839 results found
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Grant Refund
Add grant refund to payment option or something to note that it has been refunded partially or entirely
55 votes -
53 votes
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Board Member Access to Follow Up Reports
The process to access Follow Up reports for our board members is certainly cumbersome, and discourages board members from using the online data (read this as I have to produce paper copies of each follow-up). A folder on their Dashboard would be helpful; and at a minimum, it would be useful to have a "Return to Follow Ups Submitted" option, so that they don't have to go all the way back to Requests and Decisions to pull up each report.
51 votes -
'Archive' button in GLM reports?
Please could we add an 'archive' button or feature to the reporting section so reports or data sets can be hidden from the main page but not deleted? Right now the options are to have a cluttered reports page, or delete entirely.
48 votes -
multiple reminder emails
Increase the number or make customizeable the number of reminders that can be sent. Our leadership prefers 2 reminders BEFORE the due date rather than 1 before and 1 after. :-)
48 votes -
sort email templates
It would would be very handy if we could have the sorting feature added to the header on the email templates list.
47 votes -
Remove evaluator
We need functionality to remove an evaluator from a panel after that evaluator (or other evaluators) have begun scoring. Presently, the only way to do this is to revert the application, which removes the work of other evaluators.
We have encountered 2 situations this year where an evaluator discovered a conflict of interest after they started scoring. We need to remove them or at least remove the scores from the applications they completed. RIght now that will be a manual process.
45 votes -
Notification for Payment Installment
I would like to have the ability to program a notification so I'm alerted when an installment payment is due. I see this working the same way as follow-up reminders work for grantees, but it would be an internal notification set up to remind an administrator that a payment is coming due on an installment grant.
Thanks for your consideration.
45 votes -
Total Award Amount
On the back end of SLM, we can see a total dollar amount for all scholarships awarded to an applicant in the request history. It would be helpful for scholarship applicants to see a total dollar amount as well. Right now, they have to select "View Details" and then "Award Details" to view the amount they have been awarded. This means they have to go through all those steps and manually calculate the total scholarship award amount.
44 votes -
Additional contacts
Got a great idea from one of my grantees in their eval today:
"While it was easy for me to acquire login information from your organization, it might be easier on you to have people create their own account and then choose their organization from a drop down box. It would save you from always having to create accounts."
So think about that as an option!
Meanwhile - I have to go merge two people from the same school district because someone didn;t contact me and I thought I had the duplicate id warning set up,44 votes -
Show "date last modified" in workflow list for draft LOIs, applications, and followups
It would be helpful to show the date last modified on the workflow page that lists applications, LOIs, or followups that are in draft form. (Much as the date submitted is shown for submitted applications, LOIs, and followups.) This way I could tell at a glance whether applicants are progressing on their drafts. https://d2r1vs3d9006ap.cloudfront.net/s3_images/975796/Image1.jpg?1382554177
43 votes -
Assign Follow Up to Reviewer
We would find it very useful to be able to assign a completed follow up to reviewers so that they could see the results of the grant they recommended for funding. Currently we have to export this info and merge it into a Word doc to share this with them.
41 votes -
Make follow ups/final reports available under organization history
Right now it seems like there isn't a way for applicants to see their completed follow ups/final reports from previous grants by other users from their organization. Under Organization History, only the application is available. New grantwriters with an organization want to be able to see how previous final reports were filled out or how a project turned out.
41 votes -
Close Applications
We would like the ability to 'Close' an application, rather than 'abandon' or 'deny'. We leverage GLM to have a General Inquiry, which we then copy applications to different processes depending on a conversation with the applicant. Once we're done - not moving forward through the system, it causes confusion for the applicant to see the original as denied/abandoned.
40 votes -
GLM: Block new application if grant report isn't complete
Block new application from applicant who hasn't completed a grant report on a previous grant award. This would encourage applicants to complete their grant report and provide another level of due diligence built into GLM
39 votesThank you for the idea.
Would you hope this is implemented across all processes?
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Allow e-mails to be delayed or scheduled in advance
We use manual e-mails for our responses to various requests and we sometimes process these outside office hours. We would like to be able to schedule manual e-mails for a later time or date.
39 votes -
Use the merge fields in email templates
I am trying very hard to outsmart the system. I am trying to use some of the non-standard merge fields that I generated out of one of our processes in an email template. I got it to work in one, but am having trouble with the second...If I can get it to work, I'll be able to pull data from the installments and one of my follow up forms into an automatic email for our Admin Assistant, so she can then generate a payment request in PeopleSoft. I did notice in the email template that I got to work, that…
38 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?38 votes -
Dropdown Menu for State and City
Create dropdown question for locations (State, City) when organizations are creating their profiles on Foundant. As we run reports, I have noticed that organizations will misspell cities, write city names in ALL CAPS, abbreviate state names, or write state names in ALL CAPS. This presents a problem when generating reports and having to go back and clean all that. It would be great if organizations had the option to select the state where they are located from a drop down menu, then choose the city they are located in from a drop down menu as well. This would generate clean,…
37 votes -
Primary Org Contact to view follow up reports and due dates
Can you add the follow up report view to the primary contact of an organization? I am getting requests from ED's asking if they can please be able to view all of their following reports from various applicants within the organization.
35 votes
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