Settings and activity
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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
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Kira
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30 votes
An error occurred while saving the comment Kira
commented
Hi Sammie,
Another line in the denial section with those batch actions would be great!
Along those lines, it would be really helpful if the dashboard reflected the number of closed approvals/follow-ups. That way the dashboard would give you the full reflection of all applications received in a cycle. As of now, when something is complete, it disappears from the dashboard.
Thanks so much! This will be an awesome improvement!Kira
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79 votesKira
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22 votesKira
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128 votesKira
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We currently use the submission assignee field for a report as described. However, this field includes the name of the person who submitted the application. If the need to filter this out could be eliminated, it would be a great step towards streamlining our process. Thanks so much!
For Amy's example specifically - If you are just looking to glance at completeness and your Foundant license includes the custom columns feature, we have had some success with adding a custom 'evaluator' column to the dashboard.