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Settings and activity

5 results found

  1. Set up an administrator notification for when evaluations are completed

    22 votes

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    15 comments  ·  GLM & SLM Idea Lab » Email  ·  Admin →
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    Chuck Hoblitzelle supported this idea  · 
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    Chuck Hoblitzelle commented  · 

    Our administrators want to know when an evaluator completes an assignment, without having to browse the assigned evals. It would help if we could receive an email when an evaluation is complete (with the ability to turn off the feature for situations with too many evals).
    Another way to address this would be if the completed Evals moved automatically to another stage (e.g. Closed).

  2. All grantee users should be able to see follow up assignments and question list for follow up in organization history

    11 votes

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    Proposed Idea  ·  6 comments  ·  GLM & SLM Idea Lab » Applicant Experience  ·  Admin →
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    Chuck Hoblitzelle commented  · 

    This would be very helpful to us. We are struggling with many grantees who don't upload required follow up documents because the follow up is assigned to a different user (in a different department) than the person who has the document that must be uploaded (a signed receipt of contribution).
    With or without Mary's suggested feature, we'd love to for admins to have the ability to submit follow ups without logging in as the assigned user - it's cumbersome logging in and out for multiple grantees who mail us their forms instead of uploading.

  3. Evaluating Follow-up submissions

    92 votes

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    Proposed Idea  ·  61 comments  ·  GLM & SLM Idea Lab » Email  ·  Admin →
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    Chuck Hoblitzelle commented  · 

    This is becoming more critical as we start to award our first multi-year grants using GLM. I am concerned about having to kludge together a weak method for accomplishing what could be simple and efficient if it were built into GLM.

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    Chuck Hoblitzelle commented  · 

    I agree, being able to assign evaluators for followups is essential. Our need could also be addressed by being able to create internal followups.

  4. Exporting Comments

    18 votes

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    Proposed Idea  ·  10 comments  ·  GLM & SLM Idea Lab » Reporting  ·  Admin →
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    Chuck Hoblitzelle commented  · 

    Exporting would be one way but I think you should be able to include application Administrator Comments when you run reports. That way, you'd have a list of all the applications that had issues and what they were.

  5. Notification for Payment Installment

    45 votes

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    Under Consideration  ·  20 comments  ·  GLM & SLM Idea Lab » Payments  ·  Admin →
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    Chuck Hoblitzelle commented  · 

    I vote for the push model, so the reminder happens automatically. Ideally, it would show up on your dashboard, or perhaps the monthly report would auto run and get sent to your email.