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  1. We use the Administrator Comments feature to provide draft review feedback to our applicants. Many applicants use the comments, then want us to remove them so that they can create a clean PDF of their completed application. We don't want to delete our comments as that is part of the grant process record, but we also don't want reviewers to be able to see the comments. Right now, our only option is to make all the comments not visible to applicants, proxy as the applicant, download the PDF, then make all the comments visible to the applicant again. This is…

    1 vote

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  2. In the Process Manager, I would like to see a button or indication that a scholarship deadline has passed.

    Also, being able to filter scholarships in the process manager would be helpful. This could include filtering by process name, start date, and end date.

    1 vote

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  3. Grant Interface, Shared Documents - Please provide an option to print all these documents in Batches and not one by one!!

    4 votes

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    Proposed Idea  ·  0 comments  ·  Batch  ·  Admin →
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  4. I've seen a couple of posts about this already, but not sure that it was articulated in this way. It's scholarship season and students are stressed out trying to submit their applications and get teachers to complete their letters of recommendation. I was really surprised to learn there currently isn't any formal notification that gets sent when a teacher completes their 3rd party letter of recommendation in SLM. Teachers would benefit knowing their work was properly received. Students want to know they don't have to worry about this or nag their teacher to do this, and admins want to know…

    7 votes

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  5. I would love to have a search option when evaluators are assigned. We have over 150 potential evaluators so it would be helpful to be able to search by name instead of scrolling to find the evaluator's name.

    2 votes

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    Proposed Idea  ·  0 comments  ·  Search  ·  Admin →
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  6. You can currently pull specific question responses for "Passed" eligibility quizzes using the Foundant reporting system (by selecting Approved on pre-filters). However, you cannot pull responses, emails, etc. for those that have "Failed". We would like to analyze those answers, retrieve contact information and other basic functions using Reports for additional follow-up.

    5 votes

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    Proposed Idea  ·  0 comments  ·  Reporting  ·  Admin →
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  7. We have 20+ scholarships that want applicant names suppressed from applications in the evaluation process. We have always had the student fill out the "Project Name" field with their name. This year, we had everything setup to suppress applicant details from the evaluators, but did not realize that the "Project Name" cannot be suppressed. We had to manually go in and change every student's name to a code in the Project Name field.

    Short of instructing students in the future to not use their name as the project name field, is there any chance the Project Name field could also…

    1 vote

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  8. Instead of a site-wide setting of showing the decision status and follow-up forms "x" days after the decision is made, it would be helpful to be able to set a particular DAY the decisions will be visible. This would allow us to approve and assign forms over a span of the scholarship cycle but NOT alert the student until a particular day. We would be able to better communicate with students, and high schools, on when awards will be announced. (Example, I could do the administrative work on our end from April 10th thru 28th, but all notifications and forms…

    2 votes

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    Proposed Idea  ·  0 comments  ·  Statuses  ·  Admin →
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  9. During a grant cycle, we will have a dozen or so requests that are abandoned. It would be helpful to have a category on the dashboard to show the number from that process that were abandoned just the same as you can see approved or denied.

    3 votes

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  10. Please provide a Submit button for Administrators when they are Copying Requests into an Internal Process. Do not make us have to select the option while copying that the Initial Submit Status has to be Submitted. I would like to create a Draft and go in and edit away in fields and then Submit the request when I feel it is ready, it is an Internal process anyway, and I am an Administrator.

    Sure it is fine to go and select the Submitted choice when copying, but maybe I just want to submit it later, not when I am creating…

    1 vote

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    Proposed Idea  ·  0 comments  ·  UI/UX  ·  Admin →
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  11. Back in the day, when you could Copy Request, we could just copy into Draft and still be able to submit as an Applicant without too much stress. At least, that is how I remember the system working. Especially working with Internal Processes. We may have even had a Submit button at the bottom. I don't recall exactly, but now, it's a bit more work.

    Now, I have to be sure to scroll to the bottom of my long list of processes to be able to find the Select Initial Status options and be sure to select the Submitted option-particularly…

    1 vote

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    Proposed Idea  ·  0 comments  ·  UI/UX  ·  Admin →
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  12. I had a partner organization reach out to ask if it was possible for their organization to receive email notification to multiple people from the system. From the sounds of it, in the GLM only the applicant of the request (or assignee of follow-ups) can receive the automatic emails generated from the system.

    If it would be possible to have an option to select multiple recipients for an email to be sent from the system that would be great!

    2 votes

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    Proposed Idea  ·  0 comments  ·  Email  ·  Admin →
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  13. Is there a way to add a message that pops up somewhere on the dashboard that reminds the user there are process filters applied? This is especially important for evaluators who are only in the system one time period each year.

    1 vote

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  14. Allow us to pull a list of the "grant manager" assignments for all assigned requests by adding a data field under "Processes" and "Requests" in report data sets.

    I'd like to be able to pull a report of which staff member is assigned to each request. Currently, I have to proxy as each staff member to pull each list individually.

    2 votes

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    Proposed Idea  ·  0 comments  ·  Reporting  ·  Admin →
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  15. Would really like the system to produce QR codes that they could use to direct scholarship applicants and applicants applying for hardship grants to a specific application.

    2 votes

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  16. It would be helpful to have more than 2 evaluation options for Universal Applications. Scholarship Opportunities vary vastly in what is important. Being able to have the Internal Evaluation and a choice of either the complex or simple evaluation form for the 2nd choice would be most helpful!

    1 vote

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  17. It would be helpful to be able to do a user search that pulls all users marked as primary contacts.

    2 votes

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    Proposed Idea  ·  0 comments  ·  Search  ·  Admin →
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  18. Add an option to the 'Organization Viewable by Applicant' site setting in GLM to be able to set the visibility to users marked as the primary contact. It'd give us an option that is more restrictive that the 'all' option but more automated than the 'user-by-user' option.

    1 vote

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  19. It would be helpful to have an indicator for the number of documents in Document Viewer similar to the indicator on the Documents tab.

    1 vote

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  20. It would be great, when copy form is allowed for applicants, internal questions would come in blank. That way it's a "fresh" form for us, if that makes sense.

    2 votes

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