GLM & SLM Idea Lab
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Reminder Features
We do not have any reminder features in GLM. That would be a great thing to add. Something to remind me to send out an email within the system so that I don't have to set up an external reminder.
18 votesHi Minerva,
Thank you for your suggestion.
We have recently been discussing the idea of adding task items to GLM.
These could be actions to assign to yourself or other users in the systems. This seems like it would accomplish what you are looking for but would love to hear more feedback from you and others.
Thanks
-chris -
Batch Print
I would love an option to batch print every application in each process. Currently I need to go in to each application and open the PDF to print. Would be nice to be able to select all and print.
96 votes -
Shared documents for applicants to use in applications
Now that Foundant GLM is used by so many foundations, perhaps it would be useful for applicants to be able to load documents in something like Shared Documents that they could insert into applications. Such documents could include Annual Reports, Board Members, Current Major Donors, Current Operating Budget, Audit, Letters of Support, Letters from Collaborators. It would be the applicant's responsibility to keep these Shared Documents up to date. Pulling these Shared Documents into an Application could be a time saver for applicants.
22 votesHi All,
Merged to similar ideas together so we can see the discussion in one spot.While we have heard this in the idea lab and in multiple user groups and you fly, we buys I believe we still have some outstanding questions before this hit the GLM roadmap.
1) Is this on the request or organization level or both?
2) would you want to limit the number of documents someone could upload, labeling specifically what needs to be uploaded? A concern that we have heard in the past is just an open upload area might be filtered with clutter, thoughts on that?
3) Do they need due dates/expiration dates? How will you know they a still current?Thoughts are just a couple thoughts I have right off the bat. Thanks for helping to continue the conversation.
Sammie -
Assigning Someone to a Process
It would be helpful if you could select a person and then assign to or remove from processes. It is very time consuming to go into every process to add or remove people.
2 votesHi Vonda,
Thank you for this feedback. Since we initially implemented Grant Managers process assignment we have been looking for a way to iterate and allow the assignment to also happen from the user edit page.
That being said would an implementation similar to the Manage Notification on a user be a good a way to handle this?
Thanks
sammie -
delete processes
I would like to be able to delete a process. We allowed our parent company to temporarily use our site to manage several grant processes. That was several years ago. The company has since purchased their own license and this data was exported. I would like to delete these processes as these we do not share the same budget. I have deleted the requests but am unable to delete the process. I have deactivated but have to remember to exclude in my reporting. I prefer that these are deleted.
5 votesHi Erin,
Thanks for your use case and this example. Normally, we think of this as data purging, for example, a foundation may only need to keep records for 7years and then no longer store them in their database.
We are looking for ways to handle this idea and it helps to have more examples.
I will keep you all updated as we consider the options
-sammie -
Include Form Name on Title Page
For each grant we process we have the application, grant agreement, grant report, and possibly other follow-ups. It would be so helpful if the title page included the name of the form somewhere on the page. As it is, you can't tell if you are looking at the application, agreement, or grant report unless you flip the title page over, and even then if the form is a follow-up it just says "follow-up form".
3 votesHi Lynette and Vonda,
Thank you for your feedback! The form name is available in merge documents so I do not believe it would terrible hard to add it to the print packet at as well.
One item is would you like it on just the title page or would it make more sense to have it on the footer of each page? I am not sure if you ever look at printed application next to a final report and thinking maybe it appearing on every page would be useful. Let me know your thoughts
-Sammie
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Notify grants manager when Program Officers mark final report complete
A grantee submits a final report and it goes to submitted. I notify the Program Officer to review and answer their internal questions in the Follow Up, and then they click Complete and it goes to Completed bucket. But it would be nice if it would notify me so I can check and make sure they did it right and I can close the grant, then prep the grant for our learning document. Otherwise I just have to periodically check for completed final reports.
5 votesHi Kristen,
New notifications and communications are always things we are hearing and evaluating.
One thing that I would suggest today is reaching out to your CSM to see if moving the information you receive from Program Officers would make more sense and flow better using an Internal Follow Up.
That way you could be notified when they submit their follow ups.-Sammie
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Limit Applicant's Draft Applications within a Process
Please consider adding the option in the Process Summary that allows us to limit the number of applications an applicant can begin within that process. We only accept one application for most of our grant programs and would like to be able to set a limit to the number of applications one can start. Currently, applicants can start multiple drafts of an application. This creates lots of abandoned applications.
The Apply button could be deactivated and greyed out once an applicant has reached the limit of applications that can be drafted and submitted within the process.
12 votesHi Rachel,
I think as we look at implemented this functionality we would probably hand both scenarios. One is a reminder they already have an application in draft, and another that is just a hard stop if they already have an application in that process.
Best
sammie -
Board Member Access to Follow Up Reports
The process to access Follow Up reports for our board members is certainly cumbersome, and discourages board members from using the online data (read this as I have to produce paper copies of each follow-up). A folder on their Dashboard would be helpful; and at a minimum, it would be useful to have a "Return to Follow Ups Submitted" option, so that they don't have to go all the way back to Requests and Decisions to pull up each report.
36 votesHI All,
thank you for your feedback and thoughtful responses. We are still in the information and understanding phase of this functionality, but follow up usability/access is moving it’s way up the roadmap as we are starting to feel we understand the request.
Best
sammie -
Add Time Submitted to report Data Fields
I just had to go through 55 applications and manually enter the time submitted for each application. Please consider adding this as a reportable data field under Request.
3 votesHi Lynnette,
We are looking at adding time as an option to hard deadlines on a form.
Would this help accomplish what you are trying to do?
