The Data Grid is the main location where administrators view application information, take action to move submissions through the process, and extract data to make decisions. 

Stage Management Tabs

Applications are grouped by status into stage tabs:

• All - Every submission, including drafts and submissions in any stage of the process
• Submissions & Drafts - All applications in a status not yet assigned to be reviewed (Draft, Submitted, Accepted, and Returned)
• Review - All applications currently in the review process or that have been awarded/rejected (Accepted, Assigned, Reviews Active, Reviewed, Awarded, Rejected)
• Award - All applications where the final award is ready to be entered (Reviewed) or a decision (Awarded/Rejected) has been entered
• Post Award - Applications that have been awarded. Progress Report information (if applicable) appears here.

Each tab contains the areas identified below. The screen shot below is of the All tab. Each tab's content will be slightly different and reflect the applications at the given stage.

A. Overview Charts and Graphs

• Donut charts and/or bar graphs display summary information and may include application status, funding, reference letters, review status, and progress report status.
• Hover over any section or bar to view amounts as percentages of the total.

B. Batch Actions

• To take action on multiple submissions at a time, first check the boxes to the left of the desired applications.
• Click the Batch Actions dropdown and then select the action.
• Depending on the chosen action, a modal will display to guide the administrator through next steps.
• There are currently 11 batch actions (available on different tabs): 
  • Accept Applications for Review
  • Return Applications for Resubmission
  • Assign Reviewers
  • Delete Review Assignments
  • Send Review Digest Email
  • Skip Routing Step
  • Award
  • Reject
  • Assign Progress Reports
  • Add a Note
  • Download Selected (PDF)
  • Email Applicants

C. Columns

• Click the dropdown to display all available fields to add to the grid.
• Select the checkboxes next to the columns you would like to see, then click the Apply button.
• Drag and drop columns to re-arrange their order.
• For more information on customizing columns, see this article.

D. Grid View

• By default, each tab displays a Full View.
• Switch to Simple View to view the basic information for that tab.
• You can also save multiple custom views per tab that you and any other administrators with access to the competition can use.
• For more information on grid views, see this article.

E. Download Grid

• Utilize C and/or D to view specific data, then click to extract an Excel report of your current Grid.
• Repeat as necessary to download quick custom reports. 

F. Download Reports

• Click to display a menu of reports, select the appropriate report(s), and then download.
• All reports come on one Excel workbook, with different reports on each sheet.
• There is not a way to select applications upfront that are included in the report(s). If you prefer to download only a subset of data, use the Download Grid option instead.

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.