1009 results found
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Batch add multiple Processes when assigning new Evaluators.
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 -
recall emails when mistakes are made
can we have a way to un send emails when we mess up?
4 votes -
add automated emails to make payment form
Can we add automated emails to the make payment form, so that our grant managers can submit payment requests to our accts payable folks without having to make up really crazy workflows>
8 votes -
Add Progress Bar for Student's View and Submissions
I'd love for students to be able to see a color coded progress bar on their full submission, similar to the evaluator's progress bar. I have so many students who do not submit the additional applications they are eligible for because they think their application is complete. Since the Universal Processes show up on their page random/alphabetical, they do not see the "Assigned/Edit" and "Submitted/View" which I am trying to explain in emails to both counselors and students.
9 votes -
Flag submitted applications that have outstanding issues
Flag submitted applications that have outstanding issues:
Sometimes submitted applications are technically complete, but additional information is still needed. It would be great if we could flag requests that have been reviewed but have outstanding issues that we'd like to address before marking them as "Complete."
3 votes -
Multiple Automatic Reminders for Follow-Ups
It would be great if GLM could send multiple automatic reminders to grantees about follow-up due dates. We've found it helpful to give grantees a 30-day reminder about a follow-up, but would love it if GLM could send another automatic email a few days before the due date as well to make tracking easier for our grants administrator.
30 votes -
eligibility quiz
In the eligibility quiz in GLM, the ability to customize a "passing" message like you can customize a "failure" message would be beneficial to make things very clear to applicants that they can move on to the application stage. We had a few organizations last cycle that passed the eligibility quiz but it wasn't entirely clear to them that they were allowed to move onto the next step in the application process.
10 votes -
Organization Saved Searches
On the organization search page, could there be a section at the bottom with recent searches, or perhaps your own personalized list of organizations you want to keep handy?
4 votes -
It would be helpful if the evaluation scores for each section could be added to give a total score for an applicant.
We have ten questions that get scored 1-5 that make a final score for each applicant. It would be helpful if those scores could be added automatically.
2 votes -
More detailed budget planning tool, including a provisional budget option
I would love to have access to a dynamic budget planning tool, that allow me to have a global budget for my fiscal year, with various funding streams options AND with a provisional budget option that would take into account the proposed amount we enter in yet-to-be approved requests.
For the time being, I use an Excel file to achieve this, which is time consuming and error-prone. This option would save so much time!
6 votes -
Mark an application that you would like to revisit
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 -
Ability to link incoming e-mails directly to a request/organization
In order to facilitate the archival of correspondance linked to an organization or a request, we try to always send e-mails directrly from Foundant (using the "Send (no template)" option.
However, the responses come to our Outlook inbox and we have to save them somewhere in order to upload them in the Document section of the organization or request. It takes time and it does not allow us to view all correspondance in one place (e-mail history).
There is a lot of back and forth with applicants and grantees, so that would be very useful!
14 votesWe are continuing to understand the needs and workflows for emails that need to come back into the system.
What providers are people using?
Are there emails other than responses to system messages that need to live in the system?
If an email was sent in relation to a request, example for submitted, where would you want to view that email from?
Any thoughts are very helpful
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Indicator of which follow up you're viewing under a request
It would be helpful when reviewing follow ups under a request to be able to tell which follow up you're currently viewing. We have to toggle between follow up sometimes during our review process, and the questions within the forms are mostly the same, the follow ups are tagged for the year it is to be submitted, though as you toggle back and forth it's hard to identify under which follow up you're under to provide approval/recommendations.
7 votes -
Create the ability to recover deleted data sets from reports
Create the ability to recover deleted data sets.
2 votes -
follow up due date entry field
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.
3 votes -
Access code
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 -
Turn off Copying for Third Party Questions
If returning applicants use the copy feature, unfortunately, the system also copies their previously received third party letters of recommendation. In other words, letters of recommendation from the prior grant cycle are copied to the new application.
Please allow us to turn off copying for third party questions.
5 votes -
kbakhshi@fmscleveland.com
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 -
Transfer of info to next year's application
Some of our scholarships are available to students already in college, so they can apply multiple years in a row. It would therefore be nice to provide a feature in the SLM universal application in which they can transfer certain items/ answers from one year's universal app to another. This would save them time. Perhaps we could determine what we would allow to be transferred when we set up each new universal app, or what questions MUST be answered by all. Again, time saver for returning applicants.
4 votes -
'Archive' button in GLM reports?
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.
51 votes
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