Sandy
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20 votes
An error occurred while saving the comment An error occurred while saving the comment Sandy
commented
That would work for us. That's where I've been adding it using Adobe if I need to share a follow up report outside of the system.
An error occurred while saving the comment Sandy
commented
Yes! When exporting a follow up packet, it would be very helpful if the PDF included the name of the follow up form (we use multiple follow ups for each project, including progress reports, final reports, time extension requests, etc.).
Sandy
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21 votesSandy
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145 votesSandy
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An error occurred while saving the comment Sandy
commented
One more thing - occasionally we have two organizations that partner on a project (for example, two agencies working together where one agency owns a park and another agency manages/maintains it). In these cases it would be helpful to be able to share a single request among users from multiple organizations.
An error occurred while saving the comment Sandy
commented
For our organization (a government agency whose grantees are also generally government agencies), it would be extremely helpful to be able to share all parts of a request (application, follow ups, etc.) with multiple users from an organization. Some of our grantees have multiple ongoing grant projects with different project managers, in addition to a supervisor or department head who needs access to all of the organization's requests (current and past).
Currently, we recommend that each agency shares one username/login among its staff (typically the department head's) and we assign all of the organization's requests to that user. Unfortunately this is problematic as the person who is getting emails from the system is not necessarily the primary contact or project manager for the request.
I should note that since our grantees are government agencies within a limited geographic area, we work with a finite number of organizations and we are generally aware of any staffing changes that take place at those organizations.
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91 votes
An error occurred while saving the comment Sandy
commented
I agree that this would be helpful. In general, the cover page that prints out with each application could use a lot of improvement - the applicant's name and organization appear multiple times on the page. It's messy, redundant, and there's a lot of wasted space.
Sandy
supported this idea
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Hi Sammie - I'd like to see the form name at the top of page 2 of the PDF packet, where it currently says "FollowUp Form." When I download a follow up packet, it's typically because I'm submitting it to our finance department to support a grant reimbursement so having the form name in the packet (e.g., July 2022 Progress Report) is helpful! I currently edit this in Adobe after I download it. Thanks!