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8 results found

  1. SLM Follow up drafts - not all are truly drafts

    For multi year scholarships, we have info we'll need from the student each subsequent year. Those follow ups now show in "drafts" but really, they are not in draft stage, they are upcoming or pending. It would be great to have those in their own bucket in the followup box on the dashboard so we can keep those separate from current/real time drafts we need to be aware of.

    10 votes

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    3 comments  ·  Follow Ups  ·  Admin →
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  2. Assign Follow Up to Reviewer

    We would find it very useful to be able to assign a completed follow up to reviewers so that they could see the results of the grant they recommended for funding. Currently we have to export this info and merge it into a Word doc to share this with them.

    2 votes

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    0 comments  ·  Follow Ups  ·  Admin →
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  3. Evaluation Option for Follow Up Forms

    It would be very helpful to have the evaluation option available in the follow-up phase like the LOI and application phases. We use follow-up forms for reporting and having the option to add an evaluation to a follow-up form would be a great way for our team to save grantee report review notes within Foundant. (We currently save notes in Word and upload to the documents section, but having a built in feature to evaluate reports would be much better.)

    1 vote

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  4. Auto assign follow ups internally

    I would love a way to auto assign an internal follow up to the same officer that reviewed the application. Currently I manually assign an internal follow up form to the officer. It gets overwhelming when 20 follow ups come in during the day.

    3 votes

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  5. user roles

    It's also about user roles and auto emails attached to F/U forms...

    We really need an additional user role for our regional directors. Our program managers (in the Grant Manager role) do 99% of the lift in GLM, but every so often we need to be able to bump a form up to a director. But our directors are also in the GM role, so everyone gets the same email. Our current work around is to assign the form to the director, but that doesn't always catch their attention.

    Also, making the payment forms approvable would be great. That way…

    1 vote

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  6. Add Follow Ups Completed Status to Requests & Decisions Page

    It would be great to have the completed follow-ups more easily available from the Requests & Decisions page. Currently, from "Requests & Decisions" completed follow-ups are only accessible by choosing "Follow-Ups Assigned" and then selecting each individual request/organization. I think the narrower group of only follow-ups that have been completed would make workflow better for admins using this page to navigate different requests, as well as board members, evaluators or grant managers who want to view completed follow-ups. For us, there is currently no way for our board members to easily get to completed follow-ups on their own, without being…

    1 vote

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  7. Naming a Follow-Up

    It would be very helpful if the name we give a Follow-Up appears on the printed version versus "Follow-Up". The purpose in naming the Follow-Up is to give it an identity and separate it from the other Follow-Ups. But when the document is printed the name is lost.

    17 votes

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  8. Make follow ups/final reports available under organization history

    Right now it seems like there isn't a way for applicants to see their completed follow ups/final reports from previous grants by other users from their organization. Under Organization History, only the application is available. New grantwriters with an organization want to be able to see how previous final reports were filled out or how a project turned out.

    21 votes

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