Expected Completion Time: 15-20 Minutes

Learning Outcomes

At the end of this module, you should be able to do the following:

• Access the Progress Reports section. 
• Build a Progress Report that includes custom question fields and file upload options.

Related articles and training videos are included below. Please review materials that fit your learning style and then complete the Put into Practice exercise at the end of this module. 

Progress Reports

Like Routing Steps, Progress Reports do not need to be set up before launching an opportunity. For some opportunities, Progress Reports may not even be necessary. However, if you have an opportunity where you would like to collect post-award data, regarding funding, publications, etc., Progress Reports provide a flexible, customizable, and automated approach for gathering that information. These reports can be a valuable tool for documenting an award’s return on investment.

Read

• Progress (Post-Award) Reports Overview

• Will you need progress reports?

• Question Field Types in Progress Reports

• File Uploads in Progress Reports

• Publications Section in Progress Reports

• Notes to Awardee in Progress Reports

Watch

• Create - Progress Reports (6 min)

Module 3F: Put into Practice Exercise 

Note: If you would like to practice creating a test opportunity as you work though this and upcoming various modules, please see Module 3G Finalize to learn how to save your work as a draft.  

- Scenario 1: Your opportunity closed a few months ago and you did not add Progress Reports. In fact, you checked the box “Progress Report(s) are not needed.” Now, you are being asked to contact the Awardees for a six-month report. What options do you have? 
- Scenario 2: You have three Awardees in an opportunity. Each Awardee is from a different department; each department has a different template form they would like Awardees to complete and submit as part of their Year 1 Progress Report. How can you accommodate this need? Explain the steps you would take.
- Activity: There are four default sections of a Progress Report (Funding, Project, Publications, and File Uploads). Create a new Progress Report, utilizing each section. Then, add a new section of your choosing. Tip: There are 10 question types to choose from when creating Progress Reports. Try to use as many types as possible. Remember to add Instructions and Notes to Awardees. When you complete this activity, take screenshot(s) or copy the URL link of your saved Draft. Then, paste it in the body of a Support ticket. Note Module 3F completion in your ticket. Feel free to include your responses to Scenarios 1 and 2, as well. 

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