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GLM & SLM Idea Lab

GLM & SLM Idea Lab

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34 results found

  1. As it stands right now, the login record in GLM just shows the last time a user logged in and that includes someone proxying into their record. It would be nice to be able to see a detailed list like we are able to in CSuite.

    32 votes

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  2. Please add the custom content back to the new and improved applicant dashboard. On the old dashboard, we included instructions on filling out the application, contact information for our Foundation, and links to trainings. This is not currently possible with the updated version of the applicant dashboard.

    12 votes

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  3. In the process manager, there is currently 2 buckets for processes to live:
    -Available
    -Archive

    We'd like to see a third option for processes to live for historical management:
    -Available/Active
    -Unavailable/Inactive
    -Archive/Historical

    We have processes that have gone through several updates over time. It would be nice to keep what we need in Available/Active and Unavailable/Inactive buckets but older version in Archive/Historical that are not so forward facing. Not available on the immediate search area/filter area. A place for historical process to go and live instead of deleting or saving a PDF version on our internal drives.

    It would also…

    12 votes

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  4. In the new version of the applicant experience (which we are big fans of!), I love that the process is listed up front, our grantees used to struggle with identifying their different grants and which program they were connected to, but now the project name doesn't seem to be reflected anywhere on the new applicant home page. For our grantees/organizations that may have more than one project in a process (fairly common with local universities or hospital systems) the follow ups are indistinguishable unless they click into the form. Is there anywhere or any way that the project name could…

    4 votes

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  5. For the new applicant apply page, for the preview application button, is there a way to have it show as the application and not the PDF? We have several applications that use branching logic and the full load out in the PDF may confuse applicants.

    3 votes

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  6. We believe the administrator comment function is valuable. Its impact could be even stronger if given the option to notify the applicant that a new administrator comment has been added to their application. This seems to work well for the Idea Lab!

    7 votes

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  7. New applicants should have the ability to copy applications from previous users. As of right now, new applicants/users can see the history but have to completely reapply instead of copying previous information over. Nonprofits will not always have the same person applying for funds year after year and if a new user is assigned as an applicant to an organization/nonprofit, they should have the same abilities as those before them.

    5 votes

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  8. Add the ability to add an auto-email template so users can be notified when a document is added to the documents tab. Especially if applicant facing.

    5 votes

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  9. We have had instances where we are reaching out to 3rd party requests (specifically with LOR) and they refuse to submit a letter on the student's behalf. Would it be possible or beneficial for there to be a decline option in the automated email so the student can find someone else? And yes, we do include strong language to encourage students to talk with teachers/counselors they would like to have submit a letter of recommendation on their behalf.

    3 votes

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  10. Would really like the system to produce QR codes that they could use to direct scholarship applicants and applicants applying for hardship grants to a specific application.

    3 votes

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  11. There is a red circle with a backslash icon that appears when applicants try to copy and paste from their LOI to Proposal Application. This icon confuses Applicants because they are in fact able to copy and paste.

    I am getting several emails from applicants who don't understand they can still copy and paste. Please delete the confusing red circle backslash icon.

    3 votes

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  12. We use the Administrator Comments feature to provide draft review feedback to our applicants. Many applicants use the comments, then want us to remove them so that they can create a clean PDF of their completed application. We don't want to delete our comments as that is part of the grant process record, but we also don't want reviewers to be able to see the comments. Right now, our only option is to make all the comments not visible to applicants, proxy as the applicant, download the PDF, then make all the comments visible to the applicant again. This is…

    2 votes

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  13. We have 20+ scholarships that want applicant names suppressed from applications in the evaluation process. We have always had the student fill out the "Project Name" field with their name. This year, we had everything setup to suppress applicant details from the evaluators, but did not realize that the "Project Name" cannot be suppressed. We had to manually go in and change every student's name to a code in the Project Name field.

    Short of instructing students in the future to not use their name as the project name field, is there any chance the Project Name field could also…

    2 votes

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  14. View for students needs updating. We previously used a different software. Each section (family, academics, essays, etc.) had it's own customizable icon with a picture and a progress bar to show what % of that section was completed. SLM UA looks so daunting for students.

    19 votes

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  15. We would like to be able to track applicant clicks through the system so we can see if changes made impact user abandon rates in certain parts of their online journey with us. For example, when/where in the process do they give up? This would allow us to identify where we might need better instructions or a change in the questions or flow.

    20 votes

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  16. Currently, for active processes, there are three visibility options: Public, Restricted, and Internal.

    Public: Visible to applicants; applicants able to apply when open
    Internal: Not visible to applicants
    Restricted: Only visible to applicants with the corresponding access code

    Based on the use of our applicants & grantees, I would love to see a fourth option added that would allow a process to be visible to applicants, but locked, so that applicants would need an access code to apply. Essentially a restricted visibility where the applicants could still view the process as if it were public, but still requiring a code.

    9 votes

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  17. We would to have a 'Shared Documents' folder specifically for our applicants/grantees to be able to access.

    I.e. This way the Agreement to Grant Terms is available for them to access at any time through their profile.

    13 votes

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  18. When the universal application lists things that still need to be completed before an applicant can submit, is there a way they can be linked so an applicant can click and be taken to that incomplete section?

    27 votes

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  19. It would be really useful if the Copy Previous Answers function worked for all requests under an Organizational profile instead of just the specific User profile. This would be helpful for some of our organizations who experience high turnover or for folks who are applying when other colleagues are on leave.

    10 votes

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  20. When using a UA, those first common questions are really for eligibility, at least the way we are using it. So when the potential applicants get to the confirmation page, for either the failure message or to see what scholarships they are eligible for, it says your application has been submitted, but really, it hasn't. They are, at that point, ready to enter the application and its questions. Can there be some terminology changes set for the first stage? I make it clear in my instructions what's to happen, but an applicant as you define it shouldn't really be one…

    12 votes

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