7 results found

1. read-only access to application documents for scholarship reviewers

   Hi! I'm writing to request an update to the SLM/GLM reviewer experience that is regarding the cybersecurity of our scholarship and grant applicants. Currently, reviewers within the SLM/GLM can choose to either view or download scholarship or grant applications or the documents uploaded within them. For scholarship applications, these documents include things like FAFSA reports that include personal financial information. For grant applications, that could include things like tax returns, audits, and budgets.

   I would like to request an update to the settings for Reviewers to be able to be given "read-only" access, meaning they would only be able to view these documents within the portal, but not have the ability to download anything.

   Our insurance company requires us to be secure in our IT management, including using two-factor authentication when possible, etc. but we do not have any control over how secure or not our volunteers who serve on review committees are on their home computers. It presents our foundation with a security issue that our volunteers can download sensitive documents out of the review portal onto their personal computers.

   Thanks!

   Hi! I'm writing to request an update to the SLM/GLM reviewer experience that is regarding the cybersecurity of our scholarship and grant applicants. Currently, reviewers within the SLM/GLM can choose to either view or download scholarship or grant applications or the documents uploaded within them. For scholarship applications, these documents include things like FAFSA reports that include personal financial information. For grant applications, that could include things like tax returns, audits, and budgets.

   I would like to request an update to the settings for Reviewers to be able to be given "read-only" access, meaning they would only be able to… more

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   0 comments  ·  Reviewing  ·  Delete…  ·  Admin →
   Implemented  ·  AdminSammie Holzwarth (Product Manager, Foundant Technologies) responded

   This was implemented in our January Release.

   You can learn more at the following links:

   
   

   GLM - Disable File Downloads for Evaluators: Keep your applicant information more secure with this Foundation Setting which prevents Evaluators from downloading print packets and applicant files.

   • Resources:
   • Evaluation Tutorial
   • Configure an Evaluation Stage
   • GLM Configurable Site Settings

   -The Foundant Team

2. UA -Assign evaluations across processes in the "evaluation assigned" bucket

   It would be wonderful if you could assign across processes within the universal application after an application is in the "evaluation assigned" bucket. I often have reviewers who are unable to complete their assignments and I have to manually reassign hundreds of individual applications. This functionality is so helpful in the "complete" bucket.

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   0 comments  ·  Reviewing  ·  Delete…  ·  Admin →
   Implemented  ·  AdminSammie Holzwarth (Product Manager, Foundant Technologies) responded

   Thank you for your feedback.

   
   

   This became available in our February Release.

   Please don't hesitate to reach out to support with any questions.

   
   

   -The Foundant Team

3. Applicant Filter

   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.

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   0 comments  ·  Reviewing  ·  Delete…  ·  Admin →
   Implemented  ·  AdminSammie Holzwarth (Product Manager, Foundant Technologies) responded

   Hello!

   
   

   While we have not implemented the filter on the dashboard, we have added new batch actions to the user summary page. You can learn more about that in the February Release.

   
   

   We hope this helps your workflows, but if you still have additional needs please don't hesitate to reach out.

   
   

   -The Foundant Team

4. Table-Style Question: Formatted for Reviewers/Evaluators

   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.

   9 votes

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   Implemented  ·  3 comments  ·  Reviewing  ·  Delete…  ·  Admin →

5. Board Evaluation

   We use Evaluation 2 as our board evalaution. Our board would like to be able to identify on their dashboard which applications they have read but not yet voted on. Is it possible to add another symbol such as a yellow dot - and a question on their evaluation form to put the application in this status? Thanks.

   Idea posted August 31, 2012 by Jane Somers, The Hamilton Family Foundation

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   Implemented  ·  2 comments  ·  Reviewing  ·  Delete…  ·  Admin →

6. Is there a way for different groups of evaluators to have access to only certain applications?

   For example, in the Shared Documents feature, our Grants Committee only has access to materials that I make available under "staff." We also have a Youth Leadership Committee made up of high school students that have a grant cycle and they evaluate a number of applications. We would love for them to have access to the applications in Foundant, but only want them to access to the applications they are reviewing.

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   Implemented  ·  2 comments  ·  Reviewing  ·  Delete…  ·  Admin →

7. Reports of Evaluation Scores

   I am finding that it is more difficult to export Evaluation scores using the new Reporting tool than with the old Export Data tool. I am trying to create a data set (1 row per Evaluation) that just includes scores from the Application stage with the following fields: Organization Name, Project Name, Amount Requested, Evaluator First Name, and 2 fields for the 2 questions on our Evaluation Form. For each project, I get twice as many rows as needed: 1 set of rows without scores and another set of rows with the scores. I've noticed that even though I select Project Name and Amount Requested from the Application Evaluation tab and click Save. When I see that the Report is wrong (rows with empty cells for scores). I go back and see that although I unchecked the boxes for Project Name and Amount Requested under the Request, LOI, and LOI Evaluation tabs; the Reporting tool keeps checking them. It's like if you check the boxes for Project Name and Amount Requested in the Application tab, it automatically checks them in the other tabs, which then gives you rows with empty cells in the Report.

   Even if you tried to create a report with both LOI and Application evaluation scores (the same 4 evaluators for each evaluation), for each project you still get 4 rows for LOI scores and 4 rows for Application scores. I think it should produce a report with just 4 rows per project.

   I am finding that it is more difficult to export Evaluation scores using the new Reporting tool than with the old Export Data tool. I am trying to create a data set (1 row per Evaluation) that just includes scores from the Application stage with the following fields: Organization Name, Project Name, Amount Requested, Evaluator First Name, and 2 fields for the 2 questions on our Evaluation Form. For each project, I get twice as many rows as needed: 1 set of rows without scores and another set of rows with the scores. I've noticed that even though I select… more

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   2 comments  ·  Reviewing  ·  Delete…  ·  Admin →
   Implemented  ·  AdminSammie Holzwarth (Product Manager, Foundant Technologies) responded