5 results found
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It would be great if there was a batch option to open multiple closed requests at one time.
We often have to go back into applications to update payment dates, etc. Because of the large amount of requests we process throughout the year it causes a lot of confusion when we leave approved requests open. If there was an easier way to either open multiple closed requests or make a payment on a closed request that would be a game changer.
3 votesHello,
This batch functionality is available to support team, reach out for help with these requests.
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Batch Email Availability in More Workload Pages
Batch email option on the Payment Tracking workload page. I'd to be able to notify grantees of upcoming payment.
2 votesHello,
As of 5/16/2024 you can now batch email from the payment tracking page and include the following merge fields in the email: Instalment Due Date, Installment Amount, Conditions.
-The Foundant Team
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Batch Print
I would love an option to batch print every application in each process. Currently I need to go in to each application and open the PDF to print. Would be nice to be able to select all and print.
117 votesHi All,
As of today, May 4th 2022, we released our first version of batch print/download
There are two ways to use this functionality:
1. From applicant facing forms work load pages (LOI, Applications, and Follow Ups) you will now have the option to Batch Print the print packet.
2. From request & decisions you can now create PDFs of the documents in a single large doc or into a zipped file.
To learn more about this functionality go to support hub and search "Print" or "Download"
If you have additional thoughts on how to improve this functionality please create a new idea lab item or reach out to me directly.
Best
Sammie
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is it possible to in the future be able to add batch installments
How our system is set up, we approve a grant for 4 years, and we pay on a grant monthly. After those 4 years a recipient can renew their grant for another 4 year term. If approved it can take quite a long time to add 48 installments to each new renewal. adding batch installments would be very helpful for us. Could this be possible in the future?
1 vote -
Batch Processing Capabilities in Various Areas of GLM
Batch processing allows administrators to select a group of requests and perform an action against those selected requests.
Proposed batch processing options:
Denying grant requestsAssigning evaluators to grant requestsAssigning follow-ups to grantsClosing (archiving) grants
Rate and comment on this idea. Let us know if any one of these is more important or if you'd like to add to this list.Idea posted April 28, 2011 by Raymond Burket, Foundant Technologies
1 vote
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