Kevin Lugo

My feedback

  1. 20 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    11 comments  ·  GLM & SLM Idea Lab  ·  Flag idea as inappropriate…  ·  Admin →
    An error occurred while saving the comment
    Kevin Lugo commented  · 

    This seems like a great idea for those using more complex evaluation systems!

    Kevin Lugo supported this idea  · 
  2. 19 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    3 comments  ·  GLM & SLM Idea Lab  ·  Flag idea as inappropriate…  ·  Admin →
    An error occurred while saving the comment
    Kevin Lugo commented  · 

    Any progress on this?

    They key piece is that when a new USER creates an account, there is no control on the ORGANIZATION. If I am a new development officer at an existing organization, I will type my my organization's name in the account creation screen and unknowingly create a duplicate. Instead, as the OP suggested, there should be a drop-down menu for organizations already in the system. The system could make suggestions as the user types. It should then pull the relevant information (address, EIN, etc.) from the organization on file and add the user to the existing organization.

    Kevin Lugo supported this idea  · 
  3. 5 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    1 comment  ·  GLM & SLM Idea Lab  ·  Flag idea as inappropriate…  ·  Admin →
    An error occurred while saving the comment
    Kevin Lugo commented  · 

    Agreed, there should be 'Master' forms that serve as a baseline when we have forms that are used for multiple processes. See my comment on this idea:

    https://idealab.foundant.com/forums/339786-glm-slm-idea-lab/suggestions/12344208-copy-and-paste-questions-when-creating-a-form

    Kevin Lugo supported this idea  · 
  4. 38 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    19 comments  ·  GLM & SLM Idea Lab  ·  Flag idea as inappropriate…  ·  Admin →
    An error occurred while saving the comment
    Kevin Lugo commented  · 

    What would make a lot of sense to me is having 'Master Forms' and 'Master Questions' that are not assigned to a specific process. Then admins can assign the master form to different processes where the same form is used. If a change is made to the master an admin could select which processes would synchronize the update. If a process is synced, the form retains a link to the master. If it is not synced, or a process form is manually edited, it un-links from the Master and becomes its own form.

    This would also work for Master Questions - I like the idea of being able to drag and drop Master Questions to create a new form using. The point is we often reuse materials many times for many processes, and it should be easier to do so and keep track of those changes.

    Example 1: I found a small error where my instructions were confusing on a grant agreement form. I caught this after I had already copied the form several times. I had to go back and edit each copy instead of being able to make a single change and apply it to all affected processes.

    Example 2: I have a standard follow-up report form. I decide mid-year that I want to add an additional question to any process that hasn't reached the follow-up stage yet. If there was a Master Form being used, I could update it and choose to only update the processes that are still open. The processes beyond the form stage would become de-synced from the Master so they are not changed.

    Kevin Lugo supported this idea  · 
  5. 9 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    1 comment  ·  GLM & SLM Idea Lab  ·  Flag idea as inappropriate…  ·  Admin →
    Kevin Lugo supported this idea  · 
  6. 96 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

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

    Hi Everyone,


    thank you all for those of you that reach out to me and let me interview you around your needs with this functionality.  


    these conversations helped us to scope what we think is a great first version of this functionality.  We will be continue to implement and plan this work in the start of 2022 so i will continue to keep this thread updated. 


    -sammie


    Kevin Lugo supported this idea  · 
    An error occurred while saving the comment
    Kevin Lugo commented  · 

    For our purposes, I think that batch-assigning makes sense (and is maybe a good solution) but the real problem is how follow-up assignments and notifications mix with GLM approvals and C-suite/internal approval processes.

    See https://idealab.foundant.com/forums/339786-glm-slm-idea-lab/suggestions/37027075-assign-follow-ups-and-notify-grantees-later

  7. 9 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    3 comments  ·  GLM & SLM Idea Lab  ·  Flag idea as inappropriate…  ·  Admin →
    An error occurred while saving the comment
    Kevin Lugo commented  · 

    For those working with GLM and C-suite, this is a needed feature. We must approve in GLM in order to push the request into C-suite, where it obtains final approval. Our options are 1) assign a follow-up on approval and notify the applicant before final approval, 2) assign a follow-up but do not notify the grantee (we will later need to send a manual email), or 3) do not assign a follow-up but then go back and manually assign it once final approval is obtained. All three ways lead to their own challenges.

    Kevin Lugo supported this idea  · 
  8. 103 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    Under Consideration  ·  28 comments  ·  GLM & SLM Idea Lab  ·  Flag idea as inappropriate…  ·  Admin →
    An error occurred while saving the comment
    Kevin Lugo commented  · 

    New to using GLM - I do not see that this has been implemented yet. Please add!

Feedback and Knowledge Base