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Follow-Up Auto Reassign

It appears that when a grant application is reassigned it does not also reassign the follow-up forms. Is this always the case or am I simply having an issue? It would be very helpful to not have to click through and reassign those forms as well.

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Steve Wick shared this idea  ·   ·  Report…  ·  Admin →
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  • Helen Hands commented  ·   ·  Report

    Please do this. It doesn't make sense to have to delete the old follow up and assign a new one. Why should a follow up be assigned to someone different than the request?

  • Vonda Carr commented  ·   ·  Report

    Since I am doing this yet again for an agency, I wanted to see if there is any traction for this request.

  • Vonda Carr commented  ·   ·  Report

    I would love to see this implemented. Our agencies typically have multiple open grants. If a staff person changes, it is very time consuming to reassign grants and/or follow ups one by one.

  • Debbie Mueller commented  ·   ·  Report

    For us as well. Another possibly safer option if that approach wouldn't work universally would be to have a dialog upon reassignment that lists all assigned and draft follow ups for the request and allow for reassignment at that point. It would at least save some clicks, as well as remind the admin that they might need to reassign forms.

  • Chuck commented  ·   ·  Report

    That approach would work for us.

    thanks!