61 results found

1. Restricting evaluator access to uploaded documents and reporting fields

   When we implemented the 3rd party recommendation functionality in 4.0.0 (November 2013), some of the input we considered came from the Idea Lab item titled " https://community.foundant.com/foundant/topics/recommendation_letter_upload ."

   Within that item were a couple other ideas, one of which can be summarized as "restricting evaluator access to uploaded documents and reporting fields". The specific comment from Felicia Roeser (Pedrozzi Scholarship Foundation) is:The Pedrozzi Scholarship Foundation could save a lot of time with reference letters that we receive from all of the emails we have to generate to request them for the applicant if you provided a feature like Don described. The only MAJOR problem that we would have is that we would do not allow our reviewers to see the reference letters as our process is anonymous and our reviewers ONLY evaluate the applicant essays, activities etc. So as much as this feature would be awesome for myself as the administrator, it would not be a benefit if our reviewers had access to uploaded documents. We could really use two features. One feature where we could select if uploaded documents could be seen by reviewers and another feature that would allow our reporting fields to be limited to our administrator. It has been a real challenge to work around the fact that we don't allow our reviewers to know who the applicants are and the fact that they can see uploaded documents or reporting fields that can give away other information about the applicant has been tough. Please let me know if you understand our dilemma. Thank you! - posted September 19, 2012 by Felicia Roeser, Pedrozzi Scholarship Foundation
   While I can understand the challenge caused by the lack of this functionality within GLM, adding it is not currently a priority item for us. It has some pretty significant implications, but I'd appreciate hearing what other users had to say about this type of functionality.

   Thanks in advance for any feedback you can provide,
   -chris

   When we implemented the 3rd party recommendation functionality in 4.0.0 (November 2013), some of the input we considered came from the Idea Lab item titled " https://community.foundant.com/foundant/topics/recommendation_letter_upload ."

   Within that item were a couple other ideas, one of which can be summarized as "restricting evaluator access to uploaded documents and reporting fields". The specific comment from Felicia Roeser (Pedrozzi Scholarship Foundation) is:The Pedrozzi Scholarship Foundation could save a lot of time with reference letters that we receive from all of the emails we have to generate to request them for the applicant if you provided a feature like Don described.… more

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2. Customize the number of days used for the Follow-up Reminder. (Updated in 3.2.0)

   I would like to be able to customize the number of days used for the Follow-up Reminder that is currently sent 2 weeks prior to the Due Date of the Follow-Up Form. Specifically, this would apply to using this form to receive Grant Agreements. We send the Grant Agreement in hardcopy form, and would like to have it signed, uploaded into GLM and submitted to us within 10 days of the grantee's receipt. Under the current protocol, the reminder email will be sent 2 weeks in advance of the Form Due Date. Since the Grantee can actually see the Due Date under the Next Form Due Date it would seemingly contradict our need to have it submitted earlier. Ex. Mailed on 8/31/12; received 9/4; my expected submitted date is no later than 9/14. If I put the Form Due Date as 9/14/12, the email reminder notice would go out the same day the Grant Agreement is place in the mail. Due to the large number of grantees in a grant cycle we are unable to call every grant recipient prior to their receipt of the Grant Agreement in the mail. As I do not want their first notice of receiving a grant from us to be received by email, I must currently choose a Form Due Date that would be 4 weeks (9/25) after my mailing date so that the reminder is received on or about 9/11. Afterall, this email is supposed to be a reminder message. If I could set the reminder to go out 3 days prior to the Form Due Date then I could use the 9/14/12 Due Date and they would receive the reminder on the 11th. All would be timely, and if they submit early then it is my understanding the Follow-Up remind. The 2 week notice for a Grant Evaluation Report Form is not an issue.

