Katherine

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  1. Shared documents for applicants to use in applications

    22 votes

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    14 comments  ·  GLM & SLM Idea Lab  ·  Flag idea as inappropriate…  ·  Admin →

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    Under Consideration  ·  AdminSammie Holzwarth (Product Manager, Foundant Technologies) responded

    Hi All,
    Merged to similar ideas together so we can see the discussion in one spot.

    While we have heard this in the idea lab and in multiple user groups and you fly, we buys I believe we still have some outstanding questions before this hit the GLM roadmap.

    1) Is this on the request or organization level or both?
    2) would you want to limit the number of documents someone could upload, labeling specifically what needs to be uploaded? A concern that we have heard in the past is just an open upload area might be filtered with clutter, thoughts on that?
    3) Do they need due dates/expiration dates? How will you know they a still current?

    Thoughts are just a couple thoughts I have right off the bat. Thanks for helping to continue the conversation.
    Sammie

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    Katherine commented  · 

    Hi Chris,

    Thanks for following up. To be honest, this isn't a priority for us either ... it was one of those ideas that made sense at the time but less so now that I'm more familiar with how our grantees & team use the system.

    If it were to happen, the sort of documents that I had in mind were a handful of things like our assessment tools and resource guides - nothing that would amount to particularly large file sizes.

    -K

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    Katherine commented  · 

    Would anyone else find it helpful if organizations/grantees could have access to Shared Documents in addition to Staff & Board Members?

    We have certain documents and resources that are shared with all of our grantees once their applications are approved, so I was thinking that Shared Documents would be a great way of making sure the most up to date versions of those common (not organization-specific) documents are easily accessible.

  2. Exporting Comments

    12 votes

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    Under Consideration  ·  9 comments  ·  GLM & SLM Idea Lab  ·  Flag idea as inappropriate…  ·  Admin →

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    Katherine commented  · 

    Hey Chris,

    Of the 3 scenarios you outlined, either the first or the third would be ideal. I'd give the first a slight edge over the third because the formatting of the print packet would be preferable to a .xls or .csv file. In either case, it certainly wouldn't be a problem that it'd be an all or nothing kind of export.

    For all that I'd originally said any kind of export functionality would be great, the more that I think about it, I can't see how it'd work well (or even be that useful) as part of the data exports. At least for our purposes, the comments are very useful when we're reading up on each individual organization but wouldn't be one of the elements that we needed to look at in the aggregate.

    On an only marginally related note, the one thing better than exportable comments would be comments with rich text formatting!!

    Thanks,
    -Katherine

    Katherine shared this idea  · 

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