60 results found
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Customize Project Name Field
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 -
Multiple Evaluations in GLM
When looking at the overall process, the user is only allowed two evaluations per process. We have a unique situation where we have areas of community need and are looking to divide up the applications. We were hoping to add more evaluations to four (4) so we can create separate evaluations for a better experience for our reviewers. We were also hoping to create unique evaluations that are more in line with each application that comes through our process.
I am suggesting being able to add more evaluations in each process in case two is NOT enough for the process.
3 votes -
conflict of interest notification
I would love an automated email to administrators for GLM/SLM for a conflict of interest question. That way we can see it and assign another evaluator. We shoot for a certain number of reviews of applications and if someone has a conflict of interest we would want to assign a different reviewer for that application.
3 votes -
Evaluator Descriptions
It would be helpful to have the option to move, make bold, or otherwise highlight the Evaluator Descriptions which appear under the scholarship name when an evaluator is reviewing an application in SLM. It is easy to miss the Evaluator Descriptions where they are now and it would help to have them stand out and be more visible/noticeable to evaluators during the review process.
3 votes -
Ineligible organization
We have recently had an issue with some partners not submitting reporting(like over a year overdue) and then cutting off all communication with us. Per our grant making policy this makes the organization ineligible for funding until the previous grant contract is fulfilled(meaning we get some type of report or account of grant monies.) We are looking at the idea of seeing if it was something that could be implemented to have a box or button that is able to be clicked on(toggle on and off so once they come back into good standing that goes away) an admin side…
3 votes -
Make collapsing groups optional/a setting
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.
3 votes -
Closed Evaluation Custom Columns for Evaluators
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…
3 votes -
Evaluator view grid
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 votesWe plan to do research on reviewer needs in Q2/Q3 of 2024 we will follow up on this idea lab item with specific question, or to step up discovery conversations.
-sammie
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It would be helpful to have a grading mechanism at the organizational level; i.e.: consider strongly, consider, don't consider.
It would be helpful to have a grading mechanism at the organizational level; i.e.: consider strongly, consider, don't consider.
3 votes -
Evaluators Can See Pinned Comments?
It came to our attention in the middle of a committee meeting that a pinned comment was viewable to all evaluators. We've been using this feature to flag orgs for a variety of reasons and this information shouldn't be shared with evaluators. It would be great if there was an option to toggle on/off which users can see these.
2 votes -
Organization Summary page
Why not add Amount Requested to the new Organization Summary page along with the the Closed (previous) commitments.
2 votesHi Mark, Thank you for the feedback. The one tricky part about requested amount is that it is a custom field and not a system field in 2026 we may be looking at how we can create more system fields, or creating coding that would help us know what fields are similar across clients to use in scenarios like this.
-The Foundant Team
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Resizing tables in Evaluator side-by-side view
One of my Grant evaluators brought to my attention that our tables are skewing very oddly when viewed as an evaluator in side by side mode. I've attached the screenshot they sent for reference.
It would be great if the table could either scale in size, maintaining the correct ratio, or become a slider box, with a left to right scroll in order to see the whole thing in the correct ratio. Currently it is difficult to read the answers in the table, let alone a long response.
While the two panes of the application/evaluation can be resized, this is…
2 votes -
Calculating Evaluator Score Column from Decimal Questions
Our SLM evaluators would like to see the Score column populated with the total from the scoring they complete with the decimal question. Our committees prefer having the ability to score using .25, .5, and .75 on our 1-10 scoring scale, so that is why we do not use the provided Score question type on our evaluation forms. Is there any way we could have that column give the option to total that other question type? Our committee members would like to see how their scores compare across the applicants during their review. Thanks!
2 votes -
Rank Order Evaluation
We would like the option to Rank Order applications during Evaluation in lieu of giving a percentage score. For example, if there are 30 applications, only 1 application is given #1, one application #2 and so on. This option would be much easier for our Reviewers. In some cases, it is their preferred method of scoring.
I posted this idea 5 years ago and it is still an issue for us.
2 votes -
Enable grant reviewers to print their comments for reference
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.
2 votes -
Admin Editing of LOI/Application Form Fields During Evaluation Process
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 -
project management
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 -
Remove "Rating" as a required field for Evaluations
Remove the Rating system from Evaluations as a required field.
Our Evaluations never show as Complete even when they are because we do not use a rating system to evaluate grants.2 votes -
Evaluator Discussion Forum/Bulletin
currently have an evaluator bulletin where reviewers can post questions to foundation admin that they need to ask the applicants. Questions are linked to a project, other reviewers can see all the questions and the answer. Staff receive a notification when a question is posted, all evaluators get a notification when a response is submitted by staff.
2 votes -
Adding in a pop-up message/warning to users that are entering in pledge payments that are taken in before the pledge date.
Can there be a popup/warning message implemented for when users are entering in pledge payments taken in before the pledge date? When payments are taken before the pledge date, it can cause issues for the accounting team. Having a popup message put in there alerting the user that the payment is being taken before the date would stop those issues from occurring
1 vote
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