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  1. When using a UA, those first common questions are really for eligibility, at least the way we are using it. So when the potential applicants get to the confirmation page, for either the failure message or to see what scholarships they are eligible for, it says your application has been submitted, but really, it hasn't. They are, at that point, ready to enter the application and its questions. Can there be some terminology changes set for the first stage? I make it clear in my instructions what's to happen, but an applicant as you define it shouldn't really be one…

    14 votes

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  2. We would like the ability to assign forms to users that review applications, such as Conflict of Interest and Confidentiality agreement forms. Ideally, they would have to sign those forms once and before they begin reviewing applications (even if they are reviewing for multiple opportunities).
    We also ask our committee members to submit a recommendation form listing their top choices of applicants (we don't often go by scores). It would be great to have that form be something that committee members could fill out within the system.

    14 votes

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    1 comment  ·  Admin →
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  3. Be able to filter email history by Process.

    14 votes

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    0 comments  ·  Email  ·  Admin →
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  4. Selecting multiple questions when adding a shared question. Also,when creating a question field maybe a prompt could appear alerting the question already exists and if you would like to use that one instead.

    14 votes

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  5. It would be very helpful if I could print out sent emails from the GMS. My workaround is to copy myself on my email templates but I'd like the ability to go and print out any sent emails, as needed.

    14 votes

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    4 comments  ·  Email  ·  Admin →
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  6. Wouldn't it be great if Evaluators were not only notified that an LOI had been assigned to them, but then they received automated reminders that the deadline to respond was approaching - like Bill Pay Reminders! If I were the Evaluator I would be notified that an LOI had been assigned to me and then notified that it was 10 days, 15 days, 20 days without a response. Of course, you'd have the option to turn it on or off and selected when you'd like the reminders, depending on the process. A bit like how the Applicant is notified when…

    14 votes

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    Feedback Needed  ·  5 comments  ·  Email  ·  Admin →
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  7. When viewing the PDF of the application packet, it is not easy on the eyes. The text that accompanies each application question is not easily discernible from the answer. It is difficult to read through quickly. It would be great to see someone with an eye for clean design to edit the fonts and layout of the application packet and any other PDF reports.

    14 votes

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  8. I would love it if, when sending an email that's in a template, there was a way to choose a pre-uploaded signature (even if it was plain text). Right now whichever progam officer is sending the email has to go into their outlook email and copy/paste their signature into the email. Is there a way there could be a dropdown menu (or something similar) so that users with admin status could choose a their signature?

    14 votes

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    0 comments  ·  Email  ·  Admin →
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  9. I love that we can allow all users to see the organization's request history - we just put this into place. However, they can't see who the follow ups are assigned to, and can't see the question list for the follow up - will that eventually be added? (I'm sure it's complex technologically.) It would be so helpful if they could see, "oh, Emily the CFO is currently set up to submit the follow up, and I can contact the funder to get it assigned to me now that Emily has left the organization." or even "oh, Emily has access…

    14 votes

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  10. Instead of a site-wide setting of showing the decision status and follow-up forms "x" days after the decision is made, it would be helpful to be able to set a particular DAY the decisions will be visible. This would allow us to approve and assign forms over a span of the scholarship cycle but NOT alert the student until a particular day. We would be able to better communicate with students, and high schools, on when awards will be announced. (Example, I could do the administrative work on our end from April 10th thru 28th, but all notifications and forms…

    13 votes

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    Proposed Idea  ·  2 comments  ·  Statuses  ·  Admin →
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  11. Create a "group by student" button similar to the one for evaluators that allows administrators to group by student in the dashboard buckets.

    13 votes

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  12. Please provide the option to have the Process name appear in the follow-up view. Currently we have the same Follow-up form appearing from three different processes but have no idea which process each one is related to. This is only going to become a bigger issue as time goes by.

    13 votes

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    2 comments  ·  Follow Ups  ·  Admin →
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  13. It would be helpful to allow applicants to add rows/columns to tables in the event they need more space than we have built out. The function would need to be made so that the admin could lock rows and columns if needed so that the applicant cannot add fields outside of summary rows, for example.

    13 votes

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  14. Clients want to know when a LOI or Application form was first created. This field is available to select in Search Requests & Decisions but is not available to select when generating a quick export, nor is it a field available in reporting). Clients have no way of reporting on this date.

    13 votes

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  15. 13 votes

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    0 comments  ·  Merge Docs  ·  Admin →
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  16. Unclick a radio button answer.

    13 votes

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  17. We really need more than 2 custom columns to be able to accurately sort and filter Applications both for Evaluator assignment by the administrators, and for our Evaluators doing the rating. Even just one more custom column would make a big difference. I've requested elsewhere, but in case there is a connection, we would also appreciate the reverse, which is to hide the default columns we don't need - or at least the Score column, which is just very confusing given the way our process works, so we do the best we can to hide it, but it is very…

    12 votes

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    0 comments  ·  Search  ·  Admin →
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  18. In the process manager, there is currently 2 buckets for processes to live:
    -Available
    -Archive

    We'd like to see a third option for processes to live for historical management:
    -Available/Active
    -Unavailable/Inactive
    -Archive/Historical

    We have processes that have gone through several updates over time. It would be nice to keep what we need in Available/Active and Unavailable/Inactive buckets but older version in Archive/Historical that are not so forward facing. Not available on the immediate search area/filter area. A place for historical process to go and live instead of deleting or saving a PDF version on our internal drives.

    It would also…

    12 votes

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  19. API to integrate a UEI verification function: https://open.gsa.gov/api/entity-api/ [open.gsa.gov]

    This would allow organizations that require a SAM-UEI to verify the number submitted.

    Thanks Eric Ashby from the Indiana Arts Commission for the heads up on this one!

    12 votes

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  20. During a grant cycle, we will have a dozen or so requests that are abandoned. It would be helpful to have a category on the dashboard to show the number from that process that were abandoned just the same as you can see approved or denied.

    12 votes

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