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Dana Jeffery

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  1. 48 votes

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    Dana Jeffery commented  · 

    I want to put my thoughts in on this too, as I see there are a couple of conversations about the batch approval step being requested.

    I don't know if others are using the Approval Draft step, but it makes sense to me that once you have the list of your Approvals in Draft, you should then have the option to Batch Approve in the batch options toggle. Perhaps there is supposed to be another way to do this?

    I can explain my steps in the approval process if this helps?...

    I do a lot of the preliminary work for the approval of requests while the request is in Approval Draft. Once the list is finally approved, then I just want to batch approve and be on my way. Not sure if others work in this manner, and if not, perhaps I need some other ideas...my first thought was just Batch Approve from Approval Draft. (Thanks for adding that step by the way!)

    Is this a possibility, or do I need to change my method?

  2. 8 votes

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    Dana Jeffery commented  · 

    We would want this too. Even though all organization contacts can see the Request profile, the Grant Follow Up is not viewable at all. We need the follow up packet to be available as a pdf download.

    While it doesn't happen a lot, from time to time we do have applicants from the same organization that will need to upload the previous follow up as part of an application, but at this time the Foundation staff need to develop the pdf to give it to the other organization applicant, as this is the only piece they cannot see in the Organization History.

    I can't think of a reason why this would be hidden from view? Please make this a possibility! Thank you

  3. 76 votes

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    Dana Jeffery commented  · 

    I was looking around to see if other similar requests had come up on this topic, and the nearest is the Archiving Organizations topic.
    We still would love a feature that can help us identify organizations that might be needing special attention. One of the purposes of "flagging" is we may tell an organization to take a break from funding, but would be allowed to apply again after several years. The archiving could work I suppose, but I have concerns on moving an organization into such a status.
    Another issue that comes up is relating to our budget restrictions, and as we do renewal funding we are often finding organizations become close to reaching these restrictions, and would like to note that somewhere very clearly. The idea of a "flag" for this seems ideal. https://www.dropbox.com/s/hfadn1yq1sqai2k/Flagged%20Organization%20Images.doc

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    Dana Jeffery commented  · 

    I just knew you would ask these questions :)

    I am curious if others would find this useful, and how they might want it set up.

    For me, even as a start, if we had the flag be something you might see next to the organization name when you do a search, that would be great. That is what had come to mind when I thought of this feature. Or, if suitable, a flag could appear anywhere you see the organization name - even on the Organization View.

    In terns of how many types of flags, I was thinking like Microsoft Outlook, there are different color categories and you can set a color for a category, even change the name to set a custom category. That could be asking too much within this system, and I would be fine with just a single flag, that you could click on or off as needed. It would really only be used by an Administrator, at least for our purposes.

    I can think more about how I might envision the usage, and get back to you, but this is my thinking for right now. Would love to hear if anyone else might find this useful!

    Dana Jeffery shared this idea  · 
  4. 10 votes

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    Dana Jeffery commented  · 

    We refer to the "LOI" as a Pre-Application, so it would be good to be able to have this stage be changed to Pre-App. We do see there is confusion with applicants wanting to submit a "letter" or asking where the upload for the letter is.

  5. 29 votes

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    Dana Jeffery commented  · 

    I am curious how this will look, if for each stage of the process we would have a separate line for Denied, or if it would be something at the very bottom of the Dashboard that sits alone?

    We use evaluations for LOIs and this is sometimes our only point in which we might look at Denied lists, if it were represented in each stage of the Dashboard this *could* be interesting.

    We deny literally hundreds of LOIs a cycle, and if this was going to show a history to the end of time, I can't say that this would be good for us. If it only represented Processes that are Active (not archived processes), that might be okay.

    I just don't think I would want for the Denied status tally sitting alone at the bottom of the Dashboard, because then we would have to go in to look and see at which point the request was denied. Does that make sense?

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