I actually thought for a little while that the process posted April 15th 2011 by Gant Elliott actually worked. After trying to make that work for 20 minutes I see now that it is just a suggestion for some modification in the future.

posted July 30, 2012 by Claude Blackburn, Blackburn Family Fund

I know this is dredging up an older conversation, but I wanted to chime in and offer our services for any feedback or testing, too, as this is a feature that we would find particularly useful!

posted July 25, 2012 by Katie Briggs, Laird Norton Family Foundation

We've been using the system for some time now and thus have lots of old forms--LOIs, applications, and follow-up reports. I've learned how to cope, but it would be great to be able to clean this up and have only current forms listed. It would be particulary useful to have only current follow-up forms listed when your attaching the follow up to the grant. The most recently created seem to be at the bottom of the list, but I still find myself reviewing the whole list each time I'm working on follow ups. Also, although I've tried to document everything, I shudder to think of someone having to take over working with GLM and all the forms and processes that are listed without me standing by her/his side. I'm delighted the planning is under way.

posted July 12, 2012 by Joan Alway, Icicle Fund

Everyone,

Thank you for your thoughts on this issue. We have begun working on a spec to address this issue. I hope to be able to spell out our thoughts on how to fix this for everyone. There are a few issues we need to consider about archived forms. Do they show up as available forms to use in Process Manager? Can they be copied? Can they be archived if there is a process using them? In regards to Follow Up forms, what if they are still assigned to grantees?

When we have a product spec finished, I will have it posted to this comment thread so you all can read it and provide feedback. While I would expect this functionality to be available in 2012, I want to make clear it is not currently being developed, just planned. However the planning of the product spec is the first and the most important step to bringing this functionality to the productions system.

As usual, Thank you all for your participation and thoughts. They do help us make Foundant GLM better and more useful for all.

Best

posted July 2, 2012 by Mark Larimer, Foundant Technologies

I like this idea as well. I don't like clutter...and that's what it feels like when the list is long. We are just starting and with all the changes we have made I have a long list in both processes and forms and we aren't even live yet!

posted April 25, 2012 by Lynn Larson, Fred and Jean Allegretti Foundation

We are in the same position as we work with many clients - it would be great to be able to sort it somehow and clean things up. Also, when looking at an organization's history, it would be great to have the process name in the grid so that we know what we're looking at without having to click into the various applications until we find the one we are looking for.

Thanks

posted April 23, 2012 by Mary Nicosia, GMA Foundations

I am also glad to offer my thoughts. We are just completing our second year as well.

posted April 19, 2012 by Janet Remmel, Southwest Florida Community Foundation

Mark, I am happy to offer my thoughts. With us completing our 2nd year of applications, addressing this issue will become even more important. Thanks!

posted April 19, 2012 by Ron Katz, United Way of Asheville and Buncombe County

Janet and Ron,

We have begun to look at designing how we want this function to work withing GLM. We may reach out to you for additional feedback before we send something to development.

posted April 17, 2012 by Mark Larimer, Foundant Technologies

We have 56 different scholarship applications and they are listed by year so being able to hide the old process or at least have the most current year at the top of the list would be a great help. Is this going to be available any time soon?

posted April 6, 2012 by Janet Remmel, Southwest Florida Community Foundation

What about having the ability to group processes by year (preferable for us) or some other category. For example, we could have all the processes for 2011-12 (current year) all grouped together. After the year is over, we can contract the box so only the 2011-12 Processes title shows.

The same thing can be done on the Status page for applicants. We have some applicants that submitted lots of applications, and if we were able to group the applications by year in a contractable/explandable box. it would be easier for them to view.

posted June 16, 2011 by Ron Katz, United Way of Asheville and Buncombe County

I have heard this request from many customers.

posted April 22, 2011 by Mark Larimer, Foundant Technologies