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1704 results found

  1. Folders for Communications Templates

    It would be great if we could put email templates in folders by grant opportunity. We have so many on our CF and have to scroll down to find each one because they are so different. Please make folders to make it easier to find the templates we need.

    77 votes

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    3 comments  ·  Email  ·  Admin →
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  2. Allow e-mails to be delayed or scheduled in advance

    We use manual e-mails for our responses to various requests and we sometimes process these outside office hours. We would like to be able to schedule manual e-mails for a later time or date.

    22 votes

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    Proposed Idea  ·  0 comments  ·  Email  ·  Admin →
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  3. Due date for evaluations

    Would you consider adding a hard due date for evaluations like there is for applications? This would allow us to use due date as a merge field in our email communications to evaluators to notify them when they are due. It would nice to have an auto-reminder 2 weeks in advance etc.

    62 votes

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    1 comment  ·  Email  ·  Admin →
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  4. Differentiate between applicant-abandoned and administrator-abandoned applications

    I would like to see the ability to run a report that differentiates between applications that are applicant-abandoned vs. admin-abandoned. Use case: We had to close several opportunities after they opened. Students who had already applied (or had applications in-progress) were notified, and their applications were abandoned (admin-abandoned). In some cases, a student had abandoned an application prior, and it would be helpful for a report to show whether the abandon was initiated by the applicant or by an admin.

    53 votes

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    1 comment  ·  Statuses  ·  Admin →
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  5. Remove evaluator

    We need functionality to remove an evaluator from a panel after that evaluator (or other evaluators) have begun scoring. Presently, the only way to do this is to revert the application, which removes the work of other evaluators.

    We have encountered 2 situations this year where an evaluator discovered a conflict of interest after they started scoring. We need to remove them or at least remove the scores from the applications they completed. RIght now that will be a manual process.

    38 votes

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  6. Assign Follow Up to Reviewer

    We would find it very useful to be able to assign a completed follow up to reviewers so that they could see the results of the grant they recommended for funding. Currently we have to export this info and merge it into a Word doc to share this with them.

    37 votes

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    6 comments  ·  Follow Ups  ·  Admin →
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  7. Add "Abandoned" requests as its own category on the dashboard

    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.

    2 votes

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    Proposed Idea  ·  0 comments  ·  Dashboards  ·  Admin →
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  8. Improve application with icon sections and progress toolbars

    View for students needs updating. We previously used a different software. Each section (family, academics, essays, etc.) had it's own customizable icon with a picture and a progress bar to show what % of that section was completed. SLM UA looks so daunting for students.

    19 votes

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  9. table question

    For table questions, it would be very helpful to have all text entered into a text field be visible in the field online. Currently, if the table has four columns, the field is quite short and text is not visible to administrators nor evaluators. Either having the text wrap in some fashion, or even having the ability to customize the column width so that text columns are wider than say an integer column.

    11 votes

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  10. Formula Fields Breaking Date Recognition in Reporting

    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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  11. How many applications an evaluator has left to score

    I've heard from several of our evaluators that they would like to be able to see the actual number of applications that they have left to score. For instance, under Pending it might say they have 50 left but if students qualify for multiple opportunities, they might only physically look at 15 (because the scores are automatically applied to the other opportunities of that student). They find it frustrating not knowing how much time they will need to carve out of their schedule for scoring.

    16 votes

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  12. 4 votes

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    Proposed Idea  ·  0 comments  ·  Statuses  ·  Admin →
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  13. Blind Review

    In SLM evaluations, you are only able to add two custom columns to the user dashboard and are required to keep applicant first and last name.

    Our foundation uses blind review to align with our DEI initiative. When following blind review, the applicant first and last name appear as [HIDDEN] (see screenshot) and are unable to be removed. Our reviewers have given feedback that they would like the opportunity to have those be optional columns so that they are able to pull in more relevant information like high school attended, major, GPA, etc.

    Removing the requirement to keep first and…

    11 votes

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    0 comments  ·  UI/UX  ·  Admin →
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  14. Opportunity Name Merge on Shared Supplemental Questions

    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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  15. Score based on answers to questions on application.

    Need the system to generate a score for the application based on how questions on the application are answered. For example: a GPA between 3.8-4.0 would receive 10 pts, 3.6-3.79 would receive 8 pts, etc. This could be a % score.

    9 votes

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  16. Custom Column Widths in Tables

    Currently the columns in tables are all the same width, but there are use cases where it would make sense for one column to be wider than another.

    For example, in our budget we have 5 columns - Expense, Request, Cash Match, In-Kind Match, and Calculation/Description. By my calculation if you have 5 columns only 33 characters are visible at one time. However, in our use case, 3 of the fields would not contain more than 7 characters (plus the characters for the column headings). Being able to resize those columns would free more real estate for fields where users…

    12 votes

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  17. Delay Auto-Emails

    This ties into the universal application and applicant experience!

    In SLM I would love the ability to delay auto emails by x number of days. We are processing scholarship recipients through SLM right now as our standing committee has just come to a close. However, what we have found clunky is that we use applicant ID's for blind review to align with our DEI initiative, and in turn, need a smooth way to turn those back into names.

    What we have done is build a report that pulls all students with names/IDs/other information once they are approved and their award…

    8 votes

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  18. calendar for GLM synced with outlook or google calendar

    Having a calendar in GLM for grant renewal dates and reporting dates that can be synced to appear on outlook or google calendar. One could click on the calendar event which would link directly to the approved application for the grant.

    8 votes

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  19. Ability to track 'clicks' to know when/where an applicants abandons the application process

    We would like to be able to track applicant clicks through the system so we can see if changes made impact user abandon rates in certain parts of their online journey with us. For example, when/where in the process do they give up? This would allow us to identify where we might need better instructions or a change in the questions or flow.

    15 votes

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  20. allow us to enter the number of rows we want when cloning rows in tables

    Have the option to enter the # of rows you want when cloning. Instead of having to clone 10 times, i can click "clone row" 1 time and enter a number and badaboom badabing i have that many copies of the row. Magic!!!

    9 votes

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