1) Access the Share 360 Login window by navigating to the FHL Foundation homepage (from this web page click on the HOME button above), then click on the SHARE 360 link shown along the left-hand side, and then click on the SHARE 360 LOGIN button.

 

2) You will be using the “Trail Users” group to complete your login. If the name “Trial Users” does not appear next to the “Group” heading, click on the CHANGE link, select “Trial Users” from the Group pull-down menu, and then click CHANGE.

 

3) Now that the Group heading reads “Trial Users,” you will be using the login information that was emailed to you earlier. Select the user name that was given to you by using the Name pull-down menu. The password is case sensitive, so enter it exactly as it was given to you.

 

4) Click the LOGIN button once you have selected/entered the appropriate Group, Name, and Password (again, the password is case sensitive).

 

5) If the login process is successful, you should now see a window that has a menu bar along the very top of the screen that displays a link to “Home,” your particular User Name (i.e., Trial User Alpha or Trial User Beta), and the current date and time. In addition, you should see three areas in the main window: the Scheduler, the Bookmarks area, and the Notifications area. Next to our logo should be links to the Scheduler and Web Forms modules. If your screen appears differently or the login process fails altogether, please report your difficulties by using the following email address: admin@fhlfoundation.info.

 

6) Assuming that your login process goes smoothly, click on the Web Forms link next to our logo (this will take you into the Web Forms module).

 

7) At this point, you should see two headings in the main window area: Forms to Process and Latest Results for your Forms. Click on the APPLICATION button just below our logo. You should now see a list of web forms (if not, select ALL from the categories pull-down menu). Please locate the form that is appropriate for your particular situation (non-profits seeking funding use “First Step - Organizations,” consultants please use “First Step - Consultants,” and service providers use "First Step - Services"). This is the form that you must complete in order to seek funding, consult for the Foundation, or provide services. If the form that you are looking for does not appear in the web forms listing, try selecting “First Step Survey Forms” from the Form Category pull-down menu.

 

8) Click on the title of the form you have selected (this is a hyperlink to the form itself). You will now be presented with a blank form that is ready to receive your data input. I would recommend that you read over the form carefully before actually entering any information. If you desire, you can print the blank form (use your browser's PRINT button) and use the printout as a means of collecting together the information that is requested. Please note that the Foundation will not accept forms that are printed out and mailed or faxed to the office. Further, please note that there are two types of text boxes that you will encounter on the form as you begin the process of entering data: READ ONLY and DELETE AND WRITE text boxes. These two types of text boxes will provide you with information that you will need to complete the form. There is no need to change or enter information into READ ONLY text boxes (their sole purpose is to provide information). On the other hand, if you encounter a DELETE AND WRITE text box, please read the information presented, select and delete the text in the window, and then enter the information requested.

 

Please Note: Unlike some other web form systems, you cannot save a partially completed form in Share 360 and then return to that form at a later date. This is an unfortunate limitation of the Share 360 Web Forms Module. If at any time you cancel or otherwise leave the form without clicking the COMPLETE APPLICATION button, you will loose all entered data. You must enter and submit your data in one session. Collecting together the requested information ahead of time (especially the long narrative) is highly recommended. We apologize for this limitation.

 

9) You will notice that most of the data entry fields require an entry (shown with a red asterisk). Every data entry field that requires an entry must be completed, otherwise the form will not be accepted for submittal (and an error message will be generated instructing you to go back and enter the required information). There are two pieces of information that you are required to enter into the form that you may not have readily available: 1) some type of federal identification number, and 2) a long narrative describing your organization, consulting services, or the services you provide. For non-profits seeking funding, you must have an EIN number (Employer Identification Number). We cannot accept FSSF's from non-profit agencies that have not received a favorable IRS ruling letter that establishes them as a non-profit at the federal level. If your organization is operating under a parent organization's EIN number (often called an “umbrella agreement”), please send an email message to the Foundation (click on the CONTACT button above) providing information concerning the nature of the umbrella agreement before completing the FSSF. If you are a consulting firm or service provider, you must provide the Foundation with your federal tax identification number or your social security number if you are self-employed. Details concerning the long narrative can be found by reading the information contained in the READ ONLY text box entitled “Upload Instructions.”

 

10) Once you complete the form, the READ ONLY text box entitled “To Continue” contains information on how to submit your form, and also how to check on your form's status as it goes through our review process. As a suggestion, you may want to prepare the text-based information that is requested by the form ahead of time by using a simple word processor like SimpleText (Mac) or WordPad (Win). You can use Word as well (which allows you to spell check your text). Then, using copy and paste, enter these text responses into the appropriate data entry fields (you cannot use this method for the long narrative data entry field; here you must attach either a Word or simple text file). We strongly suggest that you print a copy of your completed form once you reach the Confirmation window (again, use the PRINT button on the menu bar of your web browser). To check on the status of your FSSF, click on the "Sent Applications" tab in the main Web Forms window. If your application is still going through the approval process, the status will read "In Progress." Once approved, the status will read “Final Approval.” If the Foundation requires additional information during the approval process, you will be contacted by email. You will also be contacted by email if your FSSF is approved or declined.

 

If you do encounter difficulties with the application process, please send a report describing the nature of the problem by using the following email address: admin@fhlfoundation.info. Good luck and we look forward to receiving your First Step Survey Form.