GLM & SLM Idea Lab

  1. Adding vendors and partners to our grantee database

    Teachers are the grantees. The arts and science venues and bus transportation companies are key vendors and partners. We'd like to communicate with all parties concerned to deliver an awesome experience when awarding our grants.

    1 vote

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  2. Allow change to LOI title

    We don't call it an "LOI" and it doesn't operate like one. We'd prefer it to be listed as a "Preliminary Application" or something else. Would be a nice feature if possible.

    4 votes

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  3. Ability for "staff evaluator" role to be able to view follow ups

    We have our reviewers look at follow up reports from awarded applications. It would be helpful if the "staff evaluator" role could have the ability to review follow ups

    2 votes

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  4. Rank Order Evaluation

    We would like the option to to Rank Order applications during Evaluation in lieu of giving a percentage score. For example, if there are 30 applications, only 1 application is given #1, one application #2 and so on. This option would be much easier for our Reviewers. In some cases, it is their preferred method of scoring.

    6 votes

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  5. 1 vote

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  6. Sorting

    Keep it simple. SORT SORT SORT, should be a simple click of the header and not MANUALLY sort. Good grief!

    2 votes

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  7. SLM

    I'd like to see new tutorials for the SLM process. The current ones often use screens from GLM (organization vs user language...)

    2 votes

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  8. Administrator to submit for applicant

    It would be helpful to allow Admins to submit for an applicant. We have instances of students/nonprofits completing their application but not hitting the submit button before the deadline. It is cumbersome to change the deadline for that applicant, proxy in as them (or have them sign in) to click submit. It's especially time intensive for SLM UA where a student has multiple opportunities, and therefore, multiple places where a deadline would need to be changes.

    Similarly to reverting an application status, it would be nice to be able to progress an application from the admin side.

    2 votes

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  9. Payment Tracker Icon

    Would it be possible to change the payment tracker thumbs up/thumbs down to something else, maybe like the Sync Approved Toggle Button? Or change the color - green for approved, gray for unapproved? Right now scrolling through trying to find a few installments that haven't been approved is like looking for a needle in a haystack.

    1 vote

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  10. batch checkbox at bottom and top of page please

    Hi there!
    Please add a "select all" checkbox at the bottom of the application display list. There is currently only a "select all" box at the top of the list, but the button with Batch options is at the bottom of the list. So I always end up scrolling all the way down to do a batch operation only to remember that I needed to scroll all the way back up to the top to select all the applications before I scroll all the way back down to do the batch operation.

    I recognize that this is totally #firstworldproblems but…

    1 vote

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  11. State Abbreviations

    When syncing grantees from GLM in CSuite, we get an error when an organization spells out their State name in their organizational address instead of using the 2 letter abbreviation required in CSuite. The entries into the State should be limited to 2 characters, or add a note in the field description that indicates that they should use the abbreviation. This would save a lot of time and frustration when processing grants in CSuite.

    1 vote

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  12. Search for a check number that is listed in Award Details, Installment Form.

    Add under the Search button, and check number option.

    4 votes

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  13. Standard Starter Guide/SOP

    There should a simple beginner's guide to using FOUNDANT.

    Using Google Suite for instance. Customers are the people using the software and it should be user-friendly. We do not work for FOUNDANT it works for us. Customers should not have to create their own SOP's because the program is that complex.

    1 vote

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  14. evaluation

    In the reviewer dashboard, put some sort of column heading over the exclamation point to signify that they must click there to access/fill out the form. Many of our reviewers did not watch the provided video tutorial and were only clicking the project link to view only form.

    2 votes

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  15. email history

    I would like the ability to export a date driven list of sent emails to a spreadsheet. Or filter by recipient and export that list.

    2 votes

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  16. Evaluating Follow-up submissions

    Many grant-making organizations have applicants submit reports on outcomes and take the time to have evaluators review the outcomes. There should be a much easier workflow for this- especially for larger processes

    3 votes

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  17. add upload button to installment payment area

    It would be great to be able to upload a copy of the check (or other payment document) at the time of installment payment. Currently, the only area to upload payment copies is in the Documents section on the request.

    1 vote

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  18. payment field

    Change the text in the payment field from "Check #" to something more general like "Payment ID #" or allow it to be customizable.

    Organizations are using less checks and more wire payments these days.

    2 votes

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  19. New Managers Assigned to All Processes by Default

    In both SLM and GLM, this is the same. In setting up a new Manager account for one process, I have to go through EVERY process – ARCHIVED as well as current – in order to remove the new Manager user from each process view. As we archive processes annually and create new, this is VERY tedious to have to exclude all Managers.

    It would be SO much simpler if the default for a new Manager in Assign User would be NO PROCESSES rather than ALL PROCESSES.

    Having to touch every process for one new manager account is exhausting and…

    1 vote

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  20. Allow evaluations to be shared between a select number of evaluators in a given process

    This would not be between ALL evaluators in a process and would be automatic so that grant administrators would not have to download evaluations and reupload to shared documents.

    1 vote

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