Skip to content
← GLM & SLM Idea Lab

How can we improve GLM and SLM? Search or submit ideas below.

GLM & SLM Idea Lab: Custom Data

Categories

JUMP TO ANOTHER FORUM

(thinking…)

If batch functionality isn't possible... bring onto one page for quicker access

One of the pain points around not having batch functionality (beyond having to do the same action over and over again) is having to open every single organization or request and navigate to the right section, then do whatever the action is. I am not sure if this is even possible, but I would love to have the ability to bring a section from each of a group of organizations or requests or applications and have them show up on one screen.

Example: Charity Check. If I could search for a group of organizations and select that I would like to see the Charity Check section for all of those organizations on one screen (scrolling of course), it would be much easier to press the Charity Check button for all of them... without worrying that I would miss one. It would save me from opening each organization and scrolling down to the Charity Check section.

Example: budget forms. If I could search for a group of applications and select that I would like to see the budget 'question group' for all of those applications on one screen (scrolling of course), it would be much easier to open and review the budget form for all of them... It would save me from opening each application and scrolling down to the budget question group. Our applications are long, so it's a lot of scrolling. I personally prefer to review all budget forms, then all statistics forms, then all narratives - rather than review an application all in one piece. I also tend to print the budget forms so that I can make highlights and notes, and it is so tedious to have to open so many windows and do all that scrolling... in addition to having to download and print each one. Having the forms all on one page would save a lot of work.

Maybe this idea isn't possible with the way the software is set up, but I thought I'd try.

5 votes

We're glad you're here

Please sign in to leave feedback
Signed in as (Sign out)
Close
Close

We’ll send you updates on this idea

Mary Giraulo shared this idea  ·   ·  Report…  ·  Admin →
Comments are closed An error occurred while saving the comment
  • AdminChris (Admin, Foundant Technologies) commented  ·   ·  Report

    Hi Mary,

    Thanks for the suggestion. This is an interesting idea and one I haven't heard before (aside from the batch Charity Check part). While we are looking at more batch functionality, I don't think anything we're looking at would address the scenarios you describe.

    The main challenge of this suggestion is how to do it in a way that would benefit other users and be relatively intuitive. Depending on the scenario, it seems like you may want to be able to compare groups of questions across forms, a single question across forms or file upload questions across forms.

    The one thing we are looking at doing (hopefully a bit later this year) is adding the ability for people to put a custom column or 2 on some of the views. We have yet to define how that will work exactly, but it could conceivably get you part of the way there (adding the last charity check date on the organization page, the amount requested on the application submitted grid, etc.).

    I'll float this idea out to some other folks internally and see what thoughts they have. Making users more efficient is high on our priority list - let me know if you have further thoughts on what this might look like in terms of question groups or documents.

    Thanks,
    -chris