Julie Wright

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  1. 100 votes

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

    HI All,

    Thank you for the feedback thus far.

    I think we are leaning towards the idea of denotating specific fields to be reportable. Do you have examples of the fields you would most like report on?

    As for calculations which ones do you need? we know sum for sure, are there others?

    More to come!
    sammie

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  2. 47 votes

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

    Hi Logan,

    Thank you for your feedback.

    I was able to have a discussion with the development team around how we think this could work.

    We imagine it available on all list type questions. When building your list question you you would see a check mark that says allow optional, must like you see allow N/A on scoring questions.
    When check other would be added to your list items and then if selected the applicant would see a box titled other.

    The place we are still curious about is reporting? Would you want to see the information in cell for examples Other; whatever text they entered or would text need to be its own field code?

    best
    sammie

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  3. 11 votes

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    1 comment  ·  GLM & SLM Idea Lab  ·  Flag idea as inappropriate…  ·  Admin →
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  4. 45 votes

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    5 comments  ·  GLM & SLM Idea Lab  ·  Flag idea as inappropriate…  ·  Admin →
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  5. 6 votes

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  6. 6 votes

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

    Hi Meg,

    Thanks for your feedback. I think in the original design we really expected people to Process or Request and not be using them both in one site. However, you explain makes a lot of sense.

    I think there is room for us to play with how these two tools can play with each other in the filtered view and the org hierarchy chart.

    As we look at this functionality I may reach out.
    Best
    sammie

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  7. 32 votes

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    19 comments  ·  GLM & SLM Idea Lab  ·  Flag idea as inappropriate…  ·  Admin →
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  8. 31 votes

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  9. 17 votes

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    Planned  ·  17 comments  ·  GLM & SLM Idea Lab  ·  Flag idea as inappropriate…  ·  Admin →
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  10. 4 votes

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  11. 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

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    Julie Wright commented  · 

    We would use it for the following items w/n the system:
    Grant Agreements
    Grant Amendments
    W-9
    ACH Docs
    Certification of Final Reports
    Applications

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  12. 2 votes

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

    All of the Communications Menu Items need sorting and if possible folders. There are still random places where your data is displayed in a table that cannot be sorted.

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  13. 3 votes

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  14. 6 votes

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  15. 3 votes

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    2 comments  ·  GLM & SLM Idea Lab  ·  Flag idea as inappropriate…  ·  Admin →
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    Julie Wright commented  · 

    Sorting EVERYWHERE, please! :-) And Folders in Email Templates and History

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  16. 53 votes

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  17. 56 votes

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    Under Consideration  ·  22 comments  ·  GLM & SLM Idea Lab  ·  Flag idea as inappropriate…  ·  Admin →
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  18. 2 votes

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  19. 7 votes

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  20. 2 votes

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