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.
Want to let you know that I merge the idea of assigning follow ups to multiple people with the idea for requests to have multiple contacts. I think these go hand in hand as we start to think about collaboration on grants in GLM.
One more thing - occasionally we have two organizations that partner on a project (for example, two agencies working together where one agency owns a park and another agency manages/maintains it). In these cases it would be helpful to be able to share a single request among users from multiple organizations.
For our organization (a government agency whose grantees are also generally government agencies), it would be extremely helpful to be able to share all parts of a request (application, follow ups, etc.) with multiple users from an organization. Some of our grantees have multiple ongoing grant projects with different project managers, in addition to a supervisor or department head who needs access to all of the organization's requests (current and past).
Currently, we recommend that each agency shares one username/login among its staff (typically the department head's) and we assign all of the organization's requests to that user. Unfortunately this is problematic as the person who is getting emails from the system is not necessarily the primary contact or project manager for the request.
I should note that since our grantees are government agencies within a limited geographic area, we work with a finite number of organizations and we are generally aware of any staffing changes that take place at those organizations.
I agree, this would be great!
I definitely support this idea!
I totally agree. Our grantees would really appreciate this change and it would help their workflow.
The current follow-up assignment and review process is a bit restrictive. If the follow-up can only have 1 assigned person and that in turn is not assignable to an internal review process I am not understanding the system functionality and logic. If an applicant turns something in at follow-up point I would think all grantees would want a linked review and approval to this process.
Elyse Pollick Byrnes commented
I run into this problem a lot: There is a President of a nonprofit who really doesn't do much with the grant process. Then there's a Project Manager (or Director of Development). Then there's a Project Administrator (or Grant Writer). I will often assign the follow up forms to the Grant Writer, because that's the person who is physically filling out the form. I've been asked on multiple occasions if it's possible if the Project Manager (the grant writer's supervisor) could also have access and see the follow up form directly on foundant, so (s)he can make edits and be the one to formally submit. Currently, they have to use the print packet feature, he makes hard copy edits and the project admin goes back in and makes the changes. It would just be a nice feature if we could assign follow up forms to multiple people and they can both work on it. Thanks for the consideration!
Amanda Reel commented
We train all of our agencies to work this consideration into their work flow, but it can still be stressful for some that work for big institutions and need multiple people to work on an application prior to the deadline. (Needing to rely on us to reassign multiple times.) Has there been any talk of allowing for multiple users to have access to edit an application at a time?
We've gotten around that by adding third party questions to our follow ups. For example, the annual financial reports are often not completed by our grantees but by someone in their finance office. The grantee has the option to upload the report or to send a note through Foundant to the person who needs to complete the report. The person receives a link that allows them into Foundant without creating an id to upload the needed report.
Margaret Flowers commented
We have been asked many times by our grantees to add an administrator to their account for report upload, etc. The only way to do that right now is to make the administrator an applicant so that we can assign followups, but we also have to assign them the name of the account holder so that when we run reports, we don't get an administrator's name in the applicant field. Please add the capability to add grantee administrators with roles that allow us to assign follow ups to someone other than the PI. It is a significant burden on our grantees since people outside their office may actually be preparing the reports or providing the requested information.