Contents

• Overview
• What is the Progress Report Revision Feature?
• Step-By-Step Instructions
  • Open the Report
  • Request Revisions
• What Happens After Requesting a Progress Report Revision?
• Awardee Experience: How to Complete the Revision
• What Happens After an Awardee Re-Submits a Revised Report?
• Related Articles

Overview

This step-by-step guide shows Program Admins how to request revisions on a submitted Progress Report in Next. 

What is the Progress Report Revision Feature?

The Progress Report Revision feature allows you to send a submitted progress report back to an awardee for updates. 

• When you request a revision:
  • The awardee can update only the selected fields you requested. 
  • The awardee resubmits the report after making changes. 
• Use this feature when:
  • A specific correction is needed on a submitted report.
  • The report should not be rejected, but needs updates before continuing.
• Who can request revisions: 
  • Client Admin 
  • Organization Owners
  • Program Owners 
  • Program Managers

Step-By-Step Instructions 

Open the Report

1.  In the program, click the cycle name to open the cycle. 
   
   
    
2. In the award cycle, click  Post Award > Progress Reports in the left-hand menu. 
   
   
   
   💡Tip: You can also view an awardee’s progress reports by going to Awarding in the left menu, switching the view at the top to "Accepted Awards", and clicking the hyperlinked number in the Progress Report column. 
    
3. Click the hyperlinked Report Name.  
   
   ⚠️ IMPORTANT: You can only request revisions on reports with a "Submitted" status. You cannot request revisions on reports with "Rejected," "Approved," or "Revision Requested" statuses. 

Request Revisions 

1. Click Admin Controls in the upper-right corner. 
   
   

    

2. Click Request a revision to this report. 
   
   

    

3. Select the checkboxes next to the fields you want the awardee to revise.
   
   
    
4. Enter a comment for each selected field to explain what needs to be updated.
   
   
    
5. Click Send Request in the bottom-right corner.
   
   
    
6. In the confirmation pop-up, click Send.
   
   
    

•  A message appears in the bottom-left confirming the report request was sent. 
• Your Requested Revisions comments appear in the progress report under the fields you selected.
  
  

What Happens After Requesting a Progress Report Revision? 

1. Progress Report Status: The report status changes to “Revision Requested” in both the Program Admin and Awardee views. 
    
2. Email Notification: The awardee receives an automatic email notifying them of the request. 
   
    

💡Want to remove or change this email template? 

• To remove this email: Open the Award Cycle > Go to Communications > Communication Setup > Post Award > “Report Revision Requested” (See ➡️How to Manage Your Email Communications Setup).
• To create a new template for this email: Open the Award Cycle > Go to Communications > Email Templates  (See ➡️ How to Manage Your Email Communications Template Library).
   

Awardee Experience: How to Complete the Revision

1. Awardees access their report by logging into their portal and going to Your Awards > View Award > Reports. 
    
2. In Reports, any progress report with requested revisions shows the “Revision Requested” status.
   
   
    
3. Awardees open the report by clicking the hyperlinked Report Name.
    
4. In the report, Awardees see the Program Admin’s comments under the fields with requested revisions and can edit those fields. They can leave an optional comment with their edits.
   
   ⚠️IMPORTANT: 
   -Awardees can only edit the fields you selected; all other fields are locked.
   -Awardees must update all requested fields before they can resubmit the report.

5. The awardee clicks Re-Submit to submit the report. 
 

What Happens After an Awardee Re-Submits a Revised Report? 

• Email Notification Sends: The Program Admin receives an automatic email communication (“Revised Progress Report Received”) notifying them of the request. 
  
  
  
• Progress Report Status Changes: The report status returns to “Submitted” in both the Program Admin and Awardee views. 
   
• "Revised" Tag Added to Progress Report: When you open the awardee’s Report (Post-Award > Progress Reports > Report Name), a “Revised” tag appears next to the updated fields. You'll also see any optional comments the awardee included.
   
  • You can Approve, Reject, or Request another Revision using Admin Controls. 
    
    
     

Related Articles

• To create a new Progress Report Form, see ➡️ Create New Post Award Report Form
   
• For help with other Post-Award tasks, see: 
  • ➡️Initiating General Amendments to Award Agreements 
  • ➡️Add Disbursements After Award Acceptance

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