837 results found
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Would love to see a function that notifies GLM/administrators of upcoming installments - an email connected to next installment due
As GLM, would like to receive notification of an upcoming payment, particularly linked to multiyear grants
3 votes -
User Registration
We would greatly appreciate a revamp of the new user registration. Currently, we have a lot of new users at existing organizations in our system creating duplicate organization accounts because of the way the registration ties organizations and users together. We need a way for a new user to be able to register themselves, and then either select their organization and be approved by an admin, or allow an administrator to send a quick invite link to the new user where the organization is already selected for them.
This would cut down on the amount of time internal staff spend…
1 vote -
Randomly Assign Evaluators
In our process each applicant receives at least three reviews from three different evaluators. It would be nice if I could randomly assign evaluators to the applicants. I currently do this by creating an excel file with the applicants on the vertical axis and the evaluators on the horizontal. I assign each applicant a number and use a random number generator to assign the applications each reviewer is expected to review. To be able to do this quickly within the GLM system would be great. I know some of the competitors provide this option.
5 votes -
Reporting
Currently when creating a filtered report (finanicals / account activity as an example). I am creating certain expense reports for different managers and am only showing them their specific expense accounts. All of the filtered accounts show at the top of the report when viewing or exporting and makes the report look unfinished. Can a function be added to hide filters or column group options so when looking at and exporting the report it looks more like a finished report?
2 votes -
Administrator comment
Please change the color of the Administrator Comment box!
When we provide comments for our applicants, they are constantly complaining that the box blends in with the rest of the white and off-white colors and words on the screen. It's true!
Please change the white box to a colored box or allow administrators to choose the color of the box or change the text color for administrator comments. This small change would improve the applicant experience.
6 votes -
run report on who modified a form
It would be helpful if we could run a report on who the last person was to modify a form. For example, if an admin prints follow ups and marks them complete, it would be great to see who marked it complete if we have multi staff working in the follow up stages.
5 votes -
Metrics Dashboard - Denied Requests
Thanks again for implementing the metrics dashboard! Seems like it covers all key areas except for a better breakout for denied requests so wanted to suggest adding 2 graphs (maybe for past 6 months and another for past 12) for those that can be drilled into to see more data.
2 votes -
Batch Printing from Your Follow Ups
I just voted on Evaluator batch print function that someone else posted and would also like to suggest a Batch print function for "Your Follow Ups". With a lot of our grants, staff leads assign internal follow ups to their selves to complete verbal reporting with our partners so being able to download/print those batch lists would be really useful vs. viewing/scrolling down a lengthy page.
2 votes -
Branching from Individual Table Cells
I'm aware we currently have the capability to branch questions off of aggregated table cells (thank you for implementing!). However, any plans in the near future to branch off of any individual cell responses? That would be so much more helpful for us.
For example, we currently ask on an application for org. leaders' demographic percentages to be entered in a table and one of the categories is "Other historically disenfranchised groups". If they indicate a % in that cell other than 0, a branched text area question appears asking them to name the specific group(s). Since it's required to…
1 vote -
amostue@carpenter-foundation.org
I think users/members of an organization should be able to make other users in their organization inactive rather than admin having to do it on the backend.
It appears that a lot of users were ported over from our last system which makes it so the user profiles for many organizations that we work with are outdated. We as admin don't know who's current in their organizations and who is inactive. They know. Additionally, board members and board presidents change roles frequently. It would be helpful if organizations could manage that themselves as opposed to admin having to do that.
2 votes -
Two types of application submission emails for Universal
Within the Universal application, we need two different automatic emails for submission verifications. One for the Universal submission, and one for the opportunity submissions within the Universal. One generic submission verification is confusing to applicants
3 votes -
Third Party Entry - Include Applicant Name
It would be helpful to have the applicant's name appear on the third-party response form. Currently, it shows the applicant's name on the dashboard, but when the third party clicks on Start to submit the information it only shows the "process" or "award" name. Having the student's name appear at the top of the form would help responders keep track of the student they are working on.
Some of our third parties complete a LOT of responses and I've heard from many of them that this would be really helpful.
11 votes -
Introduce ability to audit user interactions with system
I need to be able to pull a report that shows when my VP signs Grant Agreements. Also, could be useful for security--knowing who is logged in, how long they are logged in, and what actions they took.
1 vote -
Profile Fund Relationships - alphabetize Categories
Fund names are alpha order which is great. But we often have more than one relationship per fund. Can you also put the Categories in alpha order? It would greatly help readability.
2 votes -
Choose a specific date for a follow up form to be assigned
Please provide the option to allow us to manually key in a date for when the follow up form is to be assigned. Where the applicant cannot see the follow up form when they logon and to not allow the applicant to receive any emails regarding the follow up form until the date that the follow up form is assigned. It’s very rare to have down time but when there is any, we can begin to assign follow up forms with a future assignment date.
5 votes -
reassign request or followups to the primary organisation contact when you delete the assocatied contact
When a staff member leaves an organisation - rather than going through and reassigning the requests and follow ups - it would be ideal if the requests and follow-ups associated with their user were automatically reassigned to the primary contact for the organisation.
3 votes -
Address Autocomplete during Registration
During the registration process, it would be very helpful if the address had an autocomplete option similar to how many online retailers do these days.
When filling in the address 1 line, the system would automatically start showing the full street address based on what the applicant has input so far. Then, they'd be able to select their address from the drop-down list and this would automatically populate the remaining address fields on the registration form.
This is a common practice with online retailers today and would be incredibly helpful in GLM/SLM as many applicants don't correctly input their address…
1 vote -
Add Drag/Drop Feature to Shared Documents
Bringing this idea back since it appears it has been archived. Would love the ability to clean up folders--especially after the start of a new year.
1 vote -
play jeopardy music while save progress bar is displayed.
We need something to entertain us while waiting on save bar progress.
1 vote -
Evaluator Descriptions
It would be helpful to have the option to move, make bold, or otherwise highlight the Evaluator Descriptions which appear under the scholarship name when an evaluator is reviewing an application in SLM. It is easy to miss the Evaluator Descriptions where they are now and it would help to have them stand out and be more visible/noticeable to evaluators during the review process.
3 votes
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