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  1. We would find it very useful to be able to assign a completed follow up to reviewers so that they could see the results of the grant they recommended for funding. Currently we have to export this info and merge it into a Word doc to share this with them.

    37 votes

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    6 comments  ·  Follow Ups  ·  Admin →
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  2. Flag submitted applications that have outstanding issues:

    Sometimes submitted applications are technically complete, but additional information is still needed. It would be great if we could flag requests that have been reviewed but have outstanding issues that we'd like to address before marking them as "Complete."

    3 votes

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  3. Batch email option on the Payment Tracking workload page. I'd to be able to notify grantees of upcoming payment.

    2 votes

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    Proposed Idea  ·  1 comment  ·  Batch  ·  Admin →
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  4. I would love to have access to a dynamic budget planning tool, that allow me to have a global budget for my fiscal year, with various funding streams options AND with a provisional budget option that would take into account the proposed amount we enter in yet-to-be approved requests.

    For the time being, I use an Excel file to achieve this, which is time consuming and error-prone. This option would save so much time!

    3 votes

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    Proposed Idea  ·  0 comments  ·  Budget  ·  Admin →
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  5. I had a partner organization reach out to ask if it was possible for their organization to receive email notification to multiple people from the system. From the sounds of it, in the GLM only the applicant of the request (or assignee of follow-ups) can receive the automatic emails generated from the system.

    If it would be possible to have an option to select multiple recipients for an email to be sent from the system that would be great!

    2 votes

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    Proposed Idea  ·  0 comments  ·  Email  ·  Admin →
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  6. Allow us to pull a list of the "grant manager" assignments for all assigned requests by adding a data field under "Processes" and "Requests" in report data sets.

    I'd like to be able to pull a report of which staff member is assigned to each request. Currently, I have to proxy as each staff member to pull each list individually.

    2 votes

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    Proposed Idea  ·  0 comments  ·  Reporting  ·  Admin →
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  7. Would really like the system to produce QR codes that they could use to direct scholarship applicants and applicants applying for hardship grants to a specific application.

    2 votes

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  8. It would be helpful to be able to do a user search that pulls all users marked as primary contacts.

    2 votes

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    Proposed Idea  ·  0 comments  ·  Search  ·  Admin →
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  9. It would be great, when copy form is allowed for applicants, internal questions would come in blank. That way it's a "fresh" form for us, if that makes sense.

    2 votes

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  10. We would like to replace our budget template with tables but we need to be able to show %'s for each expense section and revenue area. In particular, we need to be able to identify the applicant's 10% match in the revenue section. Adding %'s to the Table feature would be helpful so we could do away with applicant's having to download the budget template and then upload it again.

    2 votes

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    Proposed Idea  ·  0 comments  ·  Budget  ·  Admin →
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  11. Allow Initial Submit Date on Evaluation Assigned page to be the date that organization submitted their LOI or Application so evaluators can see at a glance when LOI's or Applications were submitted.

    2 votes

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  12. There is a red circle with a backslash icon that appears when applicants try to copy and paste from their LOI to Proposal Application. This icon confuses Applicants because they are in fact able to copy and paste.

    I am getting several emails from applicants who don't understand they can still copy and paste. Please delete the confusing red circle backslash icon.

    2 votes

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  13. An idea! Currently, there is no way to batch email only users who are actively assigned to a scholarship committee. There is only a way to email all users who have scholarship committee as their role. This would be helpful with sending pre evaluation updates before evaluations are assigned. Currently, you have to manually send out emails to those assigned to committees.

    2 votes

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    Proposed Idea  ·  0 comments  ·  Email  ·  Admin →
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  14. It would be helpful if we could print the question list based on the current preview options. When using the Universal Application there are supplemental questions for specific opportunities. You can preview as a Reviewer and for a specific opportunity, which allows you to see what the reviewer will see when evaluating applications for that specific committee. But if you choose the Question List from that point, so that it can be printed or downloaded, it brings up everything, even the "administrator only" questions. We need to be able to print a Question List to send to our External Committee's…

    2 votes

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  15. For table questions, it would be very helpful to have all text entered into a text field be visible in the field online. Currently, if the table has four columns, the field is quite short and text is not visible to administrators nor evaluators. Either having the text wrap in some fashion, or even having the ability to customize the column width so that text columns are wider than say an integer column.

    22 votes

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  16. With the new feature that allows a grants administrator to select which auto-emails should even appear in the auto-email list, it seems to be sorting them in a random fashion. I would like the auto-emails list to be sorted by stage in the follow-up lifecycle. See the attached file for an illustration.

    2 votes

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    Proposed Idea  ·  0 comments  ·  Follow Ups  ·  Admin →
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  17. It would be helpful to be able to build a report that demonstrates the status of an application based on email. For example, an application that has been denied, whether they have been emailed and the status of the email (ie whether they have opened it). Right now we are tracking that outside of GLM. Thanks!

    1 vote

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    Proposed Idea  ·  0 comments  ·  Email  ·  Admin →
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  18. can we have a way to un send emails when we mess up?

    2 votes

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  19. We would love the ability to display ranking options in text to our evaluators, such as
    Extremely Clear
    Very Clear
    Somewhat Clear
    Not So Clear
    Not at All Clear

    BUT - We'd like to store them as numeric data so that
    Extremely Clear =5
    Very Clear =4
    Somewhat Clear =3
    Not So Clear =2
    Not at All Clear =1

    To be clear, we don't want to show the numeric to the evaluator, just the text.
    Currently, we use a complicated formula to calculate the data.

    1 vote

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  20. Issue: Board members want to be able to view and export a grant application list that were referred by them.
    Provide ability to search for grant applications with "Referred by" search term with pull-down menu from the "Referred by" field.

    1 vote

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