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Has anyone created a work around for evaluators in the LOI?

We assign evaluators to the LOI, so currently we are using the application process to accomplish this. The problem is reporting isn't correct - we end up with 100 grants for Zero amount if we do not exclude each of the LOI processes in each report.

Is anyone doing something different with LOIs that have evaluators assigned?

Thanks -

Idea posted December 23, 2011 by Sally Weldon, Community Foundation of Western North Carolina

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  • Ideas commented  ·   ·  Report

    Betty, I forgot I had posted this! I contacted support with my question on Monday and they added the LOI Eval stage to our demo account in 10 minutes.

    Thanks so much for your response.

    posted December 29, 2011 by Sally Weldon, Community Foundation of Western North Carolina

  • Betty commented  ·   ·  Report

    Hi Sally, if I understand correctly, it sounds like you want to be using the LOI Evaluation stage in the software. Therefore, instead of having a separate LOI process you would have a process that includes the LOI, LOI Evaluation, Application, Eval. 1 and Eval. 2.

    I noticed that there is a process in your demo site that includes the LOI Evaluation stage. The process name is Sample Process with LOI Evaluation. I noticed that there is not a process in your production site with this stage but we can have that added to your production site if you would like.

    I would be happy to set up a call to discuss this with you in more detail.

    Thank you

    posted December 29, 2011 by Betty Bloomer, Foundant Technologies