Settings and activity
12 results found
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37 votes
An error occurred while saving the comment An error occurred while saving the comment 
Mary Giraulo
commented
...And... if an administrator wants to receive the "report is overdue" email, there's an easy workaround. Once the auto email is available for the applicant, you can just set the email template to BCC yourself. That way, you get the email at the same time that the applicant does.
An error occurred while saving the comment Mary Giraulo
commented
I would love to see an "overdue follow up" automatic email! Great idea. Some of our grantees need multiple pushes to get something done.
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1 vote
An error occurred while saving the comment Mary Giraulo
commented
Happens to me a lot!
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3 votes
An error occurred while saving the comment Mary Giraulo
commented
We actually allow applicants to have multiple grants open at once (different types of grants for varied purposes). But if they are out of compliance with reporting for one grant, we would want an alert before paying the next payment for other grants, or before approving a new one (sometimes). I like Dana's flag idea.
I also like Erin's suggestion of highlighting the alert on the applicant's dashboard or when trying to submit a new application, though for us it would be a "out of compliance" alert instead of a "active grant already in existence" alert. The new emails re out-of-date follow-ups are a great start for this but the applicant's dashboard should also call out problems, especially since not all contacts for the organization receive the email notice.
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65 votes
An error occurred while saving the comment Mary Giraulo
commented
So, now that applicants can correct their organization information (thank you Foundant!), there is one other item that applicants contact us about - in the same vein - correcting the primary contact selection. This is probably a different story technologically since it's a radio button selection and in a separate place than the organization info... but it would be nice if applicants could change this as well, causing an email update to come to administrators. To be turned on/off by foundation, of course.
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24 votes
An error occurred while saving the comment Mary Giraulo
commented
Agreed... Similarly, "Un-Select All" would be helpful. :)
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3 votes
An error occurred while saving the comment Mary Giraulo
commented
Yes, I saw this, and was thrilled. :)
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89 votes
An error occurred while saving the comment Mary Giraulo
commented
I would think the flag could be a single red exclamation point, to save the most space. I'd actually be more likely to want to flag an installment than an organization. I type conditional payment comments in the decision comments and the request comments, but that's not a guarantee that other staff reviewing a follow-up/"payment request" will see my note. Hey... what about adding comments to an installment?
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7 votes
An error occurred while saving the comment Mary Giraulo
commented
This could be a partial solution to another problem: when applicant staff change, the new person is logging in with the old person's info and changing the contact info to themselves. If there were a prominent "add user" option, maybe they would decide to do that instead...?
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4 votes
An error occurred while saving the comment Mary Giraulo
commented
That said... including it on our Follow-Up Form is NOT ideal - that adds an extra step in staff review. I am hoping that Lynn's suggestion of multiple addresses - physical, mailing and payment - will be implemented.
An error occurred while saving the comment Mary Giraulo
commented
YES.
An error occurred while saving the comment Mary Giraulo
commented
For some of our grantee organizations, the payment address may change from year to year. (The organization may be volunteer run, using the home address of the latest board president, etc.) So we have a "Address to Send Payment" question on our Follow-Up Form.
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10 votes
An error occurred while saving the comment Mary Giraulo
commented
Forgot to mention why the question list PDF link is important - a query from one of our grantees just reminded me - grant writer Dan wants to see the narrative pieces and finance director Dana wants to see the financial requirements in the same report. I can't assign the report to both people but both really do need at least a read-only view of the follow-up.
Mary Giraulo
shared this idea
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26 votes
An error occurred while saving the comment Mary Giraulo
commented
Wonderful, thanks!
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3 votes
An error occurred while saving the comment Mary Giraulo
commented
Panelists like to know how their scores rank the applications - if a panelist gave application A a score of 90, she may want to edit that assessment after giving application B a score of 75.
If the view works better to have applicants down the side and scores across the top, I'm sure we wouldn't mind.
All that said, we are not expecting to use evaluations for many of our next grant programs (so you may want to put this idea on the back burner). Some grant programs score on the spot in the panel meeting; the few panelists that have used the evaluation system so far found the evaluations cumbersome. That may change if you are able to implement the idea of in-line evaluation questions in the application...
I'm not personally interested in a payment installment reminder email for most of our processes (I assume it could be turned on/off by process?) - but it might make sense to add this to the dashboard (a number for imminent/overdue payments, like submitted applications etc). Or to add a popup when entering Foundant that x payments are imminent/overdue, and a button in the Payment Tracker that brings up a list of imminent/past due payments. (The Payment Tracker currently only lets you search by start and end date, which I guess at, and then I have to sort by the paid column to find the ones that are due... I'd rather be able to pull the unpaid ones only.) Just a few ideas...