Tracy Russman Capital Region Community Foundation Community Investment Administrator

Has anyone figured out how to make the applications in a review group display in a certain order such as alpha by applicant? I have tried adding the applications to the review group one at a time, in the order I want them displayed, but they still rearrange themselves along the way. I have been told this is not an option, but I am asking again to see if anyone has had any luck figuring this out. It is hard for a reviewer to keep track of where they are in a list of 30 applications, since the applications are in no particular order that makes sense to them. 

Just wondering and hoping! 

Does anyone use Akoya for registration for events? Is this something that is available?

I know we can set up an event, and tie it to a marketing list - but is there any functionality for them to actually be able to register for the event and answer some basic questions? We considered using GOapply but then it would create a bunch of "requests" that we do not need to keep since these are not related to a grant. Any info would be appreciated. 

Tracy

 

Does anyone use the out of the box analytics tool in AkoyaGO? Are there any written instructions on how to customize what is seen?

Found out yesterday in the Grant/Scholarship Users Group that in order to remove the submitted scores of a reviewer that you want to remove from the review group, there are multiple steps to make this happen, otherwise their scores will remain in the mix. Zoey will create a whitepaper about this hopefully soon. :)

We actually created a fake contact record called "Unknown Name" and use it to deactivate all old records. :) 

Did you get an answer? I found that reviewers can submit their review multiple times if needed. 

Kathy - phases are not as complicated as I originally thought, if you want to try it I am happy to help! You can add as many Interim Report phases as you need to, and give each one a different name, For example I used it for my Grant Agreement, and made it phase 2. It is pretty simple, and as far as copying the JSON file, that is actually so simple I could not believe it. I am not a microsoft  savvy person but it is doable. :)

I tried this recently - I added an Interim Report as Phase 2 of the application. I recreated the Grant Agreement document in the form builder, with a signature panel at the end. (Tip - I found that pasting the entire agreement with all its bullet points did not display well to the user, so I actually took a screen shot of each page of the agreement and uploaded them as a series of images on the form builder.)

So then it was simply a matter of advancing the request record to the next phase. Interim reports show up in the grant record as a Requirement (in the Payment/Requirement entity).

We typically do not enter a payment until they actually ask for the funds, and if that extends beyond our fiscal year we do create a payment record with the posting date of 12-31 and send it to BC so the funds are protected for when they do request them. 

I have never tried using the requirement function as a way to trigger the payment, but I know that probably works very well. We are still on more of a manual process as we get used to GOapply. :) 

How do I make it so that a Phase 1 application submitted by a grantwriter, can be visible and updated by another user of the organization? The grantwriter does not want to provide their login to the other user. Any suggestions?

I asked this of Bromelkamp directly and they said no there is no way to do tis currently. To upload the report from phase 1 reviewers, to the review group for phase 2.