   Idea posted September 12, 2012 by Bob Coakley, Thomas J. Long Foundation

   I would like to be able to customize the number of days used for the Follow-up Reminder that is currently sent 2 weeks prior to the Due Date of the Follow-Up Form. Specifically, this would apply to using this form to receive Grant Agreements. We send the Grant Agreement in hardcopy form, and would like to have it signed, uploaded into GLM and submitted to us within 10 days of the grantee's receipt. Under the current protocol, the reminder email will be sent 2 weeks in advance of the Form Due Date. Since the Grantee can actually see the Due… more

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   Implemented  ·  AdminSammie Holzwarth (Product Manager, Foundant Technologies) responded

   
   

3. Control for notifications in profiles

   Email notifications for both administrators and evaluators should be controllable from the profile. Currently, you can control which notifications administrators receive from their profile, which is much easier and faster than clicking through all the forms and processes to turn them on or off. The same control (in the profile) should be possible in evaluators' profiles too.

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   Implemented  ·  AdminSammie Holzwarth (Product Manager, Foundant Technologies) responded

   
   

4. Email Templates for Each Grant Process

   It would be incredibly helpful for me to be able to have an email template set up to auto-send for each separate grant process. As a community foundation, our various grant processes are vastly different, and the applicants are too. So, it would be monumentally useful for me to be able to have a different email template set up to auto-send to applicants in each unique process.

   Idea posted May 21, 2012 by Carolynn Sween, Community Foundation of Northeast Iowa

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5. Expand all Batch Options to include a "Write Email" option

   There have been several occasions when I’ve wanted to send a batch email. For example, when an application deadline is approaching, I like to remind all potential applicants about the deadline for submitting their applications. The only way I’ve been able to do so is in the “user” tab, where I “check” the box next the name of each user to whom I want to send the email. I’d like to be able to send emails directly from Application – Draft and from other tabs.

   Idea posted April 3, 2013 by Jan Elston, East Tennessee Foundation

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6. Update to email Notification System

   I have just set up email notifications on our foundation website. I think this is a wonderful tool, but am slightly disappointed with the notification of a submission to an administrator option. It is great that we are notified when a grantee has submitted a document, but we do not know what kind of document they have submitted (LOI, Follow-Up, etc.) To specify what kind of document they have submitted would help so we do not have to spend extra time on our site trying to figure out what was submitted.

   Idea posted June 4, 2012 by Jessica Leuthold,

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7. Include email address on Organization Summary

   One of our grantees noticed that the email address on their print packet was incorrect and asked our help to change it. When I pulled up the organization, I noticed that the email address didn't appear on the Summary. I would think that all fields that you are prompted for on the Organization page should appear on the summary - otherwise as our grantee pointed out, the data can get outdated. I was able to "edit" the summary without any problems.

   Idea posted October 16, 2012 by Mara Yarp, Morgan Family Foundation

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8. (Updated in 2.7.0) Email Attachments -- Save text before uploading doc

   I've had a problem where I am editing an email template to be sent to a grantee, then I upload a document. When the email form reappears, the editing I did has disappeared. I just sent an email with an attachment that was supposed to have been edited, but I realized it was the unedited version after I had hit send.

   Please help us not have to edit the email twice -- or worse, send an incorrect email!

   Ideas that come to mind to avoid this problem:

   1. Allow us to save the edited email before uploading a document;

   2. Putting the upload attachment option at the top of the email form;

   3. Warning us that entering the upload attachment page will erase the edits we made on the email.

   I think I learned this the last time I sent out templates with attachments, but forgot it in the week since I did that.

   Thanks for considering this (important to me) fix.

   Idea posted October 9, 2011 by Colleen Reed, Healthcare Initiative Foundation

   I've had a problem where I am editing an email template to be sent to a grantee, then I upload a document. When the email form reappears, the editing I did has disappeared. I just sent an email with an attachment that was supposed to have been edited, but I realized it was the unedited version after I had hit send.

   Please help us not have to edit the email twice -- or worse, send an incorrect email!

   Ideas that come to mind to avoid this problem:

   1. Allow us to save the edited email before uploading a document;

   2. Putting the… more

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9. (Updated in 2.10.0) Add Contact Phone or email to new Reports!

