Administrators can allow awardees to add another user user to their progress report for collaboration or delegation purposes. This article covers both:


Important Notes:
- This feature is specific to the Form Designer template.
- The original awardee will always have access to the progress report and will receive any reminders scheduled for the future.
- A progress report must first be assigned by an administrator before a delegate can be added.
- Only one delegate can be added at a time. If multiple people need to help submit a progress report, the current delegate can be removed and a new one can be added.
- In addition to the awardee, any currently assigned delegate will be automatically copied on any reminders, report submission, and report deadline changed emails.
- Awardees can choose if the delegate is allowed to submit the report, or only save as draft.
- If you prefer to add the delegate directly as an administrator, see this article: Delegate Progress Report to Another User as an Administrator
- If delegate accounts need to be merged, the delegate may lose access to the progress report. You will need to remove the user and re-add as a delegate using the correct email address.


Administrator Configuration

The steps below show how to activate the feature in an already launched competition. If you are working on a draft competition, skip to Step 2.


1. From the Manage view, click Edit.

Administrator view of Edit button outlined in red

2. Click Progress Reports on the righthand side.

Admin view of progress reports screen

3. Choose the report for which you will awardees to assign delegates.

  • If it is an existing report, click the report name (shown below).
  • If you need to create a new report first, click Create Report.

Admin view of clicking a report name

4. Scroll down to the bottom of the progress report and check the box next to "Allow awardees to assign the report to other users."

Administrator view of check box

5. Scroll up and click Save Edits on the righthand side.


If you are working on a draft competition, go to Finalize and select Save as Draft > Finish to save the changes.

How an Awardee Adds a Delegate

1. From the Progress Reports tab, click the title of the report.

Awardee view of Progress Reports tab with report name outlined in red

2. Click the Add User button.

  • A: Being typing the user's email address. If they're an existing user, you'll pick them from the dropdown. If they're a new user, simply type in their correct email address.
  • B: Decide if you are allowing the delgate to submit the progress report (default) or only save as draft (uncheck the box).
  • C: Click Add User.

Awardee modal to add the user


If you receive an error message about the user, it may be because they do not use an email domain allowed on your site. Reach out to your Super or Global Admin to check, or submit a Support ticket to InfoReady.

6. A green message will confirm the delegate has been added properly.

Awardee view of confirmed delegate

Notifications

  • As soon as the delegate is added, they receive a message similar to the one below.
  • If you would like to customize this message for all delegates, administrators can edit the appropriate email template.

Example email to progress report delegate

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.