844 results found
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Customized status updates
It would be great if the status updates could be customized so we could control which update they see and which they don't. I don't want my students seeing that they are denied but I need the selected recipients to be able to see their follow up updates. I am not able to turn them off and on again because of the time frame. The denied would need to be off until June but the follow ups need to be on in May and June. Thanks!
4 votes -
Batch Evaluation Assignments - Split into Eval 1 and Eval 2 processes
We have different evaluators for the Evaluation 1 step. It is dependent on the location, etc. of the applicant. We can have any one of three different evaluators for the Evaluation 1 process.
When we batch assign evaluators for Evaluator 2 process, requests go to all board members. However, when batching Evaluation 2 assignments, all other participants in the Evaluation 1 process (even those not assigned because of request particulars) receive an Evaluation 1 assignment as well. So now all other Evaluation 1 members receive the request in their Staff Evaluation bucket as well as their Board Member bucket (some…4 votes -
Changing the 'show applicant' a document.
We delay our grantees' ability to see the decision on their application by 14 days. This was set up for us by Foundant. We upload their approval/denial letters into their request documents at the time of the decision, but do not want the grantees to see the letters until after the 14 day period when both the decision and the letter should become simultaneously visible to them. At this point in time, we have only two choices - to never allow the applicant to see their approval/denial letters in their Request Documents, or to wait before posting the letters to…
4 votes -
have a field that shows an organization's prior request/award
In reporting our board /vetting committee would like to see an organization's prior request/grant amount. We have numerous applicants that are coming back for funds too soon and it would be great if there a field that would show this information.
4 votes -
Move the NEW administrator comments pop up box
Can the NEW administrator comments pop up box move instead of being stationary---blocking the question being commented on? It would be super helpful! Please, and thank you!
4 votes -
Allow more characters in the phone number extension field
Hello! The ability to add telephone number extensions is great, but it assumes all extensions are three digits. Perhaps you could make this more flexible to accommodate all extension lengths.
4 votes -
Create an "About" section for an organization that is not visible to the organization.
Our due diligence process involves an external evaluation by program officers. We grant to many of the same organizations each year, so these evaluations are updated, but the base information remains the same. We don't want to use the evaluation tool as part of the process, because it isn't very accessible once the cycle is over,and our board shouldn't have to "dig" for information. It is also a lot of work to "re do" each year. We would love to be able to customize an "About" section in the organization profile that could be updated each year.
4 votes -
Mulitple Addresses under Org
We often give to organizations who in turn fund other individuals (actual grant recipient) in separate locations. It would be great if we could have both the general organization info as well as a place for contact info for individual recipient. Sometimes, we even give to one organization with multiple grants, each eventually funding different individuals around the world. I am somewhat new to this so I may be missing something...
Idea posted June 15, 2011 by Amity Wicks, Rivendell Stewards Trust
4 votes -
Evaluation Summary - for staff evaluator role
(Suggested by fellow grants staff Trudy Wild)
Currently there is an attractive summary of all panelist scores and comments (Dashboard / Application Evaluation Open / Summary) - but only staff can access this (Our evaluations are anonymous and un-shared). This is available per application, with questions down the left hand side and staff evaluator names across the top.
We'd like for a single staff evaluator to be able to view his own summary. This should encompass all applications in one view - with questions down the left hand side and applicant organization names across the top.
posted September 16, 2013…
4 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?
4 votes -
Print Reports to PDF - Format Options
It would be great to have a few customizable options before a report prints to PDF. Among those: 1) TITLE: currently prints with the root data set (ie COMMITMENTS): can it at least print with the REPORT NAME as the title, or, even better, with a customizable header? 2) LANDSCAPE v PORTRAIT 3) Color Scheme: Even a set of 8 different color schemes could be really helpful to not have to re-format before, for instance, a board meeting. The grey is ok, but being able to pick the foundation colors / more presentable gradients would be great. 4) Margins /…
4 votes -
Shared Documents
I'd like to see the "grants manager" and "auditor" roles added as options in the shared documents folder.
4 votes -
alert that applicant has a active grant
It would be great if... there was an alert for applicants notifying them that they have an active grant. With a few exceptions, we do not allow organizations to have more than one active grant (per program) at a time. Recently, I had a couple applicants submit applications who already had active grants. I did not know they had active grants until I looked at each organization's history. It would be great if the active grant was highlighted on their dashboard or they received an alert when applying for a grant notifying them that they had an active grant. This…
4 votes -
Allow Multiple Files to be Uploaded to a Single File Upload Question
Please allow for the ability to upload multiple files to a single upload question.
Currently, it is only possible to upload one file per question. It would be very helpful and much more effective if the File Upload question type allowed for multiple files to be uploaded to a single upload question, as opposed to needing one file upload question for each upload.
Alternatively, the option to upload a folder to a file upload question would be another possible remedy.
3 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.
3 votes -
Branching logic rule groups
I use branching logic all the time. Creating groups is not logical. Creating branching logic on the question would be nice without creating a group.
3 votes -
Downloads should have unique names
Every download has the same name. It is confusing when you're downloading many different applications/evals/etc for internal archiving. The downloaded file needs the process name and the applicant name and year when I download. I just end up with ApplicationPacket (1), ApplicationPacket (2), etc., I have to rename every single file one by one so I don't lose track of which is which.
3 votes -
Bulk Copy Applications
At BACF we have 11 different committees that review applications based on their funding alignment. Our current process is running a universal application. We then create individual processes for each of our committees, and manually copy applications into the processes for the committees that will review it. For example, we may get a funding request from the American Red Cross that has funding alignment across 3 different committees. I would then manually copy that request into each of the three processes for those committees to review.
Where this becomes cumbersome is that I have to go into each application individually…
3 votes -
Merge Template - Attach to Email Feature
My proposed idea is to create a "Create Document and Attach to Request AND Attach to Email" button next to the current "Create Document and Attach to Request" button. This would perform both actions at the same time. Currently, attaching a document to an email requires manually uploading the document.
3 votes -
kbakhshi@fmscleveland.com
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.
3 votes
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