Kevin Lugo
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43 votesKevin Lugo
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87 votesKevin Lugo
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103 votesKevin Lugo
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84 votesKevin Lugo
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88 votes
An error occurred while saving the comment Kevin Lugo
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91 votesKevin Lugo
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69 votes
An error occurred while saving the comment Kevin Lugo
commented
Building on the idea of standardized questions and a question bank: if there were standard questions saved and accessible across processes, they could function similar to 'system questions' in that they would be available in different dashboard views.
I have a question on my reviews that asks if the applicant should receive a grant. I would like my evaluation dashboard to be able to display a column with the answers ("Yes, full"; "Yes, partial"; "No") but this only works for one process at a time, because the questions are unique to each process.
, today that in the 'Evaluation' page I would like to be able to a question titled "Grant?" which
An error occurred while saving the comment Kevin Lugo
commented
What would make a lot of sense to me is having 'Master Forms' and 'Master Questions' that are not assigned to a specific process. Then admins can assign the master form to different processes where the same form is used. If a change is made to the master an admin could select which processes would synchronize the update. If a process is synced, the form retains a link to the master. If it is not synced, or a process form is manually edited, it un-links from the Master and becomes its own form.
This would also work for Master Questions - I like the idea of being able to drag and drop Master Questions to create a new form using. The point is we often reuse materials many times for many processes, and it should be easier to do so and keep track of those changes.
Example 1: I found a small error where my instructions were confusing on a grant agreement form. I caught this after I had already copied the form several times. I had to go back and edit each copy instead of being able to make a single change and apply it to all affected processes.
Example 2: I have a standard follow-up report form. I decide mid-year that I want to add an additional question to any process that hasn't reached the follow-up stage yet. If there was a Master Form being used, I could update it and choose to only update the processes that are still open. The processes beyond the form stage would become de-synced from the Master so they are not changed.
Kevin Lugo
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28 votes
An error occurred while saving the comment Kevin Lugo
commented
This seems like a great idea for those using more complex evaluation systems!
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20 votes
An error occurred while saving the comment Kevin Lugo
commented
Any progress on this?
They key piece is that when a new USER creates an account, there is no control on the ORGANIZATION. If I am a new development officer at an existing organization, I will type my my organization's name in the account creation screen and unknowingly create a duplicate. Instead, as the OP suggested, there should be a drop-down menu for organizations already in the system. The system could make suggestions as the user types. It should then pull the relevant information (address, EIN, etc.) from the organization on file and add the user to the existing organization.
Kevin Lugo
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5 votes
An error occurred while saving the comment Kevin Lugo
commented
Agreed, there should be 'Master' forms that serve as a baseline when we have forms that are used for multiple processes. See my comment on this idea:
Kevin Lugo
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16 votesKevin Lugo
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Agreed. We currently do this in C-suite with Alert notes. If there was a way to sync this, or even just replicate it in GLM, that would help. We could see right away if an application is from an organization that we've flagged as ineligible for various reasons, etc.