Document Uploads Viewable by Applicants
I was excited to hear about the addition of the shared documents area and folders for evaluators and board members. I think it could also be beneficial to have applicants see some documents. For instance, we record all of our panel meetings and separate each application into it's own mp3 file. It would be great to beable to upload those files to the applicant's account so they could listen to their panel reviews without specifically requesting them from us.
posted February 21, 2013 by Katie Kaufmann, MRAC
-
Chris Dahl commented
Hi all,
This is complete and has been released in 4.1.0 on February 4, 2014.
Thanks again for the suggestions and feedback,
-chris -
Ideas commented
Yes. Your solution in the other post sounds great for our needs.
posted April 10, 2013 by Katie Kaufmann, MRAC
-
Chris Dahl commented
Hi Katie,
Thanks for the follow-up comment. Sounds like limiting the visibility to the applicant (and people in the applicant's organization) would be acceptable. Take a look at what Erin posted about Upload documents viewable by applicant and my comments there. I think my proposal would work for your situation as well, but would be good to get your feedback ... as well as feedback from anyone else who has a strong opinion on this feature.
-chris
posted April 10, 2013 by Chris Dahl, Foundant Technologies
-
Ideas commented
Anyone from the organization should be able to listen to the mp3 as well as see the grant history for our needs. Not sure about a general document area. I'll have to ask the rest of the staff.
Currently all our applications and recordings are made public but are physically located in our office library. Anyone can come in and see anyone's application. But when we get into electronic versions of the same information, it seems like we can't control as much what people do with the information once they download it. (For example we'd hate to hear a remixed version of someone's negative panel review end up on a local musician's new album).
So I'd err on the side of applicant apecific information being in that applicant organization's view only.
I can't think of any other general documents that we'd need to make available to everyone.
posted March 26, 2013 by Katie Kaufmann, MRAC
-
Chris Dahl commented
Hi Katie and Erin,
Definitely can understand and appreciate the suggestion. At this point, we wanted to make sure that the basic document functionality we're developing works fine for evaluatoras and board members. If so, we might look at somehow rolling something similar out to applicants.
Katie - you mention having an mp3 file specific to an application. This is somewhat different than the shared document area for evaluators & board members. That will be an area where a given document is either viewable by all board members or none (or all evaluators or none). now there are a number of things that come into play with your suggestion ... should that document only be viewable by that particular applicant? I ask that because there are a number of suggestions in the Idea Lab about being able to have a member or multiple members of a non-profit (like the executive officer) be able to see the entire request history for that organization. I'm guessing you'd be ok with them having access to documents specific to a given application (in part because that applicant may no longer be with the organization). Would you also want a "general" document area that all of your applicants would be able to access?
We've also talked a bit internally about improving the "applicant's dashboard" if you will ... right now, if an applicant has quite a few applications, their view is really not optimal. That's not been a big issue, but we are sensitive to wanting to improve that experience. If we did that, it'd be good to have a better idea of what people might want in terms of document management for applicants.
Let me know if you have any feedback, and thanks again for the suggestion.
-chris
posted March 26, 2013 by Chris Dahl, Foundant Technologies
-
Ideas commented
I just posted something similiar.
posted March 21, 2013 by Erin Baird, Allegany Franciscan Ministries