GLM & SLM Idea Lab
15 results found
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Batch Approval
It would be incredibly helpful and MUCH more efficient to have the option to batch approve requests. We are currently having to do single users each taking about 5-6 steps to complete. When we have dozens of applicants to approve this is terribly inefficient and frustrating.
With a batch approval option I could do the step once for dozens of applicants a time saving my team hours of time and repetitive work that should be automated.
Thanks!
49 votes -
batch charity check
Batch Charity Check
I would love to be able to run a batch charity check. Ideally, I should be checking charity status at the time an application is received (prior to bringing to the board for recommendation) and again once payment is being processed. We have to board cycles a year with approx. 150-175 grants per each cycle. Does anyone have any workarounds they've put in place?25 votes -
Batch email recipient
Please add deleting a recipient from a batch email before sending, with having to exit the email template altogether. Thanks!
5 votes -
Batch Deactivate Users
I want to batch deactivate all invalid users which were moved over from my legacy data. Currently I have to deactivate them one at a time, which is very inefficient!
5 votes -
Batch download all uploaded files via the document viewer
From the document viewer, it is possible to download each file individually. It would be so helpful if there is a way to batch download ALL of the files that were uploaded in any particular application.
4 votes -
Batch Assign Evaluations - Remove the Limit!
I have commented on this elsewhere, but this is something I really feel is worth looking at.
When assigning evaluations for several hundred requests in a process, it would be most helpful to not limit it to 25 requests at a time. When assigning hundreds of requests I have to do these assignments in stages, so to go in and individually select 25 requests, scroll to the bottom, assign the evaluation and do this 15 or so times is exhausting.
Please remove the limit, or make the limit at least 100!
I am not clear on why there is a…
4 votes -
batch emails
It would be helpful when sending a batch email if there was a way to get notice of emails that did not go through.
3 votes -
Organization comment copied into all requests with that org.
Have an option to insert/copy a single comment into every request from a single organization. I.e. when input a comment into the organization, have an option to "apply this comment to all requests with this organization." Often we have information that applies to all requests from a single org, but need the comment visible in the request (rather than putting in only as an org comment). Having to manually go into each request and copy/paste the same comment is tedious. Thank you!
2 votes -
batch delete abandoned applications
I would like to have the option to batch delete abandoned
requests -- it’s tedious having to delete them one by one. Could this be an
option listed at the bottom of the “Search Requests & Decisions” page? I
can understand not wanting folks to accidentally delete other items on this
page. With this in mind, could it be built to only appear as an option when a
search is done for abandoned requests?
2 votes -
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,…
1 vote -
Batch Email Availability in More Workload Pages
Batch email option on the Payment Tracking workload page. I'd to be able to notify grantees of upcoming payment.
1 vote -
Batch email groups only located in contiguous United States
Narrowing down batch email to all registered GLM users based on location to announce Product Grants that only ship to groups located in the contiguous United States.
1 vote -
is it possible to in the future be able to add batch installments
How our system is set up, we approve a grant for 4 years, and we pay on a grant monthly. After those 4 years a recipient can renew their grant for another 4 year term. If approved it can take quite a long time to add 48 installments to each new renewal. adding batch installments would be very helpful for us. Could this be possible in the future?
1 vote -
Batch Processing Capabilities in Various Areas of GLM
Batch processing allows administrators to select a group of requests and perform an action against those selected requests.
Proposed batch processing options:
Denying grant requestsAssigning evaluators to grant requestsAssigning follow-ups to grantsClosing (archiving) grants
Rate and comment on this idea. Let us know if any one of these is more important or if you'd like to add to this list.Idea posted April 28, 2011 by Raymond Burket, Foundant Technologies
1 vote -
Editing Editing multiple users at once (such as cities, states, and countries)multiple users at once (such as cities, states
For one of our live sites, we realize that we did not limit the state or country fields for when applicants are registering a new account. This has led to multiple of our 700+ applicants' contact information having different contact information formats. Some have written "MA", "mass", "Massachusetts", "United States of America", "US", "USA", and etc. It would be helpful if there were a way to edit multiple (or even all) users' contact information. This would especially be helpful when we are doing mail merges and need the addresses and labels to look presentable.
On a similar note, it would…
0 votes
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