Are you working on setting up your first opportunity? 

Before you launch, review the questions below.

Selecting a Template

• Have you selected the correct base template (if starting from scratch)?

Details

• Does your opportunity need a Letter of Intent? (two-phase process)
• Have you allowed the correct number of applications per applicant?
• Have you chosen the correct number of potential awardees?
• Do you need to add a Co-Administrator?

Requirements

• Have you tailored questions to match funding organization requirements?
• Are instructions to applicant clear and complete?
• Do you want digital signatures from applicants?

Routing Steps

• Have you added instructions and attachments to routing steps? (if needed)
• Are your rating scales correct?
• What options do you want reviewers to see?
• Are routing steps supposed to run concurrently?
• Do you want digital signatures from reviewers?

Notifications

• Have you edited e-mail notification templates?

Progress Reporting

• Will you need progress reports?

Finalize

• Did you save your opportunity as a template? (if needed)
• How can I preview what an applicant will see?
• How can I preview what a reviewer will see?

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.