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 time but the way the system works, it could only be submitted in the particular order of the due dates.
Also, not sure if helpful but having to mark followups complete on our end is not something we would do if we had a choice but we have to given the way the system is set to operate.
I have a related issue. I assigned two follow-ups at the same time, but only one can be viewed by the grantee—apparently because they have different due dates. One of the follow-ups is the grant agreement, which lays out the terms and conditions of the grant; the other is the final report assignment. I understand the grantee will be able to access the final report once the agreement is marked complete.
The problem: since funds are not released until the grant agreement is signed, grantees are put in the position of having to agree to the terms and conditions of the grant without knowing the specifics of the reporting requirements.
Mike deHilster commented
Agree with this idea and the comments. another middle ground solution could be if the sequence of due dates could be broken if there are different forms assigned to different contacts.
Sara Cryan commented
GLM & SLM/Scholarships User. I completely agree with the due dates on Follow Ups. I am going to change mine around a little bit this year after learning how it works last year. But ideally, it would be great to allow recipients to work on Follows Up simultaneously regarding of their due dates. If that isn't possible at this time, an improvement in the right direction, would be to allow recipients to at least view those Follow Ups so they know what all they are responsible for in the future.