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  1. 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.

    7 votes

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    0 comments  ·  Follow Ups  ·  Admin →
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  2. Building review committees is time consuming and burdensome. Our list of 130+ volunteer committee participants changes annually. It takes MANY hours to select each existing committee in the universe, review and compare to an existing list for the changes and individually add new members, delete old ones, and build new profiles for net new participant. Building new profiles is also challenging since it can't be done on the committee building page so one needs to navigate to a separate window taking the steps to build a new profile and assign a password (yet another extra step).

    It would save many…

    5 votes

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    0 comments  ·  Batch  ·  Admin →
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  3. On any question type, if you miss a required field and click into the Applicant Opportunities tab to select opp specifics and try to save, there is no warning showing you have missed filling in a required space, the page goes nowhere, nothing occurs.
    Please add a warning of some sort that a required field is missing.

    2 votes

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  4. Embedded AI checker to note level of AI written language on submissions.

    9 votes

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    0 comments  ·  Reviewing  ·  Admin →
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  5. We would love the ability to limit the number of check marks applicants are able to select on certain checkbox questions. We ask folks to limit the number their choices, but often times they over select.

    7 votes

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  6. 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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  7. 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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  8. 2 votes

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  9. 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…

    10 votes

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    0 comments  ·  Follow Ups  ·  Admin →
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  10. We would love to have a Document Viewer function for the Documents tab, as well as for all documents connected to a given request. Having to download a document just to see it every time is hugely inconvenient, as is having to go through several forms to look for a given document. More Document Viewer functionality would save a lot of time.

    2 votes

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  11. 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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  12. When merging organizations, it would be nice to be able to see the information on the organizations selected without having to open up one to see its information and then having to go back to "Search - Organizations - Duplicate Search" to see the information on another one selected. When I try to use the back button it doesn't work. Perhaps I am doing something wrong.

    2 votes

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  13. 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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  14. 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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  15. I would like to suggest an 'Abandoned' option for Follow-Ups, similar to that for Draft Applications. This way, incomplete overdue reports do not remain on the dashboard indefinitely. This would help with decluttering the dashboard, while also accurately marking the follow-up. As I understand, the only other option (apart from extending the deadline) would be to delete it, however we would want to keep them for record purposes. In the event that a grantee is able to fill out the report, we would then revert it back to Follow-Up Draft.

    11 votes

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    0 comments  ·  Follow Ups  ·  Admin →
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  16. 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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  17. 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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  18. 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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  19. 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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  20. 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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