394 results found
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Identifying a 4th option for labeling grants
In the organization I work with, when, we you identify the grant there are three options to choose from-one time, installment, or matching. Sometimes it is the case that a grant is both a matching and an installment grant. However, there is not a matcing/installment option. It would be fantastic if this matching/installment option could be created or if that is too specific perhpaps an 'other' option with the ability to identify what the 'other' is so that this may benefit other foundations as well.
posted February 14, 2012 by Jessica Leuthold, Martin Family Foundation
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allowing external sources upload documents to an application
I would love to have a mechanism for people to upload recommendation letters directly to a candidate’s application. Are there others who would like this feature automated for their grant, scholarship, or fellowship process?
We run a Fellowship program for graduate students and require recommendation letters. Currently all recommendation letters (~600 in a two week period) are emailed to an administrator at our Foundation who then has to upload the recommendation as a supplemental document to the individual candidate’s application.
Idea posted August 8, 2011 by Don Brackett, Robert and Patricia Switzer Foundation
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Applicant Dashboard
I would like to see you correct an inconsistency in terminology used on the Applicant homepage. When the Applicant logs on to GLM or clicks on the “Dashboard” link, on the left side of the screen under the Requests column, they are taken to the “Application Status Page.” When an Administrator or Evaluator logs on or clicks on the “Dashboard” link they are taken to a screen labeled “Dashboard.” Since the Applicant homepage screen does not contain a Dashboard in the same sense as the screens viewed by an Administrator or Evaluator, I would suggest replacing the term “Dashboard” on…
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Dashboard vs. Status Page (for applicants)
I just noticed that, if you're logged in as an applicant, you click on Dashboard to get to your Application Status Page. Is it possible to name the links the same as the page?
When applicants have called asking where to fill out their Follow-Ups, we have told them to go to the Applicant Status Page, not having known that you have to click Dashboard to get there.
-Mary
Idea posted May 17, 2012 by Mary Nicosia, GMA Foundations
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Link to Application in Follow Up Forms for Applicants
As an administrator I can view the submitted application information from a link at the top of the Follow Up forms I have created (Grant Agreement and Final Report.) It would be nice if grantees had an easy link referring to their application like this as they fill these forms out too. If not the same link (due to potential navigation issues getting back to the Follow Up form), then maybe a link to a pdf of their application packet.
Idea posted March 25, 2013 by Katie Kaufmann, MRAC
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Document Uploading
I would like to see that when a document is uploaded, that document is seen no matter where I am in that file.
When I upload a document, there are places within the file that show "Documents Uploaded: 0" when I have already uploaded it. I'm actually now uploading documents twice so that our elderly board members don't get lost searching for it.
(I even get confused looking for that uploaded file sometimes.)
:-)
posted May 29, 2013 by Lisa Diehl, Oldham Little Church Foundation
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Changing the order of report fields
My question is slightly similar to Mary's 9/6 post. It involves custom report fields rather than those created within a form, however.
Will users ever be able to change the order of the custom report fields? I have created lots of custom report fields to make better use of the mail merge function. Although the mail merge templates work beautifully, I made some mistakes as I added fields and on some forms the fields are not always logically ordered. Some instances are more extreme than others, but I have attached what I believe might be a clear example.
None of…
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Mail Merge Template View
Can you add in a button or hyperlink that will allow us to just VIEW the mail merge templates? Right now you can only add in a new template, or delete an existing one.
posted October 23, 2012 by Karen Wallace, First Fruit Incorporated
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Changing fields when applicants first register or sign up for new account?
We now need to collect DUNS #'s from all our grantees. I'd like to front-load this item for collection when potential applicants create their Organizational Profile with us. How can I edit that page again?
Also: PART 2
We fund individuals, as well as organizations. We receive a lot of support question because I believe one of the mandatory questions is about EIN#'s - which of course individuals do not have. I need to revise the instructions b/c apparently the instructions for how individuals maneuver this question have been changed. Either that or no one is reading the instructions!
How…
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Reports Beta Shortcut: Cheating the "Un-Check"
How to shorten the time it takes to build a report in Report Bets:
Usually when I need to create a report in Reports Beta, it is to evaluate a set of records using only a few fields. It is cumbersome to go to the "Layout" tab, and have to "un-check" 50 or so fields.