Thanks,
-chris -
Simplify manual grant entry
I am entering multiple manual grants for an organization under one process. The current setup requires that I exit the process and return to the organization contact page for every grant I need to enter, even though it's the same organization and same process. Please create an option to enter manual grants WITHIN a specific process. Thank you.
3 votesThank you for your feedback. We have heard in the past that manual grant entry can be cumbersome and have brainstorming what that means to people.
Your suggestion is a great insight into how you would like to see this streamlined and I would hear more about your workflow, or how you think we could make manual entry better.
Thanks
sammie -
Make the "Edit" on the Follow up Reports Bigger, Bolder or more obvious. Grantees can't see it!
Grantees are frequently asking where do they enter their follow up reports. It's just not obvious on their Dashboard.
50 votesHi Michele and Pele,
Thank you both for your thoughts full feedback. We have heard this request before, and are looking at how we can make the follow accessibility and editing easier for applicants.
Do you believe increasing font size would be enough? Or do you have other thoughts on how to make this stand out to your applicants?
Best
Sammie -
Demographic/Diversity Data from Guidestar
I am interested in adding additional Guidestar data on demographics / diversity into the org summary. http://www.d5coalition.org/data-partnership-d5-guidestar-and-green-2-0/
I would be happy to help/support this effort in any way!
11 votesHi Everyone,
Thanks for your feedback around GuideStar information. We are looking at implemented GuideStar’s new API and with this, we should have access to even more data in an organization’s profile.
As we evaluate fields to make accessible we will keep this in mind, and watch for updates or requests for feedback here.
Thanks
Sammie -
One place to view all documents
As it works now, we can upload documents to an organization or request and applicants upload documents into our letter of inquiry, application and follow-up forms. The downside is that when we go to look for a document, we have to know exactly where it was uploaded.
It would be amazing to have one place on the Organization Summary page where we can see all uploaded documents for that organization in one place, with columns showing when the document was uploaded, which Project Name it is associated with, which form it is located in, etc. It would also be amazing…
30 votesHi Julie,
Thanks much for the suggestion. Internally, we have discussed something like this to help improve access to documents as we have realized it can be a pain point for users. I really appreciate the details you provide here in the suggestion – that definitely helps me understand more completely what you’re looking for.
I’m not sure when we may be able to tackle this, and I can’t promise that our implementation will match exactly what you’re proposing, but I do think we need to start considering adding something like this.
Thanks again for taking time to provide feedback!
-chris -
Character count in Evaluation view
It would be nice to see the character count on applications return to the side by side evaluation view. Knowing how constrained the applicant was helps us check our assumptions on what character counts should be, and also to understand when/if their writing is not as great as it could be. (ie. using too many abbreviations/skipping words - often because they are trying to save space)
2 votesHi Mary,
Thank you for this feedback and insight into why character counts are helpful when doing in evaluations.
I am not sure if we meant to remove characters from the side
byside view. Will look into and keep you updated.Thanks
sammie -
Show a follow up as "locked" when applicants have another follow up to complete prior
When an applicant has multiple follow ups they have an option of "edit" on the follow up they are working on, and the other follow up's options are blank. I get a lot of questions about why an applicant cant complete their follow up (when they have one due prior).
I think it might be helpful to have that say something like "locked". Then perhaps have the info "i" icon to tell them why they cant access the follow up.
10 votes -
Communication Tracking
Please consider adding a feature to document within the system a communications and activity log for organizations. All staff could access this log to monitor our engagement and verify information. It could be used for phone calls, emails, site visits, etc.
20 votesHi Debbie,
This is something we’ve discussed internally. Our idea at this point is to allow administrators, within an organization’s record, to added comments coded as different types of communication (such as phone call, in person visit, email), etc. This would not be int he same section as the current comments are, but it would be more of a communication-manager.
That said, we haven’t gone into a lot of detail with this yet. If you have more detail you could add to your suggestion, I’d be grateful to get a better idea of what you have in mind.
Thanks,
-chris -
Add Resubmission Date under Follow Ups/Submitted tab
Please either add a column that is a Resubmitted date, or modify the date that is shown under Submitted to be the most recent date the form is submitted. It only shows the original submission date. Often, after reviewing payment request forms, we revert the form back to Draft so grantee can correct/complete form and resubmit. But when we look at Submitted tab it still shows their original submission date, not the date they submitted their corrected version. We like that we can export the Submitted date...thanks for implementing that! Enhancing with above suggestion will make that feature all the…
13 votesHi All,
Dates are an interesting conversation so thank you for chiming in.
As we start thinking about dates overall I would like to get my understanding around dates people may care about on all form types:
-date started
-date last modified
-original submit date
-most recent submit date
-date assignedAm I missing any?
Thanks for helping us think about this
sammie -
Naming a Follow-Up
It would be very helpful if the name we give a Follow-Up appears on the printed version versus "Follow-Up". The purpose in naming the Follow-Up is to give it an identity and separate it from the other Follow-Ups. But when the document is printed the name is lost.
11 votesHi All,
Just took a look at the Follow Up print packet. Do you think just adding the follow up name to the top of the second page next where it says Follow Up makes the most sense as to where to put the form name?
Best
Sammie -
Applicant Status Dashboard
I find "Undecided" to be a confusing status label for applicants. Might you consider "under review" instead?
7 votesHi Jaimi,
When you say you find it to be a “confusing label”, are you getting questions from applicants?
I’m moving this to “Under Consideration.” Wording is always tough for us as so many different foundations use different terminology for the same thing. We continue to work on allowing folks to customize wording for their site, but it’s definitely a process.
Thanks for the suggestion.
-chris
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