881 results found
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Administrator Dashboard Follow Ups Workload, Split Assigned and Draft Tab
We have five forms in our followup stage. We average about 200 applicants every year. When an applicant reaches the Follow Ups stage they are automatically assigned the five forms. This could potentially show as 1000 "Assigned/Draft" as a workload.
We see the organization five times on the list, once for each form, but cannot tell if they have started the form or not.
We would like to see the tab split into "Assigned" and "Draft" workload tabs. This would be very helpful to quickly see who has started what forms forms and who has not.
2 votes -
Add a link to Organization Summary from Request Summary
Since the contact information was moved to a tab, when you click into the request you are defaulted to the "request" tab, and have to click to the "contact" tab in order to get back to the organization summary (or tell what organization you are looking at). I am generally back and forth to different things and it is frustrating to not be able to look at the request summary screen and a) know what organization I am looking at a request for without clicking the "contact" tab and b) be able to navigate back to the Organization summary without…
2 votes -
Shift+click selection of items
When viewing a list of requests, it would be helpful to be able to select multiple requests by choosing the first one and shift+clicking on the last one (like the functionality in apps such as Gmail). This would be especially helpful when performing batch tasks such as closing evaluations on 100+ applications.
2 votes -
pull fields from past applications to new forms
I would like to be able to pull fields from a last years application follow up form onto a new years application.
4 votes -
Ability to change the landing page & customize without contacting support
Ability to customize the landing page without contacting support
2 votes -
Add an ability to check an organization on Guidestar that is asking for a discretionary grant but not creating a user account.
Just a thought: We have organizations to which our trustees give a discretionary grant, so there is no application process. Currently, I can't search their status in Guidestar when the organization has not set up an account in Foundant. It would be nice if I could!
2 votes -
Award Details/Payment Information
It would be extremely helpful if there were a way to incorporate key payment information into the main box under award details for each recipient. Since we use the program for scholarship administration and our payments are made directly to individual schools this would include name/address/account #. It would save a lot of time as we currently we have to maintain a separate spreadsheet or constantly switch between multiple screens to process payments. We've started trying to incorporate the information into the conditions field for each installment but this is also time consuming to set-up.
2 votes -
Blind evaluations by process instead of as a site attribute
We have only one process that requires true anonymous evaluations. It is very important those reviewers not see the organization information block. However, the evaluation period coincides with evaluations of other processes that need the organization information block. We would greatly appreciate being able to turn on this feature for only one process instead of the whole site to work for all of our committees! Thanks!
3 votes -
Amount Awarded, shared question comma
It would be very helpful if the comma would carryover from the Approval stage Amount Awarded when it is a shared question in a follow up. Without the comma it is very difficult for grant recipients to read the amount awarded, especially when there are multiple zeros in the dollar amount.
The dollar sign and comma appear in the Follow Up Packet and Approval Packet. This makes me wonder if it's a system glitch.
Thanks!
3 votes -
Checking in followups
Our staff have different responsibilities when checking in Quarterly follow up forms. The first step is a budget and expenditure review. It then goes to different staff person who reviews the narrative portions of the report. Right now, we keep an excel form and check off when the financial is reviewed and ready for narrative review. It would be nice to see online when the financial is done and the follow up is ready to move on for the narrative review.
2 votes -
Monitor user confidentiality statements
Create a follow up procedure for users to electronically sign andagree to a confidentiality statements.Place a check on the user profile that says they have read and agreed and submitted the agreement.
2 votes -
Dear Foundant:
Can we add to the Greeting page language to add “Administrator administrator@grantinterface.com” to their address book so that our emails will be sure to land in their inbox! Put it in a different color font so that it will be noticed when they open this software.
We continue to have problems delivering emails to our grantees and creates duplicate work for us. Thank you.
4 votes -
Code processes, and allow multi-select by code
We have grant processes, or programs, which recur every year. There is currently no way in the system to link those processes. Our suggestion is two-fold: (a) allow us to add a "code" or "type" to each process, and then (b) allow us to pull processes by code/type. This would show up in the Select Processes pop-up on the dashboard - maybe above the "available" and "archived" boxes - a "Select All Processes Type" box.
To get more technical - it would be really great if we could also add a "closed" status to a process. That could be a…
2 votes -
allow applicants to select contacts for specific messaging
I love how, under each Process, we can determine which administrators will get submission notifications for applications or follow-ups. Couldn't the software, someday, allow the applicants to determine which contacts under their organization should receive particular types of notifications? Of course, I would still need to be able to export those selections so I can use that information for our Outlook distribution lists for other information. But it would be nice to give some control to the applicant. So often, the person who submitted the grant moves on before the reports are due, or they may just have different staff…
2 votes -
Save an edited merged document
We like to personalize the body of a grant approval letter 'merged document' before printing and mailing along with the grant payment. At this point there is no method for saving the edited personalized version of the document to the grantee's page. The process becomes arduous because we must first edit the body of the document, then save it as a word file to our database, then upload the saved document to the grantee's page. We would like to be able to edit the merged doc and directly upload edited version it.
8 votes -
Enable applicants to be logged into more than one funder at a time
An applicant recently told me of a challenge when working on multiple applications for different funders at the same time which all use the Foundant GLM system. Apparently you can't do it. You have to open a different browser or open private browser windows to login to more than one funder. It would be helpful to enable applicants to be able to login to more than one funder as they can copy/paste information that can be used in multiple applications more easily.
3 votes -
2 votes
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Allow us to determine which fields in a User account should be required
It used to be that the only required fields for a new user was the name, email and password. Now, when I create a new user (for example, as an evaluator), I have to include their title, phone, address, city, etc. It's a pain, and I don't usually have those details. Can I change those fields so they're not required? Or change at least some of them? Thanks!
Tom3 votes -
2 votes
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Email records
http://null When using the email function / templates to contact applicants, is there any way the messages could be saved to the applicant's profile or tracked? It would be most helpful to have a log created of all communication sent to an applicant within their organization profile. Failing that, it would be useful to at least have a general "sent messages" folder. Does this exist now or is it possible in the future?
posted October 19, 2011 by Alison King, The Ron Joyce Foundation
0 votes
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