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  1. It would be helpful for SLM to include a spelling/grammar check tool within the scholarship applications for students to use when writing their essays or short answer responses. I know that some internet browsers have a spell check included, but it might be helpful from the student side to have a more comprehensive tool to help with spelling, grammar, etc. as they write their responses.

    18 votes

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  2. There should be a way for an admin to upload a follow up report without having to proxy as the applicant. Many of our reports are emailed to us rather than the applicant going into the system to upload a document.

    18 votes

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  3. We'd find the capability to have a particular report auto created on a specific schedule and then have that report available to be emailed (or otherwise served) to a group of users very useful in our grant review process.

    Our use case is in the final days of our application review period, needing to send a report of all incomplete evaluations to grant review team leads so that they can reach out to their team members with a reminder to complete their assigned evaluations.

    18 votes

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  4. We really like the clone feature available when editing a table, and it would be helpful if this were available for all questions. Having to manually copy over the drop-down items and additional information is very time consuming.

    18 votes

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  5. We would like to have the feature of copying Universes so we don't have to go back to Sandbox, edit, and then port over to the main site. We made many changes in the live site hoping we could copy for next year, and realized that functionality doesn't exist.

    18 votes

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  6. Forward Final Grant Reports to Evaluators who approved the request w/o having to create a .pdf...much like we can assign evaluators. Maybe assign evaluators to view Final Grant Reports

    18 votes

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    1 comment  ·  Admin →
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  7. I'd like to be able to batch upload files into Shared Documents. Currently I need to sit there and upload each of my 50+ files individually one after another and it's very tedious, with lots of clicking.

    Relatedly, I would also like to see a batch download function where I can download all documents in a Shared Documents folder, instead of clicking each one.

    I would also like to reiterate an idea posted by my colleague Billie Pandy in a former post - it would also be very helpful if we had an option to check "all documents in this…

    18 votes

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  8. Please consider adding the option in the Process Summary that allows us to limit the number of applications an applicant can begin within that process. We only accept one application for most of our grant programs and would like to be able to set a limit to the number of applications one can start. Currently, applicants can start multiple drafts of an application. This creates lots of abandoned applications.

    The Apply button could be deactivated and greyed out once an applicant has reached the limit of applications that can be drafted and submitted within the process.

    18 votes

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  9. It would be great if there was a way to give a report a title, so it is print-ready. Currently, I export it as a pdf and then add the title there. Without Adobe Acrobat Pro, I wouldn't be able to do that, so I would think this is a challenge for those who don't have it.

    18 votes

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  10. Please either add a column that is a Resubmitted date, or modify the date that is shown under Submitted to be the most recent date the form is submitted. It only shows the original submission date. Often, after reviewing payment request forms, we revert the form back to Draft so grantee can correct/complete form and resubmit. But when we look at Submitted tab it still shows their original submission date, not the date they submitted their corrected version. We like that we can export the Submitted date...thanks for implementing that! Enhancing with above suggestion will make that feature all the…

    18 votes

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    10 comments  ·  Dates  ·  Admin →
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  11. We would really like to have information uploaded to an Organizational page/section. For example - one-time upload of 501(c)3 documents, board members, organizational chart, the reason for non-profit, D&O insurance ect. A place where they can change when needed, but not each grant cycle.

    17 votes

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  12. It would be helpful if you could create evaluator print packets after you have assigned your evaluators. Right now you can only batch create them BEFORE you've assigned them which isn't helpful. I want to be able to create application packets for evaluators if I need to (eg they are late or having trouble doing it themselves). It would also be helpful to be able to create packets of the top applications which you wouldn't know until after evaluations are done. You also can't create batch evaluation reports.

    17 votes

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    3 comments  ·  Follow Ups  ·  Admin →
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  13. I'd love the option to add question mark icons next to our application questions that would invite applicants to hover over them if they want information as to why we are asking the question. It would go a long way in making the process more transparent and minimizing the power gap. (Similar to what you offer in the Process Manager)

    17 votes

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  14. As mentioned previously by Angie in this suggestion (http://idealab.foundant.com/forums/339786-glm-idea-lab/suggestions/12344550-print-packet-option-by-save-and-submit-buttons), applicants aren't really using the print packet option to check for file upload errors or for changes in the text (which sometimes occur after pasting in and saving the application). I like Angie's idea of a button, or possibly a popup reminder ("Are you ready to submit - have you looked at the print packet to see if there were any errors in text or uploads?"). Either way, maybe "Preview" or "Preview Application" would make more sense than "Print Packet" to the applicant.

    17 votes

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    2 comments  ·  Email  ·  Admin →
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  15. Rather than uploading one file at a time, enable batch uploads. Thanks!

    17 votes

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  16. It would be nice if we could have a notification to administrators when an evaluator has completed their evaluations so you know to move to the next step.

    16 votes

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    2 comments  ·  Email  ·  Admin →
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  17. It would be helpful when sending a batch email if there was a way to get notice of emails that did not go through.

    16 votes

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    4 comments  ·  Batch  ·  Admin →
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  18. It would be great if we could either save a draft of an email to an individual or schedule emails to go out at a certain time.

    16 votes

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    0 comments  ·  Email  ·  Admin →
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  19. I've heard from several of our evaluators that they would like to be able to see the actual number of applications that they have left to score. For instance, under Pending it might say they have 50 left but if students qualify for multiple opportunities, they might only physically look at 15 (because the scores are automatically applied to the other opportunities of that student). They find it frustrating not knowing how much time they will need to carve out of their schedule for scoring.

    16 votes

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  20. It would be very helpful to have the evaluation option available in the follow-up phase like the LOI and application phases. We use follow-up forms for reporting and having the option to add an evaluation to a follow-up form would be a great way for our team to save grantee report review notes within Foundant. (We currently save notes in Word and upload to the documents section, but having a built in feature to evaluate reports would be much better.)

    16 votes

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    1 comment  ·  Follow Ups  ·  Admin →
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