GLM & SLM Idea Lab

  1. Fix the "Allow Copying" setting so that it doesn't change when moving back and forth between demo and live

    When I copied my 100 scholarships and moved them over to demo to build my eligibility quiz, that move turned the "Allow Copying" function from "Both" to "Off". So I had to manually turn them all back to "Both" after I built the quiz and moved them back to the live site. It would be ideal if we could keep the existing "Allow Copying" setting and not have to manually change them despite moving the processes back and forth between demo and live.

    1 vote

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  2. Access Code Issues

    I utilize both public and restricted processes. It would be nice if the restricted applications could be viewed on the "Apply" page just like the public ones, but prompt for the access code when selected.

    This would ease the confusion of those specifically looking for a certain application and completely overlooking the "Enter Access Code" box available to them - even with the best of instructions (screen shots and all), I still have applicants overlook the access code and begin completing the wrong application.

    5 votes

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  3. Print Nested Questions in Question List

    Is there a way to print all of the options of a nested question in the question list pdf?

    I am proofing a proposed application but cannot see the options without logging into GLM. It is making it hard for others to assist with proofing.

    2 votes

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  4. Inhibit submission of an application when file is not fully uploaded

    There appears to be instances when applications are allowed to submit when the file upload of a required question has not finished uploading. If the applicant does not allow the file to finish uploading, and submits, the application may be submitted, yet the document is not accessible.

    1 vote

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  5. Bulk Upload of User Information (for grant reviewers)

    We have over 120 grant reviewers this year, and only 40 of them were grant reviewers last year, which meant that we had to load 80 new users into the system by hand for this cycle. Because our grant review team changes each cycle and we have so many, it would be very helpful to be able to submit an agreed template spreadsheet to foundant support that would create all the users in one upload. Not only would this be faster, but we could use information from our Wild Apricot system and reduce the likelihood of errors from retyping data.

    1 vote

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  6. Give users an error message when they enter access codes incorrectly

    It would help users who type in access codes incorrectly if the system gave an error message rather than just returning to the same screen. Without an error message, they don't know they have the code wrong.

    1 vote

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  7. Application Length Limits

    Before moving to an online system, we allowed a 6-page total application length. Applicants could use the 6 pages how they chose, giving long answers to some questions and short answers to others as long as they didn't exceed total length. We want that same functionality online with a TOTAL character count per process, instead of an answer-by-answer character count.

    1 vote

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  8. Hiding / Non Display of Certain Dashboard Features

    We do not use the Application Evaluation Module. We would like the ability to hide this from our Dashboard.

    2 votes

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  9. Staff Evaluators email

    We have evaluators that email our applicants outside of Foundant and then copy and paste it into their evaluation. It would be useful if we had the ability to be able to choose if we would like the staff evaluator to have the ability to email through Foundant.

    1 vote

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  10. Evaluation 1 Side by Side

    It would be nice if you and organization has two evaluations that evaluator 1 and 2 can see each others evaluations in the side by side. Right now they can only see LOI and Application.

    1 vote

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  11. I would like to suggest that for the multiple choice questions that you allow administrators

    to set a limit on the number of selections an applicant can choose.
    ie: applicants can select a maximum of a certain number of choices.

    2 votes

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  12. 2 votes

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  13. Pull request docs into reports

    It would be helpful if a report could include uploaded request documents. We have to upload a source document to every grant request, so we want to be able to run a report to identify any requests missing a document.

    1 vote

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  14. System Generated E-mails: Personalize in Third Party Section

    We noticed that when an applicant adds a third-party e-mail address and then composes e-mail, the third-party receives an e-mail from "administrator" (of the site) (or in our case, my name) versus the name of the applicant. I would suggest the applicant be able to add their e-mail address as the "from" as well as the third-party e-mail address as the "to."

    3 votes

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  15. Print which Evaluation at top left of Eval Packet

    I called support about this in October 2021, and Dustin Wham was able to get this taken care of for me. Maybe others would like this as well. Support ticket 10383

    1 vote

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  16. Ability to include multiple processes in a one line per organization report

    As part of our due diligence, we verify that all applicants have completed a specific, required process. Data from the specific process is also needed in evaluating requests from multiple processes.

    Use cases:
    Comparing year over year funding to an organization to determine other processes that may be useful to share with an applicant organization

    Verifying that a required process has been completed for our due diligence process

    0 votes

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  17. Bad Characters

    My organization runs an international grants program to support research in Parkinson's. As a result, the applications we receive have a broad range of characters that are used, e.g., Université Laval, etc. Oddly, these characters appear fine on the Foundant website but when exported as a CSV file or in the filename of the print packets these get jumbled. Reviewers complain and it is a bit of a pain to always have to clean up the exported data. For example:

    Université Laval becomes Université Laval

    The lower case Greek alpha in α-synuclein becomes α-synuclein

    Even something standard like the apostrophe…

    0 votes

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    Under Consideration  ·  6 comments  ·  Flag idea as inappropriate…  ·  Admin →
  18. Can we limit the viewing capabilities of Evaluators in seeing Archived Processes? I think it should only be Admins who can see them. TY!

    Is there a way to limit the viewing capabilities of the Board members or other evaluators other than Administrators in seeing Archived Processes? I wish that the Admin was the only one who could view the archived processes. I see this as an opportunity for Board members and other evaluators to get lost in old processes while looking for current info. Thanks!

    0 votes

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  19. Allow Dialogue Boxes to be Movable

    When making questions in forms, it would be helpful to be able to move the dialogue box that pops up in order to read information on the form behind it. I am frequently wanting to see the wording of other questions on the form while developing new questions. I work around this by printing the question list as PDF but it would be easier to just be able to move the box. Thanks for considering.

    0 votes

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  20. When copying follow-up, email template selections should copy too

    So this probably only occurred to me because I just copied a follow up TEN times... not sure many folks will have encountered this. In any case, when you create a follow up, there are six automatic email selections to decide on (even if "not using" is your decision). I found it tedious to have to select the six emails ten times (sixty drop-down menus), so I was wondering if it would be possible when copying a follow up, to have the automatic email selections default to the original follow up's selections?

    0 votes

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