GLM & SLM Idea Lab

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  1. Two contacts assigned to grant applications.

    Having the choice to assign two contacts to a grant application and followups. Small organizations or volunteer-based organizations have turnover, and we've had instances where the contact assigned has left the organization, and reminder notifications about grant reporting are never seen. This could be fixed by having a backup email automatically assigned.

    127 votes

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    Proposed Idea  ·  19 comments  ·  Applicant Experience  ·  Flag idea as inappropriate…  ·  Admin →

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  2. Summary report for individual reviewers

    Would like to ability to generate a report for each individual evaluator so that they have a summary of their scores, comments & recommended amounts, so that they can reference it during grant discussion meetings. Currently, there is no report builder field to check to called "Evaluator" or "Reviewer."

    78 votes

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  3. Sync SLM/GLM users to CSuite Profiles

    We have a large volunteer scholarship evaluator team and would love to be able to track the groups year over year via Profile Types or Campaigns in CSuite. It would be nice to be able to easily sync all Users marked "Committee" to CSuite in a similar fashion to syncing Students when awarding scholarships. We are currently manually creating each profile in CSuite, if they do not already have a profile, and we have over 200 reviewers each year.

    5 votes

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  4. 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…

    53 votes

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    Proposed Idea  ·  3 comments  ·  Applicant Experience  ·  Flag idea as inappropriate…  ·  Admin →

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  5. track

    Track Changes and Users Making Changes on all Process Forms (Application, Evaluation, Follow Ups)

    Right now there's track changes in submitted applications, follow up forms, approval and denial forms. We really needed this on these important process forms to capture when changes are made, so we can follow up on items that go missing, come out edited differently than the last time we downloaded the application or what have you. Change logs are typically standard in databases.

    2 votes

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  6. Alphabetize Eligibility Criteria by Opportunity

    There is already the ability to alphabetize opportunities within a universal scholarship application. I would like to ability to alphabetize eligibility rules by opportunity.

    1 vote

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    Hi April,


    Would you mind sharing a screen shot of what you referencing. I believe I know the page but do not want to make assumptions.


    I am also curious how you want this to work for Rules that are shared across opportunities or may be that is not part of your configurations.


    -sammie

  7. Parent-subsidiary relationships

    We repeatedly run into an issue with organization records in which one org (such as a university or community foundation) is the "parent" organization, and a department or sponsored program is a subsidiary or component fund. It would be helpful if GLM had the ability to show those relationships, have different addresses where needed for the subsidiary, and to segregate the subsidiary's contacts and grant history. For example, I am far more likely to need information about the McDonald Observatory (part of UT Austin) than the university overall.

    2 votes

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  8. SLM: User Roles - how about one for kids who were awarded a scholarship?

    I would think we'd rarely need to include kids not awarded once the application season is over and we're searching.

    1 vote

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  9. Would be great if student School info fields would go into their main contact info tab after they submit them in a follow up..

    I know I can set columns to show that info on the followups complete tab, but now those kids are gone from the dashboard now that moved over in to csuite

    1 vote

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  10. Color Option for Question Selections

    Hello!

    It would be great if we use a drop down/multiple choice/check box to be able to change the colors on these choices.

    Ideally it would be great to change/alter color/style/font for the question itself, but I understand that might take awhile to get to.

    Thanks!

    1 vote

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  11. Select default role

    It would be useful if you could select the default role for users who are both evaluators and admin/grants managers. Currently the system defaults to grants manager, so users who are primarily evaluators have to change their role each time they log in to evaluate applications.

    2 votes

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  12. Allowing a user to be a contact on more than one organization profile.

    Allow a user to be a contact on more than one organization profile without having the need for a different or unique email for each account.

    119 votes

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    18 comments  ·  Flag idea as inappropriate…  ·  Admin →

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    Hi Everyone,

    wanted to acknowledge that we heard the large need and value of this workflow. 


    We have long been talking about it for GLM and are starting to truly understand all of the dependencies and large effort this will be for our team.  


    At the core structure of GLM when it was create an applicant was set to be part of an organization as we heard and know this is not always true but it is core to the architecture of the system.  Over coming quarters we will be working internally to understand how to break this relationship in a way that allows better flexibility. 


    To do this the best way possible is likely a year out but we are committed to keep you up to date on this progress. 


    Thanks

    sammie

  13. Preview for branching

    For an applicant previewing a form with branching logic, it is not clear to the applicant that they need to interact with the form to see all of the application fields. Sometimes an application appears like it's only 2 questions in the Preview, until an applicant answers a question that triggers the logic and opens the rest of the application questions. It would be clearer for applicants to see the entirety of the form - all fields and how branching logic works - automatically opened when previewing.

    1 vote

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  14. Make evaluated applications viewable to all evaluators

    It would be helpful to permit all Evaluators view all evaluated applications when an evaluation process closes. Our Evaluators need to read all of the applications prior to a meeting, and since they cannot be assigned the "Board" member role they need to be able to read all applications prior to discussion. Currently I am downloading all applications to a Google Drive so they can read them, which is a lengthy extra step.

    2 votes

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  15. Email Button on Request Summary Page

    It would be very helpful to have an 'Email Applicant' button next to the 'Created Documents' on the Request Summary Page. In our work flow, we are emailing the applicants throughout the application stage, in the approval / denial stage and also after payments are posted. Having the button in a more accessible spot would make this quicker and easier!

    3 votes

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  16. Organisation Search

    It would be great if a report can be created that enables a user to view all Organisations registered in GLM, rather than only those associated to a process / request. I am wanting to see all registered organisations from a certain date, though am unable to see this, as some are not yet associated to a request / process. This really limits my ability to run any kind of analytics to see how many registrations have been driven to the site, compared to how many applications have been submitted or are in draft.

    1 vote

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  17. Blocking new requests when past follow ups are not yet completed

    Blocking new LOI submissions when past follow ups are not completed.
    It would be very helpful if grantees cannot submit or even open a new LOI or application without having all their previous follow ups submitted as is the case within a process, just not across processes in different years.

    1 vote

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  18. Parent information synced with CSuite

    I would love to see parent information collected on the SLM contact page that is a standard sync to CSuite, with the ability to map or create new profiles. We add parents of scholarship recipients to CSuite with a profile type of "Scholarship Parent" and we link the profile with the student's profile. It is a pretty major project every year for us, with a lot of opportunity for error.

    1 vote

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  19. Batch Approval

    It would be incredibly helpful and MUCH more efficient to have the option to batch approve requests. We are currently having to do single users each taking about 5-6 steps to complete. When we have dozens of applicants to approve this is terribly inefficient and frustrating.

    With a batch approval option I could do the step once for dozens of applicants a time saving my team hours of time and repetitive work that should be automated.

    Thanks!

    44 votes

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    Proposed Idea  ·  22 comments  ·  Batch  ·  Flag idea as inappropriate…  ·  Admin →

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  20. Copying final reports between processes

    Allow for applicants to copy final reports that were submitted in other processes.

    2 votes

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