GLM Idea Lab

  1. Save paging settings ("Showing 1-10") on Workload pages, so it does NOT reset daily

    I know you just upgraded the workload pages so the display count can be set to 10, 20...500, etc.

    I set it at 500 because I want it to display all. By default it is 10 which is too restrictive. This works for one day, but it resets when I log back in the next day. I don't want to have to do this every day, across multiple workload pages. Can we make it fixed at 500, across ALL my workload pages?

    39 votes

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    6 comments  ·  Flag idea as inappropriate…  ·  Admin →
  2. Allowing a user to be a contact on more than one organization profile.

    Allow a user to be a contact on more than one organization profile without having the need for a different or unique email for each account.

    45 votes

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    7 comments  ·  Flag idea as inappropriate…  ·  Admin →
  3. Docusign integration

    As a result of COVID19, we have decided to use Docusign to get our Grant Agreements signed and returned to us. I notice other systems have an integration with Docusign. Is this on the radar for Foundant?

    57 votes

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    5 comments  ·  Flag idea as inappropriate…  ·  Admin →
  4. Additional contacts

    Got a great idea from one of my grantees in their eval today:
    "While it was easy for me to acquire login information from your organization, it might be easier on you to have people create their own account and then choose their organization from a drop down box. It would save you from always having to create accounts."
    So think about that as an option!
    Meanwhile - I have to go merge two people from the same school district because someone didn;t contact me and I thought I had the duplicate id warning set up,

    21 votes

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    2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  5. Override Follow-up sequential order

    It would be ideal if the order of follow-ups was not enforced. We assign our follow-ups all at once. These usually include a grant terms and conditions form, sometimes an interim report, final report, and now i just created a followup for our grantees to electronically share their acknowledgements.

    I get an OVERLOAD of questions from our grantees asking why they cant access a report form ( usually they ask after they submit the terms form by before i have had a chance to mark the follow-up complete)

    The ackknowledgment follow up is optional and could be submitted at any…

    20 votes

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    3 comments  ·  Flag idea as inappropriate…  ·  Admin →
  6. move new help icon

    I appreciate the new help button, but sometimes the big blue question mark balloon is in the way. I'd rather it was up on top with the Compass and Idea Lab, etc. icons.

    8 votes

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    3 comments  ·  Flag idea as inappropriate…  ·  Admin →
  7. Close, Abandon, Delete Request - Addition Options

    It would be nice that also included would be Close Request - Incomplete and Close Request - Complete.

    54 votes

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    6 comments  ·  Flag idea as inappropriate…  ·  Admin →
  8. multiple reminder emails

    Increase the number or make customizeable the number of reminders that can be sent. Our leadership prefers 2 reminders BEFORE the due date rather than 1 before and 1 after. :-)

    8 votes

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  9. Folders for Reports

    It would be nice to create folders to organize all the reports created.

    44 votes

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    7 comments  ·  Flag idea as inappropriate…  ·  Admin →
  10. sort email templates

    It would would be very handy if we could have the sorting feature added to the header on the email templates list.

    20 votes

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  11. Rank Order Evaluation

    We would like the option to to Rank Order applications during Evaluation in lieu of giving a percentage score. For example, if there are 30 applications, only 1 application is given #1, one application #2 and so on. This option would be much easier for our Reviewers. In some cases, it is their preferred method of scoring.

    6 votes

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  12. Allow copying of question groups within a follow up form

    Please create the functionality for users to copy and paste question groups within a follow up form. This allows a user to create complex forms quickly, instead of making several forms that go up incrementally (e.g. Modification Form #1, Mod Form #2, etc.). This should all theoretically be held within one form if we opt for it to.

    6 votes

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  13. Pop Up Notifications for Grant & Scholarship Reviewers

    You know how we get pop ups from Foundant regarding GLM updates or notices about updates or changes made? Is there a way we can provide a pop up to our grant evaluators so when they log in, for example, they would see “Don’t forget evaluations are due 01/22!” or "Our next meeting is on 03/15." We are trying to find a way to lessen our email communications and be a bit more strategic and streamlined in our messaging.

    3 votes

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  14. Search for a check number that is listed in Award Details, Installment Form.

    Add under the Search button, and check number option.

    3 votes

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  15. 3 votes

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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →

    Hi tempestt,
    thank you for your feedback, I am assuming you want to do this from the contacts tab when viewing the organization, is this correct?

    What are you doing with the information that you export?

    In the meantime I want to share that you can accomplish from the user search page. If you enter the organization name, click search, you will get back all of the contacts for that organization and then will have the batch option to quick export.

    best
    sammie

  16. Please let people know that if they assign follow up forms, applicants can see this info even if they haven't been notified of their award.

    I asked tech support about submitting approvals and denials ahead of sending letters out to applicants. They said that I should go ahead and assign follow up forms after submitting installments. I did this, and now I've had two applicants who haven't been notified about their awards email me asking about the forms and why they haven't received a letter. The reason is b/c the letters haven't gone out. We don't want applicants to know about their awards until the letters have gone out because we don't want them announcing their awards until a later date. This has been rather…

    4 votes

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  17. Formatting for report exported to Excel

    When you export a report to Excel, the resulting XL table has all the cells filled in with white. This means the gridlines are not visible. Each time I have to highlight the table and change the "Fill Color" to "no fill." I can't imagine most people want a white table... Can the default be changed to "no fill"? TIA!

    4 votes

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  18. Evaluating Follow-up submissions

    Many grant-making organizations have applicants submit reports on outcomes and take the time to have evaluators review the outcomes. There should be a much easier workflow for this- especially for larger processes

    2 votes

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  19. Requests & Decisions by day marked complete

    I'd like to be able to search applications marked complete by the day they were marked complete not necessarily they day they were submitted.

    1 vote

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  20. shared folders visibility

    Would it be possible to limit visibility to the shared documents by committee or scholarship process? We have several scholarship committees with varying documents that we would like the evaluators to have access to. However, we would like them to only have access to documents from their assigned committees or scholarships.

    2 votes

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