It would be amazing if applicants could access/edit follow up forms regardless of their due date. This would allow them to access multiple follow ups at one time, even if there were different due dates for each follow up.
We are actively doing discovery and engineering work to create better flexibility around follow up forms access and submission order.
Will continue to keep you all updated here.
Sara Cryan commented
Coming from the SLM world, right now we require scholarship recipients to submit a recipient photo and update their account information (so they aren't using a high school email) by June 1 then we need their enrollment information by July 1, and a thank you letter by August 31. We do have some other Follow Ups for different exceptions, but for the most part we don't care what order they complete them as long as they are done by our due dates and those are flexible with the exception of the enrollment information because of our timeline.
All the Follow Ups are assigned at the same time and I usually find that most students like to complete everything at the same time. So they get held up when they can't complete the other ones. It would be helpful if they were even allowed to just view the Follow Ups that have later deadlines so they get a sense of what is coming up.
Debbie Mueller commented
If this is implemented, I would recommend it be a form-level setting, with a site-level setting for what the default should be, so folks that would be consistently using or not using the feature wouldn't be stuck with having to deal with the form-level setting every time if the default is contrary to their usage pattern.
Mike deHilster commented
This is close to a scenario we have an issue in GLM with Capital Grant Request for Funds and reporting. For our capital grants, we make the grantees wait to request the funds until they are ready to spend the money, and then they have 90 days to submit the report. So the request and report due dates are all different, making tracking this in GLM a near impossibility. I need to be able to assign follow-up due dates on a per-applicant basis rather than per process.
Meg Hillmann commented
I was about to get on and suggest this as we're currently using a work-around suggested by our awesome CSM to allow grantees to edit two different follow-up forms at once.
For our use case, in one of our processes, we have two different types of follow-up forms: Event Reports and Enrollment Reports. The applicants need to access the Event Report follow-up form starting the day they’re approved, but theoretically should be able to edit the contents of the report up to next September. The three Enrollment Reports have pretty firm deadlines, and we need one due end of June.
I could see this being most useful in implementation as a (defaulted off) administrator-controlled tag on each follow-up form in a process of "Make Available Now" or "Make Available from " + same mechanics used on follow-up due dates so that multiple reports can be simultaneously / concurrently accessed and independently submitted. Happy to talk more about this if there's interest!
Eric Hawley commented
Sammie - thanks for tackling this! When this is up and running, I'd love to use this feature. If it's helpful, feel free to reach to me and I can share how our organization would use this feature.
For us, we give grant dollars and then we give additional money, capacity building. But this money isn't used until the grant starts. The grantee would simply share with us how they will use the money (at any point in the year) and then we send them another check.
right now, I have to make the Capacity Building follow up due the same day as another follow up, which is not helpful to us. Id love to be able to give the grantee access to various follow ups at once.
I want grantees to be able to see the questions we will be asking them in the future, but I don't necessarily want them to submit the follow ups (regular grant follow ups telling us what has happened) until the due date.
Excited for when this rolls out!
Mariah Williams commented
I don't have great examples of this, Sammie, but I would grantees to be able to access and edit all assigned forms, but only be able to submit them in due date order. Thanks!