fluxx grantee quick reference guide - aspcapro.org · fluxx grantee quick reference guide office of...

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Fluxx Grantee Quick Reference Guide Office of the Treasurer / Information Technology Page 1 | 5 Fluxx Grantee Quick Reference Guide Step 1 – The website Open up an internet browser window. Note that Fluxx works best with Google Chrome or Apple Safari. Type aspca.fluxx.io into the address bar and hit Enter. This is the ASPCA Fluxx Landing Page. New users should bookmark this site for easy access. Click on the Create Account Now (1) button to begin the registration process. Step 2 – Registration Information The Account Registration page will appear. The first question is the Guidestar Profile Lookup. (2) Guidestar is a central source on nonprofits gathered from the IRS and other sources. This search will automatically pull in information data on your organization if it is found in the Guidestar database. Enter the EIN of the organization registering and click Search. EIN is the Employer Identification Number. This is a federal tax identification number assigned by the IRS to identify nonprofits, businesses and other entities operating in the United States and territories. There is no need to enter a dash, as it will be added automatically. If the organization is found, then all the following questions will be auto-populated from that information. Please make sure State is correctly entered. If this is a government organization with no EIN, enter 00-0000000 and fill out the remaining Organization and Contact information. Remember that questions in bold, such as Organization Name, (3) are required to submit. Click Submit Request when complete. (4) 1 2 3 4

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Page 1: Fluxx Grantee Quick Reference Guide - aspcapro.org · Fluxx Grantee Quick Reference Guide Office of the Treasurer / Information Technology Page 1 | 5 Fluxx Grantee Quick Reference

Fluxx Grantee Quick Reference Guide

Office of the Treasurer / Information Technology P a g e 1 | 5

FluxxGranteeQuickReferenceGuide

Step1–Thewebsite

Open up an internet browser window. Note that

Fluxx works best with Google Chrome or Apple

Safari. Type aspca.fluxx.io into the address bar and

hit Enter. This is the ASPCA Fluxx Landing Page.

New users should bookmark this site for easy

access. Click on the Create Account Now (1) button

to begin the registration process.

Step2–RegistrationInformation

The Account Registration page will appear. The first question is the

Guidestar Profile Lookup. (2) Guidestar is a central source on

nonprofits gathered from the IRS and other sources. This search will

automatically pull in information data on your organization if it is found

in the Guidestar database. Enter the EIN of the organization registering

and click Search. EIN is the Employer Identification Number. This is a

federal tax identification number assigned by the IRS to identify

nonprofits, businesses and other entities operating in the United States

and territories. There is no need to enter a dash, as it will be added

automatically. If the organization is found, then all the following

questions will be

auto-populated

from that

information.

Please make

sure State is correctly entered. If this is a government

organization with no EIN, enter 00-0000000 and fill out

the remaining Organization and Contact information.

Remember that questions in bold, such as Organization

Name, (3) are required to submit. Click Submit Request

when complete. (4)

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Step3–EmailNotificationandLogin

After clicking Submit, the Registration Confirmation page will

appear. An email will be sent within 2 business days to the

registered email address containing a userid and password. If

you do not receive an email after 2 days, please contact

[email protected]. Once you receive the email, go back to the

landing/login page and use your userid and password to login to

the system. The page that will appear when logging in is the

ASPCA Grantee Portal Home page. You are now a registered

ASPCA Fluxx user.

Step3–GranteePortal

After logging in, the screen below will appear. This is the homepage of the ASPCA Grantee Portal.

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On the portal, you will see a list of links on the left side. (5) This list acts as a table of contents, allowing you to

view and edit various portions of the grant lifecycle. Clicking on any of these choices will open a list of all items

that fit under that heading. Click on the record itself (6) to access.

Options on the portal:

• The Grantee Portal General Information section contains basic details about how to use the portal, as

well as relevant ASPCA grants policy. This is the home page of the portal. Users can access many of

their grants management items, such as reports or applications, through this home page. If the user

hovers over the left side links, a scroll bar will appear on the right, allowing the user to scroll down to

the remaining choices.

• The Grant Opportunities section allows the user to start new applications.

• The User link is the profile of the user for whom the account was registered. Here you can edit user

information like name, phone number and email address. Applicants should keep this information up to

date as much as possible.

• The Organization section displays the user’s Organization information. This section is not editable by

the grantee.

• The Requests section is where the applications in various stages of the workflow will be viewed, edited

and submitted.

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• The Grants section is where all active and closed grants will be viewable. Once an application is

approved to Granted state, it will no longer show up in the Requests section, as it will have moved over

to the Grants section.

• The Reports section contains the grantee reports, such as Interim and Final.

• The Payment section contains all payment records from ASPCA to the grantee organization.

• The Request Amendment section contains all amendments to the grant agreement.

• Reports, Payments and Amendments will all have to go through a review and approval process.

Now that we have familiarized ourselves with the portal, our next step is starting and submitting an application.

To begin an application, the user must first click on the Grant Opportunities link. (7) Each opportunity will have

a button underneath a short description of the program. (8) After you have clicked the button, the application

will pop up. Start filling out the fields with your user, organization and application information.

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Once an application is created, the user will be able to Edit and Save. (9) There will also be a Submit button

available after saving.

After the application has been filled out, press the Save button. You will be able to save an application and

come back to make changes, but once you submit the application, you will no longer be able to make edits.

Click Submit (10) when ready to send your information to ASPCA for processing. After clicking Submit, you will

have the option of adding a note. The note is not mandatory. Click Ok when finished.

Congratulations! You have successfully submitted your application. Clicking on the Submitted Requests link on

the left side will show you your submitted applications. There should be a yellow box with a number in it next to

that link, denoting an update in that section, after you submit. (11) You can still access your application by

clicking on it, but you will no longer be able to edit it.

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