Settings and activity
30 results found
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34 votes
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Mary Giraulo
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11 votes
An error occurred while saving the comment Mary Giraulo
commented
This is an interesting thought. We've just managed this by archiving those organizations, but it would be nice to be able to show that it went out of business (as opposed to, we just chose to archive it because they haven't applied for years, etc.).
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65 votes
An error occurred while saving the comment Mary Giraulo
commented
This has been suggested in the past. I would like to see the name frozen, so that they can't change it.
Mary Giraulo
supported this idea
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25 votes
An error occurred while saving the comment Mary Giraulo
commented
FYI a similar suggestion appeared more recently here: http://idealab.foundant.com/forums/339786-glm-idea-lab/suggestions/33696220-upload-button-for-grantees
An error occurred while saving the comment Mary Giraulo
commented
Yes! I've asked for something like this in the past - so that we could have applicants upload documents that are needed for multiple requests (such as insurance certificates or financial statements). Instead of having them upload it again and again, I just have them email it to me, but that means (a) I have to save it to our servers and (b) they can't remember what they've sent or haven't sent. A document repository at the organization level would be much more efficient. My idea: http://idealab.foundant.com/forums/339786-glm-idea-lab/suggestions/19144108-organization-documents-that-applicant-can-upload-t
Someone else shared: http://idealab.foundant.com/forums/339786-glm-idea-lab/suggestions/32923309-shared-documents-for-applicants-to-use-in-applicat
Mary Giraulo
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14 votesMary Giraulo
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2 votes
An error occurred while saving the comment Mary Giraulo
commented
It's my understanding that you can do this already - but it can be complicated. I've done it by "generating merge fields" for all the processes involved, then selecting the fields I want from each process and pasting into a new document.
The tricky part is that some fields seem like they're named the same, but are actually different. If you have "shared" fields (these appear at the top of the generated merge fields doc, in a section called "shared questions"), those are the same field for all processes. There are also certain system fields (like award amount) that are the same for all processes. But any other field that you created has to be copied separately from each process, even if they contain similar information. You can double-check whether two identically named fields are the same by right-clicking on the merge fields to "Toggle Field Codes". You can also right-click again to toggle them back.
Example: in most of our processes, we used a field called "Final Project Description" in the final report; however, in one process, we used a separate field called "Final Narrative." (We didn't rename it - we actually created a new field. Oops.) For a report of narratives that I built the other day, I had to copy both those fields into my document side by side so that the narrative for each organization would show up in the same spot in the report.
Clear as mud?!?
Here's an example form that works across all of our processes: https://basecamp.foundant.com/eco_player.php?id=520
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6 votesMary Giraulo
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50 votesMary Giraulo
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3 votesMary Giraulo
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3 votesMary Giraulo
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An error occurred while saving the comment Mary Giraulo
commented
This would be nice for payment due dates as well...
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4 votesMary Giraulo
supported this idea
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28 votes
An error occurred while saving the comment Mary Giraulo
commented
There's a similar suggestion here: http://idealab.foundant.com/forums/339786-foundant-glm-idea-lab/suggestions/12854316-custom-scoring-scales
Copying my comment from that page: The scoring definitely needs some custom options added. We have a grant where all sections are graded 1-5, but there is a multiplier that varies per section - so a 5 may count as 10 points in one section and 15 in another. Since the system calculates the overall score as a percentage without any knowledge of our multipliers, the system currently is very confusing for panelists to use. Custom scoring would be great!!!
An error occurred while saving the comment Mary Giraulo
commented
An error occurred while saving the comment Mary Giraulo
commented
The scoring definitely needs some custom options added. We have a grant where all sections are graded 1-5, but there is a multiplier that varies per section - so a 5 may count as 10 points in one section and 15 in another. Since the system calculates the overall score as a percentage without any knowledge of our multipliers, the system currently is very confusing for panelists to use. Custom scoring would be great!!!
Mary Giraulo
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7 votes
An error occurred while saving the comment Mary Giraulo
commented
This is an interesting idea. Maybe a little box with the next payments due, and we could click a button to go to Payment Tracking?
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3 votes
An error occurred while saving the comment Mary Giraulo
commented
We also show the prior grant amount to our boards/panels, so having a field that pulls that for us automatically would be nice. For us, that would have to be specific to the process type - the last time they got the same type of grant. (See my suggestion on coding processes... this is another reason that being able to code/type processes would be helpful.)
Re configuring the site to not accept more than one application from an organization within a time period - yes, that would be nice for other reasons, but grantees are allowed to apply to multiple processes, so it would have to be per process, not for all grants.
Mary Giraulo
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2 votes
An error occurred while saving the comment Mary Giraulo
commented
Another way to accomplish this might be to have a default set of processes that are "checked" when any particular person logs in.
Mary Giraulo
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32 votesMary Giraulo
supported this idea
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2 votes
An error occurred while saving the comment Mary Giraulo
commented
AND - often the applicant wants a handful of people on their staff to receive the notifications, so that they don't drop the ball. This is especially typical of volunteer-run organizations where the board members may not all check their email inboxes at the same rate and may tag team to get things done.
Mary Giraulo
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89 votes
An error occurred while saving the comment Mary Giraulo
commented
(Corrected) Here's another situation where a flag system could be helpful: we have grantees who apply for multiple programs, and they submit financials and insurance in reports for these various programs. It gets tiring for the grantees having to upload financials and insurance to every single report, so we allow them to say it's "on file"... but sometimes they don't know, and say it's "on file" even when we don't have it. It requires a lot of extra checking on our part, and saving down documents from various reports, etc. It could help to be able to check off that the organization had submitted the financials and insurance for the year. Since they all have different fiscal or insurance periods, I envision that this would be a flag based on a date entered in by us - when the date has passed, the flag would appear, meaning that an update is needed. Just dreaming 'out loud' here...
Mary Giraulo
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4 votesMary Giraulo
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8 votes
An error occurred while saving the comment Mary Giraulo
commented
Another possibility is a flag beside the follow-up on the follow-ups workload page - which could indicate that something needs to be addressed. In fact, I like the flag option a bit better - it would keep all the submitted follow-ups in one place, but would allow us to indicate that we've already done the first review of the follow-up. The flag would have its own column and we would be able to sort by flagged/unflagged. Ultimately, it would be nice if this linked to the applicable Administrator Comment on the follow-up.
Mary Giraulo
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The collaborator role could be very useful. Would the applicant be able to add a collaborator after the grant is awarded? I just got a query from an grantee who wants multiple people to be able to access their follow up forms (in this case, it's not the primary contact that needs to be added, but a finance person who keeps invoices and payment records). This need comes up from time to time.