43 results found
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Implement a Visual Risk Indicator for Records (e.g., Grants and Engagements)
Introduce a visual indicator, similar to a stoplight system, to represent the risk level associated with records such as grants or other engagements. This would allow users to quickly assess the likelihood of success by viewing the associated risk level at a glance:
- Green – Low Risk
- Yellow – Medium Risk
- Red – High Risk
- Grey – No Value/Not Assessed
Key Features:
Display Locations: The indicator should be visible on the individual record, within list views, and be accessible for reporting purposes.
Data Representation: In addition to the color-coded indicator, the corresponding textual value (High, Medium, Low, or None) must…
18 votes -
Ability to Hide/Sort/Freeze columns in the Assignment Grid (Reviewer Assignment Grid)
When using the Assignment Grid—specifically the Reviewer Assignment Grid—it would be helpful to have features similar to Excel, such as the ability to hide columns or freeze panes. This would make it easier to scroll horizontally on smaller screens without losing track of which application you're viewing. It would also be useful to have the option to sort by specific columns, such as Application ID#.
15 votes -
Ability to change information in the invitation window on an application once an invited person has accepted
Once a person has been invited to an application and has accepted the invitation, it would be helpful if system administrators had the ability to edit information in the invitation window—such as correcting the spelling of a name or email address. It's common for the person sending the invitation to make small mistakes, and they often reach out to us for corrections after the invitee has accepted. Currently, the only way to fix these errors is to delete the invitation and re-invite the person, which is inefficient.
12 votes -
Batch allocation
It would be useful to have a drag and drop type interface for allocating tasks or people where high volumes are involved. Examples include sharing hundreds to applications between a number of committee meetings or hundreds of review tasks between a number of reviewers
2 votesMonitoring Interest ·
AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
We see the challenge you have highlighted and the opportunity to improve. We suspect a solution would involve revisiting the design/approach to using assignment grid. Let' see the interest to drive future consideration,
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Expand popup for annotation replies
The annotation reply is quite small if you had a multi paragraph write-up that needs to be edited/annotated.
We would greatly value for an ability to expand annotation reply size (field value specifically). Yes, you can change the field length from bottom right corner, but that's quite restrictive for a multi paragraph reply
2 votes -
Make it possible to restore the little "building" icon to the portal header to change the active organization association for selected roles
We have many external users who are associated with more than one organization, and we have spent three years training them (including designing training materials, slide decks, and videos) to use the 'building' icon in the portal header bar to manage their active organization association.
The new version is not 'intuitive' or 'easy' for our users to catch on to how to chance associations. Please make it possible for us to restore the building icon and its function.
10 votes -
Floating widget integration for contextual support and ticket submission
A system-wide floating support widget in SmartSimple to let users access help, knowledge bases and ticket forms (e.g. Zendesk, FreshDesk, Zoho) from anywhere in the platform.
Support requests would automatically include contextual data such as the grant, application or workflow step the user is viewing, dramatically improving ticket quality and resolution time.
This would create a smoother user experience, reduce email-based support burden and provide SmartSimple with a modern, flexible integration point that many customers can benefit from—especially now that SmartSimple is adopting Zendesk.4 votes -
Toggle Left-Hand Navigtion list between full width and icons
It would be helpful if the left navigation menu on records can be toggled between the full width and a compact view on a record-by-record basis. This would help on smaller screens or when adjusting the size of the window. It would allow the fields on a record have more of the useable space.
4 votes -
Make the duplication check functionality separate form the record merge functionality
Right now, any users that have access to the duplicate organization check also have the ability to merge organization records. It's too risky to give all of our end users the ability to merge records, but we do want the duplication check functionality. Right now we required them to manually search for an organization before making a new record, but they often forget to do that. If we could split the duplication check from the merge record functionality and assign the access separately, it could make things much easier for us.
7 votes -
Reduce Configuration Requirements for Word Merge
There are clients who leverage the word merge field to consolidate data across multiple L2s (often grant reports) under a grant application and map it to a word template. The configuration for this is very syntax heavy and leverages a lot of list syntax and/or report property syntax.
The amount of effort to support clients with this functionality often warrants an RFS. It would be nice to have a UI for selecting the L2s and the fields to be included in the word template. Some HTML work will still be required but perhaps we can eliminate the need for list…
2 votes -
Allow for accounts to be created/accessed with either a Username or Email Address
We are running into a limitation whereby applicants/users have a need to change their email addresses on a semi-regular basis. Researchers move institutions frequently enough and when doing so they will receive new email addresses.
This often leads to duplicate accounts if they need to reset their password and don't have access to their original email address at the previous institutions. Additionally, if they don't remember having created an account and then register under their new email address, this bypasses the duplicate check. Lastly, using the email address limits the ability to update the email address without making their account…
9 votes -
Enable deletion of non-relevant categories in the system
Currently, some categories (e.g., "Sub-Organisations") appear in the left-hand side menu even when they are not used. For instance, when adding organisations, the "Sub-Organisations" category is not relevant, yet it cannot be removed. The system should allow administrators to hide or delete categories that are not applicable to improve usability and reduce menu clutter.
5 votes -
Minimize Replies for Flagged Notes
Flagged notes are helpful if they're brief. However, when a flagged note has replies, every part of the thread is posted on the Application. I want to enable flagged notes to minimize or hide their replies to reduce the space they would take up on the Application.
1 vote -
On Full Flow Diagrams, the jumbled boxes showing Status, Workflow, and Buttons relationships should start in an initial arranged order
Full Flow diagrams start out as a jumbled mess which have to be sorted manually to get an idea of the overall picture. Can you present this diagram in an arranged order that shows the overall relationships clearly? A before and after example has been uploaded to show how it could be ordered. Statuses and buttons are aligned columnwise with buttons between statuses.
6 votes -
Allow a Media Library enabled multi-upload field to receive documents
We have a multi-upload field with media library enabled. That field can only accept images and videos, not documents. Please allow us the ability to accept more file types, including documents, to fields of this type.
8 votes -
Refine Dynamic Visuals to Support Hierarchical Filtering
Improve the dynamic visuals: Many organisations use filtered data fields — for example, choosing a centre should limit the available team options to those within that centre. At the moment, the dynamic visuals don’t respect these filters. Instead of narrowing the list to relevant teams, they display every team from all centres. A more precise way to filter visuals would be valuable for many organisations.
1 vote -
Filtering for the Activity List
The ability to add our own activities to the Activity list is great but it is cluttered by the system reporting of emails being sent out. we can create list views for this list but we cannot filter them? please add filtering to this view
1 vote -
Ability to modify Quick Assignment Type tool
Would like the ability to configure the Quick Assignment Type/tool so that we could select a default dropdown option for the Quick Assignment Type and Role to Assign dropdowns. It would also be nice to have the option to add a dropdown option of 'Select One' so that users are forced to select an option.
For assigning reviews, a pop-up window appears with two options - Manual User Assignment and Random user Assignment. Would be nice to have the ability to revise the tool tip language.
After using the Quick Assignment Type tool, there is no way to close out…
1 vote -
Request to make the delegation toggle button more visible
can you make this Enable Delegation toggle button more prominent that users cannot overlook easily.
refer to the attached screenshot for your reference.
1 vote -
Allow use of status group names in the status indicator without affecting all other status views in the system
We'd like to use the status group names in the status indicator on L1 for internal users, but we don't want the group name to show to those users across the system in all list views, etc. - there are other places where they need to see the granularity. The use case for the status group name in the status indicator is to get a quick, high-level understanding of the phase of our process the record is in. In list views, etc. the same users typically need to see the exact status more granularly in other places for different reasons.
2 votes
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