GLM & SLM Idea Lab

  1. Integrate budget into application

    We often ask grant applicants to include a copy of their budget. It would be helpful if a budget form could actually be included in the application process, rather than as just a separate file upload.

    100 votes

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    23 comments  ·  Flag idea as inappropriate…  ·  Admin →

    HI All,

    Thank you for the feedback thus far.

    I think we are leaning towards the idea of denotating specific fields to be reportable. Do you have examples of the fields you would most like report on?

    As for calculations which ones do you need? we know sum for sure, are there others?

    More to come!
    sammie

  2. Batch Print

    I would love an option to batch print every application in each process. Currently I need to go in to each application and open the PDF to print. Would be nice to be able to select all and print.

    96 votes

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    Under Consideration  ·  26 comments  ·  Flag idea as inappropriate…  ·  Admin →
  3. Docusign integration

    As a result of COVID19, we have decided to use Docusign to get our Grant Agreements signed and returned to us. I notice other systems have an integration with Docusign. Is this on the radar for Foundant?

    95 votes

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    18 comments  ·  Flag idea as inappropriate…  ·  Admin →

    Hi All,

    Thank you for this feedback. Curious to understand if there are other use case for DocuSign with GLM/SLM rather than Grant Agreements.

    I also assume that when we talk about this integration we would want to be able to generate the DocuSign document with in the system, and then let docusign control all of the emails/reminder, and the final piece would be that signed document is visible in this system.

    Let me know your thoughts.
    -Sammie

  4. Allowing a user to be a contact on more than one organization profile.

    Allow a user to be a contact on more than one organization profile without having the need for a different or unique email for each account.

    92 votes

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    12 comments  ·  Flag idea as inappropriate…  ·  Admin →
  5. 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.

  6. Question Fields: Ability to make Charts/Tables/Grids

    It would be a great tool to have in the application, review and reporting stages to have the ability to create tables for grantees to fill out (text fields, not necessarily complex budget tables (But Budget tables would also be appreciated ;) )

    Although I understand the background work to make this happen is difficult, I think it would be a very strong and well used feature.

    78 votes

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    29 comments  ·  Flag idea as inappropriate…  ·  Admin →

    Hi Everyone,

    I hope you are doing well! While this request has been out here for a whole we have read all of your comments are starting to dig into defining this functionality.

    As move of you know we have moved to an iterative approach to development. As we do this we want to make sure that the first piece of the functionality we deliver will be useful and will deliver value. This is where I could use your help.

    As look to develop this first round of tabling/grid questions or biggest questions are around reporting expectations. Once, data has been entered into the solution via grid how will you be using it? How does it need to come out of the solution.

    We will be actively engaging in this conversation over the next month(s). So please chime in and keep subscribed as I will continue to post the requirements…

  7. Grant Request Amount on Application Packet

    The cycle, organization name, project name, and applicant print on the cover page. Any way to add the amount requested? Seems like that would be helpful to many wanting that cover page to be a snapshot.

    78 votes

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    7 comments  ·  Flag idea as inappropriate…  ·  Admin →
  8. Delete users

    DELETE USERS
    It would be most helpful to be able to DELETE (not just deactivate) Users. We don't want to keep a bunch of outdated/not relevant /even deceased contacts under "inactive" if we don't have to. We have to keep some Users as "inactive" with dummy emails in order to show concurrent affiliations - so it's already a busy place for us.

    68 votes

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    5 comments  ·  Flag idea as inappropriate…  ·  Admin →
  9. Close, Abandon, Delete Request - Addition Options

    It would be nice that also included would be Close Request - Incomplete and Close Request - Complete.

    64 votes

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    6 comments  ·  Flag idea as inappropriate…  ·  Admin →
  10. 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 →
  11. Organization contacts to be able to edit other contacts in their organization. Including adding, deleting and changing contacts

    It is very burdensome for us to have to edit all of our organization contacts for our grantees. We have over 200 organizations and they are constantly changing administrative contacts, people who work in their grant offices, etc. It would get great if an organization would be able to edit their own contacts so we did not have to worry about keeping everyone up to date.

