1039 results found
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sue.sneeringer@dca.nm.gov
being able to be alerted when an applicant makes a change to their profile/account.
6 votes -
Application Data to Sandbox
Would like to be able to copy real application data to Sandbox for testing rather than having to recreate application data in Sandbox. Implementing a new rubric for evaluating and spent a bit of time entering application data to test new rubric. Thanks!
11 votes -
Auto email exception
I would like the ability to override which auto email templates to use at the Request record level. I have a follow up form, "Interim report", that I assign primarily for multi-year grants, but also for the occasional expenditure responsibility (ER) grant and maybe in a few other circumstances. For ER grants, the IRS requires the grantee to submit a report to us as of the end of their fiscal year, and to do so every year until all funds are expended. When we make an ER grant near the end of a grantee's fiscal year, I know they won't…
2 votes -
Add Organization Comments to Reporting dataset
We are looking for a way to document in Foundant which organizations have been impacted by the uncertainty/withdrawal of federal funds and the extent to which they have indicated to us that they have been impacted.
Organization comments on the "Organization Summary" page seem to be an appropriate place to document the information, but there doesn't seem to be a way to pull these comments into reports.
Would it be possible to add this data field to the reporting dataset for the organization?2 votes -
Application Evaluation Assigned Dashboard Customization
Provide the option to select 'Request Amount' once applications move to the Evaluations Assigned Dashboard. It would be helpful for both our staff and evaluators to continue viewing the total dollar amounts requested across all Dashboards. However, there currently doesn’t appear to be an option to select that field once applications reach the evaluation step.
2 votes -
Suppress Inactive Funds, Profiles from Search
Create an option to suppress funds, profiles, etc. that have been marked inactive from search results.
1 vote -
Ability to Customize Positive Pay and Check Register export templates
It would be great if there was a way to customize how the Positive Pay and Check Register reports are generated. I have never had two banks that require the same import file, leaving an individual to manually create this upload based on frequency of check runs, which for some people is weekly. This results in time lost weekly to alter a report that could easily be customizable.
1 vote -
kbakhshi@fmscleveland.com
When choosing .doc or .pdf for a merge doc, it would be helpful if that choice was available at the top of the list of templates, instead of having to scroll to the bottom.
7 votes -
document upload
It would be great if we could save a list of Uploads in the "Document" tab of the Request Summary that we could simply click to upload to that account...instead of uploading it for every request. Similar to email attachments -- they are saved in the system and can automatically be attached. But we want to be sure a particular document shows on every students dashboard, we have to upload it with every approval.
1 vote -
bank reconcilation
the ability to upload deposits and ACH from your bank statement and then the ability to match records to your bank statements. A similar function as the check upload and match but on the deposit side.
1 vote -
Access to the same features in SLM & GLM within the same License Level
It would be really great to have access to similar features in both SLM & GLM when you have the same license level. For example we have standard license for both but only have access to Third Party References in SLM, whereas in order to access that in GLM, you have to upgrade to the Advanced License.
1 vote -
budget
Would love to be able to adjust size of field for budget amount. It seems to be limited to budgets up to $99,999,999.00. Our budget for 1 process is currently over 100 million so I can't track the budget because the field won't allow it.
2 votes -
Follow Ups
Allow awarded grantees to upload documents to the follow-up section, such as a grant agreement or final report. This feature can allow for verified PDF signatures on grant agreements from grantees.
1 vote -
Shared Questions - consistent language
I would like an established set of questions (or ability to establish a system set for our org) within the SLM to choose from when building applications so that they can more easily become shared questions (meaning that information can prepopulate in other forms once established on a foundational form like a scholarship application). Particularly, a student's institution name and student ID is needed for us on multiple forms - I need a cleaner way for that to populate across the board (especially when coming into a position and working through different word choices on questions from one year to…
4 votes -
'Add Comment' feature
It would be helpful when adding a comment in the Application or Follow-up forms that the comment stands out. For example, allow us to make the comment bubble red or yellow, or change the font color/size or make it bold. Anything to make it stand out from the rest of the Application or Follow-Up form would be extremely useful. I recently had to mark a follow-up form as incomplete, and I added comments to the questions that I needed clarification on and even after sending multiple emails (through Foundant) to the applicant to please see the comments to help her…
4 votes -
Preview Application Form
Please add back the live form preview option on the new user dashboard rather than just the PDF option.
5 votes -
GLM Evaluator portal Process filter and sort order
When an evaluator uses the Process filter on the dashboard, completes and saves an evaluation form, then clicks the Next Pending Evaluation button, the next one may not be from that filtered Process. Please make it so the Process filter pulls through to when the evaluation forms are advance to the next request.
Also, it would be much better for evaluators if the sort by organization on the dashboard would pull through to when they go into evaluation forms so Next Pending Evaluation button takes them to the next request that is alphabetical by organization name.
30 votes -
Custom columns for evaluators when assigning to process
Can custom columns be added to the "select user" popup box when assigning evaluators to a process? Helpful column options would be email address and organization name. Sometimes there are evaluators with the same name, or with duplicate accounts from changing organizations and making a new account at their new organization without informing me as the administrator, which makes it difficult to see if I'm assigning evaluations to the correct account.
3 votes -
deferral
Add to the Follow Up workflow a Deferral bucket.
We allow most recipients to defer their award for up to one year. It would be great to have this on the dashboard as a workflow option. Of course adding a third function at the bottom of a Submitted Follow-up - "follow-up deffered"
6 votes -
Program Officer Assigned Follow Up
When a Follow Up is submitted by a grantee, we would love for that Follow Up to show in the dashboard of the Program Officer who worked with that organization during the application stage so they can easily tell they have a report to review and approve. We have the Program Officer assigned at the LOI/Application/Evaluation stage, but then we aren't able to maintain that assignment through Follow Ups.
Currently, I, as the administrator, get an email when a follow up has been submitted, and then because there's no way to bring in the assigned Program Officer on the email…
6 votes
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