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  1. Our SLM evaluators would like to see the Score column populated with the total from the scoring they complete with the decimal question. Our committees prefer having the ability to score using .25, .5, and .75 on our 1-10 scoring scale, so that is why we do not use the provided Score question type on our evaluation forms. Is there any way we could have that column give the option to total that other question type? Our committee members would like to see how their scores compare across the applicants during their review. Thanks!

    2 votes

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  2. One of my Grant evaluators brought to my attention that our tables are skewing very oddly when viewed as an evaluator in side by side mode. I've attached the screenshot they sent for reference.

    It would be great if the table could either scale in size, maintaining the correct ratio, or become a slider box, with a left to right scroll in order to see the whole thing in the correct ratio. Currently it is difficult to read the answers in the table, let alone a long response.

    While the two panes of the application/evaluation can be resized, this is…

    2 votes

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  3. Our grant committee has multiple times requested the ability for evaluators to have a "white board" type space in the evaluation process that they each can communicate with each other and ask raise questions about the grantee being reviewed so that all evaluators viewing that grantee could see what questions/clarifications are needed for that particular grantee. Right now, they communicate through me as the program manager and cannot communicate with each other through the software.

    1 vote

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  4. This idea was submitted before by someone else and archived, bringing it back because this would be very useful for our processes. We tell our applicants that they should expect a response within 6 months, so knowing when that 6 month window is closing would be very useful.

    1 vote

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  5. Currently in single/multiple file upload fields: it is only possible to dowload the files that have been uploaded. The idea would be to have the possibility to only view/preview the file without downloading it.

    1 vote

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  6. 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.

    30 votes

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    Proposed Idea  ·  5 comments  ·  Reviewing  ·  Admin →
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  7. We use a two-step evaluation process which involves two different groups of evaluators, one for each step. Once the first group evaluates the LOI we would like to restrict the visibility of that form from the second group of evaluators.

    Right now that requires going into each question and table row or column and updating the visibility, a very time-consuming and tedious job, between the two evaluation phases.

    It would be great if we could alter the visibility at the form level, overriding field by field visibility settings. That would allow us to basically turn the LOI form off after…

    2 votes

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  8. 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.

    3 votes

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  9. 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.

    7 votes

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    1 comment  ·  Reviewing  ·  Admin →
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  10. 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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  11. The process to access Follow Up reports for our board members is certainly cumbersome, and discourages board members from using the online data (read this as I have to produce paper copies of each follow-up). A folder on their Dashboard would be helpful; and at a minimum, it would be useful to have a "Return to Follow Ups Submitted" option, so that they don't have to go all the way back to Requests and Decisions to pull up each report.

    56 votes

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    Proposed Idea  ·  27 comments  ·  Reviewing  ·  Admin →
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  12. At this point, we are having to use an external, web-based tool called Jotform to do our quantitative evaluation of proposals because of that programs ability to weight different criteria more heavily than others. This is creating a good amount of double work as we then need to move scores and program officer summary content from Jotform back into Foundant to maintain historical memory. We'd love to see the day when we can shed Jotform altogether. Any chances of that?

    40 votes

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    15 comments  ·  Reviewing  ·  Admin →
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  13. I would be helpful to see "Complete" Status on the Application Evaluation dashboard. How does an Administrator know that an evaluator has completed their review except to have to click in the Application Evaluation "Assigned" - which defeats the purpose of a dashboard? Thank you

    23 votes

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  14. We have different evaluators for the Evaluation 1 step. It is dependent on the location, etc. of the applicant. We can have any one of three different evaluators for the Evaluation 1 process.
    When we batch assign evaluators for Evaluator 2 process, requests go to all board members. However, when batching Evaluation 2 assignments, all other participants in the Evaluation 1 process (even those not assigned because of request particulars) receive an Evaluation 1 assignment as well. So now all other Evaluation 1 members receive the request in their Staff Evaluation bucket as well as their Board Member bucket (some…

    4 votes

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    1 comment  ·  Reviewing  ·  Admin →
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  15. we have 7 scoring teams that annually score grants, it is cumbersome to reset the scoring team for each process... would it be possible to create a mechanism to set scoring teams and have those people grouped together in some fashion.

    3 votes

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  16. When entering in a comment in the Administrator Comment field, I can check a box that allows the comment to be seen by the applicant. I would LOVE a checkbox that allows the comment to be seen by the evaluators as well (particularly staff evaluators). Thanks for your consideration!

    8 votes

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  17. It would benefit if evaluators can view the average score page, like an administrator has access to. Currently each evaluator has to drill into each application to view the average score. And if you have 20-50 applications to review, it is frustrating and time consuming to come up with the average score for each application. Viewing the application Evaluation page listing all applications and their average scoring would be helpful.

    6 votes

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    1 comment  ·  Reviewing  ·  Admin →
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  18. Hi Chris,

    We're enjoying the comment field enhancement within the application - great update! In fact, we're enjoying it so much, we're wondering if there's any talk of having this enhancement extended to the evaluators as well? We'd love it if our evaluators could make comments within the application while they're doing their review work. This would serve as a useful tool when we're on our committee conference calls and during site visits.

    Thanks for your consideration.

    Idea posted July 30, 2013 by Kristen Cullen, Carolyn Foundation

    5 votes

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    9 comments  ·  Reviewing  ·  Admin →
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  19. (Suggested by fellow grants staff Trudy Wild)

    Currently there is an attractive summary of all panelist scores and comments (Dashboard / Application Evaluation Open / Summary) - but only staff can access this (Our evaluations are anonymous and un-shared). This is available per application, with questions down the left hand side and staff evaluator names across the top.

    We'd like for a single staff evaluator to be able to view his own summary. This should encompass all applications in one view - with questions down the left hand side and applicant organization names across the top.

    posted September 16, 2013…

    5 votes

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    2 comments  ·  Reviewing  ·  Admin →
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