21 results found

1. Evaluating Follow-up submissions

   The ability to have an optional Evaluation stage to Follow-up forms would be helpful for some clients. The genesis for this idea came from an earlier discussion area post. Please use this post for any further comments.

   Let the conversation begin! Thank you,

   -raymond

   Here is the original post:

   I am a new Foundant user. Prior to using the Foundant system, when a grantee mailed us a grant report, our two staff members would review it (especially the employee who was "in charge" of a particular grant), then we would copy it and enclose it in the (snail-mailed) docket for each of our board members to review. I was stumped today when, for the first time I reviewed a report and got ready to assign it to my board and ED for further evaluation, that this was not possible. Currently, it seems the best way to send reports to my board is to create a pdf and email them. Does anyone have a better suggestion?

   Am I alone in thinking that it would be great if we could simply assign them to anyone to review as we assign the board/staff to evaluate proposals?

   Discussion welcome.

   Thanks.

   Susan Haley

   Dean & Margaret Lesher Foundation

   posted July 14, 2011 by Susan Haley, Dean & Margaret Lesher Foundation

   The ability to have an optional Evaluation stage to Follow-up forms would be helpful for some clients. The genesis for this idea came from an earlier discussion area post. Please use this post for any further comments.

   Let the conversation begin! Thank you,

   -raymond

   Here is the original post:

   I am a new Foundant user. Prior to using the Foundant system, when a grantee mailed us a grant report, our two staff members would review it (especially the employee who was "in charge" of a particular grant), then we would copy it and enclose it in the (snail-mailed) docket for… more

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   Proposed Idea  ·  61 comments  ·  Follow Ups  ·  Delete…  ·  Admin →
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