Grant Approver: Easier way to create new approver
Provide the functionality to be able to either copy a grant approver to another grant approver, mirroring the funds they can approve, or allow for bulk adding of funds to a grant approver based on fund group.
Anne Allieri
shared this idea
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Anne Allieri
commented
When adding grant approvers by selecting 'Grant Approvers' then 'Select Approvers', a list of all the funds appear. Add the ability to filter on a fund 'group' and add a checkbox where can indicate 'select all' to easily add one grant approver to many funds within a fund group.
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Robert Gines commented
Please add this to improve process efficiencies.
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Please add this. to improve process efficiencies.
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Jen Osborn
commented
This would be extremely helpful and save time ;)
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Cindy Hoffman
commented
I see one option to "bulk" update grant approvers was implemented a while ago, but I would like to see an option to run a custom report and set the grant approver similar to the fund or profile steward. While the current way allows me to select a grant approver and click the fund, when you are doing this for 300 funds and adding multiple grant approvers as backups, this isn't the more efficient way to get the job done.
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Bryant Phillips
commented
It would help if we could filter funds to assign grant approvers in bulk instead of manually assigning approvers for each fund.
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Kathleen Sayce
commented
This would make it simple when boards or staff change, to remove old names and add new ones.
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Kathleen Sayce
commented
Bulk editing of grant approvers for groups of funds: Tired of hunting through dozens or hundreds of funds to update approvers? It would be great if we could edit all, or edit a group of funds at one time to update the grant approvers for those funds.
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Erica Faltesek
commented
It would be ideal to be able to bulk update grant approvers, such as in the case where all of one user's funds are moved to another user for approval.