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  1. 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.

    26 votes

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    Proposed Idea  ·  4 comments  ·  Reviewing  ·  Admin →
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  2. When evaluators are assigned to grant applications making sure the mandatory fields are completed, if not, giving them an alert before they can submit/finish.

    5 votes

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  3. Ability to individually close an Evaluation stage, when you are using both Evaluation stages. For example, Evaluation 1 is to be completed, and "locked down" so the Evaluator cannot change their answers when they are completing Evaluation 2. This impacts the "integrity" of the review.

    3 votes

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  4. Not sure if this should be form building or reviewing, but the default now when editing or reviewing the UA and other processes is when you open one question group, the other collapses. I would like to ability to have multiple or as many question groups open as I want at the same time, in case I'm trying to review items/questions between them. I understand some people may want to only see one at a time, so making this a setting would give admins an option to decide which way they prefer.

    2 votes

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  5. t would be great if you could see the request history tab when evaluating an LOI, instead of having to navigate to the organization.

    2 votes

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  6. We need side-by-side columns for our evaluators so that they can see how their individual application score compares to the group of evaluators' average score. Only the person in the admin role can see the average group score. And, if the admin is also an evaluator, things get messy quickly in a meeting. An admin/evaluator can never see both their individual score column and the average score column without flipping between roles. Having the ability to see individual scores and average scores on ONE PAGE in side-by-side columns will greatly help with our evaluation meetings and enable us to make…

    7 votes

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  7. Our board members who review grants would like to be able to create their own report that would show their comments for each applicant, so they could print these and bring them to the review meeting.

    1 vote

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  8. It would be helpful if Evaluators could "lock" the dotted line that allows them to split the screen between the Application & Evaluation. Having to reset it with each of over 200 applications is both a pain and adds up to a lot of time.

    1 vote

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  9. Allow for more than 2 Evaluations for a process. We have different groups of reviewers that would evaluate the same applications against a different set of criteria.

    1 vote

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  10. We'd be grateful if there was a way for the admin to edit LOIs/applications from within the evaluation process (ie. the double-pane view), without having to back out into the org's overview and click in from there to edit the form (and then click back into evaluation mode to get to the next form). We have some internal review fields attached to the LOI, rather than to the LOI evaluation, so that we can carry those fields forward to subsequent parts of the process and have them copied into subsequent processes. We use these fields for tracking demographic and sector…

    2 votes

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  11. Currently we can add two custom columns to the Your Evaluations tab for our evaluators, but when the evaluations are closed and we allow our evaluators to see all the closed evaluations prior to our Board meeting, there is no way to add custom columns on that page. We do not review the grant applications by alpa order of the organization or project name. We assign grant numbers and will review the grants in that order. When we get to our meeting, I have to export and create a spreadsheet for our evaluator trustees to use to follow along with…

    1 vote

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  12. Enable administration of a "blinded" review without having to update Application form multiple times (i.e., visibility of questions for Applicant, visibility for Evaluation 1 blinded review, visibility for Evaluation 2 unblinded). Since there is one Application form ("master") this is very challenging and presents potential for errors.

    1 vote

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  13. What would really help us (and I'm not sure in which category to include this idea) would be a tab that allows for a project management view for administrators & reviewers. More specifically, to visualize where we are in the different steps of the process after approval of the proposal: recommendation sent to Board; Board approved; grant agreement prepared. This would really help our team to see where in the grant management process we are. Or is this already available and haven't I found it yet?

    2 votes

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  14. I heard from an Evaluator who was frustrated with the view of a grid/table on his evaluator view. As he was working in the side-by-side (evaluator/application) view, he coudln't see any of the content of the (in this case) Student Activities grid. There was content in boxes that he wanted to see but the dropdown carrot took up most of the space and he couldn't read the student replies.
    Getting rid of the carrots would probably help but just in general, some way to better view the contents of a grid format answer would be wonderful.
    Also - this same…

    3 votes

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  15. 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

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  16. We definitely need the ability to add at least three custom columns - 2 is just too few. But while we are limited in the number of columns we can add, it is heartbreaking to have a precious Evaluator column wasted on a system column we don't use. Additionally, because this particular column is there we can't use the Scoring question type, because it will populate this columns with numbers that won't mean anything to our Evaluators and will confuse them. We rank on a 1 through 4 scale with 1 the highest and 4 the lowest - only the…

    1 vote

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  17. I would love to be able to edit the "Project Name" Field for our evaluators. Right now I change the "Project Name" within the application, but for our evaluators, the bar still reads "Project Name"

    4 votes

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  18. We would like to request that Upload Responses, such as transcripts, be added to the Submitted and Complete bucket Quick Grid Views. Often, we need to pull transcripts or other uploads quickly, and it's difficult to go into each student's application to search, view, and download transcripts. If the uploads appeared in the Quick Grid View, we would be able to view these uploads more efficiently.

    1 vote

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  19. 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 votes

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  20. 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

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