Carol Sloper

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  1. 3 votes

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

    It's really an issue that it should default to NO processes assigned and that you can go in and select the processes for the grant manager to ADD them to, not DELETE them from.

    Security risk that they default to ALL. Very time-consuming to touch every process (including archived ones) anytime a new grant manager role is assigned.

    Carol Sloper supported this idea  · 
  2. 11 votes

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  3. 7 votes

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    Carol Sloper supported this idea  · 
  4. 11 votes

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  5. 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

    Carol Sloper supported this idea  · 
  6. 9 votes

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

    HI All,

    we are in the process of continue to evaluate our idea lab strategy. While we may not roll out a full SLM idea lab we may allow for tagging and group in the existing idea as there is some functionality overlap between GLM and SLM. More to come!

    WIth that said i assume in this idea the information is living in the opportunity description for UA users and Process Description for non UA users is this correct?

    Carol Sloper supported this idea  · 
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    Carol Sloper commented  · 

    Agree... follow ups not being required to follow a specific work flow as mentioned in the GLM questions would be very useful in SLM as well.

  7. 13 votes

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    2 comments  ·  GLM & SLM Idea Lab  ·  Flag idea as inappropriate…  ·  Admin →
    Carol Sloper supported this idea  · 
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    Carol Sloper commented  · 

    Agree... with Chromebooks, users don't always have Excel and we require a budget spreadsheet for applications. Would be nice if built in to the program.

  8. 2 votes

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  9. 2 votes

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

    Not sure what the magic bullet is, but this has been an issue since day 1 and continues to be the most frequent complaint from users. Larger nonprofits / government organizations that require approval by someone in authority to submit an application is something we have to manually verify as there is no way for us to know (other than trusting the user) that they have permission to apply on behalf of the organization. Same with paid grant writers with more than one nonprofit. Grants.Gov and Sam.Gov have this structure. It does work as it allows larger organizations to keep an eye on activity under their organization's EIN #.

    Carol Sloper supported this idea  · 
  10. 57 votes

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    7 comments  ·  GLM & SLM Idea Lab  ·  Flag idea as inappropriate…  ·  Admin →
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  11. 26 votes

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  12. 64 votes

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    6 comments  ·  GLM & SLM Idea Lab  ·  Flag idea as inappropriate…  ·  Admin →
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  13. 8 votes

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  14. 27 votes

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  15. 37 votes

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    3 comments  ·  GLM & SLM Idea Lab  ·  Flag idea as inappropriate…  ·  Admin →
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  16. 48 votes

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    21 comments  ·  GLM & SLM Idea Lab  ·  Flag idea as inappropriate…  ·  Admin →
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    Carol Sloper commented  · 

    It would be useful to have an "optional" response follow up that is not date dependent and does not stop the workflow of "required" responses.

    Also, if there are more than one follow ups required, they might all need to have specific hard coded dates rather than system generated.

    Carol Sloper supported this idea  · 
  17. 12 votes

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    1 comment  ·  GLM & SLM Idea Lab  ·  Flag idea as inappropriate…  ·  Admin →
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  18. 42 votes

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  19. 97 votes

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  20. 1 vote

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