652 results found
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Unnecessary Spacing On Forms
There appears to be unnecessary spacing added below the instruction field when building an application or other form. I suggest removing this formatting so instructions appear more naturally grouped with the relevant questions. If the additional spacing is necessary, I suppose we could add that in by adding a blank question field.
7 votes -
SLM Committees
When you click Search committees it would be nice if the list of committees was alphabetized by name.
7 votes -
Add Process Name Column to Follow Ups Bucket
It would be helpful to be able to sort by process when reviewing all follow-ups.
7 votes -
Table-Style Question: Formatted for Reviewers/Evaluators
It would be really beneficial for reviewers to be able to see all information that applicants enter/type in the table cells when using the side-by-side evaluation display. Currently, the number of characters that display per row is very limited.
7 votes -
Table-Style Questions: Ability to apply regular expressions (REGEX) to a field in the table
Request: Ability to apply regular expressions (REGEX) to a field in a table-style question.
Use Case: Applicants are asked to assign percentages (%) to demographic questions about the population served. The total at the bottom must add up to 100%.
Example:
* 20% -- A
* 20% -- B
* 20% -- C
* 20% -- D
* 20 % -- E
* 20% -- F
TOTAL: 120% <-- would be rejected because it is not 100%7 votes -
I would love to see every question have the option (or not) to be in print packets. We have a few explanatory sections that no one (applican
I would love to see every question have the option (or not) to be in print packets. We have a few explanatory sections that no one (applicant, staff, evaluators) needs to see when reviewing.
7 votes -
Application Packet File Name (for UA)
Since shifting to UA the PDF Application Packet file names are no longer titled with the student's name. This adds a step for us because now we have to download each packet and then change the name so that every file isn't called "ApplicationPacket"
7 votes -
Administrator to submit for applicant
It would be helpful to allow Admins to submit for an applicant. We have instances of students/nonprofits completing their application but not hitting the submit button before the deadline. It is cumbersome to change the deadline for that applicant, proxy in as them (or have them sign in) to click submit. It's especially time intensive for SLM UA where a student has multiple opportunities, and therefore, multiple places where a deadline would need to be changes.
Similarly to reverting an application status, it would be nice to be able to progress an application from the admin side.
7 votes -
Close Request - Batch
It would be helpful if you could use the batch Close Request function when their are still open follow ups. We terminate students who have submitted their follow for the semester but have to go individually in to the request to close it. Since you can close a request with open follow ups on an individual basis you should be able to do it by batch as well.
7 votes -
Make Password Visible When Resetting for a User
I'm frequently asked to reset people's passwords when they've forgotten their login or have had a staff change at an organization. It's a really small thing, but it would be super helpful if, when setting up a password on behalf of someone else, that password field was visible, rather than showing up as the little character dots. I understand why we can't view user passwords for security purposes, but when I'm setting up a password for someone else, it would be great to confirm that I'm not typing anything incorrectly as I do so!
7 votes -
Allow for attachments to be added to email templates
Please add the ability to attach a document to an email template.
7 votes -
Reordering archived processes
I want to be able to organize archived processes like I can available, active processes. We have so many different processes that are copied over from year to year that the list gets very long and it'd be nice to organize it by process rather than whatever random order in which the process gets archived.
7 votes -
Preview mode warning
When applicants are in preview mode, the warning by each question when they enter data should make clear that it will not be saved. Some applicants do not understand that Preview mode does not link to actual application fields.
7 votes -
Locking online grant agreement terms upon signing
It appears that online grant agreement terms can be changed by the administrator after the agreement has been signed by the grantee--perhaps even inadvertently by editing an approval form to make a change to a shared question or by editing the general grant agreement form. If that is correct, it would be helpful to have a way to lock the grant agreement as signed by a particular grantee to prevent changes after signing.
7 votes -
add upcoming payments due to dashboard
It would be helpful to see a list of upcoming grant payment deadlines on the dashboard. Perhaps each process or grant could be set up to have a 15 or 30 day notification window. Needing to run a report seems like too many steps for something so central to our operations. Thanks for considering it.
7 votes -
Way to organize/group/file Saved Reports
I am relatively new to making reports, but I am finding it challenging to keep track of the reports and find the ones I need efficiently. It would be helpful to be able to group reports by topic, such as Approved Grants, Denied Applications, Fiscal Year, etc. We are thinking of a good naming convention to help with the sorting and finding (all suggestions welcome!).
7 votes -
Allow emails to be used on more than one user profile when there are no user roles defined.
We have users who only have one email address that may serve as primary contact for one organization and an applicant for another. It used to be that duplicate emails were allowed in the system if no user roles were selected. I'd love to have that ability added back in. We keep track of primary contacts on every account and these people often do not have any user roles, we are just keeping track of their contact information.
7 votes -
allow multiple users of an organization to copy applications started by other users
If an organization has multiple users, and user A creates a request, as the product works currently user B can NOT copy over that data when they enter a new application. I'm requesting that all users be able to copy data from all existing requests for an organization no matter who created the request.
7 votes -
Shared Questions on Evaluation 1 & capability to use these questions to a merge document
It would be great to be able to use the questions and answers from Evaluation 1 (and Evaluation 2) as shared questions and be able to select these for merge templates.
7 votes -
In Follow-Ups Draft list - Please include Process Name
Could we please see the name of the Process in the Draft Follow-Ups table? It would make reviewing the status of numerous upcoming Follow-Ups much easier. Might it be listed instead of the Form Name? Thanks for your help.
Kathryn
7 votes
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