We are happy to work with you again this year!

The Scholarship Wizard is a tool built into your Provider Portal. You will use it to renew and submit your scholarship(s) to us.

You don't have to enter your scholarships from scratch every year. Simply copy all your scholarships from last year, make any necessary edits, and you're ready for the new scholarship year!

Watch this walkthrough video or read the step-by-step instructions below to renew your program.

Here are the steps to follow to renew your scholarship(s):
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This is the portal you use to access applications and invite other users to access applications.

Click the Menu button in the top left corner, then click 📝 Draft Scholarships which will take you to your Scholarship Wizard Dashboard.

Then click Next.

Select the application information you want to copy. If nothing changes, click Copy over everything, then click Next.

You'll see a screen informing you that the scholarships are being copied.

A draft of the scholarships will appear in your In Drafts tab.

Click the three-dot menu located on the far right of a draft then click Rename.

When you click Rename, the scholarship name becomes editable.

If your scholarship(s) require students to be in a particular education level and or class year (such as high school seniors, class of 2025), you must add this as an eligibility requirement.

The education level is not copied over when a scholarship is renewed.

To add an education level as an eligibility requirement:

Click the three-dot menu to the right of a scholarship name.

Click Edit.

Navigate to the Eligibility section of the Wizard

Click + Add New Requirement or + Add Another Requirement

Under the Education & Academic section, select Current education level.

Select the correct education level then click Add Requirement.

Use the Actions menu to set an Open Date and Deadline for the scholarships in your program.

Click the checkboxes next to the scholarship names:

Click the Actions menu, then set your Open Date and Deadline.

Your scholarships will now display the same Open Date and Deadline date:

Note: The open dates and deadlines for all scholarships in your program do not have to be the same. You can set different open dates and deadlines for each scholarship in your program, if necessary. See the next step for more info.

Related article: How do I change the timezone in my Provider Portal?

Even if your scholarships stay the same every year, review the scholarships to make sure nothing is missing.

To make edits or review a scholarship listing page and application, click the three-dot menu located on the far right of a scholarship name, then click Edit.

The Wizard will open. Make any edits to your scholarship. Update things like:

The last section is the Review & Submit slide. Navigate to this section to review your scholarship listing page and application form. Make sure your scholarship listing page and application are complete. If you need to make edits, do so now (scroll back up to the different application sections and make any edits, then come back and review the scholarship again).

You can make as many edits as you'd like at this stage. Once you submit your scholarships, you cannot make edits.

Shown below is a screenshot of the Review & Submit section. Click "View" to review your scholarship card, scholarship listing page, and student application form.

Select the scholarships you've reviewed and finalized using the checkboxes next to a scholarship name.

Click the Actions menu then click Submit for Approval

The scholarships you submit will appear under the Submitted for Approval tab while the Going Merry team reviews them.

If everything looks good, the scholarships will be approved and will open on the date and time you indicated. When the Going Merry team approves the scholarships, they will appear under the Approved/Live tab.

The approved scholarships will also appear on your ✅ My Active Scholarships page (click Menu then click ✅ My Active Scholarships). Visit the My Active Scholarships page to view and download applications once students start applying.

If the Going Merry team has questions about a scholarship or suggests edit, the scholarships will stay under the Submitted for Approval tab and will not be approved until you review the edits.

Examples of suggested edits or errors that need to be corrected:

If the Going Merry team has a question or suggests an edit, you will receive an email asking you to log in to your provider portal and review the question/suggestion.

After logging in, navigate to your Wizard Dashboard and click the Submitted for Approval tab.

You'll notice new notifications in red. These notifications are to alert you of the suggested edits from the Going Merry team.

If a scholarship is displayed in bold text and has a red dot notification next to a tab that says Review, that means the Going Merry team has a question or suggestion about that particular scholarship.

Click the Review button to see the suggestion.

The scholarship listing page will load, and a new sidebar will appear on the right that displays the questions or suggested edits from the Going Merry team.

Approve or Reject the suggested edits.

If you reject a suggestion, a text box will appear that allows you to explain the rejection.

Make sure to click Next after approving or rejecting the suggestion(s).

A new message will appear summarizing your selection.

You must select OK - Submit to send your response to the Going Merry team.

If you do not submit your response, the Going Merry team will not know if you approved or rejected the suggestion. This will delay the process.

After you hit OK - Submit, the Going Merry team will review your response.

If we think you rejected something incorrectly, we may simply make the same suggestion again and not allow you to proceed without accepting it.

If we approve everything, the scholarship will immediately go live on your selected Open Date. No further edits will be allowed. The scholarship will then appear under the Approved/Live tab.

Use the Scholarship Wizard to create a new scholarship.

If your new scholarship is very similar to another one of your scholarships, you can copy another scholarship using the Copy 1 Scholarship or Renew Program tab (instead of building the scholarship from scratch).

Copy 1 scholarship will show you all prior year scholarships you listed on Going Merry.

Renew Program will only show you the scholarships you listed on Going Merry last year.

If you want to build a scholarship from scratch, click the Create New tab to enter all scholarship information.