Karli Moore

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  1. 6 votes

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    1 comment  ·  GLM & SLM Idea Lab  ·  Flag idea as inappropriate…  ·  Admin →
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    Karli Moore commented  · 

    Yes, this would be very helpful. It's hard to do forensics with many follow-up forms.

    Karli Moore supported this idea  · 
  2. 78 votes

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    29 comments  ·  GLM & SLM Idea Lab  ·  Flag idea as inappropriate…  ·  Admin →

    Hi Everyone,

    I hope you are doing well! While this request has been out here for a whole we have read all of your comments are starting to dig into defining this functionality.

    As move of you know we have moved to an iterative approach to development. As we do this we want to make sure that the first piece of the functionality we deliver will be useful and will deliver value. This is where I could use your help.

    As look to develop this first round of tabling/grid questions or biggest questions are around reporting expectations. Once, data has been entered into the solution via grid how will you be using it? How does it need to come out of the solution.

    We will be actively engaging in this conversation over the next month(s). So please chime in and keep subscribed as I will continue to post the requirements…

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    Karli Moore commented  · 

    It would be best in my work if the table could translate cell for cell to an Excel file. I want to be able to add by rows and columns.

    Karli Moore supported this idea  · 
  3. 4 votes

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    0 comments  ·  GLM & SLM Idea Lab  ·  Flag idea as inappropriate…  ·  Admin →
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  4. 3 votes

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    1 comment  ·  GLM & SLM Idea Lab  ·  Flag idea as inappropriate…  ·  Admin →
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    Karli Moore commented  · 

    100% support this comment

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  5. 4 votes

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    0 comments  ·  GLM & SLM Idea Lab  ·  Flag idea as inappropriate…  ·  Admin →
    Karli Moore shared this idea  · 
  6. 8 votes

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    2 comments  ·  GLM & SLM Idea Lab  ·  Flag idea as inappropriate…  ·  Admin →
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  7. 64 votes

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    Under Consideration  ·  52 comments  ·  GLM & SLM Idea Lab  ·  Flag idea as inappropriate…  ·  Admin →
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    Karli Moore commented  · 

    This would be a huge help!

    Karli Moore supported this idea  · 
  8. 100 votes

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    23 comments  ·  GLM & SLM Idea Lab  ·  Flag idea as inappropriate…  ·  Admin →

    HI All,

    Thank you for the feedback thus far.

    I think we are leaning towards the idea of denotating specific fields to be reportable. Do you have examples of the fields you would most like report on?

    As for calculations which ones do you need? we know sum for sure, are there others?

    More to come!
    sammie

    Karli Moore supported this idea  · 
  9. 10 votes

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    1 comment  ·  GLM & SLM Idea Lab  ·  Flag idea as inappropriate…  ·  Admin →
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    Karli Moore commented  · 

    I concur. I spend way too much time copying and pasting instructions and answer choices into separate groups to use branching. Would be great to copy an entire group of questions and then just change the labels as needed.

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  10. 48 votes

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    21 comments  ·  GLM & SLM Idea Lab  ·  Flag idea as inappropriate…  ·  Admin →
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  11. 4 votes

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    3 comments  ·  GLM & SLM Idea Lab  ·  Flag idea as inappropriate…  ·  Admin →
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    Karli Moore commented  · 

    Agree!! We deal with lots of unnecessary emails asking about a payment. I'd like to be able to program an auto email that would ping the grantee each time we mark a payment.

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  12. 5 votes

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    1 comment  ·  GLM & SLM Idea Lab  ·  Flag idea as inappropriate…  ·  Admin →

    Hi Kristen,

    New notifications and communications are always things we are hearing and evaluating.

    One thing that I would suggest today is reaching out to your CSM to see if moving the information you receive from Program Officers would make more sense and flow better using an Internal Follow Up.
    That way you could be notified when they submit their follow ups.

    -Sammie

    Karli Moore supported this idea  · 
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    Karli Moore commented  · 

    Totally agree. I'd like an auto option for complete to applicant and complete to administrator. I feel like an internal follow-up form would be extra steps since it would just say 'I marked the other form complete'.

  13. 5 votes

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    2 comments  ·  GLM & SLM Idea Lab  ·  Flag idea as inappropriate…  ·  Admin →
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    Karli Moore commented  · 

    Totally agree. I'd like an auto option for complete to applicant and complete to administrator.

    Karli Moore supported this idea  · 
  14. 20 votes

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    5 comments  ·  GLM & SLM Idea Lab  ·  Flag idea as inappropriate…  ·  Admin →

    Hi Debbie,

    This is something we’ve discussed internally. Our idea at this point is to allow administrators, within an organization’s record, to added comments coded as different types of communication (such as phone call, in person visit, email), etc. This would not be int he same section as the current comments are, but it would be more of a communication-manager.

    That said, we haven’t gone into a lot of detail with this yet. If you have more detail you could add to your suggestion, I’d be grateful to get a better idea of what you have in mind.

    Thanks,
    -chris

    Karli Moore supported this idea  · 
  15. 45 votes

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    5 comments  ·  GLM & SLM Idea Lab  ·  Flag idea as inappropriate…  ·  Admin →
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  16. 50 votes

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    16 comments  ·  GLM & SLM Idea Lab  ·  Flag idea as inappropriate…  ·  Admin →

    Hi Michele and Pele,

    Thank you both for your thoughts full feedback. We have heard this request before, and are looking at how we can make the follow accessibility and editing easier for applicants.

    Do you believe increasing font size would be enough? Or do you have other thoughts on how to make this stand out to your applicants?

    Best
    Sammie

    Karli Moore supported this idea  · 
  17. 31 votes

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    12 comments  ·  GLM & SLM Idea Lab  ·  Flag idea as inappropriate…  ·  Admin →
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  18. 86 votes

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    53 comments  ·  GLM & SLM Idea Lab  ·  Flag idea as inappropriate…  ·  Admin →

    Hi Everyone,

    I am moving this request back to under consideration. It definitely still on our radar, and probably in year to 18th month time frame.

    Right now we are trying to decide if just auto assigning the follow ups solves the batch issue. We definitely understand not wanting to touch every great. I would love to understand more the pain point and scenario for follow up batch assignment that everyone is trying to solve.

    Best
    sammie.

    Karli Moore supported this idea  · 
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    Karli Moore commented  · 

    My org would value a batch option for follow-up assignments. I'll echo Meg Hillman's comments from 2019 as reasons why auto-assign wouldn't work in all cases.

  19. 96 votes

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    Under Consideration  ·  27 comments  ·  GLM & SLM Idea Lab  ·  Flag idea as inappropriate…  ·  Admin →
    Karli Moore supported this idea  · 
  20. 36 votes

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    18 comments  ·  GLM & SLM Idea Lab  ·  Flag idea as inappropriate…  ·  Admin →
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    Karli Moore commented  · 

    My org uses a lot of branching in forms and I'd love to be able to copy whole question group.

    Karli Moore supported this idea  · 
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