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2053 results found

  1. Update Time Stamps - Re-submitted Follow Ups

    The submission date does not update on follow - up forms that were re-submitted after being reverted to draft status. It would be great to have the most current date of submission.

    17 votes

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    0 comments  ·  Follow Ups  ·  Admin →
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  2. Evaluator User Role Should Be Customizable by Process or Permissions

    We have many users with the roles of Evaluator and Applicant, which poses a problem because we cannot restrict their Evaluator role by process nor can we modify the permissions of the Evaluator role. We just had a user with dual roles answer the "internal visibility" questions on their own grant application.

    9 votes

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  3. copy

    In the Application (or any) portion of a process, we need to be able to copy questions from one question group to another question group. These are different from Shared Questions and would save an immense amount of time instead of copying each question manually and individually.

    3 votes

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  4. Assign Follow Up to Reviewer

    We would find it very useful to be able to assign a completed follow up to reviewers so that they could see the results of the grant they recommended for funding. Currently we have to export this info and merge it into a Word doc to share this with them.

    37 votes

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    6 comments  ·  Follow Ups  ·  Admin →
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  5. Mass update opportunity names

    I need there to be a way to mass update opportunities in a universe. Going in one at a time to 150+ scholarship names to change it from 2023 to 2024 is maddening and not an effective use of time.

    9 votes

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  6. Draft Emails

    It would be great if we could either save a draft of an email to an individual or schedule emails to go out at a certain time.

    12 votes

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    0 comments  ·  Email  ·  Admin →
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  7. Add "Abandoned" requests as its own category on the dashboard

    During a grant cycle, we will have a dozen or so requests that are abandoned. It would be helpful to have a category on the dashboard to show the number from that process that were abandoned just the same as you can see approved or denied.

    2 votes

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    Proposed Idea  ·  0 comments  ·  Dashboards  ·  Admin →
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  8. Evaluator score columns needed

    We need side-by-side columns for our evaluators so that they can see how their individual application score compares to the group of evaluators' average score. Only the person in the admin role can see the average group score. And, if the admin is also an evaluator, things get messy quickly in a meeting. An admin/evaluator can never see both their individual score column and the average score column without flipping between roles. Having the ability to see individual scores and average scores on ONE PAGE in side-by-side columns will greatly help with our evaluation meetings and enable us to make…

    2 votes

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    0 comments  ·  Reviewing  ·  Admin →
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  9. SLM UA Color

    We have three SLM UA's that students can apply to and as it currently appears on a student's dashboard, all UA's are in the color blue. Is there a way that each UA has their own color. This will help with an inclusivity for color blindness.

    2 votes

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  10. Adding Hyperlink Capability for Applicants

    Several applicants have asked how to add hyperlinks to their applications. Please allow hyperlinks on future applications. There is often a character or word count limit for open calls (due to the high submission numbers) and hyperlinks are an invaluable tool for applicants.

    3 votes

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  11. It would be helpful to have a grading mechanism at the organizational level; i.e.: consider strongly, consider, don't consider.

    It would be helpful to have a grading mechanism at the organizational level; i.e.: consider strongly, consider, don't consider.

    3 votes

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    2 comments  ·  Reviewing  ·  Admin →
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  12. Indicator of which follow up you're viewing under a request

    It would be helpful when reviewing follow ups under a request to be able to tell which follow up you're currently viewing. We have to toggle between follow up sometimes during our review process, and the questions within the forms are mostly the same, the follow ups are tagged for the year it is to be submitted, though as you toggle back and forth it's hard to identify under which follow up you're under to provide approval/recommendations.

    3 votes

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    0 comments  ·  Follow Ups  ·  Admin →
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  13. Email notification to multiple applicants

    I had a partner organization reach out to ask if it was possible for their organization to receive email notification to multiple people from the system. From the sounds of it, in the GLM only the applicant of the request (or assignee of follow-ups) can receive the automatic emails generated from the system.

    If it would be possible to have an option to select multiple recipients for an email to be sent from the system that would be great!

    2 votes

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    0 comments  ·  Email  ·  Admin →
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  14. Add "grant manager" assignments report field

    Allow us to pull a list of the "grant manager" assignments for all assigned requests by adding a data field under "Processes" and "Requests" in report data sets.

    I'd like to be able to pull a report of which staff member is assigned to each request. Currently, I have to proxy as each staff member to pull each list individually.

    2 votes

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    0 comments  ·  Reporting  ·  Admin →
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  15. Custom Columns in Search Requests & Decisions Screen

    It would be great to customize which columns show on the Requests & Decisions search screen like it does on the workload pages.

    4 votes

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    1 comment  ·  Admin →
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  16. Add Primary Contact Filter to User Search in GLM

    It would be helpful to be able to do a user search that pulls all users marked as primary contacts.

    2 votes

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    0 comments  ·  Search  ·  Admin →
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  17. copy application - applicants

    It would be great, when copy form is allowed for applicants, internal questions would come in blank. That way it's a "fresh" form for us, if that makes sense.

    2 votes

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  18. "Document Type" location when creating documents

    When creating a merge document, it would be convenient to be able to choose the "documment type" at the top of the "create documents" box, rather than having to scroll to the bottom every time.

    5 votes

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    0 comments  ·  Merge Docs  ·  Admin →
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  19. follow up views

    Please provide the option to have the Process name appear in the follow-up view. Currently we have the same Follow-up form appearing from three different processes but have no idea which process each one is related to. This is only going to become a bigger issue as time goes by.

    7 votes

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    0 comments  ·  Follow Ups  ·  Admin →
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  20. Assign evaluations by student in the Evaluation Assigned bucket

    Our evaluations are done by student and if I need to edit evaluations assignments in the Evaluation Assigned bucket, it's very hard to ensure all of a student's opportunities are assigned to the same evaluator when I have to assign by opportunity instead of by student. This is still not possible with the new update if a student has already been assigned to evaluators. This is the message that is received: One or more selected request(s) has an evaluation already assigned. If they are in the assigned bucket then of course they will already have evaluators assigned to them so…

    2 votes

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