An application must have the status "Awarded" before any progress report can be assigned. Below are instructions for assigning a progress report to one application. You can also assign a progress report to multiple applications at a time.


1. From the Data Grid, click the title of the awarded application. Click the Progress Report(s) button on the right local navigation menu.

2. Expand the relevant progress report by clicking the > or title.

Administrator view of awarded application.


3. Choose when to send the assignment email:

  • Automatically when the Schedule Assignment button is clicked (see next screen shot) 

OR

  • A customized send date and time.


4. Choose a progress report deadline for the report for this Awardee. The date set here will not apply to any other awarded applications.


Note: When assigning progress reports, administrators must put in a deadline. However, awardees are stil able to submit reports, even after the deadline. The status they will see in their Progress Reports tab is Overdue, but the process to submit does not change.


5. Review the email subject line and body, then click Schedule Assignment.

Progress Report expanded view with date section

Send assignment email example

Once the deadline is scheduled, you can view it in the:

  • Progress Report header
  • Report Assignment section (Note: This is also where you can edit the progress report deadline for an awardee).
  • Tab view below the configuration section


Admin view of assigned progress report.

Admin view of assigned report

Have more questions about this topic? Go to the Community Forum to pose the question to other users or submit a support ticket to InfoReady.