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  1. When an evaluator uses the Process filter on the dashboard, completes and saves an evaluation form, then clicks the Next Pending Evaluation button, the next one may not be from that filtered Process. Please make it so the Process filter pulls through to when the evaluation forms are advance to the next request.

    Also, it would be much better for evaluators if the sort by organization on the dashboard would pull through to when they go into evaluation forms so Next Pending Evaluation button takes them to the next request that is alphabetical by organization name.

    17 votes

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    Proposed Idea  ·  3 comments  ·  Reviewing  ·  Admin →
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  2. I heard from an Evaluator who was frustrated with the view of a grid/table on his evaluator view. As he was working in the side-by-side (evaluator/application) view, he coudln't see any of the content of the (in this case) Student Activities grid. There was content in boxes that he wanted to see but the dropdown carrot took up most of the space and he couldn't read the student replies.
    Getting rid of the carrots would probably help but just in general, some way to better view the contents of a grid format answer would be wonderful.
    Also - this same…

    2 votes

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  3. It would be helpful to be able to see which other evaluators have completed their evaluations within the "Your Evaluations" tab. In our organization, evaluators within the Eval 1 process have unique roles, with the 2nd Eval 1 person needing info from the 1st Eval 1 person in most cases. As such, it would streamline prioritizing evaluations to be able to see if the 1st Eval 1 has completed their evaluation.

    2 votes

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  4. From the SLM Dashboard we have the ability to Filter by Processes. In the same way it would be great to be able to Filter by Applicant.

    We do not use universal application so this filter would allow us to group, screen and use Batch options based on an applicant name.

    2 votes

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  5. We need side-by-side columns for our evaluators so that they can see how their individual application score compares to the group of evaluators' average score. Only the person in the admin role can see the average group score. And, if the admin is also an evaluator, things get messy quickly in a meeting. An admin/evaluator can never see both their individual score column and the average score column without flipping between roles. Having the ability to see individual scores and average scores on ONE PAGE in side-by-side columns will greatly help with our evaluation meetings and enable us to make…

    3 votes

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  6. It would be helpful to have a grading mechanism at the organizational level; i.e.: consider strongly, consider, don't consider.

    3 votes

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  7. I would love to be able to edit the "Project Name" Field for our evaluators. Right now I change the "Project Name" within the application, but for our evaluators, the bar still reads "Project Name"

    2 votes

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  8. It would be great to be able to assign reviewers to applications on X date, but for the reviewers to not be able to access the applications until a later date and time that could be set in Foundant.

    1 vote

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  9. We have several stages of evaluation; the two evaluations are not sufficient for us to be able to understand and assess applications effectively. It would be helpful if we could add additional evaluations, as needed, by process.

    1 vote

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  10. In our evaluation forms, we stick rubric tables inside the instruction sections of each question. It displays perfectly online, but when the evaluation forms are converted to PDF, the rubrics spill beyond the page.

    Could you please add an option to generate PDFs in landscape orientation? Or tweak your PDF builder to scale / wrap instructions to fit inside the page?

    Thanks.

    2 votes

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  11. It would be great if the software could allow evaluators to be assigned based on branching. For example, if we created an application that the first portion was basic information about an organization (i.e. organization history, board makeup, etc), but then we had a branching question for them to select which one of our grant programs they were applying for (and allow them to select multiple options that would then trigger specific questions for those grant programs). There could be the option to assign the different grant-specific branch of questions to different evaluators - basically have multiple evaluators assigned but…

    1 vote

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  12. A donor questioned how AI might impact scholarship and grant applications, something I hadn't considered. I wonder if there's been any discussion about building in some check to ensure AI hasn't written answers.

    4 votes

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  13. Maybe this exists already....it would be so helpful to be able to filter evaluators by process - we have a committee for each grant and clicking through each time while referring to the original committee list is cumbersome. If I could filter evaluators to only show the ones who would score a particular grant program, I could get through assignments much quicker.

    3 votes

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  14. Remove the Rating system from Evaluations as a required field.
    Our Evaluations never show as Complete even when they are because we do not use a rating system to evaluate grants.

    1 vote

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  15. currently have an evaluator bulletin where reviewers can post questions to foundation admin that they need to ask the applicants. Questions are linked to a project, other reviewers can see all the questions and the answer. Staff receive a notification when a question is posted, all evaluators get a notification when a response is submitted by staff.

    2 votes

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  16. Want the ability to remove the "Create Print Packet" button from the evaluator's screen and remove the ability to download documents that have been uploaded into an application. Concerned that evaluators can download sensitive information such as transcripts, FAFSA, etc.

    4 votes

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  17. It would be really beneficial for reviewers to be able to see all information that applicants enter/type in the table cells when using the side-by-side evaluation display. Currently, the number of characters that display per row is very limited.

    7 votes

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  18. If an applicant uploads an iPhone photo (.heic photo) then you will not be able to view it within the system. You will need to download it to your computer first. Would like to be able to view .heic photos within the system.

    5 votes

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  19. It would be great if we could toggle the "approve request" feature on and off - especially at the LOI stage, but really at either. It is concerning that someone could approve the request accidentally. Right now we have turned off any automatic emails so that if this does happen the applicant isn't alerted, but it would be nice to simply turn the feature on only when needed.

    1 vote

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  20. I would like to see an option to rename a request in the process of copying it. Kind of like a 'save as' process, if I were able to add in a word or two to the end of the Project Name in the process of copying it, that would be very handy.

    3 votes

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