The Progress Reports (PR) functionality underwent significant changes on Monday, May 31, 2021. A comparison of features is listed below by user type and site section. Click any linked content to access more in-depth instructions.
You may also want to check out our Quick Start Guide and information on migrated progress report data (for administrators who used progress reports prior to the update).
Administrators - Creating Progress Reports
| Prior | Updated |
| No instructions box | Can add an instructions box for each PR |
| All PR fields are part of one section. | Can add additional sections (e.g., Project, Financial) |
| 6 question type options on PR form | 10 question types. New: Date Range, Dollar Amount, Multiple Choice with Other, and Multiple Select |
| Can't add instructional notes for individual questions | Can add notes for any field on PR form |
| Can't provide file to awardees | Can provide file to awardees for them to download, fill out, and upload |
| Any/all requested file uploads options always visible | Requested file uploads connected to individual PR forms |
| No specified Publications section (Used text box or file upload to collect this info) | Publications section requires Awardees to document publications in standardized format. |
Administrators - Managing Progress Report(s) in an Individual Application
| Prior | Updated |
| 2 buttons: Progress Report(s) and Set Report Reminder | 1 button: Progress Report(s). Schedule reminders by expanding the "Assignment and Reminders" section. |
| Reports are not assigned. Admins must set reminders to notify awardees about reports. | PRs must be assigned for an Awardee to access them. They can be assigned individually, or in batches. Reminders can be scheduled after initial assignment. |
| No ability to skip an irrelevant PR for an Awardee | Can skip a PR that is not relevant for an Awardee |
Administrators - Managing Progress Report(s) via the Data Grid (Post Award tab)
| Prior | Updated |
| Reports are not assigned. Admins must set reminders to notify awardees about reports. | PRs must be assigned for an Awardee to access them. They can be assigned in batches from the Post Award tab of the Grid. |
| Post Award Tab statuses: In Progress or Complete | Post Award Tab statuses: Not Yet Scheduled, Assignment Scheduled, Not Started, In Progress, Due Soon, Overdue, Submitted, Skipped |
| Grid does not display reminder information | Grid displays Next Reminder Scheduled and Last Reminder Sent dates |
Administrators - Progress Report Notifications
| Prior | Updated |
| Progress Report Reminder was only email notification connected to PRs. | Progress Report Assignment notification alerts Awardee(s) that PR has been assigned. Additional (optional) notifications Administrators can send: Progress Report Reminder and Progress Report Updated Deadline |
| Awardee did not receive email confirmation that PR was submitted. | Awardee will automatically receive a Progress Report Submitted email notification. |
Applicant (Awardee) View
| Prior | Updated |
| Access via Applications tab (page icon) | Can also access via a separate Progress Reports tab |
| Any/all created reports visible at all times | Only reports that have been assigned are visible |
| Any/all requested file uploads options always visible | Requested file uploads connected to individual PR forms |
| Button labels: Save and Finalize | Button labels: Save as Draft and Submit Report |
| Button location: Middle of page (above file upload options) | Buttons location: Bottom of page, at the end of the PR form |
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.