• Sarah Yecke

Using the Participating Organization Hierarchy

Do you want to flag opportunities as open to only individuals from specific colleges or departments? Do you need to collect unit affiliation information from your applicants? If so, the Participating Organization Hierarchy feature in InfoReady will ensure you collect standardized data based on your institution’s organizational structure. Administrators provide a master list during the onboarding process, but can also add or edit entries over time directly in the system.


Users can select the unit(s) they belong to either in their user profile or when filling out an application. If the latter, then the selection in the application will automatically update their user profile. To add an additional affiliation or appointment, users would select the appropriate unit in the Secondary Organization field. Super Administrators and Global Administrators are able to make these profile selections on behalf of other users.



Below are descriptions of use cases for the Participating Organization Hierarchy to make sure you’re getting the most out of this functionality:


Primary Uses


1. Classifying competitions - Administrators can select entries from the Participating Organization list on the Details page to target specific groups of potential applicants. The selection(s) will be included in reports about the competition.


2. Restricting applicants - To further build on #1, administrators can limit applications to a competition to only those individuals who have identified that they are part of one of the eligible units.



3. Application question - Administrators can include a question on the application form to collect an applicant’s “Primary Organization”, which is retrieved from the same standardized list of units.



4. Applicant selection - Applicants then search or use the arrows to expand the list and select their affiliation.



5. Managing applications - Administrators can sort and filter applications in the Application Grid by Primary Organization to take action on applications with the same affiliation in batches. The filter also allows admins to select multiple options at once.