GLM & SLM Idea Lab
43 results found
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Allow the ability to copy groups and questions to use for creating multiple identical groups on the same form. I
Copy groups and Questions
69 votes -
Pending Deadlines
It would be very helpful if, on the applicant side of the dashboard, that urgent items/impending due dates could be big/red/or listed at the top of each process.
We consistently run into grantees not being able to find their final grant report/follow up forms that are due on their dashboard because it's listed at the bottom and not called to attention in any real way.Also, many grantees never see the edit button to the far right because there's a large white space after the text, so they assume there's no more information and don't realize that the full page…
65 votes -
Apply Page Appearance
It would be great if the apply page could be shown in a grid or have a sort of table of contents on the side/top of the page -- we had several applicants apply to the wrong process because they clicked on the first opportunity (which takes up most of the screen). It seems some of them did not realize they could scroll/did not realize that there were multiple opportunities on the apply page.
50 votes -
43 votes
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Notification for Payment Installment
I would like to have the ability to program a notification so I'm alerted when an installment payment is due. I see this working the same way as follow-up reminders work for grantees, but it would be an internal notification set up to remind an administrator that a payment is coming due on an installment grant.
Thanks for your consideration.
37 votes -
Primary Org Contact to view follow up reports and due dates
Can you add the follow up report view to the primary contact of an organization? I am getting requests from ED's asking if they can please be able to view all of their following reports from various applicants within the organization.
34 votes -
Table-style questions: Allow calculations across more than one table question
We have a budget form with a table for Revenue and a table for Expenses. It would be great to be able to calculate the net (revenue minus expenses) without the applicant having to do math or cut-paste totals from the separate tables into a third table or field.
18 votes -
Group collapsed on applications
When an applicant returns to the application to resume work, the groups of questions could be collapsed and if all questions within the group are complete - the group could be flagged (with a check or a color change). Or, have an option to allow the admins to create the applications in pages, which can be flagged as complete when all questions are filled in on that page.
18 votes -
Dashboard tab colors
It would be great to have a feature where we could change the color of tabs on the applicant dashboard. We get many calls from applicants who are having difficulty navigating their dashboard and breaking up the dashboard with different colors would likely help with this.
15 votes -
Batch Create Merge Docs AND Attach to Request
Would like to be able to create Merge Documents AND attach them to the individual request in a batch rather than only being able to do them individually. Right now, if I batch create a merge document, it cannot be attached to the request. When there are a lot of requests to process, the ability to batch create the merge docs AND attach them to the request would be a time-saver.
12 votes -
Hide (redact) personal info from reviewers.
We would really like to have the option to hide some of the personal information of the SLM applicants for reviewers. (addr, phone, email).
Be able to still show name, but not personal contact info.11 votes -
Change Applicant Dashboard View
A lot of our users get confused when they initially look at their applicant dashboard because all of the grant requests are expanded and finding each individual grant gets confusing. Also, the title of each grant does not stand out very well since it is just a grey button. It would be helpful if we could change the default view of the applicant dashboard so that all of the requests are collapsed, and then you can click on each to expand, instead of starting with the expanded view.
11 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.
11 votes -
Make the Apply option more visible on the applicant dashboard.
New applicants are seeking the apply option when they log in the first time. While the new format for the dashboard makes other navigation clearer, the Apply gets lost in the navigation bar at the top of the page. Suggest making the Apply option larger and bolded so it's more visible.
11 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.
10 votes -
Applicant dashboard improvement
It would be helpful to add the grant number and dollar amount to the applicant dashboard. Some organizations have multiple grants with similar descriptions. Being able to reference the grant number will minimize confusion for us and them.
10 votes -
Apply page
Challenge: at most times of the year, we have between 3 and 5 processes "open" at 1 time. Some of our applicants do not realize we have several grant rounds open and do not scroll to find the correct process. They click the first apply button that they see and fill out the incorrect application! Idea: would it be possible to have the Available process have 1 line (like the dropdown in the application) so that 5 or 6 processes would show at 1 time; the applicant would click to open the drop-down description, and reveal the preview and apply…
10 votes -
Make the email templates list more readable
We have a number of GLM email templates and sometimes it is quite confusing to choose the correct one, especially if sending out numerous emails. There are two ways that possibly it would be easier to distinguish among the numerous templates. One being, being able to assign templates to folders, so the list is smaller. Secondly, to make the background colour of each of the shaded templates darker or a different colour, so when scrolled over it is more apparent what is being chosen.
9 votes -
Mark Applicant Opportunities by Question Group SLM
Right now, when you create a new question in the universal application, you have go to each question and change what opportunities this question applies to. This can be very time consuming as there are over 45 opportunities linked to the universal application. It would make sense to be able to mark the applicant opportunities by question group as the default then if you need to make individual changes to some question, it would be much less time consuming. I set up my question groups to directly correlate with the the applicant eligibility and selection criteria for each scholarship.
For…
8 votes -
Table-Style Questions: Ability to apply regular expressions (REGEX) to a field in the table
Request: Ability to apply regular expressions (REGEX) to a field in a table-style question.
Use Case: Applicants are asked to assign percentages (%) to demographic questions about the population served. The total at the bottom must add up to 100%.
Example:
* 20% -- A
* 20% -- B
* 20% -- C
* 20% -- D
* 20 % -- E
* 20% -- F
TOTAL: 120% <-- would be rejected because it is not 100%7 votes
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