43 results found
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Preset individual assignment dates for follow up forms
We would like to be able to preset the dates that each follow-up form will be assigned. We have forms that we only want to be completed within a certain period of time but would like to be able to set up the assignments when the Application is approved so we don't have to go back and assign the follow ups at a later date. This should also send the notification email when the form is therefore assigned and available and not at the time that we preset it up.
5 votes -
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.)
21 votes -
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…
102 votes
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