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  1. Right now, when you create a new question in the universal application, you have go to each question and change what opportunities this question applies to. This can be very time consuming as there are over 45 opportunities linked to the universal application. It would make sense to be able to mark the applicant opportunities by question group as the default then if you need to make individual changes to some question, it would be much less time consuming. I set up my question groups to directly correlate with the the applicant eligibility and selection criteria for each scholarship.

    For…

    9 votes

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  2. It appears that when a grant application is reassigned it does not also reassign the follow-up forms. Is this always the case or am I simply having an issue? It would be very helpful to not have to click through and reassign those forms as well.

    9 votes

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  3. It would be helpful if you could use the batch Close Request function when their are still open follow ups. We terminate students who have submitted their follow for the semester but have to go individually in to the request to close it. Since you can close a request with open follow ups on an individual basis you should be able to do it by batch as well.

    9 votes

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  4. I am relatively new to making reports, but I am finding it challenging to keep track of the reports and find the ones I need efficiently. It would be helpful to be able to group reports by topic, such as Approved Grants, Denied Applications, Fiscal Year, etc. We are thinking of a good naming convention to help with the sorting and finding (all suggestions welcome!).

    9 votes

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    1 comment  ·  Reporting  ·  Admin →
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  5. I would really love a way to export all documents, applications, evaluations etc. for an org (for each particular process) all at once rather than downloading and saving each item individually.

    For example, Grantee A: LOI, LOI Eval, App, App Eval and any other docs or processed they completed for a particular grant.

    This would be incredibly helpful for filing purposes to have everything in one place/merged into one document.

    Currently, we have to go to each separate proccess to create packets and save...very time consumming!

    9 votes

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    4 comments  ·  Merge Docs  ·  Admin →
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  6. It's hard to tell which follows ups we have reviewed and which ones we haven't. It would be nice if the follow ups had a read/unread status- like emails- or if there was an additional bucket on the dashboard (additional status) for follow ups that have been reviewed. Note that we don't send follow ups back to the applicants because we don't want to have to review it twice. Adding the missing document is much easier. This applies to applications as well.

    9 votes

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    7 comments  ·  Email  ·  Admin →
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  7. We conduct two rounds of evaluations on every grant application. After the first round we provide the results to the second group of people evaluating. Finally, at our board meeting we provide the results from both rounds of evaluations.

    We currently provide these to our evaluators through a fairly complicated merge document that we process after each evaluation. We were hoping that you all could create a report for all evaluations done, as well as a nicely laid out print packet of whichever evaluations were needed.

    Additionally, we have our second round evaluators check a yes, no or maybe box…

    9 votes

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    4 comments  ·  Reporting  ·  Admin →
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  8. I recently went into an organization's email history to look at an award notification, the original of which included an attachment, but the historical copy made no reference to an attachment. It would be helpful if historical emails referenced document(s) that may have been attached.

    9 votes

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    4 comments  ·  Email  ·  Admin →
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  9. I work in GLM and would like to be able to close an old request with an incomplete follow-up without marking the follow-up complete. When the request is closed and an incomplete follow-up is marked complete, I cannot reassign the old follow-up when the same organization submits a new request.

    8 votes

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    Proposed Idea  ·  0 comments  ·  Follow Ups  ·  Admin →
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  10. Could there be a small pop-up when your cursor goes over this field that explains how the primary contact works?

    Our applicants often think "primary contact" indicates who will receive communications about their application. They frequently email saying they kept trying to change the primary contact and were unsuccessful.

    We would like applicants to know that
    1) the primary contact is the executive director/officer
    2) site administrators control who is the primary contact
    3) all communications are sent to the user that submitted an application

    Thanks for your suggestions on how best to make this information clear to applicants!

    Kira…

    8 votes

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  11. If multiple users in the system are involved with a request, allow for the request be cross-listed under both/all user accounts. Similarly to collaboration, users will be able to work together on an application, but the request will then appear in both/all users' request histories.

    8 votes

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  12. Hello - I am finding myself a little frustrated this time around when attempting to update my logon page message (for both SLM and GLM portal login pages). Even if I format outside of the page and copy to paste it in as I'd like it to display, it is now pulling everything left and not holding the formatting.

    My bigger ask to help solve this is can we have better rich text tools in the editing of the Logon Page Message under settings in both SLM and GLM? I'd like the ability to first and foremost choose the alignment…

    8 votes

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  13. Applicant Contact Information

    I am aware that applicants can update or edit their profiles. It would be wonderful if there were a mechanism that would prompt the applicant to review it for any necessary updates and to also review all contacts listed in the organization summary.

    8 votes

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    1 comment  ·  Custom Data  ·  Admin →
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  14. In GLM/SLM it would be great to add due dates for evaluation forms. Automated emails could then be attached and reminders to complete evaluations could be automated.

    As a small staff, I have to remember to do this, along with all the other things we are doing. While I do keep in close contact with our committees, it would be lovely for this system (where we have invested a significant amount of $$) to take on some of the burden, instead of leaving it on our shoulders. ...work smarter, not harder...

    8 votes

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  15. Please change the color of the Administrator Comment box!

    When we provide comments for our applicants, they are constantly complaining that the box blends in with the rest of the white and off-white colors and words on the screen. It's true!

    Please change the white box to a colored box or allow administrators to choose the color of the box or change the text color for administrator comments. This small change would improve the applicant experience.

    8 votes

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  16. we need a working dark mode.

    8 votes

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    1 comment  ·  UI/UX  ·  Admin →
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  17. Change the symbol of the Integer question type away from a # to something else.

    In our application we ask for percent of people served in our county. We built that question with the integer question type because that was the only question type where we could restrict the entry to two numerical digits.

    But our applicants and reviewers are confused because we are asking for a percentage but the little symbol next to it is the number sign, so it almost looks like we are asking for the raw number of people, not the percent of people.

    See attached

    8 votes

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  18. I do see this was brought up in years past, but was hoping to renew interest in the topic. It would be great when using the Date question type to be able to select the format in which you would like that date provided. It would be great to be able to ask for a month and year, for example, especially when asking for degree conferral dates, where a specific day is often not known.

    8 votes

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  19. I like the embedded tables for the most part but I really need commas in those integer cells and the sum total cell.

    8 votes

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    0 comments  ·  Budget  ·  Admin →
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  20. Ability to individually close an Evaluation stage, when you are using both Evaluation stages. For example, Evaluation 1 is to be completed, and "locked down" so the Evaluator cannot change their answers when they are completing Evaluation 2. This impacts the "integrity" of the review.

    8 votes

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    3 comments  ·  Reviewing  ·  Admin →
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