The Data Grid functionality underwent significant changes on November 1, 2021. A comparison of features is listed below. Click any linked content to access more in-depth instructions.
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Administrator View and Terminology
| Prior | New |
| Details page is default view | Manage button is default view, with Dates, Details, Description, and the grid all appearing on the page. Details and Description are collapsed by default to minimize scrolling and highlight the grid. |
| Edit button located within Details page (center) | Edit button is a standalone button to the right. |
| 10 local navigation buttons | 9 local navigation buttons with clarified language: Manage, Edit, Preview, Share, Activity Log, Submit by Proxy, Copy, Archive, Delete |
| Two Application Grids (Original and Enhanced) | One Data Grid that appears by default in the Manage view (no extra click!) |
| Next scheduled Digest email date not displayed | Date the next automated Digest Email is scheduled for is displayed right above Grid. |
| Only owner, co-admins, and Super/Global admins could access the grid | New Viewer role gives user access to view, but not edit, information in grid. Viewers can download applications in PDF format from the Batch Actions drop down and can extract reports from the Download Reports link. |
| Prior | New |
| Original Application Grid was a simplified version of Enhanced. | Grid has Simple and Full views for each tab. Admins can also save one customized view of each tab if needed. |
| Only certain columns could be shown in grid | Any application question, file upload option, or routing step can be added as a column to the Grid Reference Letter columns (if applicable) show letter status |
| Primary Organization column can only be filtered by applicants' exact selections | Primary Organization column can be filtered by organization level(s) |
| One global search bar on each tab of the Grid | Search fields above applicable columns |
| Columns must appear in certain order. | Columns can be rearranged to display in any order via drag and drop. |
| Grid viewing area was restricted by interface. | Grid can be expanded to a full view to maximize viewing space and minimize horizontal scrolling. Column header row remains fixed when vertically scrolling the Grid. |
| Overview information appeared on each tab as text. | Overview dashboard with relevant summary chart(s) on each tab |
| Comments & Ratings Combination Routing Step rating scales visible on Original Application Grid page | All routing step information (including rating scales if applicable) can be viewed from Review tab |
Batch Actions
| Prior | New |
| After selecting the desired action, Admins had to click a Continue button to initiate action. | No Continue button. Appropriate modal will be triggered immediately after it's selected in the Batch Actions drop down. |
| Number of selected entries not displayed | Number of entries displayed in "Select" drop down and each batch action modal. |
| Download PDFs - "All or none" when including reviews with packet | Download PDFs - More options to select which pieces should be included in the download (files, reviews, progress reports) |
| Download PDFs - All apps selected come in one packet | Download PDFs - Apps can come in one packet or in separate files within .zip folder |
| Routing steps could only be skipped within individual application. | A routing step can be skipped for multiple applications at once. |
| Notes could only be added within individual application. | Notes can be added to multiple applications at a time, including file attachments. |
| Digest email could only be re-sent to one reviewer (from within individual application) or all reviewers (from "Send Review Digests Now" link) | Review tab: “Send Review Digest Email” to specific reviewers or for specific applications |
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.