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  1. I recently had a 990 come in that appeared blank in the document viewer but filled in if downloaded. Support said it was because document viewer doesn't support fillable PDFs. That would be a nice QOL improvement.

    2 votes

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    0 comments  ·  Reviewing  ·  Admin →

    Thanks for your time in the idea lab. 

    This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you

    -The Foundant Team

  2. Let reviewers highlight text in the application to refer back to comments and / or to call attention to particular passages.

    3 votes

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    0 comments  ·  Reviewing  ·  Admin →

    Thanks for your time in the idea lab. 

    This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you

    -The Foundant Team

  3. I would love an easy way for evaluators to differentiate or even hide their evaluation 1 or evaluation 2 responses. I have a board committee that does an initial review (evaluation 1) before sending recommendations to the full board for review (evaluation 2). The committee members struggle to keep track of what they've done when they're working on the evaluation 2 round. It would be great if they could click a button to filter out the eval 1 responses! (giving them the ability is important because that group refers back to their original responses.

    3 votes

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    0 comments  ·  Reviewing  ·  Admin →

    Thanks for your time in the idea lab. 

    This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you

    -The Foundant Team

  4. After evaluators have completed their scoring, I send these recommendations to an outside committee. And by doing this they ask for the downloaded applications to share with their group to easily print 20 or less applications for in person discussion. Since these applications have been moved from completed to assigned, I can no longer print them in a bulk action. It would be nice to print after evals have been closed, perhaps in the evals bucket or approval bucket.

    1 vote

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    0 comments  ·  Reviewing  ·  Admin →

    Thanks for your time in the idea lab. 

    This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you

    -The Foundant Team

  5. Currently, once evaluations have begun, if an evaluator does not hold the role that has been assigned for the evaluation (e.g. administrator instead of board member), we cannot add that evaluator unless we add give them that additional role. Is there a reason that the role of the evaluator must be specified at the time the process is configured and that it cannot be changed once evaluations have begun? It would be nice to be able to add evaluators for an application or LOI on the fly from a list of all GLM users within our foundation, instead of being…

    2 votes

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    0 comments  ·  Reviewing  ·  Admin →

    Thanks for your time in the idea lab. 

    This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you

    -The Foundant Team

  6. I love that admins can now batch download apps but it would be super helpful if evaluators could as well rather than relying on admins to create evaluator packets. I have 25 or more reviewers each reviewing different sets of applications. I don't want to have to make 25 different packets (right now, I just instruct them on how to download apps but it would be great if I could say if you want to download them all, just...)

    1 vote

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    0 comments  ·  Reviewing  ·  Admin →

    Thanks for your time in the idea lab. 

    This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you

    -The Foundant Team

  7. I would really love to see a more efficient way to do in-line evaluation - such that the reviewer can read the entire application (including uploaded documents) and score at the same time. There is currently a way to insert "shared questions" into the evaluation form... but it is incomplete and does not include uploaded documents. Pretty please??? Thank you!!

    5 votes

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    4 comments  ·  Reviewing  ·  Admin →
  8. When a staff evaluator is reviewing an application, there are times when the organization has received or applied previously. Ideally, the evaluator should have the ability to view this past information to see what was funded as well as read the follow up grant reports.

    1 vote

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    0 comments  ·  Reviewing  ·  Admin →

    Thanks for your time in the idea lab. 

    This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you

    -The Foundant Team

  9. Add an "in progress" marker to evaluations page so that evaluators know when they have started an app evaluation but not completed it. Perhaps a yellow question mark.

    2 votes

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    0 comments  ·  Reviewing  ·  Admin →

    Thanks for your time in the idea lab. 

    This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you

    -The Foundant Team

  10. Any possible way you guys can add another "bucket box" under "My Evaluations" for forms that have been completed and ready to be reviewed by the Program Officer?

    9 votes

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    1 comment  ·  Reviewing  ·  Admin →
  11. Our Boards that evaluate are often volunteers with varying degrees of computer experience. Could this be more streamlined???

    A lot of people don't read cheat sheets or review tutorial that are provided so they aren't finding the "simplest way to review the application-via the application packet :)
    I love the APPLICATION PACKET for reviewing apps, this is not covered in the video tutorial.

    We have streamlined our applications and requested that all application uploads are in PDF or Word Format so that they will slide nicely into that packet.

    I would love to see a new simplified Elevator page: of…

    1 vote

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    0 comments  ·  Reviewing  ·  Admin →

    Thanks for your time in the idea lab. 

    This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you

    -The Foundant Team

  12. Currently our board members/application evaluators are having to have two screens open or flip between screens when reviewing each application.

    One screen has the app and other the evaluation form. Isn't there a way to make this easier for them?

    Idea posted June 6, 2011 by Angie Boecker, Central Minnesota Arts Board

    2 votes

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    15 comments  ·  Reviewing  ·  Admin →
  13. It would be very helpful and time saving if the administrator can select the option for the evaluators to view uploaded documents for an application.

    In our evaluation process we would like our evaluators to evaluate the application only. I have to wait until the evaluation process is complete to upload important documents to the applicants file so that their identity will not be revealed to the evaluator. It is a big job to do after the evaluation process and would be more efficient to do this during the process as we use this like a filing system. I hope…

    2 votes

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    6 comments  ·  Reviewing  ·  Admin →
  14. We are just finishing up our first cycle of reading using GLM, and I received this feedback from a board member and I promised I would pass it on:

    It would be great for reviewers to be able to make notes on the apps that only that reviewer could see - the equivalent of a note jotted down on a paper app. Meaning if Board Reviewer A signs in and reviews and app, makes a note in the Comments section, Board Reviewer B would not be able to see that note.

    Also to note: our board members and readers are…

    1 vote

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    Archived  ·  5 comments  ·  Reviewing  ·  Admin →
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