   I tried the new Report Beta Format. Very nice! But it would be even better if the Contact's telephone or e-mail comes up on the report along with all of the other great data. Thanks!

   Idea posted October 24, 2011 by Nancy DiNatale, Foundations Community Partnership

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10. allowing external sources upload documents to an application

    I would love to have a mechanism for people to upload recommendation letters directly to a candidate’s application. Are there others who would like this feature automated for their grant, scholarship, or fellowship process?

    We run a Fellowship program for graduate students and require recommendation letters. Currently all recommendation letters (~600 in a two week period) are emailed to an administrator at our Foundation who then has to upload the recommendation as a supplemental document to the individual candidate’s application.

    Idea posted August 8, 2011 by Don Brackett, Robert and Patricia Switzer Foundation

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11. Follow Ups Export: Include Due Date and Received Date

    I want to send an email to Follow Up Reports that are past due. So I run an export, but it does not include the fields "Due Date" and "Submitted Date".

    From the Dashboard, you can see the "Due Date" in the Follow Up Drafts screen. You can also see the "Submitted Date" in the "Follow Up Submitted".

    It would be a BIG help if these fields were also included in the export. I've had to resort to creating a manual field, which means more work for me with each grant. Since GLM is already recording the info, you would really be saving me some time and accuracy.

    posted November 4, 2011 by Karen Wallace, First Fruit Incorporated

    I want to send an email to Follow Up Reports that are past due. So I run an export, but it does not include the fields "Due Date" and "Submitted Date".

    From the Dashboard, you can see the "Due Date" in the Follow Up Drafts screen. You can also see the "Submitted Date" in the "Follow Up Submitted".

    It would be a BIG help if these fields were also included in the export. I've had to resort to creating a manual field, which means more work for me with each grant. Since GLM is already recording the info, you would… more

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12. Notication of submitted applications for certain processes to certain admin

    We have one program that has an open deadline. We get apps for that program every now and then. Recently I had someone submit an application for that program through the online system and I didn't see it for a few days.

    If I would set up an email notication to go out to admin personnel so we would be alerted to the submission of these application it would be cumbersome for all of our people with admin rights to received numerous emails about all submitted forms for all of our processes.

    It would be very helpful if we could select which processes and which forms we want to receive notifications for and which admin should receive them. All of our admin have rights for different purposes and all don't need to receive notification. If this were the case I could set it up where I would be the only one notified for this process with no deadline when an application is submitted.

    posted July 28, 2011 by Angie Boecker, Central Minnesota Arts Board

    We have one program that has an open deadline. We get apps for that program every now and then. Recently I had someone submit an application for that program through the online system and I didn't see it for a few days.

    If I would set up an email notication to go out to admin personnel so we would be alerted to the submission of these application it would be cumbersome for all of our people with admin rights to received numerous emails about all submitted forms for all of our processes.

    It would be very helpful if we could… more

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13. Appearance of Application Status Page (Applicant View)

    Hi!

    I don't know whether this is an issue for anyone else, but I'm beginning to think that the Application Status screen (which is the first thing applicant's see upon logging in) could use a redesign.

    When we assign follow-ups and communicate with our grantees about completing them, the emails and phone calls begin rolling in. Despite our providing extremely detailed instructions for locating and completing the follow-ups, grantees typically claim one of the following:

    1. they don't see/can't find the form, (I haven't come up with a possible rationale for this)

    2. they can't enter any data into the form, (they have mistaken their submitted application for the follow-up form and clicked "View Application")

    3. that the form has already been completed. (they see the blue "Complete" link and think that means the form is complete.)

    Granted, some of these mistakes are due to rushing, skimming instead of reading, and, perhaps, laziness. But, when about 80% of grantees contact us with the same questions it makes us wonder whether there's something more going on. I've looked at the application status page many times, so it's easy for my eyes to go right where they need to, but perhaps it is not as reader-friendly to those who have never used the system before.

