Settings and activity
15 results found
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19 votes
Melissa
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26 votesMelissa
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71 votesMelissa
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100 votesMelissa
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91 votes
An error occurred while saving the comment An error occurred while saving the comment Melissa
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Task and Reminders would benefit our foundation with the below scenarios where I currently manage the "X timeframe" in Outlook by creating a Task:
• Temporarily Reactivate a Group that has been DEACTIVATED. We find groups reach out to us after months of being DEACTIVATED. After we explain why the group was DEACTIVATED, we allow seven days for a DEACTIVATED group to correct the issue and become eligible once again in GLM. If no action is taken by the group within seven days, that group is placed back to DEACTIVATED status. However, when the group makes the correction that group is once again eligible for all grant opportunities.
• Missing Grant Check or Product Grant. We allow X timeframe for an awarded group to receive the grant. If they do not receive it by X timeframe we reship or issue a new grant check.
• Incomplete Follow Up (specific photo request or required story how grant benefit). We allow X timeframe for a group to email the missing Follow Up information before becoming eligible again in GLM.
• Alternate Funding Process. If a senior pet sadly passes away before the pet can benefit from awarded grant funding, we ask the awarded group to submit an alternate pet for review that will benefit from awarded funding. We give X timeframe for the group to submit the required alternate funding information for our review.
• Not An Active Member. If I find an applicant who does not have adoptable pets listed for their organization, I allow X timeframe to become eligible. Having adoptable pets is our first grant requirement and a group will be DEACTIVATED if they do not meet this requirement by X timeframe.
• Relinquished Awarded Check. A group requesting to relinquish the awarded grant they will have X timeframe to return the voided check or a refund check. If not received by X timeframe the group will be DEACTIVATED from GLM.
* Discrepancy with FollowUp. A group completes their FollowUp however we find a discrepancy where restricted grant money was not used correctly or identified correctly in a social media post. If not corrected by X timeframe the group will be DEACTIVATED from GLM. (we must have accurate FollowUps as we share them with our generous supporters and corporate partners)I would love to see a box added to the Dashboard/Open Request added, "Task" box. Permission should be given to all GLM admins to view and access any pending tasks. Within the Task box, three color categories of the task would be helpful: Red, Yellow, and Green. Our organization would use each color to identify a task, Red = anything related to grant checks; Yellow = groups giving a timeframe to make corrections or they will be DEACTIVATED; Green = Misc task
Melissa
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8 votesMelissa
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40 votesMelissa
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3 votesMelissa
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7 votesMelissa
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10 votesMelissa
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23 votesMelissa
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25 votesMelissa
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138 votes
An error occurred while saving the comment Melissa
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It would be nice to have a quick glance from the Organization Summary/Request History tab showing past applications as Closed - Complete or Closed - Incomplete.
Closed - Complete = all granting terms completed
Closed - Incomplete = not all granting terms completedAn error occurred while saving the comment Melissa
commented
It would also be helpful to our applicants could see if their awarded application was Closed - Complete or Closed Incomplete. (Attached you will find a screenshot showing suggestion from proxy applicant view)
Melissa
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22 votesMelissa
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13 votesMelissa
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When a new grant program is approved midyear, it would be helpful to use Tasks and Reminders to ensure that the new grant program moves through the pipeline and that the grant program application goes live on the scheduled date.