New Portal - Publishing Requirements/Progress Reports to Web

Irene Tai

In testing the new system, I noticed that there is no way to deselect the “email grantee” box when publishing the form to the web (Screenshot 2025-03-11 154056.png). Can we have the option to deselect this box and NOT email the grantee when we publish the form to the web? Our reports are usually due 6 months to a year out, and we send reminders when those deadlines are coming up (not when adding the requirement to the grant record).

Irene Tai

And after submitting a progress report as a test, I don't know where I am supposed to find notification that the report was submitted… It's not showing up as a report to be retrieved on the legacy system dashboard, nor is it showing up under pending submissions for the new system. I can find the report under the document title “Application” when I go to the test grant record, but I wouldn't know that it was received unless I looked up that specific grant record and went to the documents section..

Monica Jordan

@Irene Tai
Thank you for highlighting this opportunity for improvement! The functionality you describe is certainly available in the legacy system, so I will keep my fingers crossed that it becomes available in the new portal

Kim Hook

@Irene Tai You may want to set up a search for requirements which were retrieved, say, this week. Then add that to a dashboard so you can keep an eye on them.

An alternative search would be for any requirements that have been retrieved but are not marked as 'Done,' as these need to be read. We provide this dashboard tile to all our technical staff who need to read the reports, with an added filter to ensure they only see the ones where they are the assigned staff person.