GLM & SLM Idea Lab

  1. Batch assign follow ups?

    How about batch assigning follow ups? Otherwise I have go into each approved grant and assign follow ups on an individual basis, when all of the follow ups for that cycle are due the same date.

    85 votes

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    53 comments  ·  Flag idea as inappropriate…  ·  Admin →

    Hi Everyone,

    I am moving this request back to under consideration. It definitely still on our radar, and probably in year to 18th month time frame.

    Right now we are trying to decide if just auto assigning the follow ups solves the batch issue. We definitely understand not wanting to touch every great. I would love to understand more the pain point and scenario for follow up batch assignment that everyone is trying to solve.

    Best
    sammie.

  2. extra bucket for follow ups

    It's hard to tell which follows ups we have reviewed and which ones we haven't. It would be nice if the follow ups had a read/unread status- like emails- or if there was an additional bucket on the dashboard (additional status) for follow ups that have been reviewed. Note that we don't send follow ups back to the applicants because we don't want to have to review it twice. Adding the missing document is much easier. This applies to applications as well.

    7 votes

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    6 comments  ·  Flag idea as inappropriate…  ·  Admin →
  3. Shared Documents

    I'd like to see the "grants manager" and "auditor" roles added as options in the shared documents folder.

    3 votes

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    Under Consideration  ·  5 comments  ·  Flag idea as inappropriate…  ·  Admin →
  4. Notification for Payment Installment

    I would like to have the ability to program a notification so I'm alerted when an installment payment is due. I see this working the same way as follow-up reminders work for grantees, but it would be an internal notification set up to remind an administrator that a payment is coming due on an installment grant.

    Thanks for your consideration.

    17 votes

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    Planned  ·  17 comments  ·  Flag idea as inappropriate…  ·  Admin →
  5. "Flag" an Organization

    Periodically we have organizations we need to flag because of various reasons: Not to Apply Again, Budget Questions, or Other...it really all depends on multiple things. But, we need to dig around in the Organization Comments or Request Comments to find specific notes.

    With different staff members taking calls from applicants, we are not getting cohesive notes at times, or someone missed something and spoke too soon.

    An example is letting an applicant know they can reapply in the next round, when another staff member had indicated that their last grant was, literally, to be their last grant.

    If there…

    56 votes

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    Under Consideration  ·  22 comments  ·  Flag idea as inappropriate…  ·  Admin →
  6. Historical Emails should reference attachments.

    I recently went into an organization's email history to look at an award notification, the original of which included an attachment, but the historical copy made no reference to an attachment. It would be helpful if historical emails referenced document(s) that may have been attached.

    7 votes

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    4 comments  ·  Flag idea as inappropriate…  ·  Admin →
  7. Evaluating Follow-up submissions

    The ability to have an optional Evaluation stage to Follow-up forms would be helpful for some clients. The genesis for this idea came from an earlier discussion area post. Please use this post for any further comments.

    Let the conversation begin! Thank you,

    -raymond

    Here is the original post:

    I am a new Foundant user. Prior to using the Foundant system, when a grantee mailed us a grant report, our two staff members would review it (especially the employee who was "in charge" of a particular grant), then we would copy it and enclose it in the (snail-mailed) docket for…

    64 votes

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    Under Consideration  ·  52 comments  ·  Flag idea as inappropriate…  ·  Admin →
  8. All grantee users should be able to see follow up assignments and question list for follow up in organization history

    I love that we can allow all users to see the organization's request history - we just put this into place. However, they can't see who the follow ups are assigned to, and can't see the question list for the follow up - will that eventually be added? (I'm sure it's complex technologically.) It would be so helpful if they could see, "oh, Emily the CFO is currently set up to submit the follow up, and I can contact the funder to get it assigned to me now that Emily has left the organization." or even "oh, Emily has access…

    6 votes

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    6 comments  ·  Flag idea as inappropriate…  ·  Admin →
  9. "Reason for Public Charity Status"

    Each year for our Form 990 we have to supply information on our grantees including their "Reason for Public Charity Status" (Schedule A, Section 1 on the Form). Currently we request that information in the Grant Agreement, but it would seem to make more sense to have potential grantees provide that along with other organizational information. What do you think?

    1 vote

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  10. rename LOI

    It would be nice to rename LOI since they aren't really letters, but an application. We want to go to a 2 step application process, the first is an application, and the second is all the attachments.

