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  1. Board Member Access to Follow Up Reports

    51 votes

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    Proposed Idea  ·  25 comments  ·  GLM & SLM Idea Lab » Reviewing  ·  Admin →
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    Yani Ortiz commented  · 

    This would be very helpful. Currently, when a follow-up report gets submitted, I have to manually download and send it to the evaluators via email. Then they have to review it on their own and let me know when I can mark the report as "complete" in the system. It would be helpful if there was a way that I could assign a follow-up report to evaluators, then they review it online the same way they can review applications/LOIs. Their review bucket would not mark the follow up as complete. It would move it to the a new bucket, perhaps it could look like this, "Follow Ups: Submitted --> Follow Ups: Evaluator Assigned --> Follow Ups: Evaluator Complete -> Follow-Up: Administrator Complete."

    Yani Ortiz supported this idea  · 

  2. Folders for Communications Templates

    81 votes

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    3 comments  ·  GLM & SLM Idea Lab » Email  ·  Admin →
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    Yani Ortiz supported this idea  · 

  3. 'Archive' button in GLM reports?

    18 votes

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    0 comments  ·  GLM & SLM Idea Lab » Reporting  ·  Admin →
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    Yani Ortiz supported this idea  ·