844 results found
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Mass update opportunity names
I need there to be a way to mass update opportunities in a universe. Going in one at a time to 150+ scholarship names to change it from 2023 to 2024 is maddening and not an effective use of time.
9 votes -
Option to hide questions on forms that are no longer relevant
While I understand why you cannot delete question fields once an applicant or staff member has submitted a response on it, sometimes that question needs to be deleted moving forward and based on how we have set things up it is preferred to not create/copy a new process when we want to make deletions. It would be nice to be able to "toggle"/hide a question from the applicant/grant manager on forms when we no longer want them to be answered/used.
9 votes -
More than sum in table summaries
I need a table summary row that is a simple calculation, not just a sum.
Like A-B-C=D9 votes -
Score based on answers to questions on application.
Need the system to generate a score for the application based on how questions on the application are answered. For example: a GPA between 3.8-4.0 would receive 10 pts, 3.6-3.79 would receive 8 pts, etc. This could be a % score.
9 votes -
Additional Process Visibility Option
Currently, for active processes, there are three visibility options: Public, Restricted, and Internal.
Public: Visible to applicants; applicants able to apply when open
Internal: Not visible to applicants
Restricted: Only visible to applicants with the corresponding access codeBased on the use of our applicants & grantees, I would love to see a fourth option added that would allow a process to be visible to applicants, but locked, so that applicants would need an access code to apply. Essentially a restricted visibility where the applicants could still view the process as if it were public, but still requiring a code.
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9 votes -
Third-Party batch email options
We frequently follow-up with third-party respondents in applications. It's time-consuming to click into each application, process, email history to make those connections. We'd like "email third-party respondents" as one of the bulk option for selected applications.
9 votes -
Unnecessary Spacing On Forms
There appears to be unnecessary spacing added below the instruction field when building an application or other form. I suggest removing this formatting so instructions appear more naturally grouped with the relevant questions. If the additional spacing is necessary, I suppose we could add that in by adding a blank question field.
9 votes -
Change application language to eligibility for first stage of UA
When using a UA, those first common questions are really for eligibility, at least the way we are using it. So when the potential applicants get to the confirmation page, for either the failure message or to see what scholarships they are eligible for, it says your application has been submitted, but really, it hasn't. They are, at that point, ready to enter the application and its questions. Can there be some terminology changes set for the first stage? I make it clear in my instructions what's to happen, but an applicant as you define it shouldn't really be one…
9 votes -
Table-Style Question: Formatted for Reviewers/Evaluators
It would be really beneficial for reviewers to be able to see all information that applicants enter/type in the table cells when using the side-by-side evaluation display. Currently, the number of characters that display per row is very limited.
9 votes -
Budget tables
For dollar amounts, commas and decimals to automatically appear when entering amounts.
Allow summing across columns.
Sums should take the same format as what is entered in the fields. Currently, when summed, the dollar amounts appear as just a number with no dollar sign, commas, or decimals.Allow for selecting of the specific fields to sum rather than all fields with the column.
9 votes -
Organizing Universes
It would be nice if Universes were ordered alphabetically or if administrators could drag/drop to order. You can drag/drop Processes to order them, but not Universes. Universes show in the order in which they were built, which doesn't make much sense when an applicant scrolls down the page.
9 votes -
Times Follow Up Forms Are Due
It seems like the functionality to adjust the time when a follow up is due is only available when using an auto-due date. But when manually assigning due dates there is no input for time. Also, the system defaults to 12:01 am instead of 11:59 pm. So if I manually enter 7/1 as the due date, grantees see a notification that their report is overdue when they log into the system on the morning of the 1st. This is very confusing for applicants. Can we add the time functionality to the manual due dates also please?
9 votes -
Archiving Follow-up Forms
It would be nice to be able to archive follow-up forms that we no longer use for various reasons as we can now archive processes and email templates.
9 votes -
Batch assignment of requests to someone with the "Grant Manager" role
Currently, anyone with the "Grant Manager" role needs to have requests assigned to them by an admin. Admins do this by going to a request's summary page and linking the Grant Manager there. However, you need to do this ONE REQUEST AT A TIME. We have over 350 requests that we need to assign to a grant manager (we need flexibility in deactivating privileges, so we cannot make them an admin). That means an admin will need to go to 350+ request summaries and repetitively assign the request to this user.
Please make batch options for that available. Ideally, the…
9 votes -
3rd Party Confused
We had a lot of problems this year with 3rd party individuals being confused by the fact they received an email from the student and an email from us for the same request. Is there some way to streamline things so that the 3rd party recipient would only receive one email? I would prefer our template email to the student's email, as they often don't include all or the correct information. Or maybe possible to add the students email wording to the start of the auto-generated email? It became even more confusing for students who were requesting documents for multiple…
9 votes -
Third request
Would like to have the installment payments not automatically divided in equal parts. Awkward to have to then go back and edit installments.
9 votes -
Printing out emails
It would be very helpful if I could print out sent emails from the GMS. My workaround is to copy myself on my email templates but I'd like the ability to go and print out any sent emails, as needed.
9 votes -
Way to organize/group/file Saved Reports
I am relatively new to making reports, but I am finding it challenging to keep track of the reports and find the ones I need efficiently. It would be helpful to be able to group reports by topic, such as Approved Grants, Denied Applications, Fiscal Year, etc. We are thinking of a good naming convention to help with the sorting and finding (all suggestions welcome!).
9 votes -
Create a new User Role (or modify capabilities for existing Board Member role)
I'm looking to create a Board Member level user role that can view applications, evaluations, and follow ups BUT ONLY in a process to which they are assigned.
9 votes -
Shared Questions on Evaluation 1 & capability to use these questions to a merge document
It would be great to be able to use the questions and answers from Evaluation 1 (and Evaluation 2) as shared questions and be able to select these for merge templates.
9 votes
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