Expected Completion Time: 30-40 Minutes

Learning Outcomes

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

• Name the different Stage Management tabs and describe what application statuses appear in each. 
• Customize columns within the Data Grid; search, sort, and filter columns. 
• Save a customized Grid View on any Stage Management tab.
  
  

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

Stage Management Tabs

When you access the Data Grid, you will see that Applications are grouped by status into five stage tabs: 

• All - Every submission, including drafts and submissions in any stage of the process 
• Submissions & Drafts - All applications in a status not yet assigned to be reviewed (Draft, Submitted, Accepted, and Returned) 
• Review - All applications currently in the review process or that have been awarded/rejected (Accepted, Assigned, Reviews Active, Reviewed, Awarded, Rejected) 
• Award - All applications where the final award is ready to be entered (Reviewed) or a decision (Awarded/Rejected) has been entered 
• Post Award - Applications that have been awarded. Progress Report information (if applicable) appears here.

Read

• Data Grid
• Download Current View of Data Grid
• Data Grid: Review Tab
• Data Grid: Post Award Tab

Watch

• The Data Grid (12 min)

Columns

Default columns in the Data Grid are the same in each opportunity, but you have the choice to customize these columns per tab as needed. Customizing can save a lot of time, based on the specific task(s) you are performing. 

Read

• Customize Columns in Data Grid
• View Reference Letter Status from Data Grid
• Sorting and Filtering Data Grid by Primary Organization

Grid View

Right next to the Columns heading on the Data Grid is the Grid View heading. You can switch between Full and Simple views, or if you customize columns and want to save that custom view, here is where you save that view.

Read

• Customize Grid View in Data Grid
• Expand View of Data Grid (Full Screen View)

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 4C.
	Click here to go to next module - 5A: Managing Applications - Pre-Review Stage.
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