    7 votes

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    5 comments  ·  Flag idea as inappropriate…  ·  Admin →
  11. Show "date last modified" in workflow list for draft LOIs, applications, and followups

    It would be helpful to show the date last modified on the workflow page that lists applications, LOIs, or followups that are in draft form. (Much as the date submitted is shown for submitted applications, LOIs, and followups.) This way I could tell at a glance whether applicants are progressing on their drafts. https://d2r1vs3d9006ap.cloudfront.net/s3_images/975796/Image1.jpg?1382554177

    35 votes

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    Under Consideration  ·  16 comments  ·  Flag idea as inappropriate…  ·  Admin →
  12. Copy and paste questions when creating a form

    Some of the forms I have created have similar questions in different sections. When creating the form, it would be convenient to be able to duplicate a question and tweak it, rather than create it again from scratch. I think this would be a big time saver. Thanks!

    Idea posted October 12, 2011 by Robert Williams, Virginia Department of Transportation

    36 votes

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    18 comments  ·  Flag idea as inappropriate…  ·  Admin →
  13. Attachments on Follow-Ups

    Currently, we have to go into each follow-up individually to open the attachments (example: grant budgets), but we can run a report of all the questions. It would be nice to have a way to run a report that downloaded all the attachments as well, instead of just the name of the attachment.

    4 votes

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    Under Consideration  ·  9 comments  ·  Flag idea as inappropriate…  ·  Admin →
  14. Batch Approval

    I know we can currently batch DECLINE applications- would it be possible to batch APPROVE applications as well?

    Idea posted May 2, 2012 by Emily Bronson, Berkshire Taconic Community Foundation

    32 votes

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    19 comments  ·  Flag idea as inappropriate…  ·  Admin →
  15. Would anyone else like to see Declined grants in the Dashboard?

    I love the quick Dashboard view to see what has been submitted, granted, etc. but would also like the same info at a glance for the number grants which have been declined. There doesn't seem to a be a "one click" way to view this info.

    posted August 5, 2011 by Alison King, The Ron Joyce Foundation

    25 votes

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    Under Consideration  ·  21 comments  ·  Flag idea as inappropriate…  ·  Admin →
  16. Grantee Application Access

    Hi Foundant,

    Is there anyway to make all forms assigned to an applicant availble to them immediately once they have been assigned? It seems we have had numerous grantees emailing us lately because they need access to a follow up, but can't get to it because our office needs to go in and mark any previous forms complete. I am sure there is a 'method behind the madness' here, but it sure would help our efficiency as well as the grantees to know exactly when each follow up is due rather than only being able to see one form at…

    31 votes

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    12 comments  ·  Flag idea as inappropriate…  ·  Admin →
  17. LOI decline vs application decline

    We would love to be able to see whether a past grant was declined at the LOI stage or the application stage on the organization summary page. Currently, the application status simply says "denied" if a grant was declined, but for us it is important to know at which stage a past grant was declined. As it is now, we have to go through multiple steps, looking at what we have from the applicant and determining if it is a full application. Simply stating that information on the organization summary page would make this an even better "at a glance"…

    5 votes

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    Under Consideration  ·  6 comments  ·  Flag idea as inappropriate…  ·  Admin →
  18. Exporting Comments

    Would it be possible to build in the functionality to to export Organization Comments? (Ideally, I'd find it really helpful if both the Comments & the Organization description could be included in the pdf produced by "Print Organization Packet", but failing that any kind of export functionality for comments would be great!)

    The same question also applies for project comments (we just happen to use the organization ones more).

    7 votes

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    Under Consideration  ·  9 comments  ·  Flag idea as inappropriate…  ·  Admin →
  19. foundation assigned grant numbers

    We use a grant number that we assign after an application is submitted. The number reflects the year and order received within the year. We have historically used this number to a great extent and have created a field for it in GMS. The place we really miss it is on all of the Open Requests screens where the headings are proscribed and include Process, Organization, Applicant, Project. Does anyone else long for the opportunity to have Number reflected there? Has anyone found a good way to work around that? If we want to get the number to show up…

    11 votes

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    Under Consideration  ·  5 comments  ·  Flag idea as inappropriate…  ·  Admin →
  20. Have grantees update/confirm contact information before they can submit a new request/report

    I would like grantees to be directed to a page where they have to update or confirm their organization and contact information before they can proceed to submitting a new LOI, grant, or report. This would put updates on the shoulders of the organizations rather than me.

    posted April 19, 2012 by Amy Moore , last edited May 23, 2012, O.P. & W.E. Edwards Foundation

    6 votes

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    Under Consideration  ·  11 comments  ·  Flag idea as inappropriate…  ·  Admin →
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