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  1. When applicants are in preview mode, the warning by each question when they enter data should make clear that it will not be saved. Some applicants do not understand that Preview mode does not link to actual application fields.

    7 votes

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  2. It appears that online grant agreement terms can be changed by the administrator after the agreement has been signed by the grantee--perhaps even inadvertently by editing an approval form to make a change to a shared question or by editing the general grant agreement form. If that is correct, it would be helpful to have a way to lock the grant agreement as signed by a particular grantee to prevent changes after signing.

    7 votes

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    1 comment  ·  Admin →
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  3. It would be helpful to see a list of upcoming grant payment deadlines on the dashboard. Perhaps each process or grant could be set up to have a 15 or 30 day notification window. Needing to run a report seems like too many steps for something so central to our operations. Thanks for considering it.

    7 votes

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  4. It would be great if there was standard to the mailing addresses for users and organizations. Right now they can use any format they chose (e.g. MI, Mich, Michigan, 123-456-7890; (123) 456-7890) and it has to be formatted before it can be used for templates or imported into other software.

    7 votes

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  5. I like the ability to add questions to a follow-up that are only visible to grants staff (visibility set to "internal"). For example, I have added a project description from an application to a follow-up so that I can compare the applicant's final report on the project to the original submission. I've also done this with projected number of attendees and final, projected cash expenses and final, etc. But when reading the follow-up later, it gets confusing as to what the applicant is submitting now and what was submitted at an earlier date. I would like to see a different…

    7 votes

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    1 comment  ·  Admin →
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  6. It would be helpful to have the county of an organization as a field in the organization profile since we are a regional foundation that serves specific counties. Currently we work around it by using the country field for the county but one must remember the work around when pulling reports.

    7 votes

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    2 comments  ·  Custom Data  ·  Admin →
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  7. We would like to be able to set the system so that it automatically converts any uncompleted application to "abandoned" when the end date is reached. It would save us from having to go in and do it manually, when we might miss one and inadvertently allow someone more time to complete their application.

    7 votes

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    1 comment  ·  Admin →
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  8. I would really love a way to export all documents, applications, evaluations etc. for an org (for each particular process) all at once rather than downloading and saving each item individually.

    For example, Grantee A: LOI, LOI Eval, App, App Eval and any other docs or processed they completed for a particular grant.

    This would be incredibly helpful for filing purposes to have everything in one place/merged into one document.

    Currently, we have to go to each separate proccess to create packets and save...very time consumming!

    7 votes

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    4 comments  ·  Merge Docs  ·  Admin →
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  9. It would be very helpful to have the form title on the cover page of the print packets. We compile copies of the application print packet, evaluation 1 print packet and evaluation 2 print packet and it would be very helpful to see which form it is on the first page of the packet.

    posted September 11, 2013 by Julia Boerth, First Hospital Foundation

    7 votes

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    3 comments  ·  Merge Docs  ·  Admin →
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  10. We would love the ability to limit the number of check marks applicants are able to select on certain checkbox questions. We ask folks to limit the number their choices, but often times they over select.

    6 votes

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  11. Batch Print blank forms from Process Manager

    We have 57 separate application Processes that we manage each year. Univeral application is not an option as each application has specific and varying criteria. Although we work hard to normalize wording of questions while inserting specific and simply things like word counts.

    Each year we open each process application and try to analyze anomalies. One way is to print each application, each evaluation, each follow-up form to PDF using "Question List". Once in PDF they may be analyzed as a group with different tools.

    The ability to Batch Print the Process Manager…

    6 votes

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  12. 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!

    6 votes

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  13. In the new version of the applicant experience (which we are big fans of!), I love that the process is listed up front, our grantees used to struggle with identifying their different grants and which program they were connected to, but now the project name doesn't seem to be reflected anywhere on the new applicant home page. For our grantees/organizations that may have more than one project in a process (fairly common with local universities or hospital systems) the follow ups are indistinguishable unless they click into the form. Is there anywhere or any way that the project name could…

    6 votes

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  14. When choosing .doc or .pdf for a merge doc, it would be helpful if that choice was available at the top of the list of templates, instead of having to scroll to the bottom.

    6 votes

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    0 comments  ·  Merge Docs  ·  Admin →
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  15. Admins should have the feature to receive an automatic email when a grantee misses their follow-up deadline. This would help admins with follow-ups assigned at different times to keep track of grantees who don't turn in their reports on time.

    6 votes

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    0 comments  ·  Follow Ups  ·  Admin →
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  16. It is possible to add a chart to your data set in "run report", however, this is not the most useful because you cannot export these charts in any way. The only way to use this data visualization would be to screenshot the chart and paste it elsewhere.

    I suggest it be possible to download the chart the same way you can download a chart from the metrics dashboard in the run report function.

    6 votes

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    0 comments  ·  Reporting  ·  Admin →
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  17. I do see this was brought up in years past, but was hoping to renew interest in the topic. It would be great when using the Date question type to be able to select the format in which you would like that date provided. It would be great to be able to ask for a month and year, for example, especially when asking for degree conferral dates, where a specific day is often not known.

    6 votes

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  18. We have a question used in several processes. I propose a question maintained in the process manager than can be added to multiple processes. We would have one location to maintain the response options for simplicity/authority. It would also streamline reporting metrics with uniform answers for comparison.

    6 votes

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  19. We need a way to export the images in a report/as a batch for our annual reports. These images are uploaded in our final report form.

    6 votes

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    1 comment  ·  Reporting  ·  Admin →
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  20. A site (or process) wide setting that allows us to hide abandoned applications would be helpful. Our board/evaluators are confused if they see this information in the request history tab or in print packets. We delete it but would prefer for it to show on the applicants' side and remain as a historical record.

    6 votes

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    1 comment  ·  Admin →
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