Expected Completion Time: 20-30 Minutes


Learning Outcomes

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

  • Identify buttons on the Local Navigation Menu: Edit, Share, Submit by Proxy, Copy, Archive, and Delete. 
  • Explain the difference between your Manage Tab (see Module 4A) and Manage View. 
  • Complete the task of submitting by proxy as an Administrator. 
  • Decide when to add a Viewer to an opportunity and demonstrate how to perform this task.  


Related articles and training videos are included below. Please review materials that fit your learning style and then complete the Knowledge Check Quiz.


Edit Mode

The Local Navigation Menu is the series of buttons on the right-hand side of the screen. The menu includes multiple options, listed vertically, and defaults to the Manage button, otherwise known as Manage View or Manage Workspace. Understanding what action each button represents on the menu is especially important. Let’s start with the Edit button.


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  • Editing an Opportunity (3 min)

Share/Announce Opportunities

The Share button is next, where you can find the direct link of the opportunity and/or send a message directly from InfoReady. 


Tip: If that button is grayed out, that means: (1) the opportunity has not launched yet and cannot be shared via the Share button, or (2) the opportunity has been archived. 


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  • Sharing or Announcing Opportunities (3 min)

Submitting by Proxy as Administrator 

Administrators can submit on any user's behalf, even after the deadline. They do not need to be added as a proxy to a user's profile to apply on their behalf. This is where the Submit by Proxy button comes in. 


Tip: When you start the application, begin typing the email address of the Applicant, and then select the Applicant from the dropdown; do not copy and paste the email address.  


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Copy

The Copy button allows you to copy any opportunity you manage, including drafts, launched and archived opportunities. This option can save considerable time.


Tip: Be sure to update the title of the new copied opportunity. 


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Archive

When an opportunity has been awarded, you do not have to archive it, but doing so will prevent any future edits. Also, as your list of opportunities grows, archiving will separate them from open opportunities on your Manage tab.


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Delete

Did you launch an opportunity in error? Did you create a test version of an opportunity to try out the application process, but now have no further need for that version? These are just a few examples where you may want to delete an opportunity. Clicking the Delete button submits a deletion request to InfoReady Support for processing. 


Tip: If the opportunity also has submitted applications, you may want to archive the opportunity instead of deleting, since deleting an opportunity also deletes all applications. 


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  • Deleting Applications and Opportunities (5 min)

Viewer Role 

An Administrator takes a highly active role in every opportunity they manage. On occasion, there may be a non-Admin member of your organization who needs access to applications and other data for a specific opportunity. The Viewer role supplies limited access (no editing) to a specific opportunity.

 

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Knowledge Check Quiz 

- Go to: The InfoReady Training Site
- If you don't already have an account, register for one by clicking Register in the upper right corner.
- You can now use this account to complete any quiz on that site.
Congratulations! You've completed Module 4B.
Click here to go to next module - 4C: Navigating the Data Grid.

Click here to return to the full list of Training Modules.