Expected Completion Time: 20-30 Minutes

Learning Outcomes

At the end of this module, you should be able to do the following:

• Identify how Applicants access the InfoReady platform.
• Be able to navigate the Applications tab. 

• Define the Proxy role in InfoReady and explain how to add a Proxy to an Applicant’s profile.

Related articles and training videos are included below. Please review materials that fit your learning style and then complete the Put into Practice exercise at the end of this module. 

Registration and Logging In

There are different login processes for different users. Once logged in, an Applicant’s experience will differ from an Administrator or Reviewer.

Read

• Login Process for Different Users
• Applicant Guide

Using the Applications Tab

As you work with Applicants, it will be helpful to know what they see when they access the Applications Tab. 

Read

• Applications Tab
• Application Status Definitions for Applicants
• Applicants: View Draft Applications
• Applicant Notifications
• How can I preview what an applicant will see?

Watch

• Applicant Experience (5 min)

User Profile and Proxies

Administrators interact with all users, so it is critical to understand distinctions of each user role. 

Read

• Proxy Definition and Permissions
• Have Someone Submit an Application on My Behalf (Proxy)
• No Primary Organization in My User Profile

Watch

• Video: Applicant Proxy Experience (5 min)

Module 2A: Put into Practice Exercise 
- Scenario 1: An Applicant contacts you to report that they cannot locate the draft application they spent hours on. What steps, in order, does the Applicant need to take in the system to access their draft? 
- Scenario 2: A member of your department wants to have someone else submit their application on their behalf. What steps do you take?
- Activity 1: Register for a separate InfoReady account (using another email address *), so you can log into the platform as an Applicant. Submit a test application to an opportunity you or a colleague manages. * Based on your role and your site's configuration, you may need permission before creating an account for yourself or other users. If you're unable to register for an account but would like to use one for testing, contact support@inforeadycorp.com.
- Activity 2: Submit a Support ticket with your answers for Module 2A Scenarios. InfoReady Support will provide feedback. 

	Congratulations! You've completed Module 2A.
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	Click here to go to next module - 2B: Reviewer Experience.
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