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637 results found

  1. 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

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  2. 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

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  3. 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

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    Proposed Idea  ·  1 comment  ·  Payments  ·  Admin →
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  4. 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

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  5. 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

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    0 comments  ·  Follow Ups  ·  Admin →
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  6. 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

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    0 comments  ·  Follow Ups  ·  Admin →
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  7. 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

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    0 comments  ·  Merge Docs  ·  Admin →
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  8. 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

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  9. 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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  10. PRINT IN BATCHES

    Grant Interface, Shared Documents - Please provide an option to print all these documents in Batches and not one by one!!

    2 votes

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    Proposed Idea  ·  0 comments  ·  Batch  ·  Admin →
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  11. 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

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    Proposed Idea  ·  0 comments  ·  Search  ·  Admin →
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  12. 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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  13. 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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  14. 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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  15. 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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  16. 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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  17. 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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  18. 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 votes

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    1 comment  ·  Email  ·  Admin →
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    We 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

  19. 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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  20. 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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    Proposed Idea  ·  0 comments  ·  Email  ·  Admin →
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