Release 3.62 of the InfoReady platform was deployed on Friday, August 9, 2024. This release is packed with exciting new features powered by the Form Designer template.
New Routing Steps!
For the last several months, a group of gracious administrators has been taking two new types of routing steps for a test drive. After receiving their feedback, we’ve refined the routing steps and are happy to now make them available for wide release!
Our sincere thanks to all administrators who helped bring these powerful features to life!
Return for Revisions Routing Step
We are excited to release a new Routing Step for all InfoReady templates called Return for Revisions. Return for Revisions allows administrators to create a step within their workflow where a reviewer is asked to review the application and either
1) send the application on to the next step in the workflow or
2) return it to the applicant for revisions.
What happens when a reviewer returns an application for revisions?
- If the reviewer elects to return the application, the reviewer may provide details to the applicant about the requested revisions.
- The applicant receives an email with the information from the review about the requested revisions. The applicant will also see “Returned for Revisions” as the application status on their Applications tab.
- The application status on the Data Grid will also appear as “Returned for Revisions”.
- The applicant may make changes to the application and re-submit the application.
- Once re-submitted, the application proceeds to the next step in the workflow after the Return for Revisions step. It does not begin the review process again from the beginning.
For more information about Return for Revisions, see the overview on the InfoReady Support Portal.
Form Designer Routing Step
The Form Designer routing step is a major upgrade to the Build My Own Form (BMOF) routing step and extends the new form building capabilities (found in the Requirements and Progress Reports forms) to Routing Steps.
- Drag and drop interface
- New field types
- More flexible required and optional capabilities
- Ability to have a mix of question types in the review form
- Conditional logic (for clients with Form Designer Pro)
These upgrades allow review or approval forms to be far more tailored to the needs of your processes and more intuitive for your reviewers.
What if you’re using the original BMOF routing step?
Both launched opportunities and opportunity templates that include the original BMOF routing step can continue to be used. Admins may also copy these competitions or create competitions from these templates.
However, clients will not be able to create/add additional BMOF routing steps to competitions. Learn more about upgrading your review processes with the Form Designer Routing Step on our Support Portal.
More Features and Enhancements
Progress Report Delegates
While applications may be submitted by a single individual, those applications are often the result of the effort of a team. When an application is awarded, completing progress reports may also be the work of a team rather than an individual awardee. Moreover, awardees may leave an organization before progress reports are completed. This release includes a new feature for Form Designer users that allows administrators to:
- Add a delegate to a particular progress report in addition to the awardee
- Allow awardees to add a delegate to a particular progress report themselves
In addition, admins and awardees may specify whether a delegate may submit a progress report on behalf of the awardee or that the awardee is able to submit the progress report. Learn more.
"Your Application Received" Notification
For all templates, the “Your Application Received” notification that is automatically sent to applicants when they submit their application has been updated to include a greeting: Hello {applicantName}. This mail merge tag will display both the first and last name fields from the application form.
Sharing Templates with Other InfoReady Sites
With a minor update to this functionality for Form Designer users, we wanted to highlight InfoReady’s template sharing capabilities between InfoReady sites. InfoReady has long supported sharing opportunity templates with other InfoReady sites. This allows institutions with multiple sites (or microsites) to share templates within their organization easily and also for one organization to share its templates with other organizations. With this release, any customized notifications within a Form Designer template will be included when shared.
Hiding Reference Letters from Reviewers
Within the Form Designer Template, administrators may now choose to hide reference letters from reviewers if desired. Learn more.
Watch this video for a 15 minute overview of the highlights from this release.
