940 results found
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visibility of forms
We use a two-step evaluation process which involves two different groups of evaluators, one for each step. Once the first group evaluates the LOI we would like to restrict the visibility of that form from the second group of evaluators.
Right now that requires going into each question and table row or column and updating the visibility, a very time-consuming and tedious job, between the two evaluation phases.
It would be great if we could alter the visibility at the form level, overriding field by field visibility settings. That would allow us to basically turn the LOI form off after…
2 votes -
Pull Opportunity Info or Flag Questions into Follow Up Forms
When creating Follow Up forms, it would be a real time-saver, and lessen the likelihood of error, to be able to pull information or fields from the Applicant Opportunities section of the Universe into the follow up form. (Or even from the connected CSuite Scholarship.)
Currently, each opportunity we have has its own initial acceptance follow up form where the student must certify they still meet that scholarship's criteria, and we have to manually copy/paste that criteria into the follow up form from the Applicant Description section of the Opportunities page, or the scholarship description in CSuite.
To take it…
2 votes -
Business Titles
Is there any way to have the applicant's business title, as well as the primary contact's business title, listed on the cover page of the application and follow-up forms? Their other data, such as address, phone #, etc. is there and it would be nice to have the business title listed as well so you don't have to go back into contacts to find it. This would be especially helpful for the evaluators when it is a new or unfamiliar organization applying for a grant.
2 votes -
Applicant Filter
From the SLM Dashboard we have the ability to Filter by Processes. In the same way it would be great to be able to Filter by Applicant.
We do not use universal application so this filter would allow us to group, screen and use Batch options based on an applicant name.
2 votesWe recently introduced Filters to the workload grids. Through these filters, you can narrow down the list by applicant name. Reach out to support@foundant.com to learn more, and please let us know if this helps you manage your workflows.
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SLM UA - Share Evaluations
The share evaluation function, with anonymity option, needs to be added to each UA opportunity as it exists in non-UA processes.
2 votes -
copy request
Could we make the "This request was created as a copy by..." message more prominent? It would help if it jumped out at us so that we can do the required cleanup after a request has been copied.
2 votesCan you please share the message you are referring to.
Also, it would be helpful to understand the clean up need because that might give us the idea for other opportunities to make the tool easier to use.
-the foundant team
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email history
It would be helpful to be able to build a report that demonstrates the status of an application based on email. For example, an application that has been denied, whether they have been emailed and the status of the email (ie whether they have opened it). Right now we are tracking that outside of GLM. Thanks!
2 votes -
copy without uploads
It would be helpful if there were an option to copy applications without uploads. Often we only want the basic info and not the uploads, especially in a process with branching logic that only requires the uploads based on the answers. It's a problem to change or delete the prior uploads: first you have to answer the branching question with the value that shows them, take action, then change the answer back to the current value.
2 votes -
Additional Evaluations
We have several stages of evaluation; the two evaluations are not sufficient for us to be able to understand and assess applications effectively. It would be helpful if we could add additional evaluations, as needed, by process.
2 votes -
Batch Deny to Move to Denial Draft
It would be a huge timesaver if there were an option for Batch Denied applications to be move to Denial Draft.
If you have a lot of applications, it takes a a very long time to do this one application at a time.
2 votes -
Suppressing Applicant Name / Project Field in Evaluation
We have 20+ scholarships that want applicant names suppressed from applications in the evaluation process. We have always had the student fill out the "Project Name" field with their name. This year, we had everything setup to suppress applicant details from the evaluators, but did not realize that the "Project Name" cannot be suppressed. We had to manually go in and change every student's name to a code in the Project Name field.
Short of instructing students in the future to not use their name as the project name field, is there any chance the Project Name field could also…
2 votes -
Changing American spelling for Australian clients for Organization and Recognized
Changing American spelling for Australian clients for Organization and Recognized. (S instead of Z) Currently this is on the payment page for a donation but I am sure there are other spellings throughout the platform and GLM. For our Australian clients/donors it looks like we have spelt it wrong.
2 votes -
SLM UA Color
We have three SLM UA's that students can apply to and as it currently appears on a student's dashboard, all UA's are in the color blue. Is there a way that each UA has their own color. This will help with an inclusivity for color blindness.
2 votes -
Move the Copy Request option of Select Initial Status to the top of the list of Process selections
Back in the day, when you could Copy Request, we could just copy into Draft and still be able to submit as an Applicant without too much stress. At least, that is how I remember the system working. Especially working with Internal Processes. We may have even had a Submit button at the bottom. I don't recall exactly, but now, it's a bit more work.
Now, I have to be sure to scroll to the bottom of my long list of processes to be able to find the Select Initial Status options and be sure to select the Submitted option-particularly…
2 votes -
Organization Viewable by Applicant - Primary Contact
Add an option to the 'Organization Viewable by Applicant' site setting in GLM to be able to set the visibility to users marked as the primary contact. It'd give us an option that is more restrictive that the 'all' option but more automated than the 'user-by-user' option.
2 votes -
document viewer indicator
It would be helpful to have an indicator for the number of documents in Document Viewer similar to the indicator on the Documents tab.
2 votes -
SLM: customize Evaluator dashboard view by Process
We have a scholarship with a 2-step evaluation process. It would be great if we could customize the dashboard view of Evaluators to show not just the score, but Evaluator responses to one of the custom questions. Our committee is sophisticated enough that they are comfortable changing the sort order on the available columns, and adding an additional column to show an additional assessment question would provide them with more flexibility.
2 votes -
Batch add multiple Processes when assigning new Evaluators.
Batch add multiple Processes when assigning new Evaluators.
We've just discovered when trying to add in a new evaluator to our scholarship process, we have to add in every single scholarship opportunity separately as an individual process instead of being able to select "all", which, is what we need to do.
So our "Universe" of applications breaks down into "Processes" which are our individual scholarships and because we look at everything from the individual Student (and not the opportunities), we need to be able to batch multiple processes all at the same time.
The way things are currently set up,…
2 votes -
It would be helpful if the evaluation scores for each section could be added to give a total score for an applicant.
We have ten questions that get scored 1-5 that make a final score for each applicant. It would be helpful if those scores could be added automatically.
2 votes -
Mark an application that you would like to revisit
I would love to have the option to mark a submission/application as revisit. This is where we are not pursuing funds at this time, but we are interested enough to put their application in the "revisit" it will push it to the next cycle instead of flat out deny request.
2 votes
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