Override Follow-up sequential order
It would be ideal if the order of follow-ups was not enforced. We assign our follow-ups all at once. These usually include a grant terms and conditions form, sometimes an interim report, final report, and now i just created a followup for our grantees to electronically share their acknowledgements.
I get an OVERLOAD of questions from our grantees asking why they cant access a report form ( usually they ask after they submit the terms form by before i have had a chance to mark the follow-up complete)
The ackknowledgment follow up is optional and could be submitted at any time but the way the system works, it could only be submitted in the particular order of the due dates.
Also, not sure if helpful but having to mark followups complete on our end is not something we would do if we had a choice but we have to given the way the system is set to operate.
This morning we released a new site setting that will allow you to set follow up logic to either Sequential (how site exists now) or Open.
Your can learn more at this help article: https://support.foundant.com/hc/en-us/articles/4411213334935
We hope the new Open setting will help solve the questions you are getting applications. If you have additional feedback on this functionality please create a new idea!
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Sara Cryan commented
GLM & SLM/Scholarships User. I completely agree with the due dates on Follow Ups. I am going to change mine around a little bit this year after learning how it works last year. But ideally, it would be great to allow recipients to work on Follows Up simultaneously regarding of their due dates. If that isn't possible at this time, an improvement in the right direction, would be to allow recipients to at least view those Follow Ups so they know what all they are responsible for in the future.