
2. Integrate SharePoint and Azure BLOB Storage for secure file uploads.
3. Connect with Dynamics 365 Finance or other financial systems for payment processing.

• Use built-in tools for renewals and contract variations to maintain an audit trail.
• Group contracts for better reporting and financial tracking.
• Utilise action plans for overdue milestones to ensure progress.