Batch Approval
It would be incredibly helpful and MUCH more efficient to have the option to batch approve requests. We are currently having to do single users each taking about 5-6 steps to complete. When we have dozens of applicants to approve this is terribly inefficient and frustrating.
With a batch approval option I could do the step once for dozens of applicants a time saving my team hours of time and repetitive work that should be automated.
Thanks!
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Debbie Comella commented
Awarding the same amount and the same opportunity to over 75 students can be done quicker and more efficiently (less chance of user error) if I could batch award.
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Chuck commented
Yes, still needed!! And I don't understand why I can't see the Foundant responses above -- just their names show up.
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[Deleted User] commented
This is feature is still needed! I would love to be able to prepopulate answers in the decision forms.
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Ilsa Sanchez commented
Hello,
This would help so much with SLM for scholarships that have 300+ students receiving the same award amount.
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Tiffany Wilhelm commented
Seconding Daniel Komansky in particular - It would be very helpful if we could batch approve grants that have already been saved in draft instead of having to finalize and approve saved draft approvals one by one.
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Chuck commented
Would love to have this feature!
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We are working on development of this functionality now and expect to have it available this summer. This will either be an Advanced or a Standard feature - we are in the process of deciding that. Thanks!
-chris -
Christine Daskais commented
It would be great to have the ability to do batch approval for common applications which do not receive any payment (for example in our case poster abstracts). Right now we have to approve all applications one by one, which is unnecessary and can be a time consuming step.
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Daniel Komansky commented
It would be very helpful if we could batch approve grants that have already been saved in draft instead of having to finalize and approve saved draft approvals one by one.
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Heather Beffa commented
I'm approving 47 grants today. I'd like there to be 1. a batch function for approvals and 2. a modifyable Approval form, with presets. For example, all of the approvals today have the same approval date, which is not today. Also, all will have 2 installments, with the same installment dates and contingencies. For now, I have to enter all of these things for each individual grant. Copy and paste doesn't cut it. Please help!
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Stephanie commented
It would also be great to batch close projects.
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Stephanie commented
It would save our organization a lot of time and prevent a lot of human error if we could batch approve requests and batch assign follow ups. For example, we would like to select a number of projects, select one decision date, amount, and due date for all, then select the appropriate follow ups and assign them at once. As our organization grows, it is getting more and more tedious to assign everything one by one. Thank you!
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Diana Spencer commented
Our organization would benefit from the ability to batch approve in two of our processes.
In addition, a batch option to assign follow-up forms would be helpful. -
Katie Kaufmann commented
Batch approval from Approval Draft would be great. I can pre-approve all the particulars and then batch approve all in my draft folder. That way if an applicant happens to log on they won't see that they already have follow- ups assigned to them before they have "officially" been approved.
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Serena commented
Batch approval would be amazing for us, since we have some programs where everyone gets the same amount. Please add this!
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Amy Kurtz commented
I like the idea of batch approvals; the grid-like option that Grant mentioned in a webinar sounds great!
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Dana Jeffery commented
I want to put my thoughts in on this too, as I see there are a couple of conversations about the batch approval step being requested.
I don't know if others are using the Approval Draft step, but it makes sense to me that once you have the list of your Approvals in Draft, you should then have the option to Batch Approve in the batch options toggle. Perhaps there is supposed to be another way to do this?
I can explain my steps in the approval process if this helps?...
I do a lot of the preliminary work for the approval of requests while the request is in Approval Draft. Once the list is finally approved, then I just want to batch approve and be on my way. Not sure if others work in this manner, and if not, perhaps I need some other ideas...my first thought was just Batch Approve from Approval Draft. (Thanks for adding that step by the way!)
Is this a possibility, or do I need to change my method?
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Linda Heath commented
Batch Approval
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Ideas commented
Batch close applications - DONE!!
YOU GUYS ROCK!
posted August 7, 2013 by Sarah Copeland, Grand Rapids Area Community Foundation Grant
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Daren nordhagen commented
That helps a bunch, Meredith & Emily. We've definitely heard requests for the ability to assign follow-up forms in batch so now I have a much better understanding of your situation. I'll make sure this is on the list of considerations for future batch functionality.
posted June 6, 2012 by Daren Nordhagen, Foundant Technologies