Lynnette Donaldson
My feedback
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1 voteLynnette Donaldson
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19 votesLynnette Donaldson
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2 votesLynnette Donaldson
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102 votes
Hi All,
Thank you for this feedback. Curious to understand if there are other use case for DocuSign with GLM/SLM rather than Grant Agreements.
I also assume that when we talk about this integration we would want to be able to generate the DocuSign document with in the system, and then let docusign control all of the emails/reminder, and the final piece would be that signed document is visible in this system.
Let me know your thoughts.
-SammieLynnette Donaldson
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An error occurred while saving the comment Lynnette Donaldson
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The ability to have a DocuSign assigned follow-up would be so incredibly helpful!
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4 votesLynnette Donaldson
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An error occurred while saving the comment Lynnette Donaldson
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Absolutely agree with Mariah. We are transferring all grants via ACH transfer due to COVID-19 and I have spent the morning trying to find a way to do exactly this - pull the Installment Amount from the installment Form into my Acknowledgement of Funds Received form so the grantee can acknowledge receipt of the installment. As it stands now, the Acknowledgement of Funds Received form can only include the Total Amount Awarded. This is confusing for grantees because they may see a total amount awarded of $30,000 but we are only asking them to acknowledge receipt of an installment of say $10,000 at a time. On this form, I would love it if they could see "Total Amount Awarded" then "Installment Amount".
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2 votesLynnette Donaldson
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12 votesLynnette Donaldson
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86 votes
Hi Everyone,
I hope you are doing well! While this request has been out here for a whole we have read all of your comments are starting to dig into defining this functionality.
As move of you know we have moved to an iterative approach to development. As we do this we want to make sure that the first piece of the functionality we deliver will be useful and will deliver value. This is where I could use your help.
As look to develop this first round of tabling/grid questions or biggest questions are around reporting expectations. Once, data has been entered into the solution via grid how will you be using it? How does it need to come out of the solution.
We will be actively engaging in this conversation over the next month(s). So please chime in and keep subscribed as I will continue to post the requirements…
Lynnette Donaldson
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65 votesLynnette Donaldson
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6 votes
HI All,
Follow up visibility is on the radar to edit in 2019. This will include viewing in Org History, and assigning to multiple owners.
An error occurred while saving the comment Lynnette Donaldson
commented
Yes! Organization contacts can view all previously submitted applications, but they can only view grant agreements and grant reports they have submitted personally. While this may be necessary for certain GLM users, it would be very helpful for us if this feature could be toggled on, so that every person connected to an organization could view applications and follow-ups. For us, limiting this information to one individual does not help us serve the organizations we grant to.
Lynnette Donaldson
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3 votesLynnette Donaldson
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47 votesLynnette Donaldson
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53 votesLynnette Donaldson
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69 votesLynnette Donaldson
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80 votesLynnette Donaldson
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3 votes
Hi Lynette and Vonda,
Thank you for your feedback! The form name is available in merge documents so I do not believe it would terrible hard to add it to the print packet at as well.
One item is would you like it on just the title page or would it make more sense to have it on the footer of each page? I am not sure if you ever look at printed application next to a final report and thinking maybe it appearing on every page would be useful. Let me know your thoughts
-Sammie
An error occurred while saving the comment Lynnette Donaldson
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Hi Sammie, thanks for considering this idea. Personally, I would prefer to see the form name on the title page somewhere at the top, but would be happy to see it anywhere!
LynnetteLynnette Donaldson
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3 votes
Hi Lynnette,
We are looking at adding time as an option to hard deadlines on a form.
Would this help accomplish what you are trying to do?
Thanks,
-chrisAn error occurred while saving the comment Lynnette Donaldson
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Absolutely Chris, at the moment we have to remember to turn off all our processes at 4pm the day of the deadline. We would love to be able to set a hard time and date deadline. Having said this, I also would like to be able to generate a report telling me the time of each sumbmission, so I wouldn't have to sift through my email confirmation notices to find this information.
Thanks for asking!
LynnetteLynnette Donaldson
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12 votes
Hi Rachel,
I think as we look at implemented this functionality we would probably hand both scenarios. One is a reminder they already have an application in draft, and another that is just a hard stop if they already have an application in that process.
Best
sammieLynnette Donaldson
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12 votesLynnette Donaldson
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An error occurred while saving the comment Lynnette Donaldson
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It's the word packet that is vague. I know it's wordy, but why not Print Completed Form, or Print Document
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2 votesLynnette Donaldson
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I was searching for information about weighting evaluation questions and just found this very helpful stream. We absolutely need to improve our evaluation process and it has become obvious weighting questions is imperative, even if we have to move outside of Foundant to complete our evaluations (which would be a huge pain). If anyone sees this and would be willing to share a rubric, I would be grateful to hear from you!