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  1. We would like the ability to 'Close' an application, rather than 'abandon' or 'deny'. We leverage GLM to have a General Inquiry, which we then copy applications to different processes depending on a conversation with the applicant. Once we're done - not moving forward through the system, it causes confusion for the applicant to see the original as denied/abandoned.

    36 votes

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  2. I would like to see the ability to run a report that differentiates between applications that are applicant-abandoned vs. admin-abandoned. Use case: We had to close several opportunities after they opened. Students who had already applied (or had applications in-progress) were notified, and their applications were abandoned (admin-abandoned). In some cases, a student had abandoned an application prior, and it would be helpful for a report to show whether the abandon was initiated by the applicant or by an admin.

    65 votes

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  3. Instead of a site-wide setting of showing the decision status and follow-up forms "x" days after the decision is made, it would be helpful to be able to set a particular DAY the decisions will be visible. This would allow us to approve and assign forms over a span of the scholarship cycle but NOT alert the student until a particular day. We would be able to better communicate with students, and high schools, on when awards will be announced. (Example, I could do the administrative work on our end from April 10th thru 28th, but all notifications and forms…

    3 votes

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  4. The site setting for "show decision status" needs to move over to the Process Manager level and be able to be set individually by process. Issue: running multiple grant programs with different timelines simultaneously is cumbersome in Foundant. Example: process "fast track arts" is rolling basis and those grants last went out mid-May, as quick simple grants and forms, with a show decision status of 0 days. At the same time, another process "standard grants" had awards decided too but those grants are large, multi year, and more complicated; 25 day decision status is more appropriate to allow a team…

    1 vote

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  5. 4 votes

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  6. In the SLM Follow Up Drafts bucket, I am trying to add a Process Name as a column and there doesn't seem to be a way to do that. This would be helpful so we can see follow up assigned across multiple SLM processes.

    5 votes

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  7. I'd like to have an additional bucket I can put LOIs and Applications in that shows I've reviewed the application and there's an issue. As it is now, if it's in "Submitted", it implies we haven't looked at it yet, and if it's in "Complete" it implies there's no issue. I realize GLM was designed so that if there is an issue with an LOI/Application, we revert it to Draft status so the applicant can correct the issue, but in an effort to be as burdenless as possible, we often just reach out with an email and ask them to…

    5 votes

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  8. add a pop up when you click Application Incomplete to say "are you sure? this will revert the application to Draft" or a popup similar to when you merge an org. and have to type MERGE to confirm.

    2 votes

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  9. Hi- not sure if others have requested this but any possible
    way you guys can add a "withdrawn" option just like:
    "Denied", "Abandoned" and "Approved". Thank you!

    19 votes

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  10. Some of our grantees have failed to submit a Follow-Up /Report. Rather than erase them or having them stay perpetually in draft form, can Foundant add an option to mark as "Failed to Complete." Perhaps we could also add a "Waived" option. Many thanks!

    3 votes

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    4 comments  ·  Statuses  ·  Admin →
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  11. We would love to be able to see whether a past grant was declined at the LOI stage or the application stage on the organization summary page. Currently, the application status simply says "denied" if a grant was declined, but for us it is important to know at which stage a past grant was declined. As it is now, we have to go through multiple steps, looking at what we have from the applicant and determining if it is a full application. Simply stating that information on the organization summary page would make this an even better "at a glance"…

    8 votes

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    Feedback Needed  ·  7 comments  ·  Statuses  ·  Admin →
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