Meg Turville-Heitz

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  1. 98 votes

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

    Hi All,

    Thank you for this feedback. Curious to understand if there are other use case for DocuSign with GLM/SLM rather than Grant Agreements.

    I also assume that when we talk about this integration we would want to be able to generate the DocuSign document with in the system, and then let docusign control all of the emails/reminder, and the final piece would be that signed document is visible in this system.

    Let me know your thoughts.
    -Sammie

    Meg Turville-Heitz supported this idea  · 
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    Meg Turville-Heitz commented  · 

    We would potentially use it for
    Grant agreements (primary use - requires two signatories)
    Payment requests
    W-9
    Final reports

  2. 6 votes

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    1 comment  ·  GLM & SLM Idea Lab  ·  Flag idea as inappropriate…  ·  Admin →
    Meg Turville-Heitz supported this idea  · 
  3. 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…

    Meg Turville-Heitz supported this idea  · 
  4. 48 votes

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    21 comments  ·  GLM & SLM Idea Lab  ·  Flag idea as inappropriate…  ·  Admin →
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    Meg Turville-Heitz commented  · 

    1) Ideally, for me, each follow up could have it's own deadline (e.g. event information, request for payment, publicity, final report) and they could submit them at ANY time. For example some may have publicity to share well before their event dates are set. Or they may need to request funds before they can provide event dates. Some have multiple events to report but they don't have them all set at the same time.
    2) Some of our reports have hard deadlines and some have soft deadlines that are dependent on the progress of the project (e.g., many soft event deadlines due to COVID). Having a due date is a way to trigger reminders and remind the applicant as well as me.
    3) I think automatic emails can be optional, as they are in the processes. In some cases (e.g. publicity) they may end up not having anything to submit, or they may report it on award, or at the time of events. For those items I wouldn't have a reminder email.

    Meg Turville-Heitz supported this idea  · 
  5. 45 votes

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    5 comments  ·  GLM & SLM Idea Lab  ·  Flag idea as inappropriate…  ·  Admin →
    Meg Turville-Heitz supported this idea  · 
  6. 31 votes

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    12 comments  ·  GLM & SLM Idea Lab  ·  Flag idea as inappropriate…  ·  Admin →
    Meg Turville-Heitz supported this idea  · 
  7. 97 votes

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    12 comments  ·  GLM & SLM Idea Lab  ·  Flag idea as inappropriate…  ·  Admin →
    Meg Turville-Heitz supported this idea  · 
  8. 28 votes

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    6 comments  ·  GLM & SLM Idea Lab  ·  Flag idea as inappropriate…  ·  Admin →
    Meg Turville-Heitz supported this idea  · 

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