User Guides 22

• Gold Administrator Guide
• Silver Administrator Guide
• Bronze Administrator Guide
• Administrator Guide to Reports and Data Exports
• Applicant Guide

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New Administrator Training Modules 24

• Start Here: New Administrator Training Modules
• Module 1: First Things First
• Module 2A: Applicant Experience
• Module 2B: Reviewer Experience
• Module 3A: Ways to Approach Creating

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Use Case Examples 16

• What's a "Use Case"?
• Collecting and Managing Budgets
• Emergency Funding
• Faculty Processes: Sabbatical or Scholarly Leave
• Faculty Processes: Promotion and Tenure Decisions

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Site Set Up and Onboarding 29

• Site Set Up Checklist
• What is a Tenant?
• Participating Organization Hierarchy Setup (Primary Organizations)
• Participating Organization Uses
• Overview of Microsites vs. Standalone Sites

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Logging In 9

• Can't log in?
• Login Process for Different Users
• New Users - Logging into InfoReady for the First Time
• Single Sign-On (SSO) Redirects to Homepage without Logging In
• Confirmation Email Not Activating Account

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Site Section Overviews 18

• Homepage Overview
• Global Navigation Bar
• Create Tab Overview
• Manage Tab Overview
• Reviews Tab Overview

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Launching Your First Opportunity 19

• New Admins: Tips Before Launching
• Which InfoReady template should I use?
• What can't be edited after launching?
• Are instructions to applicant clear and complete?
• Do you need to add a Co-Administrator?

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Additional Solutions for the InfoReady Platform 10

• Comparison: Inbound Feeds for User Data
• Outbound Data Feed
• Directory Look Up (DLU)
• Dynamic Profiles Plus (DP+)
• Email Spoofing

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