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  1. When creating Follow Up forms, it would be a real time-saver, and lessen the likelihood of error, to be able to pull information or fields from the Applicant Opportunities section of the Universe into the follow up form. (Or even from the connected CSuite Scholarship.)

    Currently, each opportunity we have has its own initial acceptance follow up form where the student must certify they still meet that scholarship's criteria, and we have to manually copy/paste that criteria into the follow up form from the Applicant Description section of the Opportunities page, or the scholarship description in CSuite.

    To take it…

    3 votes

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  2. It would be helpful when sending a batch email if there was a way to get notice of emails that did not go through.

    16 votes

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    4 comments  ·  Batch  ·  Admin →
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  3. 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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    1 comment  ·  Reviewing  ·  Admin →
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  4. It would be very helpful to be able to sort by last name withing SLM. Being only able to sort by First name is a challenge.

    2 votes

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  5. 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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    0 comments  ·  Reviewing  ·  Admin →
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  6. Include mergeable fields to be used in templates and reporting based on the staff member assigned to the request. Currently, there are only merged fields for the applicant assigned to the request, not the internal staff member.

    2 votes

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    0 comments  ·  Merge Docs  ·  Admin →
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  7. Include mergeable fields based on specific request installments (currently this is all installments or the first installment). This will enable us to easily create a cheque request form based on the upcoming installment that needs to be paid.

    2 votes

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    0 comments  ·  Payments  ·  Admin →
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  8. Our grant approval workflow include setting the value for custom fields in the grant approval form (grant subtype, type of support, etc.). Then the Service Area and Grant Type need to be added after the grant is synced with CSuite. It would be SO helpful to be able to set the CSte Service Area and Grant Type field here as well so that coding does not have to be done in two places. In other words, change from a read-only field in GLM to an editable field like the custom field are.

    2 votes

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  9. I am having a hard time getting Latino scholarship applicants because it takes 2 factor verification to get into the system. Most of our Latino students do not have cell phones or computers at home so it is difficult for them to apply

    1 vote

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  10. It would be great, when copy form is allowed for applicants, internal questions would come in blank. That way it's a "fresh" form for us, if that makes sense.

    5 votes

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  11. Would you consider adding a hard due date for evaluations like there is for applications? This would allow us to use due date as a merge field in our email communications to evaluators to notify them when they are due. It would nice to have an auto-reminder 2 weeks in advance etc.

    81 votes

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    3 comments  ·  Email  ·  Admin →
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  12. Applicant's often ask me about a Access Code. We never use them.

    It would be helpful if you can include a statement at the end of where it says .... "at the top of this page..." another sentance that says "If you you have not been provided an access code - please click on the home button above.

    6 votes

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    2 comments  ·  UI/UX  ·  Admin →
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  13. When evaluators are assigned applications as a batch action, it would be really helpful if an automatic email could go out to each evaluator letting them know they have been assigned applications for a particular process (one email per process, not per application). Currently, the only way evaluators can receive an automatic email is if each application is assigned one by one. That's time-consuming for the person assigning the evaluators, and that would generate a lot of individual emails to each evaluator. Having automatic emails go out to evaluators after batch assignments are made would eliminate the current two-step process…

    4 votes

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    0 comments  ·  Batch  ·  Admin →
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  14. We have about 60 scholarships, 200 applicants (1,100 applications), and 32 reviewers every year. When I assign applications for review, I want every student to be assigned to 2 reviewers. And I want all reviewers to have roughly the same number of applicants/students (not applications since we use Universal App). So I sort the applications by applicant name, and then manually click all applications for students x, y, z, and then batch assign to 2 reviewers. I have to repeat this process for all 1,100 applications in the system. I would love for there to be an automated way to…

    4 votes

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  15. It would be more efficient if UA scholarship installments could be approved from the Related Opportunities tab rather than having to click into each opportunity separately and navigate to the award details tab.

    1 vote

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  16. We have had instances where we are reaching out to 3rd party requests (specifically with LOR) and they refuse to submit a letter on the student's behalf. Would it be possible or beneficial for there to be a decline option in the automated email so the student can find someone else? And yes, we do include strong language to encourage students to talk with teachers/counselors they would like to have submit a letter of recommendation on their behalf.

    4 votes

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  17. Add the Budgeting Tool for opportunities in the Universal Application in SLM.

    2 votes

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  18. On a couple of occasions, I have accidentally reverted an application from application draft to LOI draft. Unfortunately, this erases all entries that were made to the application. I would like to see if this can be altered to allow all information that is entered in application draft to be retained. Otherwise, the applicant must re-enter all information and upload associated documentation again. I understand this is my mistake, but this is not a user friendly feature. Thank you.

    1 vote

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    0 comments  ·  Admin →
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  19. Asking an applicant to compose an email to their anonymous third party is an extra step that overcomplicates things. The applicant has to deal with opening up an email interface, copy-pasting a pre-written message, etc. And for what? It's redundant to send the third party an email explaining that they'll be getting another email.

    It should work like references on a resume. Provide us with the third party's email address, and we'll contact them ourselves. Simple as.

    4 votes

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  20. We have expanded to use this application to our Europe locations. As of right now, the Amount Requested is hard coded to ONLY dollars. Is there any interest in expanding this to other currencies?

    1 vote

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