HI All,

Thank you for the feedback thus far.

I think we are leaning towards the idea of denotating specific fields to be reportable. Do you have examples of the fields you would most like report on?

As for calculations which ones do you need? we know sum for sure, are there others?

More to come!
sammie

Hi Everyone,

thank you all for those of you that reach out to me and let me interview you around your needs with this functionality.  

these conversations helped us to scope what we think is a great first version of this functionality.  We will be continue to implement and plan this work in the start of 2022 so i will continue to keep this thread updated. 

-sammie

Hi everyone,

Want to let you know that I merge the idea of assigning follow ups to multiple people with the idea for requests to have multiple contacts. I think these go hand in hand as we start to think about collaboration on grants in GLM.

Thanks
sammie

Hi Michele and Pele,

Thank you both for your thoughts full feedback. We have heard this request before, and are looking at how we can make the follow accessibility and editing easier for applicants.

Do you believe increasing font size would be enough? Or do you have other thoughts on how to make this stand out to your applicants?

Best
Sammie

Hi Logan,

Thank you for your feedback.

I was able to have a discussion with the development team around how we think this could work.

We imagine it available on all list type questions. When building your list question you you would see a check mark that says allow optional, must like you see allow N/A on scoring questions.
When check other would be added to your list items and then if selected the applicant would see a box titled other.

The place we are still curious about is reporting? Would you want to see the information in cell for examples Other; whatever text they entered or would text need to be its own field code?

best
sammie

Hi Everyone,

I just merge a couple conversations around copying questions and question groups within and across forms together to have one place view the conversation.

We are still looking at how to make this process easier for all of you stay tuned in here!

Thanks
sammie

HI All,

thank you for your feedback and thoughtful responses. We are still in the information and understanding phase of this functionality, but follow up usability/access is moving it’s way up the roadmap as we are starting to feel we understand the request.

Best
sammie

Hi Everyone,

Thank for your feedback around columns and formulas in application.

I would love a little more information:
1) do you need all of the data in table type question to be available in reporting OR would you want things like the total to be flagged and only those cartain fields be reportable?

2) what is the average size of these table 3×12 for examples?

Thanks for your thoughts as we considering implementing this into the solution.

Sammie

Hi Julie,

Thanks much for the suggestion. Internally, we have discussed something like this to help improve access to documents as we have realized it can be a pain point for users. I really appreciate the details you provide here in the suggestion – that definitely helps me understand more completely what you’re looking for.

I’m not sure when we may be able to tackle this, and I can’t promise that our implementation will match exactly what you’re proposing, but I do think we need to start considering adding something like this.

Thanks again for taking time to provide feedback!
-chris

Hi All,

We are currently talking with the engineering team about this functionality.

Today we feel as though we will introduce the same button similar to the applicant, with all of the same functionality. Will this solve your needs?

best
sammie

Hi All,
Merged to similar ideas together so we can see the discussion in one spot.

While we have heard this in the idea lab and in multiple user groups and you fly, we buys I believe we still have some outstanding questions before this hit the GLM roadmap.

1) Is this on the request or organization level or both?
2) would you want to limit the number of documents someone could upload, labeling specifically what needs to be uploaded? A concern that we have heard in the past is just an open upload area might be filtered with clutter, thoughts on that?
3) Do they need due dates/expiration dates? How will you know they a still current?

Thoughts are just a couple thoughts I have right off the bat. Thanks for helping to continue the conversation.
Sammie

Hi Debbie,

This is something we’ve discussed internally. Our idea at this point is to allow administrators, within an organization’s record, to added comments coded as different types of communication (such as phone call, in person visit, email), etc. This would not be int he same section as the current comments are, but it would be more of a communication-manager.

That said, we haven’t gone into a lot of detail with this yet. If you have more detail you could add to your suggestion, I’d be grateful to get a better idea of what you have in mind.

Thanks,
-chris

Trying to understand duplicates, and give better clean up/merge tools is something we are currently digging in to understand better.

This issue sounds like multiple user creating the same organization, is that correct?

-sammie

Hi Minerva,

Thank you for your suggestion.

We have recently been discussing the idea of adding task items to GLM.

These could be actions to assign to yourself or other users in the systems. This seems like it would accomplish what you are looking for but would love to hear more feedback from you and others.

Thanks
-chris

Hi Julia,

Thank you for your feed and the thoughtful consideration of late notifications for others, I know they are no fun when I receive them myself.

You are correct that most of our scheduled emails will be sent out at night do to the service we current user. However, as we look at 2019 we are considering at how we send automated emails out of the system and I will bring this thought to our conversation.

- Sammie