Assign progress reports to multiple applications at once from the Post Award tab of the Data Grid. 

• Applications must have a status of Awarded before any progress report can be assigned.
• If the opportunity has multiple progress reports, only one progress report can be assigned at a time. Repeat the steps below for each report that needs to be assigned.

1. Check the boxes next to the applications that need to have progress reports assigned.

• If there are multiple progress reports, you only have to check the box next to one row that lists the application.
• You'll select the report you want to assign in a later step.

2. Click the Batch Actions menu.

3. Then select Assign Progress Report.

4. Select the progress report you want to assign to the selected Awardees.

5. Set a report deadline.

• Awardees are stil able to submit reports, even after the deadline. The status they will see in their Progress Reports tab is Overdue, but the process to submit does not change.
• If you want to edit this deadline later, you must navigate to the individual application.

6. Review the email message and make changes if needed. When the message is finalized, click Schedule Assignment.

• The email will be sent immediately. If instead you need to delay the assignment send date, you can schedule it from the individual application view.

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.