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  1. There is a red circle with a backslash icon that appears when applicants try to copy and paste from their LOI to Proposal Application. This icon confuses Applicants because they are in fact able to copy and paste.

    I am getting several emails from applicants who don't understand they can still copy and paste. Please delete the confusing red circle backslash icon.

    2 votes

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  2. It would be really helpful to be able to remove/add individual emails when using a batch email to applicants/evaluators. It is so tedious to manually type each email when you only need to exclude a handful.

    1 vote

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    Proposed Idea  ·  0 comments  ·  Email  ·  Admin →
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  3. An idea! Currently, there is no way to batch email only users who are actively assigned to a scholarship committee. There is only a way to email all users who have scholarship committee as their role. This would be helpful with sending pre evaluation updates before evaluations are assigned. Currently, you have to manually send out emails to those assigned to committees.

    2 votes

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    Proposed Idea  ·  0 comments  ·  Email  ·  Admin →
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  4. It would be helpful if we could print the question list based on the current preview options. When using the Universal Application there are supplemental questions for specific opportunities. You can preview as a Reviewer and for a specific opportunity, which allows you to see what the reviewer will see when evaluating applications for that specific committee. But if you choose the Question List from that point, so that it can be printed or downloaded, it brings up everything, even the "administrator only" questions. We need to be able to print a Question List to send to our External Committee's…

    2 votes

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  5. With the new feature that allows a grants administrator to select which auto-emails should even appear in the auto-email list, it seems to be sorting them in a random fashion. I would like the auto-emails list to be sorted by stage in the follow-up lifecycle. See the attached file for an illustration.

    2 votes

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    Proposed Idea  ·  0 comments  ·  Follow Ups  ·  Admin →
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  6. When using the 'My Organization Chart' feature in GLM, would be nice to allow top-level GMs to assign or re-assign applications to lower-level GMs within their team.

    1 vote

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  7. Allow the collaborator feature for grant manager profiles so grant managers can add collaborators to a grantee's profile.

    1 vote

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  8. It would be great to have the ability to increase the character count in the "Comments" tab under Organizational profiles. We use the tab for a summary of a grant once it is closed and any grant management comments of note. We often find that with grants that are a year long or more, we have far more to write than the current character count allows.

    1 vote

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    Proposed Idea  ·  0 comments  ·  Reporting  ·  Admin →
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  9. When an evaluator uses the Process filter on the dashboard, completes and saves an evaluation form, then clicks the Next Pending Evaluation button, the next one may not be from that filtered Process. Please make it so the Process filter pulls through to when the evaluation forms are advance to the next request.

    Also, it would be much better for evaluators if the sort by organization on the dashboard would pull through to when they go into evaluation forms so Next Pending Evaluation button takes them to the next request that is alphabetical by organization name.

    14 votes

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    Proposed Idea  ·  3 comments  ·  Reviewing  ·  Admin →
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  10. can we have a way to un send emails when we mess up?

    2 votes

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    Proposed Idea  ·  0 comments  ·  Email  ·  Admin →
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  11. Can we add automated emails to the make payment form, so that our grant managers can submit payment requests to our accts payable folks without having to make up really crazy workflows>

    3 votes

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    Proposed Idea  ·  1 comment  ·  Payments  ·  Admin →
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  12. I'd love for students to be able to see a color coded progress bar on their full submission, similar to the evaluator's progress bar. I have so many students who do not submit the additional applications they are eligible for because they think their application is complete. Since the Universal Processes show up on their page random/alphabetical, they do not see the "Assigned/Edit" and "Submitted/View" which I am trying to explain in emails to both counselors and students.

    4 votes

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  13. Flag submitted applications that have outstanding issues:

    Sometimes submitted applications are technically complete, but additional information is still needed. It would be great if we could flag requests that have been reviewed but have outstanding issues that we'd like to address before marking them as "Complete."

    3 votes

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  14. We would like to see an overhaul of the SLM Committee features. It would be great if we could see the email address associated with the committee members within each committee, drill into each user directly, and have some type of drill in from the Universe or vice versa.

    2 votes

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  15. On the organization search page, could there be a section at the bottom with recent searches, or perhaps your own personalized list of organizations you want to keep handy?

    2 votes

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    Proposed Idea  ·  0 comments  ·  Search  ·  Admin →
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  16. We have ten questions that get scored 1-5 that make a final score for each applicant. It would be helpful if those scores could be added automatically.

    1 vote

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  17. Batch email option on the Payment Tracking workload page. I'd to be able to notify grantees of upcoming payment.

    2 votes

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    Proposed Idea  ·  1 comment  ·  Batch  ·  Admin →
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  18. I would love to have access to a dynamic budget planning tool, that allow me to have a global budget for my fiscal year, with various funding streams options AND with a provisional budget option that would take into account the proposed amount we enter in yet-to-be approved requests.

    For the time being, I use an Excel file to achieve this, which is time consuming and error-prone. This option would save so much time!

    3 votes

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    Proposed Idea  ·  0 comments  ·  Budget  ·  Admin →
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  19. It would be nice to have a 'merge template' concept included in the supplemental questions so that applicants see "[Scholarship Opportunity Name] Supplemental Questions" when they are working on each opportunity. This will help them remember which set of supplemental questions they are completing when they may have multiple opportunities still open.

    1 vote

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  20. Hi Idea Lab! I'm having an ongoing issue when it comes to creating reports that have a date field that has been modified with a formula. E.G., I have grants that have an "Award Period End Date" and a "Amended Award Period End Date" for those that have been extended. In reporting, I can configure it so that I see one column that displays the original end date is if it has not been modified, or an amended end date is if it has been modified. However, even though I specify the output as a date field, the reporting feature…

    2 votes

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    Proposed Idea  ·  0 comments  ·  Reporting  ·  Admin →
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