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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.

    17 votes

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    Proposed Idea  ·  3 comments  ·  Reviewing  ·  Admin →
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  2. 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.

    25 votes

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    0 comments  ·  Reporting  ·  Admin →
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  3. 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…

    13 votes

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  4. 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.).

    11 votes

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    Under Consideration  ·  1 comment  ·  CRM  ·  Admin →
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  5. 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!

    9 votes

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  6. 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…

    17 votes

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  7. 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

    8 votes

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    12 comments  ·  UI/UX  ·  Admin →
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  8. Grant Interface, Shared Documents - Please provide an option to print all these documents in Batches and not one by one!!

    8 votes

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    Proposed Idea  ·  0 comments  ·  Batch  ·  Admin →
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  9. Create a "group by student" button similar to the one for evaluators that allows administrators to group by student in the dashboard buckets.

    9 votes

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  10. We would like the ability to 'Close' an application, rather than 'abandon' or 'deny'. We leverage GLM to have a General Inquiry, which we then copy applications to different processes depending on a conversation with the applicant. Once we're done - not moving forward through the system, it causes confusion for the applicant to see the original as denied/abandoned.

    36 votes

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    1 comment  ·  Statuses  ·  Admin →
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  11. You can currently pull specific question responses for "Passed" eligibility quizzes using the Foundant reporting system (by selecting Approved on pre-filters). However, you cannot pull responses, emails, etc. for those that have "Failed". We would like to analyze those answers, retrieve contact information and other basic functions using Reports for additional follow-up.

    6 votes

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    Proposed Idea  ·  0 comments  ·  Reporting  ·  Admin →
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  12. It would be nice if we could change how quickly we get automatically logged out of the system.

    4 votes

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    0 comments  ·  UI/UX  ·  Admin →
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  13. 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.

    5 votes

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    Proposed Idea  ·  1 comment  ·  Custom Data  ·  Admin →
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  14. 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.

    5 votes

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  15. Enable documents uploaded to Foundant/GLM to be read in another browser tab instead of having to download said documents to your computer. If users want to download, make that an actionable icon much like the envelope is to email a contact or the pencil is to edit the process/form.

    4 votes

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  16. We use manual e-mails for our responses to various requests and we sometimes process these outside office hours. We would like to be able to schedule manual e-mails for a later time or date.

    31 votes

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    Proposed Idea  ·  0 comments  ·  Email  ·  Admin →
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  17. 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.

    3 votes

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    0 comments  ·  Batch  ·  Admin →
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  18. 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…

    3 votes

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    0 comments  ·  Batch  ·  Admin →
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  19. Right now, Foundant does not allow you to create and format a Merge Template that you can then use as the Print Packet associated with each form. The editing capabilities for the Print Packets are extremely limited and there is certainly room for formatting and content improvements. It would be very helpful if admins were able to create and format a Merge Template in a way that is most supportive for their team and evaluators and use that as the Print Packet.

    3 votes

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    0 comments  ·  Merge Docs  ·  Admin →
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  20. It would be great if we could put email templates in folders by grant opportunity. We have so many on our CF and have to scroll down to find each one because they are so different. Please make folders to make it easier to find the templates we need.

    87 votes

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    3 comments  ·  Email  ·  Admin →
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