Use the outline below to navigate building Progress Reports (i.e., post-award forms) within the form builder. 

How you create your forms is up to you, and we are here to help!

Reach out to us with any questions by submitting a support ticket.

Creating Progress Reports

When creating Progress Reports in the Form Designer Template (FDT), the basic navigation, adding questions, setting up logic, and previewing options are the same as the FDT Requirements page. 

What is Different?

For an overview of design differences between Progress Reports in the Form Designer Template compared to other InfoReady templates, please review the following:

• Form Designer Template: Progress Reports - What's Different?

Before You Begin

Before you begin, map out what information you want to collect from awardees, as well as other details. For example:

• How often does my organization need to collect Progress Reports? Monthly, quarterly, annually?
• How many pages on the screen makes the most sense for each Progress Report?
• What Progress Report sections are needed? For example, Funding, Project, Publications, etc.
• What specific questions should be included in those sections?
• What form fields would work best to collect this information?
• Would it be helpful to use conditional logic for some pages, sections or questions?

Step-by-Step Instructions

For detailed instructions on how to create Progress Reports within the FDT, please view: the article and/or video below

• Form Designer Template: Creating Progress Reports - Step by Step
• Form Designer Template Progress Reports Navigation Basics (5 min)
  

Accessibility Note: Using the default Designer view (i.e., not expanding the left side toolbar) is the most accessible form building experience.

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.