Expected Completion Time: 20-30 Minutes

Learning Outcomes

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

• Assign Progress Reports to an individual application or by using the Batch Actions menu. 
• Schedule multiple Progress Reports deadline reminders. 
• Edit a Progress Report deadline within an application. 

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. 

Assigning Progress Reports (Individual and Batches) 

After an application is awarded, you can gather post-award information from the Awardee through InfoReady by assigning Progress Reports. Be sure the application is in Awarded status before assigning. The articles in this module review that process. 

Read

• Data Grid: Post Award Tab  
• Assign Progress Report within Individual Application 
• Batch Assign Progress Reports to Multiple Applications
• Awardee Can't See Progress Report

Watch

• Assigning and Managing Progress Reports (14 min)

Setting Progress Report Reminders 

You can choose to set up Progress Report reminders to encourage Awardees to submit their reports on time. These reminders can be set as soon as the application is awarded, so administrators can “set them and forget them”. The reminders will go out as scheduled in advance of the deadline. 

Read

• Schedule Progress Report Reminders

Admin Intervention

In addition to the core actions of assigning Progress Reports and setting reminders, there are other actions Administrators may need to take during the post-award phase, such as skipping a Progress Report, editing the deadline, or submitting a report by proxy. 

Read

• Skip Progress Report for an Awardee
• Edit Progress Report Deadline 
• Administrator Submitting Progress Report by Proxy

Module 5D: Put into Practice Exercise 
- Scenario 1: You are on the Award tab and have assigned Progress Reports to two applications using Batch Actions. When you look at the Award tab, nothing has changed, there is no information listed about the Progress Report assignments. Where are two places you can go to confirm the assignments were made?
- Scenario 2: You want to assign Project Reports now, right after the opportunity was awarded. How could you do so and delay the notifications Awardees receive about these assignments?
- Activity: If you have a test opportunity with Awardees, edit the Notifications section to update the language in the Progress Report Assignment notification template. Remember to Save Edits. Then, practice assigning Progress Reports to two Awardees. Once assigned, edit the deadline for one Awardee and submit a Progress Report by proxy for the other Awardee. Create a Support ticket and copy/paste the URL link for your test opportunity. Include your responses to Scenarios 1 and 2 in the ticket and note completion of Module 5D. 

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