Batch assign follow ups?
How about batch assigning follow ups? Otherwise I have go into each approved grant and assign follow ups on an individual basis, when all of the follow ups for that cycle are due the same date.
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.
Kevin Lugo commented
For our purposes, I think that batch-assigning makes sense (and is maybe a good solution) but the real problem is how follow-up assignments and notifications mix with GLM approvals and C-suite/internal approval processes.
Amber Westbrook commented
Being able to Batch assign follow ups would be extremely helpful. It would cut down the amount of time we spend going through and individually assigning Final Reports. This would free up more time for other processing, review, and assisting our constituents. Also assigning one by one impacts our ability to give everyone equal time to work on their reports. We have one process that has about 200 grantees with reports due at the same time. Happy to answer any additional questions you have regarding this implementation. Thank you for working on this.
This would be really helpful! Especially when we need to change a system or process of how we handle our grants.
Just wondering if this was ever implemented... Would still love to be able to batch assign follow ups so that I can make sure it emails them in a timely manner before the due date.
Liz McClure commented
Also still anxiously awaiting batch assign. We approve our scholarships in SLM before we're ready to assign follow-ups so we can pull reports and move things into Csuite so then we have to go back and assign the follow up for every.single.award. We found the workaround of opening each request in its own tab to cut down on load times but it is still time consuming. Either being able to batch assign them or tie the follow-up visibility to the award date or the site setting to delay the status would also work for us.
YES! I assign the same follow-up form to around 125 students on the same day every year, and I have to do them all one-by-one!
Karli Moore commented
My org would value a batch option for follow-up assignments. I'll echo Meg Hillman's comments from 2019 as reasons why auto-assign wouldn't work in all cases.
We're a new foundation and have been setting up our steps as we work through the grant cycle. It's time for me to assign grant reports now, and it seems I can't do them as a batch despite having created the template, assigning it to the process, etc. We have 53 grantees, and for each of these, I need to:
1) click into the request
2) click "assign follow-up"
3) unclick the checkbox near "form" that selects all possible follow ups
4) click which follow up form I want
5) click "assign selected follow up"
6) click back to the list of grantees
This is going to take forever, and is painful.
Missy Belles commented
I would love to be able to assign grant reports in bulk.
Sheila Steger commented
Batch assigning follow-ups would be great and/or the ability to assign follow-ups with a delay in the visibility on the applicant dashboard (like the Show Application Status in days on the Settings page).
Meg Hillmann commented
I've got two scenarios in mind that auto-assign doesn't address the issue.
1) We don't know which follow ups the applicant will need to complete at the time of award. This might sound like poor planning on our part (in some cases it is, and we're working on that), but sometimes when we approve, we don't know if the agency will need to adjust the logic model they proposed because of partial funding, and sometimes we realize we need a report from everyone that wasn't created when we put the approvals through, so now we need to spin a new form up and assign it to all the grantees one-by-one.
2) We want to push the approvals through and know which follow-ups they'll need, and want to include a "you have been assigned X follow-up" notification, but don't want the notification to go out until something else happens (e.g. the program director calls the agency to personally notify them, our executive director signs the award letter and we can get it in the mail, etc.). While the system notification delay for award status is great, afaik the follow-up notification doesn't wait on the same delay. So when we're using a single follow up to collect additional allocation conditions (internally from the program directors) and then for the agency's executive directors to agree to the conditions, the notification of approval would go out (by way of report assignments) before the allocation conditions are ready or agreed to.
Hope that helps for use cases!
Amy Price commented
I would love for this to be implemented. Is there and update on rolling this batch option out??
Melissa DeLaet commented
We are also interested in when this feature will be available.
Liz McClure commented
Looks like this was in the planned stage quite some time ago. Any update on when we might be seeing this functionality?
Sandy Sidlovsky, Kahlert Foundation commented
I definitely would love this feature.
It would be nice if we could assign follow-up reports in a batch. I write my check once a month so my follow-up reports are all due on the same day six months later. In months when I have 15-20 grants to assign follow-ups, it would be so time-saving to do it in one step.
Priti Mehta commented
Happy to see this idea is being worked on
We approve awards prior to the board meeting and assign the follow ups as well.
The grantee is able to see the follow up prior to the approval date and it would be time consuming to go back each quarter and assign over 200 follow ups.
The ability to batch assign follow ups from the Open Approvals list would save SO much time. Hopefully this is still in the works (the Foundant staff comment is 6 months old now). Thanks!
Meg Hillmann commented
Just came on to suggest this - glad to see it's already in the works!
This would be immensely helpful and save me a lot of time. I hope this comes out soon.