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7 votes
Hailey Carmer LaMaster
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27 votesHailey Carmer LaMaster
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96 votes
Hi All,
Today in reporting you could get part way to this report by adding the Submission Assignee Fields. You would then group by this field and have on report for all evaluators that could filter on.
However, leaving this in feedback needed because there are definitely ways we can look at streamlining this functionality with or without reporting.
-The foundant team
An error occurred while saving the comment Hailey Carmer LaMaster
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81 votesHailey Carmer LaMaster
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2 votesHailey Carmer LaMaster
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9 votesHailey Carmer LaMaster
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51 votesHailey Carmer LaMaster
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26 votesHailey Carmer LaMaster
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81 votesHailey Carmer LaMaster
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57 votesHailey Carmer LaMaster
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4 votes
An error occurred while saving the comment Hailey Carmer LaMaster
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We allow our youth council to review their grant applications utilizing the GLM software, and this fall, we've run into where one of our other processes is overlapping their review time frame. So the youth are able to view the applications & evaluations from our grant committee, which is not good. We would LOVE to be able to select permissions for each group or minimally restrict what they can see by what processes they've been assigned to.
Hailey Carmer LaMaster
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34 votesProposed Idea · 6 comments · CommunitySuite Idea Lab » Templates (excludes Fund Statements) · Admin →Hailey Carmer LaMaster
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140 votesPlanned · 6 comments · CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities · Admin →Hailey Carmer LaMaster
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60 votesHailey Carmer LaMaster
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75 votesHailey Carmer LaMaster
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80 votesHailey Carmer LaMaster
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132 votesHailey Carmer LaMaster
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127 votesHailey Carmer LaMaster
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41 votesHailey Carmer LaMaster
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39 votesHailey Carmer LaMaster
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I was thinking about this from the perspective of SLM, although the option in GLM would be great too. I'd like the ability to have a "quick click" option that would show me if that evaluator has completed their work. Right now, I proxy in as the evaluator so I can see their dashboard show me how many pending, draft, and complete. Maybe this information could be included on the page that shows me what applications have been assigned to a particular evaluator? Just a thought.