1367 results found
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Batch Revert Status
GLM Idea - I understand we can individually revert the status of an application from closed back to assigned, but it would be wonderful if we could do so in a batch function. Within our RFP process, we have multiple evaluation stages and we prefer to close the application evaluation in between each stage and then reopen when appropriate.
2 votesThanks for your time in the idea lab.
This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you
-The Foundant Team
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Amending Grants (Increasing Award Amount) with New Decision Date
We recently approved an additional amount for a particular project on top of the amount that was initially approved last fiscal year. Since the new amount was approved on a different date (this fiscal year), we needed to have an accurate decision date for that amount vs. using the original award date so unfortunately we weren’t able to just add new installment(s) to the existing request like we were hoping.
In order for our records/reports to be accurate with decision date ranges (e.g. a particular fiscal year) and amounts approved during that range, I had to manually enter another request…
4 votesThanks for your time in the idea lab.
This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you
-The Foundant Team
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Assign Evaluators by Group
It would be awesome if you could create an Evaluator Group that could be assigned to each application with one click instead of clicking each individual evaluator. Not only would it save time, it would minimize the risk of inadvertently leaving one off of an application.
5 votesThanks for your time in the idea lab.
This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you
-The Foundant Team
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Add in comparators for Currency Questions.
Add ability to set minimums or maximums in currency type questions rather than relying on regex questions with clunky expressions.
2 votesThanks for your time in the idea lab.
This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you
-The Foundant Team
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Customized Blind Evaluations
In SLM, allowing evaluators to see the student's name but not their full contact information. This is creating an unconscious bias with evaluators knowing what neighborhood students live in. It is really not relevant to reading scholarship applications anyway. If I could customize which field are seen and which are 'blind' would be very helpful!
2 votesThanks for your time in the idea lab.
This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you
-The Foundant Team
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Add upload feature for sensitive information
We need to collect sensitive information from grantees which include banking information and sometimes social security numbers reported on Form W9. It would be nice for the grantee to be able to upload a pdf file containing this sensitive information direclty in the system they are using for the application process. We are currently using DropBox's file request feature which creates a url link the grantee can securely upload the file(s) to. This has been working, but we have had someone question why the upload is occuring outside the GLM system and was hesitant to click on a new link…
1 voteThanks for your time in the idea lab.
This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you
-The Foundant Team
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make support pop-up moveable
The little blue question mark for support is so helpful...but I click it accidentally about 10 times a day! is it possible to be able to move or dismiss this
2 votesThanks for your time in the idea lab.
This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you
-The Foundant Team
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Display full group name
I am using branching logic in our application forms. I just got a call from an applicant worried about the fact that a question disappeared - she had copied the blank form to a Word document, prepared her answers, then came back and started filling it in and the item in question disappeared. This was due to branching logic. I decided to include info in the group name for those groups using branching logic to alert folks that it might not be relevant to them depending on their answers. Unfortunately, the info isn't displaying, as there seems to be a…
1 voteThanks for your time in the idea lab.
This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you
-The Foundant Team
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In SLM, please offer a two DIFFERENT email templates for these two situations: eligibility complete & application submitted
In SLM, please offer a two DIFFERENT email templates for these two situations: eligibility completed & application submitted. Currently, only one email to students is offered and needs to be used for BOTH situations. This is very confusing to students, causes frustration and likely prevents some students from finishing their application.
3 votes -
Allow removal of evaluation scores for one evaluator
Allow for one evaluators scores to be removed so they are excluded from all reports without reverting the status of all evaluators. This is often needed when an evaluator has either not finished their scoring or they entered scores for an applicant and then realized they have a conflict of interest.
3 votesThanks for your time in the idea lab.
This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you
-The Foundant Team
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Select default role
It would be useful if you could select the default role for users who are both evaluators and admin/grants managers. Currently the system defaults to grants manager, so users who are primarily evaluators have to change their role each time they log in to evaluate applications.
2 votesThanks for your time in the idea lab.
This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you
-The Foundant Team
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Evaluations within the LOI stage.
Our organization would like to do two layers of evaluations within the LOI stage. This is currently the way the Application stage is set up.
5 votes -
Process Manager (Sort A-Z)
In the Process Manager, add the ability to sort the process’s names from A-Z to easily find a process. Right now, you have to browse until you find what you're looking for. Having the ability to work faster. Thanks!
4 votes -
Follow Ups Complete – New “ok to close” feature
Hi all!
It would be helpful if the system recognized grants that are okay to close on the follow-ups complete page. Imagine adding an extra column, that said, “ok to close.” The system would recognize when a grant is okay to close based on two factors: the request doesn’t have additional follow-ups assigned, and the request is fully paid. Seeing this “ok to close” wording, then prompts the admin to review it and take two actions. The admin can close it, or the admin can leave it there if it needs more time to review the request. The issue is…
5 votes -
Shared Questions - Applicant Editing Ability
Our applicants fill out a few questions in the LOI stage. These are then added as shared questions onto their application. However, once in this step, they are not able to make any edits to them. It shows them a red circle with a line through it when they hover over the question. This is becoming a point of frustration for many of them because they have to call us to make any changes. Can this be fixed so they can edit a shared question? Thanks!
1 voteThanks for your time in the idea lab.
This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you
-The Foundant Team
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"Return to follow ups submitted" shows last reviewed, not back to top of submitted bucket
While reviewing follow up forms, it would be great to have an option for when I select "Return to follow ups submitted" that it returns to showing the last follow up I reviewed in the list, rather than all the way at the top of the screen. We have about 70 follow ups to review quarterly, so this just causes a lot of extra scrolling to select the next one. I custom sort and review the follow ups, so clicking "next follow up" doesn't give me the correct review order. If there's a workaround suggestion it would also be appreciated!
1 voteThanks for your time in the idea lab.
This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you
-The Foundant Team
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rich text comments tab
Comments Tab: Add Rich Text Editor abilities INCLUDING URLs (hyperlinks)
3 votesThanks for your time in the idea lab.
This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you
-The Foundant Team
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How come there is not a Scholarship Lifecycle Manager Idea Lab?
Not only do we need an SLM Idea Lab but my Evaluators would like to see the details of the scholarships, and they can't! Nowhere on their Dashboard are they able to see the short description of the Scholarships that they will be reading for. They can only access via our Compendium. Let's get on that!
11 votes -
Request Amount in Reporting
It would be nice to be able to run a report during the evaluation stages that pulls in the requested amount from the application. And possibly if during the evaluations stage, an evaluator suggests a different amount from the requested amount that you could see that in a report summary.
1 voteThanks for your time in the idea lab.
This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you
-The Foundant Team
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Project Name - Option to Have Drop Down choices? Or, Internal Field for Project Name Allow to Mark as Complete
In an effort to streamline applications, we have had the Project Name field as Internal so we could input the words "General Support" as we evaluate -since we are now only offering general support awards within one of our processes.
Previously, we tried to tell folks to write in General Support, but applicants would sometimes have other ideas.Now, when processing the hundreds of LOIs (with the Project Name field set as Internal) these cannot be processed to Mark as Complete without going in to change all the Project Name fields to General Support. That's a big ask when I…
2 votes
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