GLM & SLM Idea Lab

  1. Attachments on Follow-Ups

    Currently, we have to go into each follow-up individually to open the attachments (example: grant budgets), but we can run a report of all the questions. It would be nice to have a way to run a report that downloaded all the attachments as well, instead of just the name of the attachment.

    4 votes

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    Under Consideration  ·  9 comments  ·  Flag idea as inappropriate…  ·  Admin →
  2. Would anyone else like to see Declined grants in the Dashboard?

    I love the quick Dashboard view to see what has been submitted, granted, etc. but would also like the same info at a glance for the number grants which have been declined. There doesn't seem to a be a "one click" way to view this info.

    posted August 5, 2011 by Alison King, The Ron Joyce Foundation

    26 votes

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    Under Consideration  ·  21 comments  ·  Flag idea as inappropriate…  ·  Admin →
  3. LOI decline vs application decline

    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"…

    6 votes

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  4. Hard evaluation deadline and automated reminder e-mail?

    Any way to set a hard deadline on staff evaluators? Also any way to send an e-mail template a day or two before that deadline? This would be done on a per processes basis and we have approximately 25 unique processes.

    3 votes

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  5. Exporting Comments

    Would it be possible to build in the functionality to to export Organization Comments? (Ideally, I'd find it really helpful if both the Comments & the Organization description could be included in the pdf produced by "Print Organization Packet", but failing that any kind of export functionality for comments would be great!)

    The same question also applies for project comments (we just happen to use the organization ones more).

    7 votes

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    Under Consideration  ·  9 comments  ·  Flag idea as inappropriate…  ·  Admin →
  6. foundation assigned grant numbers

    We use a grant number that we assign after an application is submitted. The number reflects the year and order received within the year. We have historically used this number to a great extent and have created a field for it in GMS. The place we really miss it is on all of the Open Requests screens where the headings are proscribed and include Process, Organization, Applicant, Project. Does anyone else long for the opportunity to have Number reflected there? Has anyone found a good way to work around that? If we want to get the number to show up…

    11 votes

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  7. Have grantees update/confirm contact information before they can submit a new request/report

    I would like grantees to be directed to a page where they have to update or confirm their organization and contact information before they can proceed to submitting a new LOI, grant, or report. This would put updates on the shoulders of the organizations rather than me.

    posted April 19, 2012 by Amy Moore , last edited May 23, 2012, O.P. & W.E. Edwards Foundation

    6 votes

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  8. Saving all documents in one packet

    I would really love a way to export all documents, applications, evaluations etc. for an org (for each particular process) all at once rather than downloading and saving each item individually.

    For example, Grantee A: LOI, LOI Eval, App, App Eval and any other docs or processed they completed for a particular grant.

    This would be incredibly helpful for filing purposes to have everything in one place/merged into one document.

    Currently, we have to go to each separate proccess to create packets and save...very time consumming!

    3 votes

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  9. Mulitple Addresses under Org

    We often give to organizations who in turn fund other individuals (actual grant recipient) in separate locations. It would be great if we could have both the general organization info as well as a place for contact info for individual recipient. Sometimes, we even give to one organization with multiple grants, each eventually funding different individuals around the world. I am somewhat new to this so I may be missing something...

    Idea posted June 15, 2011 by Amity Wicks, Rivendell Stewards Trust

    3 votes

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  10. Including an attachment with an email template

    It would be really nice to have the capability to add an attachment to an email template. We have set up a "Follow Up Reminder" email template to be used when final reports are due. We request that budget summaries are presented in a specific format. I think it would help our grantees if they had an example to follow.

    posted February 6, 2013 by Dee Ann Harris, Leightman Maxey Foundation

    4 votes

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  11. Move Enter Grant Tab to top of section

    I really like the new feature where an organization's grants are listed chronologically (most recent on top). What I would find really helpful would be to move the tab for "Enter Grant" to the top of the section so I don't have to scroll down to the bottom to enter a new grant. I also think that perhaps the tab should be moved to the right of the page like the view, edit and delete buttons.

    posted January 24, 2013 by Mara Yarp, Morgan Family Foundation

    5 votes

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  12. Read only reports for board members

    I would like the board members to have read only access to reports. Standard reports and saved reports would be great. At this time board members are also administrators and the chance for them to accidentally blow something up is too risky.

    3 votes

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    Planned  ·  4 comments  ·  Flag idea as inappropriate…  ·  Admin →
  13. Evaluation Reports

    We conduct two rounds of evaluations on every grant application. After the first round we provide the results to the second group of people evaluating. Finally, at our board meeting we provide the results from both rounds of evaluations.

    We currently provide these to our evaluators through a fairly complicated merge document that we process after each evaluation. We were hoping that you all could create a report for all evaluations done, as well as a nicely laid out print packet of whichever evaluations were needed.

    Additionally, we have our second round evaluators check a yes, no or maybe box…

    5 votes

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  14. Payment Screen Charity Check

    Would it be possible to add a Guidestar Charity check button on the payment screen in the area by the payment amount? This would be helpful in making sure the charity check was done before making the payment. In the past I have forgotten to do this at the time of making payment, a button here would help if it is possible.

    3 votes

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  15. Making Bad Characters Good.

    As promised, I am pulling this from a thread I started about the issue of bad characters in order to hopefully see it resolved in new releases of GLM. Essentially, unusual characters like é or even the apostrophe become corrupted when exporting data into a CSV file for use in Excel. I did get a response that at least one other person is seeing this with typical US English text. Since so many of us are dependent upon using this in Excel or other programs, it would be nice to have the characters exported correctly without extra work after the…

    3 votes

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  16. In Follow-Ups Draft list - Please include Process Name

    Could we please see the name of the Process in the Draft Follow-Ups table? It would make reviewing the status of numerous upcoming Follow-Ups much easier. Might it be listed instead of the Form Name? Thanks for your help.

    Kathryn

    3 votes

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  17. Add date when evaluation completed

    It would be helpful to see the date when an evaluator scored an application complete.

    1 vote

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  18. Is there a way to pull up closed grants within a process on our dashboard?

    For example, trying to easily sort for this on my main dashboard, without creating a report. Want to easily email all previous grantees within a process about a new opportunity. I've already created the email template using Foundant.

    1 vote

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  19. User Reports

    Hello! I know in other databases I've managed, I had the ability to run a "user" report to see what user was making what changes. This was helpful because if someone was keying in information incorrectly, I could reach out to help them follow the protocol that is set. Might be something worth considering. Thanks!

    2 votes

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  20. administrators should be able to edit field answers anytime

    I like the tab view for requests, with the lower application and approval tabs side by side. But I've been mystified a few times when trying to edit a field answer... apparently you can't edit an answer unless you first go to the Request tab and press "view" on the Application or Decision (unnecessarily complicating the process). I think the Edit button for each field answer should be available to administrators at all times. It's not like it's easy to accidentally push...

    1 vote

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