928 results found
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Follow Ups all Visible per Project
When viewing a follow up, it shows tabs beside it with the Approval and Application; however, it does not show all follow ups. It would be helpful if each follow up was visible and I could click on all information associated with that particular application. For example, I usually have 2 follow ups with an application. One is the grant agreement and one is the follow up report. I'd like to be able to click between the two.
4 votes -
track
Track Changes and Users Making Changes on all Process Forms (Application, Evaluation, Follow Ups)
Right now there's track changes in submitted applications, follow up forms, approval and denial forms. We really needed this on these important process forms to capture when changes are made, so we can follow up on items that go missing, come out edited differently than the last time we downloaded the application or what have you. Change logs are typically standard in databases.
4 votes -
How about a report that shows synced & not synced fields in all scholarship processes?
We have over 60 scholarship processes. Between setting most of these up 4 years ago & adding new funds along the way, we discovered lots of fields/Qs that were not synced. It would be so helpful to have a report that would show which need to be synced.
We've recently discovered that Follow Up Forms and Approvals also have unsynced fields.
It is a chore to discover these when trying to run a report & having to select one field in e.v.e.r.y. process and then merge them all.4 votes -
Apply Page Language
We would love to have the access/freedom to edit the language on the apply page on our own, as opposed to having to go through support!
4 votes -
Administrator Comment Box
In an LOI or Application, when you click on Edit Comment for the Administrator Comment box, you then ALSO have to put your curser in the box and click to be able to type a comment. It would be super helpful if it automatically put the curser in the box to type. That is why you open the box.
Thanks!
4 votes -
Search Bar
Could we keep the search bar and headers at the top (freeze them)? When you are scrolling down (up to 500 rows), it's easy to lose track of the header and I have to scroll all the way up just to search if I can't find what I'm looking for. If the search bar stuck, I could just enter my search criteria and keep moving without all of the scrolling to top to view the header or search.
4 votes -
Sorting
Keep it simple. SORT SORT SORT, should be a simple click of the header and not MANUALLY sort. Good grief!
4 votes -
Eligibility Quiz
Maybe there is a way to do it and I need to be educated on it. Is there a way to batch assign the Eligibility Quiz to multiple scholarship processes vs individually?
4 votes -
Add Time Submitted to report Data Fields
I just had to go through 55 applications and manually enter the time submitted for each application. Please consider adding this as a reportable data field under Request.
4 votes -
Evaluator Merge Field
Are there plans to add the evaluator as a merge field in email templates. We would like to send an email out to applicants who their evaluator is for the current request.
4 votes -
Charity Check summary report
Our general counsel has a question regarding the eligibility of one of our applicants. I need to provide the Charity Check (CC) report that I ran on the applicant a couple of months ago. When I access the CC log and click the "eye" icon to view the CC, a pop-up of the CC is provided, with its three tabs. I'd like a button in that pop-up (and all other places in GLM where a CC is displayed with the tabs) that will generate a summary .pdf report of that CC, that includes the date and time the CC was…
4 votes -
Request ID Visible
We often have project names that are the same or very similar making it really hard for our Finance department to know if they are making a payment on the right grant or staff to know if we are closing the correct one. We are familiar with the request ID being something we can pull on reports and then hoover over the bottom of the screen to verify that we're in the correct grant when performing of these tasks, but it would be extremely helpful if that request ID could be visible maybe somewhere on the Award Details tab or…
4 votes -
pull fields from past applications to new forms
I would like to be able to pull fields from a last years application follow up form onto a new years application.
4 votes -
Previewing Side by Side Evaluations
As an Administrator, it would be nice to be able to preview this feature. Currently when side by side is selected, but I choose to Preview the form as a Reviewer, it looks like it always has and does not truly show how they view the form. This would help to make sure that I have the feature selected when wanted. And would be really handy as I send screenshots to evaluators to train them on what they will see. Thanks!
4 votes -
New Administrators
Occasionally we have a new administrator that we add to our system. The issue is when added they automatically receive emails for our processes including those that are archived. We create a new process for each cycle, so what this means is we spend a good deal of time deselecting their name on old processes so they don't receive automatically generated emails about grant reports. It would be nice if a new administrator's name would only appear on current processes or if it would be an "opt in" option versus "opt out."
4 votes -
Third party accessibility in a review tab
Currently have “submitted” and “completed” tabs. As scholarships are received, I review them and like to push them through to completed but with third party cannot do this. Would like another tab where reviewed scholarships could be saved and the third party link would still function. Some of the third party responses could take up to two months for completion. I review over 700 scholarship applications in a 3-month period and this would tidy up my workspace. Currently have to keep a spreadsheet of student's names so I know who has been reviewed.
4 votes -
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 -
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 -
Allow us to determine which fields in a User account should be required
It used to be that the only required fields for a new user was the name, email and password. Now, when I create a new user (for example, as an evaluator), I have to include their title, phone, address, city, etc. It's a pain, and I don't usually have those details. Can I change those fields so they're not required? Or change at least some of them? Thanks!
Tom4 votes
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