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  1. In our process each applicant receives at least three reviews from three different evaluators. It would be nice if I could randomly assign evaluators to the applicants. I currently do this by creating an excel file with the applicants on the vertical axis and the evaluators on the horizontal. I assign each applicant a number and use a random number generator to assign the applications each reviewer is expected to review. To be able to do this quickly within the GLM system would be great. I know some of the competitors provide this option.

    5 votes

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    1 comment  ·  Reviewing  ·  Admin →
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  2. Wouldn't it be wonderful if we could program LOI/Application Evaluation Dates into the process AND ALSO set up automater reminder emails that go to assigned evaluators before these deadlines?!

    3 votes

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    0 comments  ·  Email  ·  Admin →
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  3. It would be really helpful for the organizer in me to be able to move around/re-arrange Follow Up Forms as well as Decisions. When creating new ones they go straight to the bottom, but if I could group them together in ways that would help my workflow that would be great!

    7 votes

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  4. It would be helpful if we could run a report on who the last person was to modify a form. For example, if an admin prints follow ups and marks them complete, it would be great to see who marked it complete if we have multi staff working in the follow up stages.

    5 votes

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    1 comment  ·  Reporting  ·  Admin →
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  5. When a staff member leaves an organisation - rather than going through and reassigning the requests and follow ups - it would be ideal if the requests and follow-ups associated with their user were automatically reassigned to the primary contact for the organisation.

    6 votes

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    0 comments  ·  Follow Ups  ·  Admin →
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  6. I have several agencies with multiple representatives involved in the grant process. I'd love for a way to allow non-assigned applicants to view all forms (during all statuses) and have the option to submit forms; or create an "all-inclusive collaborate" option so the person who initially applies can allow others to submit any forms and not one specific follow-up.

    7 votes

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  7. It would be extremely helpful to be able to run a report that gives the current visibility status for each individual question on a form. We change visibility on our LOI after our initial review is complete. In addition to needing to change the visibility setting on each question one by one, currently we can only validate that the setting have been correctly updated by manually reviewing each question again, one by one. Thank you for your consideration of this capability!

    3 votes

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    0 comments  ·  Reporting  ·  Admin →
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  8. Once we create a report in Reporting Data Sets, we should be able to set it to run automatically at designated intervals (every week, every other week, once per month, etc.), and then have the system email it to administrators when it runs. We relied on this feature in our previous software and our work is impacted by this missing feature in Foundant GLM.

    2 votes

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    0 comments  ·  Reporting  ·  Admin →
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  9. We'd find the capability to have a particular report auto created on a specific schedule and then have that report available to be emailed (or otherwise served) to a group of users very useful in our grant review process.

    Our use case is in the final days of our application review period, needing to send a report of all incomplete evaluations to grant review team leads so that they can reach out to their team members with a reminder to complete their assigned evaluations.

    21 votes

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  10. Please add a toggle that admin can switch to Stop applicants from applying for the same process twice. This feels like it should be the default anyway. We had over 400 hundred applications this last round. Duplicates cause huge issues with some getting approved and awarded $ twice. A Warning Message isn't enough; if they can still click that Apply button, they will...

    2 votes

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  11. Hi,

    Our team would like to see the character count increase for the admin comment boxes (#4 in the article linked below).

    https://support.foundant.com/hc/en-us/articles/20154792908055-Administrator-Comments

    Thank you!

    2 votes

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  12. One of our evaluators brought to my attention that when she is completing evaluations – that the response to questions set up as text boxes are being cut off and it does not give her the ability to scroll. This seems to create a less than optimal experience for her and others. I realize to avoid this – I could create all questions as Text Area questions, but would prefer not to have to do this.

    4 votes

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    0 comments  ·  UI/UX  ·  Admin →
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  13. When can see when a user last logged in but it would be great to be able see their entire log in history. We often get applicants that say “I started the application a month ago”, but we can’t actually see if they logged in a month ago, we can only see they last logged in today!

    3 votes

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    0 comments  ·  Dates  ·  Admin →
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  14. Embedded AI checker to note level of AI written language on submissions.

    8 votes

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    0 comments  ·  Reviewing  ·  Admin →
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  15. Applicant Contact Information

    I am aware that applicants can update or edit their profiles. It would be wonderful if there were a mechanism that would prompt the applicant to review it for any necessary updates and to also review all contacts listed in the organization summary.

    2 votes

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    0 comments  ·  Custom Data  ·  Admin →
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  16. Currently we request financial audits at the application and report stage in a grant cycle. This often means the same audit lives in two places.

    I would be great if users could upload files (audits, in this case) to the Organization Documents tab to keep everything in one place.

    4 votes

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  17. It would be helpful if on approvals, we could predetermine a future date and not have to enter it every time. For example, we issue ALL scholarship payment on 07/02/2025. However, this field auto-populates to the current date. If we could have a date set, but able to change it if the payment needs extended, that would be quite the time saver -- especially when processing 450+ scholarships!

    2 votes

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    0 comments  ·  Dates  ·  Admin →
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  18. We have a process where we give grants out - the applicant has to complete the grant contract and then submit a grant evaluation at school year end. However, some never submit their evaluations. We do not let them be eligible to apply for another grant unless all their evaluations have been submitted, so we do not want to close or abandon any of the outstanding follow up forms that say "MSHE Grant evaluation". However, at the end of the cycle, I want to be able to close out all my grant contracts that have been completed, however, since a…

    9 votes

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    0 comments  ·  Follow Ups  ·  Admin →
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  19. Batch Print blank forms from Process Manager

    We have 57 separate application Processes that we manage each year. Univeral application is not an option as each application has specific and varying criteria. Although we work hard to normalize wording of questions while inserting specific and simply things like word counts.

    Each year we open each process application and try to analyze anomalies. One way is to print each application, each evaluation, each follow-up form to PDF using "Question List". Once in PDF they may be analyzed as a group with different tools.

    The ability to Batch Print the Process Manager…

    6 votes

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  20. Is there a way to change the default for all new processes created to not have ANY users assigned to the process?

    Currently, the default is that ALL users are selected. It’s one of those things if we don’t catch when creating new processes, grant managers for other processes get confused as they see applications they should not.

    I did get a reply from Tessa Williamson at Foundant that stated:
    I do want to thank you for your previous IdeaLab post in 2021 to gain some traction on a functionality similar to this. Though the team has implemented when grant…

    3 votes

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