Program Officer Assigned Follow Up
When a Follow Up is submitted by a grantee, we would love for that Follow Up to show in the dashboard of the Program Officer who worked with that organization during the application stage so they can easily tell they have a report to review and approve. We have the Program Officer assigned at the LOI/Application/Evaluation stage, but then we aren't able to maintain that assignment through Follow Ups.
Currently, I, as the administrator, get an email when a follow up has been submitted, and then because there's no way to bring in the assigned Program Officer on the email template through a merge field, I have to go into Foundant, search for the organization, find the request tied to the Follow Up submitted, and click on the Evaluation 1 form just to see who the Program Officer was, and then email that Program Officer letting them know they need to go into Foundant to find, review, and approve the Follow Up. If the relationship between that Program Officer and the request/follow up was maintained, it would eliminate all of that busy work.