I'm so glad others feel the need for this! Before I saw this posting, I created a separate post called "Non-Assigned Users to View Follow-Up Forms (GLM)". If this feed gets more traction I'd love to share my thoughts on this becoming an actionable step.

I noted that I have several agencies with multiple representatives involved in the grant process. I'd love for a way to allow non-assigned applicants to view all forms (during all statuses) and have the option to submit forms; or create an "all-inclusive collaborate" option so the person who initially applies can allow others to submit any forms and not one specific follow-up.

I recently learned that follow-up forms are not available within the organizational history section of the applicant dashboard. I feel this setup unintentionally encourages agencies/applicants to create one login for the agency and share the username and password. For instance, I have had a few agency representatives leave the organization and now the new user cannot view previously submitted forms, nor can any other agency user within Foundant. This makes it very tough to provide clear communication with the applicants because the directions do not apply to all users. If us, as administrators, could assign a role to an applicant (to give all viewable permissions) or simply allow all users enrolled to view all information, that would be a huge help.

Yes please! This makes it difficult for new staff members of ministries to have full access to their predecessors information. They are working with only a partial picture of the work. I know we can "assign" follow ups to a new user, but that is time consuming, and if the application is already "closed" it poses another problem. THank you.!

Agreed. If I've set the ability for all applicants within an organization to view all applications for the organization, to me that really means they should have the ability to view the whole request, in the same way that the person who applied can. If there is concern that some clients of GLM want to prevent others from a grantee organization from seeing the follow up forms, while allowing them to view the application and LOI, you could refine the switch to specify the access allowed.

We would really appreciate this update!!!

I agree that this would be very helpful. Thank you.

There is often turnover in the NPO community. Having followups and emails, etc. available to all organizational applicants would be super helpful.

This is a major problem with staff turnover--it would be great if ALL org history including emails and follow-up forms could be seen by anyone with access to the org history!

It would be really helpful if all the contacts in an organization could access previously submitted Grant Reports and Grant Agreements, the same way they can view all the applications previously submitted by others in their organization. This would enable new contacts to access historical information to complete follow-ups assigned to them and print these documents without having to contact me to do this for them. Thanks!

We have new personnel at several organizations asking to access follow ups for grants under their Organization History. It would be helpful for them to be able to view that information

Yes, this is a real problem. For various reasons we ask for the Follow Up submission to be uploaded within the renewal request, but when a new applicant comes in to apply under renewal, they cannot view the previous follow up information, and they then have to get in touch with us. So we have to get the copy in there for them...

We have the Organization View open on our site, and it seems strange that they can view the request information and the award details, but no follow ups. Why would this tab be unavailable?

I was actually unaware of this issue, mostly because -in the past- organizations would share log in details when there was a change in staff, and so they would have had access, in this scenario.
We have now made a note to applicants that we prefer to keep track of changes in staffing and now create log ins for each organization's new contacts, so this is posing quite an issue. They should be able to see everything in the Organization View for these grant histories. I am trying to understand why this wouldn't be available...
Any information about the reasoning might help us, so we can figure out a way to find a work around. Or convince you to change the setting! :)

I noticed this as well. I now have a few organizations that have their contact person retiring and the new contact cannot see any previous follow ups. This makes the use of letting grantees see administrator comments useless.

I agree! I just realized applicants can't see others' final reports within their own organization. We work with a lot of volunteer-based organizations that have high turnover. It would be very helpful for applicants to see how it's been done before.