Have grantees update/confirm contact information before they can submit a new request/report
I would like grantees to be directed to a page where they have to update or confirm their organization and contact information before they can proceed to submitting a new LOI, grant, or report. This would put updates on the shoulders of the organizations rather than me.
posted April 19, 2012 by Amy Moore , last edited May 23, 2012, O.P. & W.E. Edwards Foundation
-
Chris Dahl commented
Hi all,
There are a couple different ideas here.
First, the concept posted by Amy Moore: "Can you alert the person trying to make a whole new account that there is already an account with that Tax ID and then not let them continue but require that they are added on as a user to that organization instead of alerting me after the fact?" is also the main point of these two Idea Lab items:
https://community.foundant.com/foundant/topics/duplicate_organization_profiles" rel="nofollow">Duplicate Organization profilesThanks for the good dialog here. If we can get the comments a bit more focused on some of the specific topics, that would help me in terms of tracking the details of these different ideas. If there's anything more I can do to help facilitate this, please let me know.
-chris -
Kristen Cullen commented
These are all great ideas and I'd like to see them implemented as well. I'm curious where these ideas are in the pipeline? In the meantime, how difficult would it be to customize the following sentence when applicants are applying: "If your organization information does not appear correct, please contact the funder. Thank you." To instead read: "If your organization does not appear correct, please contact Kristen Cullen at the Carolyn Foundation." Even better if the name customized could be an email link.
-
Ideas commented
Terrific idea. If they could check personnel info as well as organizational information as well, that would be a plus. I would like to know if I should deactivate users, add new ones, change email addresses, etc, or re-set who the primary contact should be.
Implementing Mary's idea would be a great start.
posted September 23, 2013 by Amy Moore, O.P. & W.E. Edwards Foundation
-
Ideas commented
Both the applicant dashboard and every application start with the applicant's contact info in a tidy box... why couldn't there be a similar box above it showing the organization contact info? Not editable - I understand why that should stay on the admin side - but with a mailto: link to notify us via email if the contact info needs to be updated. Or a link to a system template email. (If a link isn't possible, I could add a question on each application or followup form that allows them to notify me of needed updates.) Otherwise, the only view the applicant has of their organization address is if they happen to view the Application Packet.
posted September 6, 2013 by Mary Giraulo, United Arts of Central Florida
-
Ideas commented
Hi Chris,
Thanks for the update. I hope it moves up on your list of pressing items at some point and is considered more than just "useful." Getting checks returned to us means money wasted on postage and more admin time to fix a problem that didn't need to happen in the first place.
Thanks,
Mary
posted April 30, 2013 by Mary Nicosia, GMA Foundations
-
Ideas commented
I just wanted to bring this idea back to the table for discussion/action as I just had two checks returned to our offices because the addresses were incorrect. The users had updated the addresses in their user profile, but had not notified us of the change, so the organization address was still incorrect.
We always use the organization address to mail out checks as we've had users put in their home addresses under their profiles.
It would be great if the grantees could see and edit the organization information when they log in.
Thanks,
Mary
posted April 26, 2013 by Mary Nicosia, GMA Foundations
-
Ideas commented
This would be an awsome thing to have! Everytime an application is submitted for a grant, we have to verify the information. In the Contact portion of the process, we find that the person filling out the online form will put their contact information instead of the contact information for the organization. We send the Award/Denial letters to the Executive Directo/Presidentr for the organization and sometimes it is a real time consuming job to track down who that is. It would be nice if it was clearer that the contact information we are looking for is the President/Executive Director, not the person filling out the form unless there was a separate contact block for that.
The notification regarding the Tax ID would be great as well. Especially since the person filling out the application can be diffeent each time.
We also have a few organizations who use a consultant to apply and complete the forms. Since the username is based on an e-mail address, they end up creating a different e-mail address for each organization they are applying for. Which creates the problem of an e-mail going out to an e-mail address that is not correct.
posted May 23, 2012 by Janet Remmel, Southwest Florida Community Foundation
-
Ideas commented
I was thinking when they started a new process or when they fill out a report. Basically at the beginning of any "major" event but a time interval would be good too. Also haivng a simple "Information is correct or current" button so they can fly through the step if they have updated info recently.
Another idea as I have just gotten another alert that the same Tax ID is already in the system - Can you alert the person trying to make a whole new account that there is already an account with that Tax ID and then not let them continue but require that they are added on as a user to that organization instead of alearting me after the fact.
posted May 1, 2012 by Amy Moore, O.P. & W.E. Edwards Foundation
-
Ideas commented
Kathryn,
I was thinking just when they initiated a new request process. You bring up a great idea though, perhaps we could make it a bit more "intelligent" by noting the last time their information was reviewed/updated and asking based on that interval. More to consider. Thank you for bringing that idea up!
posted April 30, 2012 by Raymond Burket, Foundant Technologies
-
Ideas commented
Encouraging grantees to review and update their Contact Info when they begin a new application or follow-up sounds very helpful. Will they have to do this each time they access a form that they have begun? If so, perhaps include a button that says "We have recently updated our Contact Info" ?
posted April 20, 2012 by Kathryn Treanor, Dietel Partners, LLC
-
Ideas commented
Amy,
We're on the same wavelength. We had exactly the same inspiration recently here at Foundant as we were talking about challenges with Organizations and Contacts. That you independently came up with the idea tell me we're probably on the right track.
One question that did come up. Do we ask folks to review/update their information BEFORE accessing an LOI/Application form, or upon submitting the LOI/Application. Part of me prefers the former as it could better facilitate communication during the application process in case information in the system was out of date.
We'd love to hear others thoughts on this direction, pros and cons. Let us know. Thank you Amy!
-raymond
posted April 20, 2012 by Raymond Burket, Foundant Technologies