SOLUTION: I built a "Blank" Report for each of the five different report types (Decisions, Pending Requests, etc).
In Reports Home, click on the "Build Reports" tab.
Choose the type of report you want to create your blank template for (i.e. "Decisions").
Select the "Layout"…
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Shortcuts back to "Return to Grants" once a Follow Up is set.
I want to go to View the request summary and assign the follow up, and afterward, see the link at the top and bottom of the page that will take me back to the Granted list. The shortcut link only appears when I look at the request summary, but not after I set up the follow up. I have to go back to the Dashboard and then back to Granted. Seems like a step could be taken out, if it's possible?
posted June 14, 2013 by Dana Jeffery, Ben & Jerry's Foundation
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Merge Templates and Commas
I am wondering if it's possible to program the merge fields that contain commas (award amount, amount requested, etc.) so they automatically carry the comma into a merged document? The dollar signs automatically carry over when merging but the commas do not. Currently, I have to do a workaround with the merge fields so the commas carry over when merging into a document. It's sort of a pain and I imagine there are others that would find it easier to have this happen automatically (if possible) rather than doing a workaround. Just curious if this is a possiblity?
Thanks so…
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Follow-ups - indicate initial, interim or final
On the dashboard, we would like to be able to see if a follow-up submitted, due or over-due is the initial, interim or final report. We have several grantees with several grants/followups. When the very helpful automatic reminder to the grantee doesn't work and we need to contact them it would save time to know which report is missing without having to go to the grant detail.
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Follow Ups Export: Include Due Date and Received Date
I want to send an email to Follow Up Reports that are past due. So I run an export, but it does not include the fields "Due Date" and "Submitted Date".
From the Dashboard, you can see the "Due Date" in the Follow Up Drafts screen. You can also see the "Submitted Date" in the "Follow Up Submitted".
It would be a BIG help if these fields were also included in the export. I've had to resort to creating a manual field, which means more work for me with each grant. Since GLM is already recording the info, you would…
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Searching by date follow up is submitted and exporting
Please add "follow up submitted date" to export so that a list of follow up reports submitted during a certain time period can be created. We can use this feature, for example, to document the number of reports that were submitted and reviewed during FY 12.
posted May 3, 2012 by Claudia Baier, VNA Foundation
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Mail Merge function for Carry Over/Deferred Proposals
I find the mail merge function so easy and convenient to use for grants that have been approved or declined. However, in our organization it is very common for grants to be carried over or deferred to the next cycle. Just like we send our grantees notification of approved/declination letters we should have the ability to do so with grantees whose proposal is still pending.
My idea is simple: introduce/add the mail merge function for applications that are in the evaluation open stage.
Jacqueline Lara
William G. McGowan Charitable Fund
Idea posted November 18, 2011 by Jacqui Lara, The William…
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Better saving for administrators
1) Can the Save Changes button be made more obvious. For administrators, that button is in the middle of the page between what we need to fill in, internally, and what the applicant has filled in. It's so light in color that you can scroll right past is without realizing it.
2) A fifteen minute warning flash before getting kicked out would great. While reviewing, it's possible to lose track of time when reviewing attachments that have opened in another program. I know there's a warning on the screen, but would it be possible to have the explorer button on…
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Is it possible to get rid of the Success message when creating a Follow-up?
We were asked at Summit to let you know of places where there was just too much clicking to get something done. This is one of those places.
That Success message is just one more step and one more click. It gets worse if you need to add more than one Follow-up. Is the Success message necessary?
-Mary
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Saving manually entered grants
While we do have the option for applicants to save a grant in progress as a draft, I have not been able to do this when entering grants manually. There have been a few instances where I've been called away from my computer for an extended time, lost internet, closed the page accidentally etc. while entering a manual grant and all the information entered gets lost. Is there a way to save work in progress?
Idea posted July 13, 2011 by Alison King, The Ron Joyce Foundation
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Mulit-Select Questions
A multi-select question gives the applicant a defined list to choose from and allows them to choose more than one answer. An example of this would be;
Idea posted April 26, 2011 by Grant Elliott, Foundant Technologies
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