844 results found
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user roles
It's also about user roles and auto emails attached to F/U forms...
We really need an additional user role for our regional directors. Our program managers (in the Grant Manager role) do 99% of the lift in GLM, but every so often we need to be able to bump a form up to a director. But our directors are also in the GM role, so everyone gets the same email. Our current work around is to assign the form to the director, but that doesn't always catch their attention.
Also, making the payment forms approvable would be great. That way…
2 votes -
Follow Ups all Visible per Project
When viewing a follow up, it shows tabs beside it with the Approval and Application; however, it does not show all follow ups. It would be helpful if each follow up was visible and I could click on all information associated with that particular application. For example, I usually have 2 follow ups with an application. One is the grant agreement and one is the follow up report. I'd like to be able to click between the two.
4 votes -
copy process to same form rather than first form of the process
It would be great to have the ability to select when copying a request into a new process, in which stage we want it to be - LOI vs Application. We are using LOI Forms in all our processes, though sometimes the LOI gets approved under a process (Inquiry) and the actual application to be completed by our grantee is under a different process. We use the inquiry process to collect basic information to see if we would fund them and identify the type of application they need to complete.
We're having to re-approve the LOI and complete the LOI…
1 vote -
Apply Page Process Customization
Hello!
I understand the logic of the apply page, but it would be ideal if our organization had more control with choosing the order of processes more automatically. We would like our process manager to reflect the order of processes in the Apply page exactly.
Currently, we have different members working on various processes which affects the date the EQ was created and the order it will appear within the Process, despite how it is listed in the process manager.
I know a personal solution would be for us to create EQ's in the order we want the processes to…
8 votes -
Applicant dashboard improvement
It would be helpful to add the grant number and dollar amount to the applicant dashboard. Some organizations have multiple grants with similar descriptions. Being able to reference the grant number will minimize confusion for us and them.
12 votes -
track
Track Changes and Users Making Changes on all Process Forms (Application, Evaluation, Follow Ups)
Right now there's track changes in submitted applications, follow up forms, approval and denial forms. We really needed this on these important process forms to capture when changes are made, so we can follow up on items that go missing, come out edited differently than the last time we downloaded the application or what have you. Change logs are typically standard in databases.
4 votes -
Pending Deadlines
It would be very helpful if, on the applicant side of the dashboard, that urgent items/impending due dates could be big/red/or listed at the top of each process.
We consistently run into grantees not being able to find their final grant report/follow up forms that are due on their dashboard because it's listed at the bottom and not called to attention in any real way.Also, many grantees never see the edit button to the far right because there's a large white space after the text, so they assume there's no more information and don't realize that the full page…
69 votes -
LOI
Remove the last page of the LOI form that says File Attachment Summary. This is not applicable to the LOI and should be deleted.
2 votes -
How about a report that shows synced & not synced fields in all scholarship processes?
We have over 60 scholarship processes. Between setting most of these up 4 years ago & adding new funds along the way, we discovered lots of fields/Qs that were not synced. It would be so helpful to have a report that would show which need to be synced.
We've recently discovered that Follow Up Forms and Approvals also have unsynced fields.
It is a chore to discover these when trying to run a report & having to select one field in e.v.e.r.y. process and then merge them all.4 votes -
Regular Expression - Project Request Field
Limits on Project Request Field
Please allow us to enter regular expressions for the project request field or impose limits in any way. Currently, we use this field for scholarship applications as Initials and Last 4 Digits in an attempt to reduce as much bias during evaluation season. However, despite an 8 character limit, students will forgo their initials, etc. It would be great to have a unified type of answer.
Example: IAS 4777 or IS 4777
Regular Expression provided by Foundant Support would solve this - ^([a-zA-Z]{2,3})((\s)([0-9]{4}))?$1 vote -
Please add a Copy to Another Process Button to the Submitted Section
Please add a Copy to Another Process button in the Submit Section. I can tell when a request should go to another process but I am forced to mark it as complete and assign an evaluator and then send it back to submitted (which I often miss because the button is at the bottom of the page and I have to scroll down to find it! Move that up while you are adding the new button, please.) It would be much simpler to have a button there as well to allow me to move it to an internal system. Thanks.
6 votes -
Duplicate Org Search/Merge Help
When doing a duplicate organization search/merge, it would be extremely helpful to have the last login date with the other basic info on the list of organizations. Right now you are just seeing two identical listings for the same organization with no way to tell which one is the newer/more up to date one without completely interrupting the process of what you are doing when you are choosing which organization is primary.
25 votes -
Reflect the Total #s on the tabs on Org page
It would be great to see the total number of requests/comments/documents on the top (tabs) under org page. Right now, you can see the numbers on request page but not org page. e.g. We have to click on comment to see if there is any comments posted.
3 votes -
Application Packet File Name (for UA)
Since shifting to UA the PDF Application Packet file names are no longer titled with the student's name. This adds a step for us because now we have to download each packet and then change the name so that every file isn't called "ApplicationPacket"
7 votes -
Collaborator in reports
I'd like to be able to search in reports for applications that took advantage of Collaborator options. We ask for "additional applicant" contact details in our request. I learned we have two requests in this cycle that did not add any details, confident the "collaborator" information was automatically included. I realize we can add signage in our application for better clarity in a future process. It would be helpful to have collaborator field options under the request or applicant tabs.
2 votes -
Collaborators and Admin Comments
It would be great if Collaborators had the ability to see the Administrator comments that are visible to the Applicant.
5 votes -
Apply Page Language
We would love to have the access/freedom to edit the language on the apply page on our own, as opposed to having to go through support!
4 votes -
Bulk Upload
Just as you've implemented bulk upload for payments, it would be nice to have a bulk upload of individual documents. For example, I'm working on review comments and once I'm done, I have to upload each individual document to each grantee's file so they can download and review them. It would be easier and more efficient if I could do a bulk upload of the documents to each individual file.
5 votes -
Round Robin Assignment for Committee Members
As a scholarship Admin I want functionality to allow the system to randomly assign scholarship reviewrs.
An Example: For Scholarship Committee A, I want the system to randomly split my 8 reviewers into 4 groups of 2, then auto assign 25% of the applications to 1 group of reviewers.
This would reduce my work to evenly and randomly distribute scholarships for review.
3 votes -
randomize order of evaluations for reviewers
Some of our reviewers have said that they evaluate differently at the beginning of their review process than the end of the review process, despite every effort to be consistent. One of them suggested that a way to mitigate reviewer "fatigue" or "learned bias" could be to randomize the order in which applications are listed in the dashboard of each reviewer on a grant review committee. What one person reviews first might be the next reviewer's 10th or 50th application to review in that process.
3 votes
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