    I have attached a screen shot for additional clarity. Again, my questions are:

    1. Do other agencies experience something similar with grantees? and

    2. If so, does Foundant plan to redesign the application status page?

    Thanks.

    posted April 25, 2012 by Shantrell Adams, Louisiana Endowment for the Humanities

    Hi!

    I don't know whether this is an issue for anyone else, but I'm beginning to think that the Application Status screen (which is the first thing applicant's see upon logging in) could use a redesign.

    When we assign follow-ups and communicate with our grantees about completing them, the emails and phone calls begin rolling in. Despite our providing extremely detailed instructions for locating and completing the follow-ups, grantees typically claim one of the following:

    1. they don't see/can't find the form, (I haven't come up with a possible rationale for this)

    2. they can't enter any data into the form, (they… more

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14. Adminitrator Automatic Notifications - Specify Which Administrator

    I LOVE the new process specific email notifications! It is wonderful to be able to set up a seperate email for each seperate program. It would also be wonderful, however, if we could choose which administrator receives these emails. Our staff manage different programs and don't all need to receive every email for every submission.

    Idea posted June 27, 2013 by Katie Kaufmann, MRAC

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15. (Updated in 2.4.0) Salutations!

    Since the salutation field is captured in the User Contact information...would be nice to include in the Data Export of Users (or applicants, etc). I learned this field can be accessed via the GLM email featuere, but sometimes Foundations need to write letters the old-fashioned way too.

    Idea posted November 17, 2011 by Jim Beck, Parkinson's Disease Organization

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16. Recommendation letter upload

    Having an applicant be able to designate a recommender that could then upload a recommendation letter to the application would be oh-so-helpful for Fellowship and Scholarship applications.

    Currently all recommendation letters are emailed to staff at our Foundation and must be individually uploaded as a supplemental document. If the recommender received a link once they were named as a recommender in an application it would really streamline the process for our staff.

    Don Brackett, Robert & Patricia Switzer Foundation

    Idea posted July 16, 2012 by Don Brackett, Robert and Patricia Switzer Foundation

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17. Application Comment Field

    I foresee us regularly using the "Add Comment" feature within the application to communicate with our applicants. As an administrator, when I check the box "Show Applicant this Comment" the field is highlighted in blue, but when I switch to the applicant view it isn't highlighted. Instead it appears saying "Administrator Comments: Program Highlight" which blends in with the rest of the application. To make sure our applicants see our comments we have to spell out where they are in an email so they don't miss them. Would it be possible to have the header "Administrator Comments:" be highlighted for the applicant as well? This would save us time from having to spell out where the comments are within the application and it would make this great feature even greater.

    My apologies if this idea has already been proposed and I missed it.

    I love the new features in 4.1.0!

    I foresee us regularly using the "Add Comment" feature within the application to communicate with our applicants. As an administrator, when I check the box "Show Applicant this Comment" the field is highlighted in blue, but when I switch to the applicant view it isn't highlighted. Instead it appears saying "Administrator Comments: Program Highlight" which blends in with the rest of the application. To make sure our applicants see our comments we have to spell out where they are in an email so they don't miss them. Would it be possible to have the header "Administrator Comments:" be highlighted for… more

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18. New access to Email History

    I love the link to Organization Email History, but I am wondering if anybody else wishes there was a link back to the organization after you have reviewed the history. It is aggravating to have to go back to Organizations and search again, unless I am missing something.

    Any chance we could get a "back to" link from the email history page?

    Thanks!

    Lynn Larson, Foundation Administrator, Fred & Jean Allegretti Foundation

    posted September 26, 2013 by Lynn Larson, Fred & Jean Allegretti Foundation

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19. Reorder email templates

    I would like to rearrange the order of my email templates. That would allow groupings by process instead of by date of creation.

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20. Re-order email templates

    I join others in wanting to be able to re-order e-mail templates. Thanks

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