    59 votes

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    17 comments  ·  Flag idea as inappropriate…  ·  Admin →

    Mariah,

    Thank you for weighing in on the other side of this suggestions.
    Do you want to control adding people OR if there was an email to the site administrator when a change was made would this be helpful in your situation?

    thanks
    sammie

  12. Folders for Reports

    It would be nice to create folders to organize all the reports created.

    56 votes

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    7 comments  ·  Flag idea as inappropriate…  ·  Admin →
  13. "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…

    55 votes

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    Under Consideration  ·  22 comments  ·  Flag idea as inappropriate…  ·  Admin →
  14. Multiple contacts for a request

    Most of our requests/grants have more than one contact. I understand why there is only one log-in, but it would be great if we could link additional contacts to a request or at least be able to list them on the Request Summary. Currently, we have added questions to the application, but have to open the application to view the additional contacts.

    54 votes

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    10 comments  ·  Flag idea as inappropriate…  ·  Admin →
  15. Highlight questions with different colors

    It would be nice to be able to add different colors to questions. For example, highlighting all internal questions in yellow so we could quickly scroll through the application and see what sections we needed to fill out. Or, it would be nice to be able to highlight specific questions in the application that we wanted other reviewers to look at if there were issues or particularly interesting content. It would be like using colored sticky tabs on a paper application.

    52 votes

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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  16. Make the "Edit" on the Follow up Reports Bigger, Bolder or more obvious. Grantees can't see it!

    Grantees are frequently asking where do they enter their follow up reports. It's just not obvious on their Dashboard.

    50 votes

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    15 comments  ·  Flag idea as inappropriate…  ·  Admin →

    Hi Michele and Pele,

    Thank you both for your thoughts full feedback. We have heard this request before, and are looking at how we can make the follow accessibility and editing easier for applicants.

    Do you believe increasing font size would be enough? Or do you have other thoughts on how to make this stand out to your applicants?

    Best
    Sammie

  17. update templates versus delete templates

    It would be nice to have the feature to update a word merge template, versus deleting and re adding the word merge template.

    47 votes

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    4 comments  ·  Flag idea as inappropriate…  ·  Admin →
  18. Make "Other" option on Checkbox questions fillable

    For checkbox questions, there should be an option to add "Other" and allow the applicant to fill in a small text box

    46 votes

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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →

    Hi Logan,

    Thank you for your feedback.

    I was able to have a discussion with the development team around how we think this could work.

    We imagine it available on all list type questions. When building your list question you you would see a check mark that says allow optional, must like you see allow N/A on scoring questions.
    When check other would be added to your list items and then if selected the applicant would see a box titled other.

    The place we are still curious about is reporting? Would you want to see the information in cell for examples Other; whatever text they entered or would text need to be its own field code?

    best
    sammie

  19. Override Follow-up sequential order

    It would be ideal if the order of follow-ups was not enforced. We assign our follow-ups all at once. These usually include a grant terms and conditions form, sometimes an interim report, final report, and now i just created a followup for our grantees to electronically share their acknowledgements.

    I get an OVERLOAD of questions from our grantees asking why they cant access a report form ( usually they ask after they submit the terms form by before i have had a chance to mark the follow-up complete)

    The ackknowledgment follow up is optional and could be submitted at any…

    44 votes

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    21 comments  ·  Flag idea as inappropriate…  ·  Admin →
  20. Allow grantees to submit a follow-up before the previous one has been marked "complete"

    Allow grantees to submit a follow-up before the previous one has been marked "complete." Currently, grantees are unable to submit final reports before we internally have marked the interim reports as complete. There should be a feature that enables us to choose whether grantees can submit the next follow-up before the previous one is marked as "complete"

    43 votes

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    4 comments  ·  Flag idea as inappropriate…  ·  Admin →
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