1055 results found
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Scoring Questions - Optional or Weighted
I was wondering if anyone would find value in the ability to weight evaluation questions. We are exploring the idea of funding general operating requests and project-based requests, all from one process. If we were able to weight questions or make some scoring questions optional, this would prevent and help us with our evaluation of LOIs and Applications.
9 votes -
Show Decision Status
Show Decision Status: current setting applies to entire site (available under site settings). Moving this setting to the Process Manager and allowing it to be set individually on each process would open up more flexibility to accommodate different foundation's workflows.
Example: two grant programs are open at the same time. one is a rolling basis application process with fast turn around. the other is a quarterly LOI process involving board meetings. the ideal use of "show decision status" for these two programs would be vastly differently; yet the software is forcing one setting for all.
9 votes -
evaluation deadline reminder
Wouldn't it be wonderful if we could program LOI/Application Evaluation Dates into the process AND ALSO set up automater reminder emails that go to assigned evaluators before these deadlines?!
9 votes -
Wrapping text in Short Answer Questions
It would be great if text boxes wrapped in the application like the tables do now.
9 votes -
Rearrange Decisions and Follow Up Forms List
It would be really helpful for the organizer in me to be able to move around/re-arrange Follow Up Forms as well as Decisions. When creating new ones they go straight to the bottom, but if I could group them together in ways that would help my workflow that would be great!
9 votes -
Increase Custom Message Visibility
Custom Message/Yellow Card - In the New Dashboard, the yellow card/custom message card in the upper left corner needs to have the visibility adjusted so more of our custom message can be seen, similar to the other cards. Right now, it is cut in half with a large blank space that serves no purpose.
9 votes -
Internal Notification on Award Approval or Installment Creation
It would be great to be able to set up an email alert to internal staff when an application is approved or when an installment is coming due. If you have one off grants that aren't part of a cycle, it's otherwise very manual to let our finance team know it's time to process payment.
9 votes -
integer
Change the symbol of the Integer question type away from a # to something else.
In our application we ask for percent of people served in our county. We built that question with the integer question type because that was the only question type where we could restrict the entry to two numerical digits.
But our applicants and reviewers are confused because we are asking for a percentage but the little symbol next to it is the number sign, so it almost looks like we are asking for the raw number of people, not the percent of people.
See attached
9 votes -
Evaluator score columns needed
We need side-by-side columns for our evaluators so that they can see how their individual application score compares to the group of evaluators' average score. Only the person in the admin role can see the average group score. And, if the admin is also an evaluator, things get messy quickly in a meeting. An admin/evaluator can never see both their individual score column and the average score column without flipping between roles. Having the ability to see individual scores and average scores on ONE PAGE in side-by-side columns will greatly help with our evaluation meetings and enable us to make…
9 votes -
Custom Columns in Search Requests & Decisions Screen
It would be great to customize which columns show on the Requests & Decisions search screen like it does on the workload pages.
9 votes -
"Document Type" location when creating documents
When creating a merge document, it would be convenient to be able to choose the "documment type" at the top of the "create documents" box, rather than having to scroll to the bottom every time.
9 votes -
Organization Merge History
From what I can tell, there is no way to indicate if a request is from an organization that was merged into another organization or if it was originally from the final organization. Currently, for applicant funding history (which we provide in a Merge Document) to our grant reviewers, we have to manually go through each request and figure out which was for Org A and which was for Org B. If our current staff ever leave, this knowledge will be lost or buried in the Comments tab. Is there a simple way to see this?
9 votes -
installment
'Installment' should be a field option that can auto-populate in GLM - email templates. We fund multi-year grants and it would be helpful to include both the total amount awarded as well as the installment amount.
9 votes -
Batch email recipient
Please add deleting a recipient from a batch email before sending, with having to exit the email template altogether. Thanks!
9 votes -
DocuSign & Merge Templates Single Signature
Currently, you can only add one signature in the Word template in Foundant. It would be helpful if you could have at least two signatures. One for us (our President) and one for the Letter of Agreement recipient to agree to the terms of the grant.
9 votes -
ChatGPT
A donor questioned how AI might impact scholarship and grant applications, something I hadn't considered. I wonder if there's been any discussion about building in some check to ensure AI hasn't written answers.
9 votes -
Organization searches - back to results function
I know this question has been raised before, but I can't tell how long ago, so I am resubmitting to indicate continued interest. It would be helpful in Organization Search to have a Back to Search Results function. If I do an organization search with multiple possible matches, I have to redo the search if I happen to pick the wrong one the first time.
9 votes -
Follow-Up Auto Reassign
It appears that when a grant application is reassigned it does not also reassign the follow-up forms. Is this always the case or am I simply having an issue? It would be very helpful to not have to click through and reassign those forms as well.
9 votes -
Close Request - Batch
It would be helpful if you could use the batch Close Request function when their are still open follow ups. We terminate students who have submitted their follow for the semester but have to go individually in to the request to close it. Since you can close a request with open follow ups on an individual basis you should be able to do it by batch as well.
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
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