1020 results found
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Amicable Divorce for Eligibility Quiz & Process
We have a number of pretty straightforward eligibility criteria that apply for all potential grantees. We would like for grantees to be able to take the eligibility quiz at any and all times. A quiz is a more dynamic option than asking people to read through a bunch of text which they often choose not to do.
If their results lead them to a custom pass/fail message, according to their answers, and the road ends there, we will be thrilled.
For our administrative process, the scenario where a potential applicant fails and still chooses to submit an application is easier…
2 votes -
Limit Primary Contact Selection to Administrators
We would like to prevent applicants from selecting the primary contact.
We love that applicants can now invite their colleagues to join their org. If we can make a small tweak so that they cannot select who the primary contact is, that would be really helpful.
Our specific usage example: We use the primary contact to indicate who is at the helm of the organization (ex: this allows us to use the primary contact as a merge field in documents that address the ED/CEO). The word "primary" is confusing to applicants - they think it indicates who is the primary…
2 votes -
Org Profiles
Automated Data Synchronization:
Establish automatic syncing of relevant data between GLM and our main systems. This would ensure that updates in GLM reflect in real-time, reducing manual data entry and minimizing errors.
Identical Profiles:Ensure that the profiles in C-Suite and GLM Org are identical, containing all the same required information. This uniformity will simplify data management and ensure consistency across both platforms.
User Suggestions for Profile Changes:Allow organizations, grantees, and other stakeholders to suggest changes to their main profiles through their portal accounts. This feature will enable them to keep their information up to date and ensure accuracy.…
1 vote -
Close Request Button Design Issue
I inadvertently Closed our scholarship recipients when I went through the old applications in order to update contact info. They have to be kept in approved to pull up by group; Closed applications can only be accessed one by one. The Close Request button is on the bottom right where it's common to find a button to leave a form/web page or an X on the upper right. Foundant has neither for users. You have to go to the Home icon, Requests & Users option, or the back arrow. It's not good user layout. Move the Close Request to the…
4 votes -
Pull Opportunity Info or Flag Questions into Follow Up Forms
When creating Follow Up forms, it would be a real time-saver, and lessen the likelihood of error, to be able to pull information or fields from the Applicant Opportunities section of the Universe into the follow up form. (Or even from the connected CSuite Scholarship.)
Currently, each opportunity we have has its own initial acceptance follow up form where the student must certify they still meet that scholarship's criteria, and we have to manually copy/paste that criteria into the follow up form from the Applicant Description section of the Opportunities page, or the scholarship description in CSuite.
To take it…
3 votes -
batch emails
It would be helpful when sending a batch email if there was a way to get notice of emails that did not go through.
16 votes -
reneamuellerleile@rosenaufoundation.org
Enable administration of a "blinded" review without having to update Application form multiple times (i.e., visibility of questions for Applicant, visibility for Evaluation 1 blinded review, visibility for Evaluation 2 unblinded). Since there is one Application form ("master") this is very challenging and presents potential for errors.
1 vote -
sort by last name in SLM
It would be very helpful to be able to sort by last name withing SLM. Being only able to sort by First name is a challenge.
2 votes -
project management
What would really help us (and I'm not sure in which category to include this idea) would be a tab that allows for a project management view for administrators & reviewers. More specifically, to visualize where we are in the different steps of the process after approval of the proposal: recommendation sent to Board; Board approved; grant agreement prepared. This would really help our team to see where in the grant management process we are. Or is this already available and haven't I found it yet?
2 votes -
mergeable fields of internal staff members
Include mergeable fields to be used in templates and reporting based on the staff member assigned to the request. Currently, there are only merged fields for the applicant assigned to the request, not the internal staff member.
2 votes -
mergeable fields based on specific request installments
Include mergeable fields based on specific request installments (currently this is all installments or the first installment). This will enable us to easily create a cheque request form based on the upcoming installment that needs to be paid.
2 votes -
Set CSuite Service Area and Grant Type in GLM approval form
Our grant approval workflow include setting the value for custom fields in the grant approval form (grant subtype, type of support, etc.). Then the Service Area and Grant Type need to be added after the grant is synced with CSuite. It would be SO helpful to be able to set the CSte Service Area and Grant Type field here as well so that coding does not have to be done in two places. In other words, change from a read-only field in GLM to an editable field like the custom field are.
2 votes -
drop the 2 factor verification for the scholarship application process
I am having a hard time getting Latino scholarship applicants because it takes 2 factor verification to get into the system. Most of our Latino students do not have cell phones or computers at home so it is difficult for them to apply
1 vote -
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.
5 votes -
Due date for evaluations
Would you consider adding a hard due date for evaluations like there is for applications? This would allow us to use due date as a merge field in our email communications to evaluators to notify them when they are due. It would nice to have an auto-reminder 2 weeks in advance etc.
81 votes -
Access code
Applicant's often ask me about a Access Code. We never use them.
It would be helpful if you can include a statement at the end of where it says .... "at the top of this page..." another sentance that says "If you you have not been provided an access code - please click on the home button above.6 votes -
Automatic emails to evaluators
When evaluators are assigned applications as a batch action, it would be really helpful if an automatic email could go out to each evaluator letting them know they have been assigned applications for a particular process (one email per process, not per application). Currently, the only way evaluators can receive an automatic email is if each application is assigned one by one. That's time-consuming for the person assigning the evaluators, and that would generate a lot of individual emails to each evaluator. Having automatic emails go out to evaluators after batch assignments are made would eliminate the current two-step process…
4 votes -
Batch Assign Applications to Evaluators by Applicant Name Automatically
We have about 60 scholarships, 200 applicants (1,100 applications), and 32 reviewers every year. When I assign applications for review, I want every student to be assigned to 2 reviewers. And I want all reviewers to have roughly the same number of applicants/students (not applications since we use Universal App). So I sort the applications by applicant name, and then manually click all applications for students x, y, z, and then batch assign to 2 reviewers. I have to repeat this process for all 1,100 applications in the system. I would love for there to be an automated way to…
5 votes -
Approve all payment installments through UA Related Opportunities tab
It would be more efficient if UA scholarship installments could be approved from the Related Opportunities tab rather than having to click into each opportunity separately and navigate to the award details tab.
1 voteHello,
Thank you for your feedback! I also want to make sure you know you can batch approve installments from the payment tracking page today.
-sammie
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3rd Party Decline Option:
We have had instances where we are reaching out to 3rd party requests (specifically with LOR) and they refuse to submit a letter on the student's behalf. Would it be possible or beneficial for there to be a decline option in the automated email so the student can find someone else? And yes, we do include strong language to encourage students to talk with teachers/counselors they would like to have submit a letter of recommendation on their behalf.
4 votes
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