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Mary Giraulo

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  1. 34 votes

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    Mary Giraulo commented  · 

    The collaborator role could be very useful. Would the applicant be able to add a collaborator after the grant is awarded? I just got a query from an grantee who wants multiple people to be able to access their follow up forms (in this case, it's not the primary contact that needs to be added, but a finance person who keeps invoices and payment records). This need comes up from time to time.

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  2. 6 votes

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  3. 11 votes

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    Mary Giraulo commented  · 

    This is an interesting thought. We've just managed this by archiving those organizations, but it would be nice to be able to show that it went out of business (as opposed to, we just chose to archive it because they haven't applied for years, etc.).

  4. 65 votes

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    Mary Giraulo commented  · 

    This has been suggested in the past. I would like to see the name frozen, so that they can't change it.

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  5. 7 votes

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  6. 4 votes

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  7. 5 votes

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    Mary Giraulo commented  · 

    Not sure if Foundant sent you a response on this? You actually can create your own template that has any configuration of those fields.

    More info here: http://help.foundant.com/42769-merge-templates/227547-merge-template-tutoria?from_search=27933701

    Or here: https://basecamp.foundant.com/eco_player.php?id=33&cid=18&pid=18&token=471bb94abd546061821c5b94452b568d

  8. 5 votes

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    Mary Giraulo commented  · 

    Terrific! Thank you Sammie!

  9. 25 votes

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    Mary Giraulo commented  · 
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    Mary Giraulo commented  · 

    Yes! I've asked for something like this in the past - so that we could have applicants upload documents that are needed for multiple requests (such as insurance certificates or financial statements). Instead of having them upload it again and again, I just have them email it to me, but that means (a) I have to save it to our servers and (b) they can't remember what they've sent or haven't sent. A document repository at the organization level would be much more efficient. My idea: http://idealab.foundant.com/forums/339786-glm-idea-lab/suggestions/19144108-organization-documents-that-applicant-can-upload-t

    Someone else shared: http://idealab.foundant.com/forums/339786-glm-idea-lab/suggestions/32923309-shared-documents-for-applicants-to-use-in-applicat

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  10. 1 vote

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  11. 1 vote

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  12. 1 vote

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    Mary Giraulo commented  · 

    I finally went to the help desk to get an answer and here is what they suggested:

    "When you edit an internal facing question as an Administrator, as soon as you click out of the field you just edited, it should flash green and signify that the answer has been auto-saved. So if you click refresh before clicking somewhere else on the page, the field might not register the auto-save in time.

    However, if you want to make sure that all internal facing questions work like the applicant-entered questions, you can click in to edit the question from the process manager, and choose the "Read Only" required type. That will make this function available to all internal users."

    I took the advice to make my internal questions "read-only." I just need the comfort of the save button.

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  13. 8 votes

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  14. 1 vote

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  15. 1 vote

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  16. 14 votes

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  17. 2 votes

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    Mary Giraulo commented  · 

    It's my understanding that you can do this already - but it can be complicated. I've done it by "generating merge fields" for all the processes involved, then selecting the fields I want from each process and pasting into a new document.

    The tricky part is that some fields seem like they're named the same, but are actually different. If you have "shared" fields (these appear at the top of the generated merge fields doc, in a section called "shared questions"), those are the same field for all processes. There are also certain system fields (like award amount) that are the same for all processes. But any other field that you created has to be copied separately from each process, even if they contain similar information. You can double-check whether two identically named fields are the same by right-clicking on the merge fields to "Toggle Field Codes". You can also right-click again to toggle them back.

    Example: in most of our processes, we used a field called "Final Project Description" in the final report; however, in one process, we used a separate field called "Final Narrative." (We didn't rename it - we actually created a new field. Oops.) For a report of narratives that I built the other day, I had to copy both those fields into my document side by side so that the narrative for each organization would show up in the same spot in the report.

    Clear as mud?!?

    Here's an example form that works across all of our processes: https://basecamp.foundant.com/eco_player.php?id=520

  18. 6 votes

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  19. 49 votes

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  20. 3 votes

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