2 results found

1. Batch Create Merge letters from Approval Buckets

   For our GLM Processes, we typically create all of our Merge Grant Letters once the applications are moved into the Approval Buckets. Once these are in the approval buckets and we go to create the letters we have to go into each application one by one > create word docs > export > update > save etc... It would be awesome if we could batch create our letters by selecting the checkboxes on the approval bucket page and export 1 word doc with each letter having it's own page on that doc. This would allow us to create, export and update all letters at one time.

   For our GLM Processes, we typically create all of our Merge Grant Letters once the applications are moved into the Approval Buckets. Once these are in the approval buckets and we go to create the letters we have to go into each application one by one > create word docs > export > update > save etc... It would be awesome if we could batch create our letters by selecting the checkboxes on the approval bucket page and export 1 word doc with each letter having it's own page on that doc. This would allow us to create, export and… more

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   0 comments  ·  Batch  ·  Delete…  ·  Admin →
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   Feedback Needed  ·  AdminSammie Holzwarth (Product Manager, Foundant Technologies) responded

   This workflow today can be completed from Request and Decision. 

   
   

   -sammie

2. Batch add multiple Processes when assigning new Evaluators.

   Batch add multiple Processes when assigning new Evaluators.

   We've just discovered when trying to add in a new evaluator to our scholarship process, we have to add in every single scholarship opportunity separately as an individual process instead of being able to select "all", which, is what we need to do.

   So our "Universe" of applications breaks down into "Processes" which are our individual scholarships and because we look at everything from the individual Student (and not the opportunities), we need to be able to batch multiple processes all at the same time.

   The way things are currently set up, it would take over 6 hours non stop to be able to batch assign a new evaluator to each "process" just to be sure to encompass their assigned student and all of their linked opportunities. We're now at a point to where we have interviews coming up and don't have this time to spare.

   Simply being able to batch action multiple Processes would eliminate all of these issues for us.

   Batch add multiple Processes when assigning new Evaluators.

   We've just discovered when trying to add in a new evaluator to our scholarship process, we have to add in every single scholarship opportunity separately as an individual process instead of being able to select "all", which, is what we need to do.

   So our "Universe" of applications breaks down into "Processes" which are our individual scholarships and because we look at everything from the individual Student (and not the opportunities), we need to be able to batch multiple processes all at the same time.

   The way things are currently set up,… more

   2 votes

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   Feedback Needed  ·  0 comments  ·  Batch  ·  Delete…  ·  Admin →
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