Evaluating Follow-up submissions
The ability to have an optional Evaluation stage to Follow-up forms would be helpful for some clients. The genesis for this idea came from an earlier discussion area post. Please use this post for any further comments.
Let the conversation begin! Thank you,
-raymond
Here is the original post:
I am a new Foundant user. Prior to using the Foundant system, when a grantee mailed us a grant report, our two staff members would review it (especially the employee who was "in charge" of a particular grant), then we would copy it and enclose it in the (snail-mailed) docket for each of our board members to review. I was stumped today when, for the first time I reviewed a report and got ready to assign it to my board and ED for further evaluation, that this was not possible. Currently, it seems the best way to send reports to my board is to create a pdf and email them. Does anyone have a better suggestion?
Am I alone in thinking that it would be great if we could simply assign them to anyone to review as we assign the board/staff to evaluate proposals?
Discussion welcome.
Thanks.
Susan Haley
Dean & Margaret Lesher Foundation
posted July 14, 2011 by Susan Haley, Dean & Margaret Lesher Foundation
Ideas
shared this idea
-
Chris Dahl
commented
Hi Gloria,
I've only heard this idea mentioned in passing a few times, so at this point it's not very high on our priority list. Part of the reason is that there is some complexity around what the approval or denial of a follow-up report means. While the assignment of a follow-up report to a reviewer would not be hard, this idea has implications for workflow, statuses, and reporting. With an application, it's pretty straightforward - a denial means the application doesn't get approved / funded. But with a follow-up report, I can see there being different interpretations of what a denial, in particular, would mean.
As we move forward in 2013, there are some things we'd like to improve in terms of the evaluator and board member experience in using GLM. If we get more definition and hear more from users about a significant need for this feature relative to other things we are working on, it's something we could take a harder look at. If you have time and feel it's a high enough need, please expand on how you see this working beyond just the assignment portion (which is probably the simplest part).
Thank you for the suggestion, and have a safe and happy New Years!
posted December 27, 2012 by Chris Dahl, Foundant Technologies
-
Ideas
commented
As with applications, I think that there should be a way to assign follow-up reports to individual reviewers for approval/denial.
Idea posted October 18, 2012 by Gloria Dillard, American Osteopathic Association