Expected Completion Time: 20-25 Minutes

Learning Outcomes

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

• Download application packets as a PDF.  
• Process application status updates within an individual application. 
• Process application status updates for multiple applications simultaneously using the Batch Actions menu on the Data Grid.
• Edit an application as an Administrator. 
• Add internal notes to applications. 

Related articles and training videos are included below. Please review materials that fit your learning style and then complete the Knowledge Check Quiz.

Managing Applications – Individual vs. Batch Actions

In InfoReady, applications can be managed one at a time (individually) or in groups (batches). Module 5 will share examples of both methods for key actions. You may choose which to use, based on your preferences and the specific configuration of your opportunity.

• Individual: Click on the application title from the Data Grid, then use the Local Navigation Menu on the right. 
  
• Batch Actions: Check the boxes next to relevant submissions in the Data Grid, then select from the Batch Actions dropdown and follow the prompts for the action. 

Read

• Download Individual Application as PDF
• Selecting Applications for Batch Actions
• Batch Downloads of Application Packets (PDFs)

Accept or Return Applications 

Administrators check submitted applications for eligibility, verifying all required information and materials are included. If everything is in order, the application status can be updated from Submitted to Accepted. Occasionally, applications must be returned so Applicants can make changes, resulting in a Returned status.

Read

• Application Status Definitions for Administrators  
• Accepting Applications  
• Choose Not to Send an “Accept Notification”
• Return Application to Applicant for Edits

Watch

• Accept or Return Applications (8 min) 

  
  

  Note: The Accept or Return initial administrator action is different than the Return for Revisions Routing Step, which allows a designated reviewer to ask for edits within the review process. Learn more.

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  Other Admin Actions with Applications

  In this pre-review stage, there are other actions Administrators may need to take on applications, such as editing them or adding internal notes. 

  Read

  • Administrators: How to Edit a Draft Application

  • Editing an Application after Submission

  • Edit or Submit Returned Application as an Administrator

  • Internal Admin Notes for Applications

  • File Uploads for Application Notes

  • Add a Note to Multiple Applications (Batch Action)

  • Batch Email Applicants: Send Ad Hoc Emails or Messages

• Watch

  • Application Edits by Administrators (2 min)
    

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    Knowledge Check Quiz 
    
    - Go to: The InfoReady Training Site
    - If you don't already have an account, register for one by clicking Register in the upper right corner.
    - You can now use this account to complete any quiz on that site.

    	Congratulations! You've completed Module 5A.
    	Click here to go to next module - 5B: Managing Applications - Review Process.
    	Click here to return to the full list of Training Modules.