Non-Assigned Users to View Follow Up Forms (GLM)
I have several agencies with multiple representatives involved in the grant process. I'd love for a way to allow non-assigned applicants to view all forms (during all statuses) and have the option to submit forms; or create an "all-inclusive collaborate" option so the person who initially applies can allow others to submit any forms and not one specific follow-up.
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Claire Snyder
commented
I agree with all of this, especially related to the situation with staffing turnover described in your follow-up comment. Foundant Support has indicated that the only solutions currently available are to reassign the requests or to pull print packets for the new user. We'd prefer not to reassign already-closed requests, and the latter option would be far too time consuming and inefficient, especially for requests with multiple follow-ups and organizations with long funding histories. The ability to assign a request to multiple users would be enormously helpful in facilitating collaboration within organizations and continuity when there are staffing shifts.
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Jodie Riesenberger
commented
I support
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Ashley Schumacher commented
I wanted to add an additional comment to this post, as I recently learned, that follow-up forms are not available within the organizational history section of the applicant dashboard. I feel this setup unintentionally encourages agencies/applicants to create one login for the agency and share the username and password. For instance, I have had a few agency representatives leave the organization and now the new user cannot view previously submitted forms, nor can any other agency user within Foundant. This makes it very tough to provide clear communication with the applicants because the directions do not apply to all users. If us, as administrators, could assign a role to an applicant (to give all viewable permissions) or simply allow all users enrolled to view all information, that would be a huge help.