In addition to what was said above, having this feature will help the primary person in charge of completing the follow-up accountable.

Not sure if I am in the correct space for this comment. I would like one person at an organization to be "administrator" for that organization. Large organizations keep making multiple logins and the executive director or finance person have no idea what is going on. If they could see all applications being submitted like administrators do, it would be very helpful. School districts are the worst. Teachers go rogue. I have a school district with 58 active emails and the business office has no idea.

Can this also be applied to SLM to include a parent email address?

This would be incredibly helpful. The collaborator option helps somewhat, but we need to be able to communicate with 2 distinct emails for some applications and awards directly through Fondant.

This would also be helpful for Grant Agreements where the individual completing the form (often a coordinator or development person) cannot sign off on the agreement because they do not have signing authority (usually requires a member of the Executive Team or the CEO/President/ED, etc).

I spend a lot of time every year on this. I have to track down all the incomplete follow ups from orgs who have had turnover. Then we have to add the new person, and spend time re-assigning all the processes and forms that belonged to the previous person. Having an automatic backup would be one way that might mitigate this problem.

We've had several requests from grantees to assign more than one person to follow up forms.

This is related to one of the most common issues we run into with the use of GLM. The ability to have all contacts access the follow-up forms so there is not management of who needs access to it would ease a considerable amount of time spent supporting update requests from grantees.

We would find this useful too! In addition to staff turnover at the small non-profits we work with, we have certain follow-ups (e.g. funding terms and conditions) that need to be submitted by an authorized signatory for the organization and that person is not usually the grant manager.

Yes this would be very useful. We run into this issue often.

This would also help when a more junior staff person prepares the grant application but has to get it signed off by a manager. Right now, this means individuals have to share their log-in details and password so they can both work on an application - not best practice.

One more thing - occasionally we have two organizations that partner on a project (for example, two agencies working together where one agency owns a park and another agency manages/maintains it). In these cases it would be helpful to be able to share a single request among users from multiple organizations.

For our organization (a government agency whose grantees are also generally government agencies), it would be extremely helpful to be able to share all parts of a request (application, follow ups, etc.) with multiple users from an organization. Some of our grantees have multiple ongoing grant projects with different project managers, in addition to a supervisor or department head who needs access to all of the organization's requests (current and past).

Currently, we recommend that each agency shares one username/login among its staff (typically the department head's) and we assign all of the organization's requests to that user. Unfortunately this is problematic as the person who is getting emails from the system is not necessarily the primary contact or project manager for the request.

I should note that since our grantees are government agencies within a limited geographic area, we work with a finite number of organizations and we are generally aware of any staffing changes that take place at those organizations.

I agree, this would be great!

I definitely support this idea!

I totally agree. Our grantees would really appreciate this change and it would help their workflow.

The current follow-up assignment and review process is a bit restrictive. If the follow-up can only have 1 assigned person and that in turn is not assignable to an internal review process I am not understanding the system functionality and logic. If an applicant turns something in at follow-up point I would think all grantees would want a linked review and approval to this process.

I run into this problem a lot: There is a President of a nonprofit who really doesn't do much with the grant process. Then there's a Project Manager (or Director of Development). Then there's a Project Administrator (or Grant Writer). I will often assign the follow up forms to the Grant Writer, because that's the person who is physically filling out the form. I've been asked on multiple occasions if it's possible if the Project Manager (the grant writer's supervisor) could also have access and see the follow up form directly on foundant, so (s)he can make edits and be the one to formally submit. Currently, they have to use the print packet feature, he makes hard copy edits and the project admin goes back in and makes the changes. It would just be a nice feature if we could assign follow up forms to multiple people and they can both work on it. Thanks for the consideration!

We train all of our agencies to work this consideration into their work flow, but it can still be stressful for some that work for big institutions and need multiple people to work on an application prior to the deadline. (Needing to rely on us to reassign multiple times.) Has there been any talk of allowing for multiple users to have access to edit an application at a time?

Most of our requests/grants have more than one contact. I understand why there is only one log-in, but it would be great if we could link additional contacts to a request or at least be able to list them on the Request Summary. Currently, we have added questions to the application, but have to open the application to view the additional contacts.