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!
-
Ideas commented
Hi Emily & Daren -- Like Emily the variable is grant amount. Everything else in a given grant process would be the same (grant report assignments, etc.).
posted June 6, 2012 by Meredith Huffman, Genuardi Family Foundation
-
Ideas commented
Hi Daren:
We would definitely use batch approval. Although, we would still need to manually enter the grant amount, in general, all of the other info (follow ups) would be the same for that process. For payment due date and grant date, we need a little more clarification on these in general- we are still manually entering grants into FIMS as the import process we have found to be difficult- and it seems to quicker to manually enter the grants.
So, the only one-off parameter for us would be the grant amount- everything else within a process is the same.
Thanks!
posted June 6, 2012 by Emily Bronson, Berkshire Taconic Community Foundation
-
Daren nordhagen commented
Emily & Meredith,
This is good feedback and we'd like to know more. To be honest, batch approval functionality has not been very high on our list since we felt there are so many individual and unique parameters that need to be set for each approved grant -- i.e., grant amount, payment due date, due dates for follow-up forms, assigned user for follow-up forms, etc. Our current batch functionality is designed to do the exact same action to all selected items so it's not designed to handle situations with many one-off parameters. Please tell us more about your vision for batch approvals.
posted June 6, 2012 by Daren Nordhagen, Foundant Technologies
-
Ideas commented
I second that request!
posted June 4, 2012 by Meredith Huffman, Genuardi Family Foundation
-
Ideas commented
I know we can currently batch DECLINE applications- would it be possible to batch APPROVE applications as well?
Idea posted May 2, 2012 by Emily Bronson, Berkshire Taconic Community Foundation