Manually Entering Data as an Administrator

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As stated in our guide earlier, an administrator may opt to not use the solicitation tool to acquire information from participants. If you chose to identify participants, and contact them for information using another method, you can use the Training Grant Prep Workspace to store the information received. 

 

Manually Recording Data as an Administrator

To record information for a participating faculty member. Access the Participants section of the Grant Prep workspace. Select Actions next to the participant you would like to record information for, and select Manually Record.

 

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Similarly to the email being sent to the participant, the Manually Record link is the generated link that would be sent to the participant via email solicitation. As an administrator, you will have the opportunity to record the information on the participant's behalf. 

 

In the event that changes need to be made to previous entries, the administrator will also be able to access this link to make updates to entries made by the participant. Interaction History will be updated for every additional save.

 

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Proceed to the next section, Viewing Entries

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