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  1. It would be great to be able to attach documents to a GLM request to sync over to C-Suite. We require grant approval documented in C-Suite before paying on grants and this would keep our workflow contained within Foundant.

    3 votes

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  2. I would like to see Evaluator 1 & 2 forms have a hard stop if someone does not answer the required questions in their form. The same type of message applicants receive when they miss a question.

    Currently, they can save the form and do not receive a warning they have missed any questions. Staff must check each evaluation to see if someone does not answer a question(s), call/email the evaluator, get them to log back into the system, complete the question(s), and we have to rerun our reports. It is very time consuming. Evaluators get cranky when they get…

    1 vote

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  3. It would be great to be able to assign reviewers to applications on X date, but for the reviewers to not be able to access the applications until a later date and time that could be set in Foundant.

    1 vote

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  4. Batch add multiple Processes when assigning new Evaluators.

    We've just discovered when trying to add in a new evaluator to our scholarship process, we have to add in every single scholarship opportunity separately as an individual process instead of being able to select "all", which, is what we need to do.

    So our "Universe" of applications breaks down into "Processes" which are our individual scholarships and because we look at everything from the individual Student (and not the opportunities), we need to be able to batch multiple processes all at the same time.

    The way things are currently set up,…

    2 votes

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    Feedback Needed  ·  0 comments  ·  Batch  ·  Admin →
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  5. I recall there is a feature where applicants can copy responses from one application to another if we turn this on. Would you consider adding a copy feature for follow ups so applicants who need to complete multiple follow ups can copy responses from one follow up to another?

    4 votes

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    0 comments  ·  Follow Ups  ·  Admin →
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  6. It would be helpful to be able to build a report that demonstrates the status of an application based on email. For example, an application that has been denied, whether they have been emailed and the status of the email (ie whether they have opened it). Right now we are tracking that outside of GLM. Thanks!

    1 vote

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    Proposed Idea  ·  0 comments  ·  Email  ·  Admin →
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  7. We would really like to have the option to hide some of the personal information of the SLM applicants for reviewers. (addr, phone, email).
    Be able to still show name, but not personal contact info.

    24 votes

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  8. Perhaps we leave an inordinate amount of comments (?) but it is driving me crazy that I have to scroll all the way to the bottom to hit the Add Comment button. Can that show up at the top instead.

    Thank you for all your attention.

    1 vote

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  9. Issue: Board members want to be able to view and export a grant application list that were referred by them.
    Provide ability to search for grant applications with "Referred by" search term with pull-down menu from the "Referred by" field.

    1 vote

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  10. I'd like to request more control over the "Revert Status" function in SLM. Batch revert capability would be wonderful, and also the ability to choose from any stage in the cycle to revert to rather than having to revert one step at a time (i.e. from denied to denial draft, then from denial draft to complete).

    1 vote

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  11. We would like to see an overhaul of the SLM Committee features. It would be great if we could see the email address associated with the committee members within each committee, drill into each user directly, and have some type of drill in from the Universe or vice versa.

    2 votes

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  12. I would love to have the option to mark a submission/application as revisit. This is where we are not pursuing funds at this time, but we are interested enough to put their application in the "revisit" it will push it to the next cycle instead of flat out deny request.

    2 votes

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  13. In the Process Manager, I would like to see a button or indication that a scholarship deadline has passed.

    Also, being able to filter scholarships in the process manager would be helpful. This could include filtering by process name, start date, and end date.

    1 vote

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  14. Create the ability to recover deleted data sets.

    2 votes

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    0 comments  ·  Reporting  ·  Admin →
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  15. It would help to eliminate the globe icon in the Due Date box. It takes up too much space and makes it difficult to see/enter the date you want.

    2 votes

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    0 comments  ·  Dates  ·  Admin →
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  16. In our evaluation forms, we stick rubric tables inside the instruction sections of each question. It displays perfectly online, but when the evaluation forms are converted to PDF, the rubrics spill beyond the page.

    Could you please add an option to generate PDFs in landscape orientation? Or tweak your PDF builder to scale / wrap instructions to fit inside the page?

    Thanks.

    2 votes

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    0 comments  ·  Reviewing  ·  Admin →
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  17. Now that the software provides options of creating merge documents in Word or PDF, it would be nice to be able to set one as default or if the software defaulted to the last type used. Scrolling down to choose one gets tedious if you are doing many documents and you can't necessarily do them as a batch.

    8 votes

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    0 comments  ·  Merge Docs  ·  Admin →
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  18. Request ID number

    We would like to be able to identify a particular request or award by an ID number, and then search for requests based on that number. I wish Foundant assigned a simple ID to each request or award. (not the 32 digit GUID, which is not usuable).

    I know we could add an internal field and assign our own number, but there could be duplication or errors in that process.

    2 votes

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  19. It would be nice to have the ability to change the email confirmation sent to a new user. We find most applicants select "Continue without checking" resulting in emails sent through Foundant ending up in their spam folder.

    3 votes

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  20. Can the number of students that are eligible for our active opportunities within a UA process, be updated once the first evaluation is determined? We had 223 students eligible for one of our opportunities, but then once they were evaluated they were no longer eligible, but that number in opportunities did not change.

    1 vote

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