The Manage tab displays four types of items:


Launched Opportunities

  • Located in chart in middle of page
  • 2 states
    • Open - Any opportunity not archived
    • Archived - Locked and in read-only access

Drafts

  • Located at top of Local Navigation Menu (right sidebar)
  • Can be saved as template, launched, or both (in Finalize step)
  • If Co-Administrators are added, they can work collaboratively. The draft will show in every Co-Admin's drafts section.


My Templates


Shared Templates

  • *Must click Create > Shared Templates > and then select template name to use to launch.
  • Located below templates on Local Navigation Menu (right sidebar)
  • Shared by Super (or Global) Admin to you
  • Any updates they make to the template will automatically update your shared template


Letters of Intent (LOI)

  • All of the above sections are replicated
  • Phase 1 of LOI are located in Letters of Intent (LOI) section of Manage tab
  • Phase 2 of LOI are on the Competitions section of Manage tab

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.