928 results found
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File upload as shared question to allow budget files to carry forward
We pay grantees on a reimbursement basis. With some programs, this is a quarterly request, with others it is a single installment at completion of project.
In either case, their budget will be collected in excel as part of the application. I would like that file to live with the specific project and be used to request reimbursements. Since file uploads are not shared questions, I don't have an easy way to help applicants do this.
I saw that others had requested this functionality previously and the request hasn't been implemented due to lack of support. I'm hoping that by…13 votes -
Ability to link incoming e-mails directly to a request/organization
In order to facilitate the archival of correspondance linked to an organization or a request, we try to always send e-mails directrly from Foundant (using the "Send (no template)" option.
However, the responses come to our Outlook inbox and we have to save them somewhere in order to upload them in the Document section of the organization or request. It takes time and it does not allow us to view all correspondance in one place (e-mail history).
There is a lot of back and forth with applicants and grantees, so that would be very useful!
13 votesWe are continuing to understand the needs and workflows for emails that need to come back into the system.
What providers are people using?
Are there emails other than responses to system messages that need to live in the system?
If an email was sent in relation to a request, example for submitted, where would you want to view that email from?
Any thoughts are very helpful
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follow up views
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 -
Applicant add rows/columns to table questions
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 -
Add Form Creation Date to Reporting field options
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 -
Shared Documents for Applicants
We would to have a 'Shared Documents' folder specifically for our applicants/grantees to be able to access.
I.e. This way the Agreement to Grant Terms is available for them to access at any time through their profile.
13 votes -
Change application language to eligibility for first stage of UA
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…
13 votes -
Forms for Committee Members
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.13 votes -
revert question to no answer
Unclick a radio button answer.
13 votesWould this only need to be an admin function or would you want the ability for your end users as well?
-sammie
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Add Submit Button for Administrators to allow admins to submit follow ups rather than proxying as the applicant .
Add Submit Button for Administrators to allow admins to submit follow ups rather than proxying as the applicant. When you stop proxying, the system throws you completely out of the application to the dashboard. You can place it next to the Email Applicant and Edit Deadline Buttons at the bottom of the follow up page. I get many follow ups from smaller organizations where the tech level is low via email so I have to scan and upload. Then I have to proxy as the user and it is a cumbersome process to have to search for the organization again,…
12 votes -
Process Manager
In the process manager, there is currently 2 buckets for processes to live:
-Available
-ArchiveWe'd like to see a third option for processes to live for historical management:
-Available/Active
-Unavailable/Inactive
-Archive/HistoricalWe 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 -
API Integration of SAM-UEI Verification
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 -
Show Decision Status
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…
12 votes -
Add "Abandoned" requests as its own category on the dashboard
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 -
Group by student for administrators
Create a "group by student" button similar to the one for evaluators that allows administrators to group by student in the dashboard buckets.
12 votes -
Blind Review
In SLM evaluations, you are only able to add two custom columns to the user dashboard and are required to keep applicant first and last name.
Our foundation uses blind review to align with our DEI initiative. When following blind review, the applicant first and last name appear as [HIDDEN] (see screenshot) and are unable to be removed. Our reviewers have given feedback that they would like the opportunity to have those be optional columns so that they are able to pull in more relevant information like high school attended, major, GPA, etc.
Removing the requirement to keep first and…
12 votes -
Custom URL capability for SLM and GLM grant processes
It would be nice to be able to create a custom URL for grant and scholarship programs instead of the grantinterface.com address.
12 votes -
minimum character count
It would be great if the admin could set both a minimum and maximum character count for such questions as "Integer." For example, if we require a 7-digit number, we can set the maximum to 7 characters, but we don't have a way to set the minimum character count to 7 as well, which can contribute to mistakes with ID submission.
12 votes -
college addresses available to merge
Two ideas for this... 1 is just making college addresses that are added in follow up forms to be available for merge templates. 2 is to establish a way that all foundant customers can submit confirmed correct college addresses - share the knowledge!
12 votes -
Suggestions for Custom Columns
It would be helpful to see the amount awarded from the All Open Approvals screen.
From the Organization Summary page on the Request History tab, is there a way to change the column header "Date" to say "Decision Date", since that is what that column is showing us?
Finally, it would be helpful if the primary user column were visible on the Organizations page.
12 votes
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