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 were a means to highlight or "flag" an organization, then as soon as we look up the organization we would see that there was a question on something, so that we should dig deeper.

Not sure if others would find this helpful, or if it's already been suggested?

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 each of our board members to review. I was stumped today when, for the first time I reviewed a report and got ready to assign it to my board and ED for further evaluation, that this was not possible. Currently, it seems the best way to send reports to my board is to create a pdf and email them. Does anyone have a better suggestion?

Am I alone in thinking that it would be great if we could simply assign them to anyone to review as we assign the board/staff to evaluate proposals?

Discussion welcome.

Thanks.

Susan Haley

Dean & Margaret Lesher Foundation

posted July 14, 2011 by Susan Haley, Dean & Margaret Lesher Foundation

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 to the follow up, so I can contact her to see what information she needs from me since I'm the program manager."

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 a time. Thank you!

posted June 17, 2013 by Jessica Leuthold, Martin Family Foundation

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" option for staff and trustees.

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 on those screens it appears we'd have to return the application to draft stage, enter our number in the project name field , and resubmit. Any other ideas?

posted August 23, 2012 by Mary Yager, Nebraska Humanities Council