940 results found
-
Add Progress Bar for Student's View and Submissions
I'd love for students to be able to see a color coded progress bar on their full submission, similar to the evaluator's progress bar. I have so many students who do not submit the additional applications they are eligible for because they think their application is complete. Since the Universal Processes show up on their page random/alphabetical, they do not see the "Assigned/Edit" and "Submitted/View" which I am trying to explain in emails to both counselors and students.
9 votes -
installment
'Installment' should be a field option that can auto-populate in GLM - email templates. We fund multi-year grants and it would be helpful to include both the total amount awarded as well as the installment amount.
9 votes -
Make "Request History" reportable
Please make "Request History" a reportable field. For example, if I want to know who approved a crop of our requests, I have to go to each individual request and check the history. This is something we should be able to grab quickly.
9 votes -
Option to hide questions on forms that are no longer relevant
While I understand why you cannot delete question fields once an applicant or staff member has submitted a response on it, sometimes that question needs to be deleted moving forward and based on how we have set things up it is preferred to not create/copy a new process when we want to make deletions. It would be nice to be able to "toggle"/hide a question from the applicant/grant manager on forms when we no longer want them to be answered/used.
9 votes -
font
It would be helpful to have different font options when creating or modifying email templates. We have noticed that when our templates are exported (or sent to applicants), the font type changes inconsistently. Some sections will be Ariel and others Segoe. It's hard to tell if the different fonts are present in GLM, but we would like the ability to highlight/ select all and then choose one font type.
9 votes -
Score based on answers to questions on application.
Need the system to generate a score for the application based on how questions on the application are answered. For example: a GPA between 3.8-4.0 would receive 10 pts, 3.6-3.79 would receive 8 pts, etc. This could be a % score.
9 votes -
I would love to see every question have the option (or not) to be in print packets. We have a few explanatory sections that no one (applican
I would love to see every question have the option (or not) to be in print packets. We have a few explanatory sections that no one (applicant, staff, evaluators) needs to see when reviewing.
9 votes -
Times Follow Up Forms Are Due
It seems like the functionality to adjust the time when a follow up is due is only available when using an auto-due date. But when manually assigning due dates there is no input for time. Also, the system defaults to 12:01 am instead of 11:59 pm. So if I manually enter 7/1 as the due date, grantees see a notification that their report is overdue when they log into the system on the morning of the 1st. This is very confusing for applicants. Can we add the time functionality to the manual due dates also please?
9 votes -
Archiving Follow-up Forms
It would be nice to be able to archive follow-up forms that we no longer use for various reasons as we can now archive processes and email templates.
9 votes -
Apply Page Process Customization
Hello!
I understand the logic of the apply page, but it would be ideal if our organization had more control with choosing the order of processes more automatically. We would like our process manager to reflect the order of processes in the Apply page exactly.
Currently, we have different members working on various processes which affects the date the EQ was created and the order it will appear within the Process, despite how it is listed in the process manager.
I know a personal solution would be for us to create EQ's in the order we want the processes to…
9 votes -
Batch assignment of requests to someone with the "Grant Manager" role
Currently, anyone with the "Grant Manager" role needs to have requests assigned to them by an admin. Admins do this by going to a request's summary page and linking the Grant Manager there. However, you need to do this ONE REQUEST AT A TIME. We have over 350 requests that we need to assign to a grant manager (we need flexibility in deactivating privileges, so we cannot make them an admin). That means an admin will need to go to 350+ request summaries and repetitively assign the request to this user.
Please make batch options for that available. Ideally, the…
9 votes -
Mark Applicant Opportunities by Question Group SLM
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 -
Follow-Up Auto Reassign
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 -
3rd Party Confused
We had a lot of problems this year with 3rd party individuals being confused by the fact they received an email from the student and an email from us for the same request. Is there some way to streamline things so that the 3rd party recipient would only receive one email? I would prefer our template email to the student's email, as they often don't include all or the correct information. Or maybe possible to add the students email wording to the start of the auto-generated email? It became even more confusing for students who were requesting documents for multiple…
9 votes -
Close Request - Batch
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 -
Way to organize/group/file Saved Reports
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 -
Date LOI or Application Last Updated
Right now the system only saves the first date an applicant saved an LOI or application draft. You have no idea if someone has abandoned the application or if they are slowly working on it. Is there a way to show when someone last saved an application or LOI? Furthermore, can you create a report that would show this information? Right now, quick export only shows the first date an application or LOI was saved so if you made the first change then maybe the date would be correct in quick export...?
9 votes -
extra bucket for follow ups
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 -
Historical Emails should reference attachments.
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 -
Add ability to edit the subject line for email notification
Could we please add the ability to edit the subject line of the email notification? This would allow us to include a French translation where needed.
8 votes
.png){kind=link}
.png){kind=link}
- Don't see your idea?