Settings and activity
2 results found
-
22 votes
An error occurred while saving the comment An error occurred while saving the comment 
Daren nordhagen
commented
Hi Amy,
Not trying to be difficult here but would it perhaps create a more accurate history if you just deleted the submitted application and manually created a new grant via a manual grant entry process?
-Daren
posted May 21, 2013 by Daren Nordhagen, Foundant Technologies
An error occurred while saving the comment Daren nordhagen
commented
The recent flurry of discussion on this topic prompted us to bring it up for consideration at our weekly Product Team meeting. After our discussion, we realized that people seem to be using the term "Withdrawn" to mean multiple things. We're open to the idea of adding another status but want to make sure we're truly meeting the need if we do so.
It sounds like some people want a "Withdrawn" status prior to the funding decision to indicate that a grant application should be withdrawn from consideration. If this is your need, please chime in with further details including why Deleting the application would not work for you. (I'm not doubting that Delete wouldn't work, just want to make sure we understand why!)
I've also had several conversations with users that would like a "Withdrawn" status after a funding decision has been made. I.e., the funder agrees to make a grant but the grantee can't meet the commitments so the grant is "Withdrawn". If this is your need, please chime in with further details on how you'd like to see this status implemented, including an alternate name if "Withdrawn" isn't an accurate term.
Once, we get a little more feedback I'll distribute a proposed specification for further comments. We'll keep working with you to investigate and the timing will just depend on the level of agreement from everyone and the complexity of the project.
-Daren
posted May 20, 2013 by Daren Nordhagen, Foundant Technologies
An error occurred while saving the comment Daren nordhagen
commented
Hi Mary,
This is a valid request that we have heard from other users. Today some clients are handling special statuses such as "Withdrawn" or "Tabled" via Report Fields. I've also seen some clients enter negative numbers into Payment Tracking as they deal with Withdrawn grants. Both of these options work well in some instances (ie, you could easily create a report that filters on Withdrawn grants) but aren't always ideal (ie, our standard list views in the UI don't show Report Fields).
A refactoring of how we handle Statuses and Dates is pretty high on our priority list but hasn't been firmly slated for development yet. When we are ready to start on this initiative I think it is likley that we would add a Withdrawn category.
-Daren
posted June 13, 2012 by Daren Nordhagen, Foundant Technologies
-
61 votes
An error occurred while saving the comment Daren nordhagen
commented
That helps a bunch, Meredith & Emily. We've definitely heard requests for the ability to assign follow-up forms in batch so now I have a much better understanding of your situation. I'll make sure this is on the list of considerations for future batch functionality.
posted June 6, 2012 by Daren Nordhagen, Foundant Technologies
An error occurred while saving the comment Daren nordhagen
commented
Emily & Meredith,
This is good feedback and we'd like to know more. To be honest, batch approval functionality has not been very high on our list since we felt there are so many individual and unique parameters that need to be set for each approved grant -- i.e., grant amount, payment due date, due dates for follow-up forms, assigned user for follow-up forms, etc. Our current batch functionality is designed to do the exact same action to all selected items so it's not designed to handle situations with many one-off parameters. Please tell us more about your vision for batch approvals.
posted June 6, 2012 by Daren Nordhagen, Foundant Technologies
Thank you to everyone that provided additional information on this subject. I believe I have enough insight to at least write a preliminary specification of how the new status might work in the software. I'll route the specification for review shortly.
posted May 30, 2013 by Daren Nordhagen, Foundant Technologies