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  1. 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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    0 comments  ·  Reviewing  ·  Admin →
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  2. 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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  3. 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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  4. 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!

    12 votes

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  5. 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.

    8 votes

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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 are currently use processes for each scholarship we hold at our Foundation. We have a scholarship advisory committee for each scholarship. We have some people who serve on multiple scholarship committees, so they do end up evaluating the same applicant for multiple scholarships. We are recommending that evaluators have the ability to copy previous scores/comments from one evaluation to another for the same applicant. For example, if they are evaluating on their GPA and academic performance, that won't change from application to application. They are requesting to copy the scores and comments as a previous answer to another evaluation…

    3 votes

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  8. It would be helpful if there were an option to copy applications without uploads. Often we only want the basic info and not the uploads, especially in a process with branching logic that only requires the uploads based on the answers. It's a problem to change or delete the prior uploads: first you have to answer the branching question with the value that shows them, take action, then change the answer back to the current value.

    2 votes

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  9. 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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  10. We would love the ability to display ranking options in text to our evaluators, such as
    Extremely Clear
    Very Clear
    Somewhat Clear
    Not So Clear
    Not at All Clear

    BUT - We'd like to store them as numeric data so that
    Extremely Clear =5
    Very Clear =4
    Somewhat Clear =3
    Not So Clear =2
    Not at All Clear =1

    To be clear, we don't want to show the numeric to the evaluator, just the text.
    Currently, we use a complicated formula to calculate the data.

    6 votes

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  11. 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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  12. In line with Trust-Based Philanthropy, more and more foundations are completing verbal reporting with grantees, where the foundation staff completes the written follow-up form based on a conversation with a grantee. We have been doing this as an internal follow-up form, but would like the option for the grantee to view what we've typed into the form and confirm that it is accurate and complete before submitting the report and marking it as complete. Other than downloading each follow-up form packet as a PDF and emailing it to them for their manual feedback, is there a way to either:
    1.…

    6 votes

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  13. We have several stages of evaluation; the two evaluations are not sufficient for us to be able to understand and assess applications effectively. It would be helpful if we could add additional evaluations, as needed, by process.

    2 votes

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    Proposed Idea  ·  0 comments  ·  Reviewing  ·  Admin →
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  14. It would be a huge timesaver if there were an option for Batch Denied applications to be move to Denial Draft.

    If you have a lot of applications, it takes a a very long time to do this one application at a time.

    2 votes

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  15. 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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  16. We use the Administrator Comments feature to provide draft review feedback to our applicants. Many applicants use the comments, then want us to remove them so that they can create a clean PDF of their completed application. We don't want to delete our comments as that is part of the grant process record, but we also don't want reviewers to be able to see the comments. Right now, our only option is to make all the comments not visible to applicants, proxy as the applicant, download the PDF, then make all the comments visible to the applicant again. This is…

    2 votes

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  17. 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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  18. Grant Interface, Shared Documents - Please provide an option to print all these documents in Batches and not one by one!!

    21 votes

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    Proposed Idea  ·  0 comments  ·  Batch  ·  Admin →
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  19. 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 votes

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    1 comment  ·  Reviewing  ·  Admin →
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  20. I would love to have a search option when evaluators are assigned. We have over 150 potential evaluators so it would be helpful to be able to search by name instead of scrolling to find the evaluator's name.

    6 votes

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    Planned  ·  1 comment  ·  Search  ·  Admin →
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