998 results found
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eligibility center slm
In the SLM Eligibility Center, I would like to request a "What Changed" update screen after rerunning eligibility on an applicant. Currently the process just re-runs, and it is up to the user to determine what changes to the application's eligibility occurred. This is particularly problematic if the changes include removing/being un-matched with an opportunity, because the user must then go abandon that opportunity for the student if we do not want them to have the ability to apply without being actually eligible. So it would be helpful if there was a list of changed that popped up after the…
4 votes -
multiple automated emails
The option to add multiple automated emails would significantly improve efficiency. For example, a "report due" automated email is sent to grant recipients 30 days and 7 days before the report is due.
22 votes -
Allow Evaluation Form Fields to Be Shared as Read‑Only Across Forms
Please allow evaluation fields to be shared as read-only fields across forms.
We use evaluation forms for internal review and coding, with one reviewer per request. Our first evaluation captures the initial review prior to the Grants Committee discussion, and a second evaluation is used to carry forward key information for the board docket and final decision. Having read only shared fields would prevent re-entry, reduce errors, and ensure consistency between evaluations.
While this may not apply to workflows with multiple evaluators per request, it would be extremely valuable for organizations using evaluation forms for sequential internal reviews.Thank you.…
3 votes -
Changes to Shared Documents
In Shared Documents, add feature to change file name after upload. Also add feature to allow movement of old files into new folders.
3 votes -
Additional Multi Factor Authentication Options
My organization recently implemented Multi Factor Authentication for logging into GLM. Unfortunately, the only option available is to download an authentication app to verify logins. It would be helpful to have other options, such as receiving a code via text message or email, in addition to the authentication app for verification.
27 votes -
Allow Multiple Files to be Uploaded to a Single File Upload Question
Please allow for the ability to upload multiple files to a single upload question.
Currently, it is only possible to upload one file per question. It would be very helpful and much more effective if the File Upload question type allowed for multiple files to be uploaded to a single upload question, as opposed to needing one file upload question for each upload.
Alternatively, the option to upload a folder to a file upload question would be another possible remedy.
77 votes -
Allow visibility to see who is actively logged in
Particularly when we are down to the deadline wire for committee member scoring in Foundant, it would be helpful not only to know the last login of the users, but also easily see who all is actively logged into our system at any point in time. This would help me understand who is still working vs. who I need to reach out to. I do not want to bother our busy volunteers if they are already doing what I need them to do.
3 votes -
beth@cincinnatischolarshipfoundation.org
As you continue to tweak the new profile views in SLM, I suggest that you add an email history link to the profile page. With the help of Aden on chat, I found it after clicking on the edit pencil and then clicking on the 3 dots where it is one of 3 selections.
3 votes -
Dual-Screen Process Manager
I want to be able to edit two processes side by side without having to go back and forth.
5 votesHi Steve,
Please tell me more about this need. I assume it is because you are making similar edits to both forms at the same time. Is that correct?
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Year to date/year at a glance
I want to be able to see on my dashboard total requests vs total approvals, and total amount $ awarded for the current year to date and the entire year prior.
3 votes -
Allow different titles for user who is attached to multiple organizations
As I believe it is currently implemented, a user's account only allows them a single title, but they can be connected to multiple Organization records. A person's title may vary between the organization's they are affiliated with - they may be a Development Director for one organization, but the Board President for another. I would like a person's title to be stored at the User+Organization level, not the User level.
3 votes -
charity check report
Export ALL GuideStar Charity Check Information
There is an archived idea with this same title that shows as "Implemented", but that's not actually accurate. Currently, the only Charity Check fields available in the reporting tool are:
Charity Check Verification Date
Charity Check Tax Id
Charity Check Publication 78 Date
Charity Check IRB Date
Charity Check BMF Date
Charity Check Deductibility Code(s)
Charity Check Non-private StatusThis leaves out a whole host of other fields that display in the Charity Check tabs. At the very least I would like to have access to the Charity Check organization name so I can…
4 votes -
Filter option when looking at organization history.
It would be very helpful to have a filter function when applicants (in our case, organization primary contacts) are viewing their organization history. Right now, they have to sort / scroll past all abandoned applications, cannot filter by date, etc.
4 votes -
Return user email history link to primary user summary page
I check all applicants' email histories when they submit their application, as students frequently misspell their teachers' emails and will not get third party responses unless that gets corrected. With the new user summary page, it's now an extra click to get to the email history, and its location is not at all intuitive.
3 votes -
Flagging Unsupported Characters
Members of my team spent hours on chat trying to troubleshoot why they could not upload files to organizational profiles while I could. The issue at hand was the use of an unsupported character in the file name... the system did not give us any indication of this, nor did support staff ask about the file name. We managed to figure it out on our own.
Would be great to either list unsupported characters in file upload spaces, or to have a pop up message when an unsupported character is preventing file upload.
3 votes -
Allowing a true count of students in a UA under the submitted bucket
When a student submits their General Application in the UA, you can only see a true number count by pulling a report. It would be helpful if those individual students would show up as submitted, since they have submitted a General Application. The drafted students shows correctly, but it shows 0 for submitted when that it not accurate. Right now they just get moved to the individual opportunity immediately instead of showing in the submitted bucket.
3 votes -
Implement a "foldering" system for processes, forms, and email templates
As a high volume organization with many departments deploying grants, the internal user interface is increasingly becoming unwieldy and unorganized. It might be helpful to implement a "foldering" system so different departments/teams can better organize processes, forms, and email templates which look different for each team.
90 votes -
Add Submit Button for Administrators to allow admins to submit follow ups rather than proxying as the applicant .
Add Submit Button for Administrators to allow admins to submit follow ups rather than proxying as the applicant. When you stop proxying, the system throws you completely out of the application to the dashboard. You can place it next to the Email Applicant and Edit Deadline Buttons at the bottom of the follow up page. I get many follow ups from smaller organizations where the tech level is low via email so I have to scan and upload. Then I have to proxy as the user and it is a cumbersome process to have to search for the organization again,…
54 votes -
Thoughts on Renewable Scholarships
As a scholarship admin, I want a way to communicate with students about the renewal requirements for an opportunity within the system.
- can do with email types, but it requires lots of manual workAs a scholarship admin, I want to remove the human review of follow-up forms to verify renewal eligibility.
I want to set rules for if a follow-up should be marked complete and if they don't does it kick back to draft, email the students, etc.
Examples of eligibility criteria for renewal
- GPA
- School
- Major7 votes -
Can over character limits be formated to be red?
Ok, we all know red means alert. I have so many applicants who get confused about not being able to submit an LOI, Application, or Follow-up due to being over the character limit. There is no visual cue to direct them. Can that please be changed and save me the time of having to figure out what the problem is, having to increase the character count or explain it one more time?
14 votes
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