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GLM & SLM Idea Lab

GLM & SLM Idea Lab

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  1. Would love to have the option to make a comment on an application or organization/contact profile into an ALERT that would then appear for all internal users in some easy-to-identify way. Maybe a "!" icon next to the record when viewing a list of records, and the message in red at the top when the record is opened? Right now, there's no way to flag an issue (org is out of compliance, owes a report, ED owes me $5, etc.).

    23 votes

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    Under Consideration  ·  2 comments  ·  CRM  ·  Admin →
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  2. Block new application from applicant who hasn't completed a grant report on a previous grant award. This would encourage applicants to complete their grant report and provide another level of due diligence built into GLM

    15 votes

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  3. Please could we add an 'archive' button or feature to the reporting section so reports or data sets can be hidden from the main page but not deleted? Right now the options are to have a cluttered reports page, or delete entirely.

    37 votes

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    0 comments  ·  Reporting  ·  Admin →
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  4. As it stands right now, the login record in GLM just shows the last time a user logged in and that includes someone proxying into their record. It would be nice to be able to see a detailed list like we are able to in CSuite.

    7 votes

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  5. I've seen a couple of posts about this already, but not sure that it was articulated in this way. It's scholarship season and students are stressed out trying to submit their applications and get teachers to complete their letters of recommendation. I was really surprised to learn there currently isn't any formal notification that gets sent when a teacher completes their 3rd party letter of recommendation in SLM. Teachers would benefit knowing their work was properly received. Students want to know they don't have to worry about this or nag their teacher to do this, and admins want to know…

    16 votes

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  6. When an evaluator uses the Process filter on the dashboard, completes and saves an evaluation form, then clicks the Next Pending Evaluation button, the next one may not be from that filtered Process. Please make it so the Process filter pulls through to when the evaluation forms are advance to the next request.

    Also, it would be much better for evaluators if the sort by organization on the dashboard would pull through to when they go into evaluation forms so Next Pending Evaluation button takes them to the next request that is alphabetical by organization name.

    20 votes

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    Proposed Idea  ·  3 comments  ·  Reviewing  ·  Admin →
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  7. Grant Interface, Shared Documents - Please provide an option to print all these documents in Batches and not one by one!!

    14 votes

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    Proposed Idea  ·  0 comments  ·  Batch  ·  Admin →
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  8. A Chat feature to be able to help students in the moment could be very helpful.

    Student behavior - Once they leave an application it is hard to get them back to finish it. Students are used to using a CHAT feature when they need help. They often won't pick up a phone for help & are hesitant to send emails.

    I would rather help them in the moment then spend time on my Dashboard figuring out why they have some applications in draft, some in submitted and emailing them how to keep going. (Students often don't read emails)

    It…

    23 votes

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  9. API to integrate a UEI verification function: https://open.gsa.gov/api/entity-api/ [open.gsa.gov]

    This would allow organizations that require a SAM-UEI to verify the number submitted.

    Thanks Eric Ashby from the Indiana Arts Commission for the heads up on this one!

    11 votes

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  10. For our GLM Processes, we typically create all of our Merge Grant Letters once the applications are moved into the Approval Buckets. Once these are in the approval buckets and we go to create the letters we have to go into each application one by one > create word docs > export > update > save etc... It would be awesome if we could batch create our letters by selecting the checkboxes on the approval bucket page and export 1 word doc with each letter having it's own page on that doc. This would allow us to create, export and…

    8 votes

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    0 comments  ·  Batch  ·  Admin →
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  11. Hi All,
    On December 6th, 2023 we updated the theme/general styling of GLM/SLM. We hope you all are enjoying these shifts in design, but in our commitment to continual improvement, we wanted to create a space where feedback could be collected. As you adopt the new look and feel, please use this idea to help continue to iterate with your feedback.

    Best,
    Sammie

    9 votes

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    12 comments  ·  UI/UX  ·  Admin →
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  12. We use Evaluations in GLM for ED Approvals. We then have to save a copy of the ED Approval in a sharepoint file and in CSuite. It would be nice to have a bulk export option in the Evaluations bucket so we can export the ED Approvals all at once.

    6 votes

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    Proposed Idea  ·  0 comments  ·  Batch  ·  Admin →
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  13. Our site visit report is currently on the Eval 2 tab. It would be helpful to receive a notification when the site visit report is completed.

    8 votes

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  14. Create a "group by student" button similar to the one for evaluators that allows administrators to group by student in the dashboard buckets.

    10 votes

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  15. If custom fields are created on the registration form for organizations OR applicants, currently those fields are not available to be added in Custom Columns. It would be really helpful to have this functionality for visibility when coding payments, classifying applicants, and for eligibility.

    8 votes

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    Proposed Idea  ·  1 comment  ·  Custom Data  ·  Admin →
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  16. It would be really helpful to ask all system users/contacts for their preferred gender pronouns (e.g. she/her/hers, he/him/his, they/them/their, and so on). In this day and age, it's important to people to be correctly addressed.

    4 votes

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  17. It would be nice if we could have a notification to administrators when an evaluator has completed their evaluations so you know to move to the next step.

    10 votes

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    1 comment  ·  Email  ·  Admin →
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  18. Instead of a site-wide setting of showing the decision status and follow-up forms "x" days after the decision is made, it would be helpful to be able to set a particular DAY the decisions will be visible. This would allow us to approve and assign forms over a span of the scholarship cycle but NOT alert the student until a particular day. We would be able to better communicate with students, and high schools, on when awards will be announced. (Example, I could do the administrative work on our end from April 10th thru 28th, but all notifications and forms…

    7 votes

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    Proposed Idea  ·  1 comment  ·  Statuses  ·  Admin →
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  19. searching for an organization named St. Vincent only returns results if the punctuation/special character is included. searching St Vincent should also return the results.

    5 votes

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    Proposed Idea  ·  0 comments  ·  Search  ·  Admin →
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  20. We believe the administrator comment function is valuable. Its impact could be even stronger if given the option to notify the applicant that a new administrator comment has been added to their application. This seems to work well for the Idea Lab!

    3 votes

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