Clean up your system
Periodically, you'll want to clean up your system
Perform cycle management
Cycle management preserves historical records and prepares your system for a new round of applications.
Tip: For a video overview, see What is Cycle Management?
Task guide
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Cycle management checklist: Get your system ready for cycle management
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Request cycle management: Work with Blackbaud to archive old data (applications, reviewer groups, etc.) in your system
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Prepare for a new award cycle: Make sure your system is set up for new applications
Tidy up your system
Because your system provides accountability and an audit trail for your
However, you can hide or update items you'd like to disappear.
As you clean up other parts of your system, consider reading the following articles:
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Clone and archive opportunities: Work with individual opportunities
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Clone and archive reviewer groups: Work with individual reviewer groups (an alternative to cycle management)
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Update application questions: Learn what changes you can make to questions without affecting existing opportunities
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Designate inactive applicants: Preserve old applicant records while making sure they're excluded from system communications and future awards