GLM & SLM Idea Lab

  1. Show only closed evaluations to which user is/was assigned

    Currently, any user with Board Member level access can see ALL closed evaluations and it causes confusion. It would be helpful if that tab showed ONLY the closed evaluations to which a user is or was assigned.

    1 vote

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  2. Mobile interface

    I have read the entries about mobile interface and responsive design, and they seem to focus on the application experience, but we are interested in having the responsive design display our logo properly. It does not size for mobile viewing and is a little unattractive when the landing page opens. Can this be fixed?

    1 vote

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  3. Enable application editing after submission

    Often in the middle of an evaluation or even if there was a significant change to a grant after it was approved, we will want to allow the applicant to revise their application. As of now, we have to save the evaluation form and then copy and paste it back over if the evaluator already started their evaluation. If there was a way to enable the applicant to edit the application even when it's in evaluation assigned phase or in follow-up draft phase, that would be helpful.

    1 vote

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  4. Date of birth

    Can the date of birth in SLM Sync across into CSuite onto the students profile, so a report can be ran through CSuite?

    1 vote

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  5. Allow option to not show the character limit

    In an effort to make our process as burdenless as possible for our applications, we have opted to use the maximum character limit of 10,000 for all of our narrative questions. That said, we want to encourage brevity as much as possible. We do include instructions to that effect, but when an applicant sees a limit of 10,000 characters, our hopes for brevity diminish. It would be helpful if we could opt to not show the character limit for certain questions.

    3 votes

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  6. Add encryption for fields to request banking info

    Can you add some banking fields to GLM forms that protect folks' banking info with an additional layer of encryption? We would like to start collecting ACH info via follow up forms, and this is our one hesitation.

    2 votes

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  7. Restructure User/Organization Accounts

    The Collaborator tool is definitely a step in the right direction, so thank you for that. However, perhaps you should consider completely reconfiguring how you handle user accounts. A more user-friendly and versatile structure would be for an organization to create an account for the organization and then have users associated with that organization. Each organization would have an admin that would approve user roles within the organization. In this way, all users within an org could access the organization's account (subject to the permissions set by the admin) and work on or see other requests/grant/reports. The current structure presents…

    2 votes

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  8. Award Details tab with Application & Approval Sub-tabs

    It would be really helpful to have the Application and Approvals sub-tabs appear when you click on the Award Details tab from the Request Summary page. Currently, you have to 'View Approval' to have them show up.

    1 vote

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  9. Add how many evaluations have been completed by each evaluator under evaluation assignments.

    It would be nice to be able to see how many evaluations have been completed by each evaluator under the evaluation assignments section, so we can know which evaluators are still missing reviews. Currently you are able to see which applications are missing reviews, and you have to go into the individual application to see which evaluators are the ones that haven't completed their evaluation.

    3 votes

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  10. One login to have access to multiple organizations

    We have 1 user who needs access to multiple organizations. Junior Achievement has one regional manager for our area, but their non-profit organization is broken into even smaller chunks (by school district). It would be nice if the one person could use the same login information to access each of their separate sub-organization groups. We have the sub-organizations set up as individual organizations because they run independently, they have a separate board for each chunk of our community they serve. There are multiple posts about this that are marked "implemented" due to the Collaborator Feature, but this feature does not…

    1 vote

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  11. Set Applicant Last Logged On to match site time zone setting

    Currently "Applicant Last Logged On" is set to UTC (according the support chat), not to match the site setting. When sorting drafts in open processes, I often sort by 'applicant last logged on' to determine which drafts might be inactive or who's in the system. Seeing applicants logged in at future times has me thinking there's something wrong with the system, and I've adjusted due dates based on this unnecessarily. Why doesn't this match everywhere else?

    1 vote

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  12. Follow Ups Complete – New “ok to close” feature

    Hi all!

    It would be helpful if the system recognized grants that are okay to close on the follow-ups complete page. Imagine adding an extra column, that said, “ok to close.” The system would recognize when a grant is okay to close based on two factors: the request doesn’t have additional follow-ups assigned, and the request is fully paid. Seeing this “ok to close” wording, then prompts the admin to review it and take two actions. The admin can close it, or the admin can leave it there if it needs more time to review the request. The issue is…

    1 vote

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  13. Updating Reports Title and Description.

    I wish I could update the report's title and description on the same page as the data sets'. I have to close the report, select the report again, click on the pen icon in order to update the description. Please see attached graphic. Sorry for my scrambles. Thank you.

    1 vote

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  14. Save Search Filters

    Hello - in CSuite you can name and save a search filter to go back to in subsequent log ins. It would be fantastic to have this option for the global search when searching applications/follow ups/evaluations etc.

    1 vote

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  15. comment

    We use the Comments tab for Users & Organizations as a place to document site visits or discussions with an applicant. These notes are general to the user or organization, not specific to any one application cycle. Is it possible to make it so this data could be pulled into a report?

    2 votes

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  16. Can the date submitted appear on the Follow Up when it is opened? It does appear on the list of submitted follow ups but not once opened.

    Can the 'date submitted' appear on the Follow Up when it is opened? It does appear on the list of submitted follow ups but not once opened. Could it appear on the same line as "due by" on the opened follow up?

    2 votes

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  17. On the Universal Application:

    On the Universal Application, a description of each opportunity is provided to the students on the Applicant Opportunities tab. It would be very helpful if these descriptions would also be communicated/shared with the evaluators during their evaluation process.

    2 votes

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  18. Email not template Saved Signature

    While we can design an email template with an automatic signature, could we do the same for emails that are not a Template, maybe saving the complete signature in some other fashion

    2 votes

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  19. Tickle list or reminder list in Comments

    I have some students that I am wanting to get back to me with certain documents etc. I make notes in Comments if they e.g. have a valid reason not to make the deadline etc. Is it possible to identify a future date where I will be triggered to go review this student. It would be lovely if it was a date maybe embedded in Comments area or indeed it could be a report - maybe there is already a report?

    2 votes

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  20. Import scholarship awards and applicant information into SLM

    Ability to import Applicant and scholarship award information from outside organizations (high schools or CC) to be able to request follow-up forms and communicate with the applicant regarding their award, etc. Very similar to the scholarship import to CSuite.

    1 vote

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