643 results found
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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.
3 votes -
Streamlining Third Party Question Groups
Asking an applicant to compose an email to their anonymous third party is an extra step that overcomplicates things. The applicant has to deal with opening up an email interface, copy-pasting a pre-written message, etc. And for what? It's redundant to send the third party an email explaining that they'll be getting another email.
It should work like references on a resume. Provide us with the third party's email address, and we'll contact them ourselves. Simple as.
2 votes -
Remove evaluator
We need functionality to remove an evaluator from a panel after that evaluator (or other evaluators) have begun scoring. Presently, the only way to do this is to revert the application, which removes the work of other evaluators.
We have encountered 2 situations this year where an evaluator discovered a conflict of interest after they started scoring. We need to remove them or at least remove the scores from the applications they completed. RIght now that will be a manual process.
40 votes -
add automated emails to make payment form
Can we add automated emails to the make payment form, so that our grant managers can submit payment requests to our accts payable folks without having to make up really crazy workflows>
3 votes -
Add Progress Bar for Student's View and Submissions
I'd love for students to be able to see a color coded progress bar on their full submission, similar to the evaluator's progress bar. I have so many students who do not submit the additional applications they are eligible for because they think their application is complete. Since the Universal Processes show up on their page random/alphabetical, they do not see the "Assigned/Edit" and "Submitted/View" which I am trying to explain in emails to both counselors and students.
4 votes -
Ability to link incoming e-mails directly to a request/organization
In order to facilitate the archival of correspondance linked to an organization or a request, we try to always send e-mails directrly from Foundant (using the "Send (no template)" option.
However, the responses come to our Outlook inbox and we have to save them somewhere in order to upload them in the Document section of the organization or request. It takes time and it does not allow us to view all correspondance in one place (e-mail history).
There is a lot of back and forth with applicants and grantees, so that would be very useful!
2 votesWe are continuing to understand the needs and workflows for emails that need to come back into the system.
What providers are people using?
Are there emails other than responses to system messages that need to live in the system?
If an email was sent in relation to a request, example for submitted, where would you want to view that email from?
Any thoughts are very helpful
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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.
18 votes -
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.
4 votes -
archive merge templates
It would be a nice option to have the ability to archive merge templates in the system like the emails.
5 votes -
SLM: customize Evaluator dashboard view by Process
We have a scholarship with a 2-step evaluation process. It would be great if we could customize the dashboard view of Evaluators to show not just the score, but Evaluator responses to one of the custom questions. Our committee is sophisticated enough that they are comfortable changing the sort order on the available columns, and adding an additional column to show an additional assessment question would provide them with more flexibility.
2 votes -
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 -
Assigning Evaluators
I would love to have a search option when evaluators are assigned. We have over 150 potential evaluators so it would be helpful to be able to search by name instead of scrolling to find the evaluator's name.
2 votes -
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 -
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 -
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 -
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.
8 votes -
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 -
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 -
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 votesAre you looking for this to be allowed in a text area responses or a separate area for links?
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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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