If an awardee logs in and doesn't see a progress report, an administrator will need to make sure the progress report has been assigned. The easiest way to do this quickly is with a batch action on the Post Award tab of the Data Grid:
- Applications must have a status of Awarded before any progress report can be assigned.
- If the opportunity has multiple progress reports, only one progress report can be assigned at a time. Repeat the steps below for each report that needs to be assigned.
1. Check the boxes next to the applications that need to have progress reports assigned.
- If there are multiple progress reports, you only have to check the box next to one row that lists the application.
- You'll select the report you want to assign in a later step.
2. Click the Batch Application Actions menu.
3. Select Assign Proegress Reports.
4. Select the progress report you want to assign to the selected Awardees.
5. Set a report deadline.
- If you need to edit this deadline later, you must navigate to the individual application.
6. Review the email message and make changes if needed. When the message is finalized, click Schedule Assignment.
- The email will be sent immediately. If instead you need to delay the assignment send date, you can schedule it from the individual application view.
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.