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GLM & SLM Idea Lab

GLM & SLM Idea Lab

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  1. Since several of our scholarship applicants need to have a transcript and a letter of recommendation - it would be nice if they could upload 1 time to their profile, instead of to each application.

    3 votes

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  2. Would it be possible to delete an evaluation that was started by mistake. As staff, we don't always know a conflict of interest that an evaluator has. We provide clear instructions to evaluators to leave their conflicts blank but those instructions are not always read. I had a board member start an evaluation then realized he should not be evaluating that grant. There was no way for me to delete his answers or remove him as evaluator on that application.

    7 votes

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    1 comment  ·  Admin →
  3. In GLS, files are ordered in the date they are uploaded to the grantee file, which aren't always uploaded in order of actual creation. Could 1 of 2 solutions be possible?
    1. Have a sortable feature on the description or file name field; that would allow user to place date in the front of each file name and find it in logical order of grant file or
    2. Have the ability to manually date stamp each document based on real creation date to control the ordering of documents.

    1 vote

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    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

  4. When searching for users, if I need members of a certain committee, it would be great to be able to search by committee name (name of grant or scholarship) since the name of those on the committee may not be known at that time.
    Thanks!

    10 votes

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  5. I think it would be very helpful to have the approved amount awarded to an organization populated on the applicant dashboard. It is not intuitive or easy for an applicant to retrieve that information.

    7 votes

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  6. Create new role for a financial manager or finance person. We are hiring a new financial manager and they do not need all the access of an admin or grants manager. Just someone to write in check number and be accountable for grants paid.

    1 vote

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    -The Foundant Team

  7. Applicants should be able to copy their previous answers onto application forms even when there is an LOI in that process. Currently, our applicants can only select "Copy Previous Answers" on the first form in a process which is the LOI form, but the bulk of our questions are on the application form and that button doesn't appear as an option on that form. This should be configured for both forms.

    3 votes

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  8. Different Logon verbiage per User Role

    When dealing with various user roles between an evaluator vs applicant, I feel it'd be important to customize different verbiages on the logon screen. Implementing accessibility to allow separate tutorials per user role on the logon is important. Keeping areas in a generic (i.e SLM and GLM) logon is not practical. Having user role logons customized shows more credibility to the organization and indicates a better direction to the user.

    2 votes

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    -The Foundant Team

  9. When proxying as an applicant and returning to personal profile, the Processes previously selected are deselected. They must be selected again. It would be better to retain selections.

    3 votes

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    1 comment  ·  Admin →
  10. It would be a huge help to be able to change out search detail on Payment Tracker. Right now, it is set for Due on or after or Due on or before date, this gives a really good snap shot of yet to be paid - its a little harder if you want to do paid total because it uses installment due date only and that isn't really the true payment date and they don't always match. But would be really helpful is to see all my paid grants using date paid on or after/before so I can do two…

    4 votes

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  11. When generating merge fields from the Merge Templates page, the tables listed under the 'Organization Request Summary' section should have the ability to include any field that is housed within each application. Specifically, I am looking to utilize the "Amount Requested" field from our application, and be able to place it next to the "Grant Amount" so we can see both next to each other for the historical data of that organization's grant requests.

    5 votes

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    1 comment  ·  Admin →
  12. It would be great if there was a way to set a default for Follow Up Form assignees. While it is easy to use the drop down to select between users on the assignment page, it would be nice to have the additional safeguard of default assignments. For example, I know that I always assign progress reports to the grantee and always assign audits to an internal member of our team. It would be great to set those as default so that I don't accidentally assign the audit form (which I do NOT want the grantee to see) to the…

    2 votes

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    1 comment  ·  Admin →
  13. Is there a way we can add something special to a question or a group of questions that will make them stand out more prominently to the applicant or the evaluators? We have evaluators that when they are going through an application want to know which questions are weighted more than others. Or at times we want to make sure that an applicant pay special attention to a particular question and other than to make it mandatory there is no other way to spotlight a question. Color capabilities would be awesome!

    1 vote

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    -The Foundant Team

  14. Although the upload is highlighted in blue once it has been submitted. Our evaluators sometimes have a problem locating the upload because the font is so small. Can we make that larger please.

    1 vote

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    -The Foundant Team

  15. The icons for printing and for viewing the application get totally over looked on a very regular basis. One suggestion is to use a printer icon for the print option. for view, the eye? I don't know, but it is feedback we've gotten many times from different people, new or veterans, and I wanted to share!

    1 vote

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    -The Foundant Team

  16. There should be a visible date showing the last updated date for a Contact form page so that it is easily discernible when the record was last updated.

    1 vote

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  17. a) It would be great to be able to show if an organization declined an approved award - They are "approved" but the organization declined them.

    6 votes

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    1 comment  ·  Admin →
  18. We have numerous grants where followups are assigned to the applicant but then changed to a new person for various reasons. It should be an option to include the name of the person assigned the follow up rather than the original applicant.

    5 votes

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    0 comments  ·  Email  ·  Admin →

    Thanks 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

  19. It would be useful to us if we could configure GLM to send a automatic emails to our board and staff, and perhaps our applicants, when we mark a submitted Qualification, "Qualification Complete".

    2 votes

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    0 comments  ·  Email  ·  Admin →

    Thanks 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

  20. Specify where the decision comment has to be added when approving a request. We use that area for our motions & approval of the request. It is confusing because once added, the comment shows up in both areas. I accidentally put the decision comment in the request area, so now I have to go back & change each one so it will be pulled into a report that includes the decision comment.

    1 vote

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    Thanks 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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