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Dana Jeffery

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  1. 2 votes

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    Dana Jeffery commented  · 

    I would beg for this to be considered again. We do not use a Hard Deadline for Follow Ups. Having it be required is just plain frustrating.
    When you have a pre-established Follow Up in a process, and you are "auto assigning" -this time issue isn't really an issue. However, if you add new Follow Up forms for the process (which happens if you are reusing a process) and then you have to go through your entire list of organizations that need to have the new Follow Up form, and you can't "auto assign" or batch assign, we are stuck to individually going into each request, adding the new follow up, then have to confirm the time (which is irrelevant) and then go back and delete the replaced follow up (if needed).

    In any case, it is an arduous process because we don't care about the time -noted in the grant follow up section by NOT selecting the Hard Deadline toggle thing- and yet, for each individually assigned report I have Two clicks just for a time that I don't care to have, and also confuses applicants.
    I may just start another post to get this point across (unless I missed an updated post for this)... sorry, just feeling the frustration after having to do this step for 75 requests...

  2. 6 votes

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    Dana Jeffery supported this idea  · 
  3. 144 votes

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  4. 6 votes

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  5. 5 votes

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  6. 41 votes

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  7. 3 votes

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    Dana Jeffery commented  · 

    Thanks Sammie. Is it different from what we have been doing since the shift? I had recognized that I could be mid-decision and Add a Comment at that point, and it would be then logged as a Decision Comment.
    Are you indicating it is a question that can added on to a form? I will try to figure it out, but will bother support if I cannot do it, especially if it is something that is set internally from Foundant.
    Thanks for the follow up on this!

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  8. 49 votes

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  9. 2 votes

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  10. 7 votes

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  11. 4 votes

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    Dana Jeffery commented  · 

    Our foundation talked about this, and while recognizing that there is the GuideStar option to prepopulate some of the standard responses, we have a majority of applicants that use a fiscal sponsor - so selecting the GuideStar response is not going to help them.
    My supervisor was thinking there should be an internal repository (like what is proposed in Grant Hub) to have some of the responses they can pull to populate common answers. We currently have no way to know which of our users have Grant Hub to know if that will work for them, or if the auto fill feature is being used.
    Are there other solutions we can use that we haven't considered? Just wanted to chime in to see if this idea would work not just for follow ups but for all applications across processes.

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  12. 25 votes

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  13. 16 votes

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  14. 12 votes

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  15. 4 votes

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  16. 4 votes

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  17. 37 votes

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  18. 6 votes

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  19. 2 votes

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  20. 16 votes

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