Assign follow-ups and notify grantees later
Could there be a way to assign follow-ups to grantees and notify them at a later date? Right now, when assigning follow-ups, the grantee is notified on their dashboard right away that they have a follow-up and therefore they will know that they have a grant. I would like to assign follow-ups during our Foundation's approval process time in November; however, the grantees are not notified of their grant until December with an award letter and payment then.Therefore, the surprise of being awarded a grant would be ruined if the grantees received notification of a follow-up prior to their award letter/payment. I would like to assign follow-ups for our grantees with a postponed notification date.
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.
Dina Pereira commented
Great suggestion! I've had to just hold off approving in Foundant to not ruin the surprise of receiving their "Congratulations" letter.
Priti Mehta commented
I agree with this recommendation. When a grant is "approved" we can delay when they will see the updated status in their application , however when we assign a follow up they immediately are able to see the award decision.