415 results found
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GLM Evaluator portal Process filter and sort order
When an evaluator uses the Process filter on the dashboard, completes and saves an evaluation form, then clicks the Next Pending Evaluation button, the next one may not be from that filtered Process. Please make it so the Process filter pulls through to when the evaluation forms are advance to the next request.
Also, it would be much better for evaluators if the sort by organization on the dashboard would pull through to when they go into evaluation forms so Next Pending Evaluation button takes them to the next request that is alphabetical by organization name.
14 votes -
API Integration of SAM-UEI Verification
API to integrate a UEI verification function: https://open.gsa.gov/api/entity-api/ [open.gsa.gov]
This would allow organizations that require a SAM-UEI to verify the number submitted.
Thanks Eric Ashby from the Indiana Arts Commission for the heads up on this one!
9 votes -
Notification when third party letter of recommendation is submitted
I've seen a couple of posts about this already, but not sure that it was articulated in this way. It's scholarship season and students are stressed out trying to submit their applications and get teachers to complete their letters of recommendation. I was really surprised to learn there currently isn't any formal notification that gets sent when a teacher completes their 3rd party letter of recommendation in SLM. Teachers would benefit knowing their work was properly received. Students want to know they don't have to worry about this or nag their teacher to do this, and admins want to know…
8 votes -
Allow Custom Registration Fields for Custom Columns
If custom fields are created on the registration form for organizations OR applicants, currently those fields are not available to be added in Custom Columns. It would be really helpful to have this functionality for visibility when coding payments, classifying applicants, and for eligibility.
5 votes -
SLM - Limited Eligibility Quiz Information using Reports
You can currently pull specific question responses for "Passed" eligibility quizzes using the Foundant reporting system (by selecting Approved on pre-filters). However, you cannot pull responses, emails, etc. for those that have "Failed". We would like to analyze those answers, retrieve contact information and other basic functions using Reports for additional follow-up.
5 votes -
Allow e-mails to be delayed or scheduled in advance
We use manual e-mails for our responses to various requests and we sometimes process these outside office hours. We would like to be able to schedule manual e-mails for a later time or date.
27 votes -
PRINT IN BATCHES
Grant Interface, Shared Documents - Please provide an option to print all these documents in Batches and not one by one!!
4 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.
69 votes -
Folders for Communications Templates
It would be great if we could put email templates in folders by grant opportunity. We have so many on our CF and have to scroll down to find each one because they are so different. Please make folders to make it easier to find the templates we need.
81 votes -
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.
3 votes -
Allow automatic email notifying Administrator of evaluation submission
Our site visit report is currently on the Eval 2 tab. It would be helpful to receive a notification when the site visit report is completed.
3 votes -
Differentiate between applicant-abandoned and administrator-abandoned applications
I would like to see the ability to run a report that differentiates between applications that are applicant-abandoned vs. admin-abandoned. Use case: We had to close several opportunities after they opened. Students who had already applied (or had applications in-progress) were notified, and their applications were abandoned (admin-abandoned). In some cases, a student had abandoned an application prior, and it would be helpful for a report to show whether the abandon was initiated by the applicant or by an admin.
63 votes -
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…
3 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.
41 votes -
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 -
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 -
copy without uploads
It would be helpful if there were an option to copy applications without uploads. Often we only want the basic info and not the uploads, especially in a process with branching logic that only requires the uploads based on the answers. It's a problem to change or delete the prior uploads: first you have to answer the branching question with the value that shows them, take action, then change the answer back to the current value.
2 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 -
Show Decision Status
Instead of a site-wide setting of showing the decision status and follow-up forms "x" days after the decision is made, it would be helpful to be able to set a particular DAY the decisions will be visible. This would allow us to approve and assign forms over a span of the scholarship cycle but NOT alert the student until a particular day. We would be able to better communicate with students, and high schools, on when awards will be announced. (Example, I could do the administrative work on our end from April 10th thru 28th, but all notifications and forms…
2 votes
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