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Katie Kaufmann

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  1. 49 votes

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    Katie Kaufmann commented  · 

    Batch approval from Approval Draft would be great. I can pre-approve all the particulars and then batch approve all in my draft folder. That way if an applicant happens to log on they won't see that they already have follow- ups assigned to them before they have "officially" been approved.

  2. 0 votes

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    Katie Kaufmann commented  · 

    Still waiting for this field. Every report I run with hundreds of records of data has to be cobbled together to include this field.

  3. 3 votes

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    Katie Kaufmann commented  · 

    I was just stopping in to check what the status is of the "read only" permission. This became a big issue when we exported our year end report and I noticed that grantees had edited their award allocations (which we want to show them but don't want them to edit.)

  4. 0 votes

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    Katie Kaufmann commented  · 

    Thank you!!

  5. 11 votes

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    Katie Kaufmann commented  · 

    Hi Chris.

    In response to the first bullet point, I usually need to make an edit in either the decision page or the application page. SO, from the request summary page I click into one of those options, make my edit and then Search Requests and Decisions again to pull up the list so I can do the same edit to the next.

    In response to the second, it doesn't matter to me whether returning to the search page re-runs the search (using the same criteria) or pulls up the previous search. I can keep track of which ones I've edited if they all appear from the previous search, or know which I still need to edit by what is pulled up in a new search for the same criteria.

    Thanks for the workaround tip. I'll try that for the time being.

    Katie Kaufmann shared this idea  · 
  6. 2 votes

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    Katie Kaufmann commented  · 

    I would find this helpful too. In the payment tracking as I could generate payment letters from there based on payment due date.

  7. 4 votes

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    Katie Kaufmann commented  · 

    This is how we handle this issue since the only physical thing we send an organization anymore is the check:

    On the organization registration page under the address information we have an instruction that says "Payment will be sent here" so it is up to the applicant to enter the correct payment address. Not sure if that is helpful for your situation but so far it has worked for us.

  8. 17 votes

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    Katie Kaufmann commented  · 

    We have a Grant Number report field but we also add it to the beginning of the Project Name. This is really useful as we can search for file number in the Search Requests and Decisions feature by entering it in the Project Name area.

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