Settings and activity
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79 votes
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8 votes
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Lynn Larson
commented
Chris,
I agree with Jessica and would like to add our name to the list of desiring to see the detail of which stage the denial was given. I realize it is tabled for now, but here is my vote for the change.
-Lynn Larson
Fred & Jean Allegretti Foundation -
4 votes
An error occurred while saving the comment Lynn Larson
commented
I would like to weigh in on a bit of a different angle. I would agree with Kristen in keeping the "Show Applicant this Comment" piece, and I agree that it would be wonderful for board members to be able to add comments as well with the important feature here being that the comments are situated behind each question. Perhaps it is something that could be added to a new "role" of Administrator "Lite".
What I would also like to see added is a change of color when a comment is made in the box. Right now it changes color for the applicant if you click that check box. But it you are putting in an internal comment, the box does not change colors and when the rest of the text you are reading is from left to right, the comment being aligned on the right is not too noticeable and could be easily missed.
Is this something that could fit with what you are talking about here?
Thanks!
Lynn Larson
Foundation Administrator
Fred & Jean Allegretti Foundation
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4 votes
An error occurred while saving the comment Lynn Larson
commented
Chris,
1. In my situation...I am the staff evaluator! :) However, if I were to imagine our situation, with someone else as the staff evaluator, I would still prefer that reports be read only to any one other than the Administrator.
2. With the "Admin Lite" role, I would prefer that reports be read only and I believe that standard and saved reports would be sufficient. I think that the reporting tool is too much for someone who is in the system only occasionally. It is easy enough for any other "role" in the organization to ask for a report to be run than to try to run it themselves. It could be run by the administrator and saved and even be uploaded to Shared Documents if desired. Read only seems to be a great answer for our situation.
Hope this helps you.
-Lynn
Lynn Larson
shared this idea
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4 votes
An error occurred while saving the comment Lynn Larson
commented
I like the idea of the registration page having a way to highlight whether an address is a mailing address, a physical address, or a payment address (in case that may be different than the mailing address. We often will hand deliver checks so having a physical address is important too.
Lynn Larson
Foundation Administrator
Fred & Jean Allegretti Foundation
I agree with Malcolm. It would be incredibly helpful to us as well if we could assign an evaluation for the final reports that come in. Right now you can't easily see if you have gone in and reviewed a final report unless you go in again and see if any comments have been made in the comment boxes.
It seems like such a natural progression for the process, but then I am not a programmer! :)
Please consider looking at this possibility again, because it would be a wonderful way to complete the full circle of our process.
Thanks!
Lynn Larson
Fred & Jean Allegretti Foundation