Where We Are: Progress

There is no password. From the login page, enter your email address and you'll receive a sign-in link by email — clicking it signs you straight in. If you don't have access yet, the login page also lets you request it. Access requests will typically be granted in no more than 24 hours. You will receive an email notifying you that your access is ready.

Note: If you are not on campus, you will need to use VPN to access the site. 

The pages you'll use are all linked on the left-hand side of the screen upon login:

• Overview — your landing page. Notices that need your attention appear as colored banners at the top.
• My Items — your home base: every item you've submitted, been identified as a contact, or been invited to own.
• Add Items — the submission form.
• Activity Inventory — browse and explore summary information related to active items across the university.
• Settings (top right) — designate proxy submitters or see individuals for whom you are serving as proxy.

The page has three tabs:

• My Items — items you submitted for yourself or for which you are identified as a contact.
• Invited by Me — items where you invited someone else to submit an item.
• Similar Items — items across the inventory most closely connected to yours. Use this as a way to identify others who may be working on related projects.

A small dot on a tab means something there needs your attention. Each of the first two tabs offers two layouts: Panel View groups items as cards under Active, In Progress, and Other columns; List View is a sortable table. Both show the newest items first. In List View, click the date column header to re-sort from oldest to newest.

Item cards and table rows use small icon buttons that allow you to take action for an item:

• Edit — open a draft or returned item for editing
• Remove — take an item off your list.
• Update this item — propose changes to an active item
• Retire this item — retire an active item
• View History — the item's full timeline of submissions, reviews, and changes

1. Open Add Items (or the Submit New button at the top of My Items).
2. Choose the Record My Own Activity option.
3. Fill in the form:
   • Title (required — each item needs a unique title)
   • Stage of Development — Envisioning, Initiating, Established, or Mature. These terms are deliberately undefined. Use your judgment based on your knowledge of the activity.
   • Department / Office — this is the UND department or office which you are affiliated with in your role as the activity's "owner."
   • Additional Contacts (optional — up to 2 people who share responsibility for the item)
   • Keywords — up to 6. If none fit, check Other and suggest up to two of your own; a reviewer will consider adding them.
   • Strategic Priorities — up to 3, selected in priority order. These are the strategic priorities which define the LEADS strategic plan and thus situate the activity as part of the LEADS implementation process.
4. Click Submit to send it for review — or Save as Draft to finish later. Drafts wait under My Items → In Progress → Drafts. You can return at any point to your My Items page to resume work on the draft.

5. After you submit, the item sits in Under Review until a reviewer activates it, returns it to you with notes, or declines it. You'll get an email if it's returned or declined; once approved it appears in your Active column. The review process will generally occur within 24 hours of submission.

Use this when you know about a colleague's LEADS-aligned work and want to recognize it — they become the item's owner, not you.

1. Open Add Items and choose Recognize Others — Shine a Light on a Colleague's Work.
2. Enter the person's email address (their name fills in automatically if they're already a registered user within the LEADS Insights Dashboard), a Title, whatever details you know, and an optional personal message to include in the invitation. The person you invite will have the option to decline, decline and suggest an alternative contact, or accept. If they accept, they assume ownership and can edit anything (including the title) you used as part of the invitation-submission process.
3. Click Submit. They receive an email invitation with 7 days to respond.

Track your invitations on the Invited by Me tab. You'll see them move through:

• Awaiting Response — the invitation is in their hands.
• Invite Accepted — they said yes. The item is now fully theirs: they complete the remaining details and submit it for review themselves. The item's appearance on your dashboard page becomes informational from this point on.
• Invitation Declined — they said no. The item comes back to you (with any note they left); edit it to invite someone else, submit it as your own, or remove it.
• Alt. Contact Suggested — they declined but named a better contact. When you edit the item, the suggested person is prefilled as the new invitee.
• Invitation Expired — 7 days passed with no response. The item returns to your Drafts (you'll get an email), ready to re-invite, submit as your own, or remove.

1. Open the link in the invitation email — or find the item on My Items under I've Been Invited (marked Action Needed) and click Review & Respond.
2. Choose one of three responses:
   • Accept — the item becomes yours, as a Draft. Complete the remaining details (Stage, Department, Keywords, Priorities) and submit it for review when ready.
   • Decline — the item goes back to the person who invited you, with any note you add.
   • Suggest re-assignment — you agree the activity belongs in the inventory, but someone else is the right owner; name them and the inviter can redirect the invitation.

If you don't yet have a LEADS Insights Dashboard account, you can still respond to an invitation straight from the email link. If you accept, an administrator sets up your access first — you'll receive a welcome email when it's ready, and the item will be waiting in your My Items.

Upon initial submission, items within the Activity Inventory are reviewed for completeness before being moved to the "active" stage. As part of this process, a reviewer can send a submission back with notes concerning the need for additional information or to ask for clarification on aspects of the submission. In this case you'll get an email, and the item appears under My Items → In Progress → Returned for Revision with the reviewer's notes shown right on the card. Click Edit, make the changes, and click Re-submit. The item stays on your list until you act on it — there's no deadline.

While an item is Under Review you can't edit it directly — but you can withdraw it. Click Edit on the card and choose Return to Draft. The item leaves the review queue and returns to your Drafts, where you can edit and resubmit whenever you're ready.

1. On the active item's card, click Update this item.
2. On the Update Activity screen, change any details (Title, Stage, Department, Keywords, Priorities) and/or the item's contacts — you can change, remove, or add people (an item can have up to 3 contacts).
3. Click Save Changes.

Updates to active items are reviewed before they take effect — the live item keeps its current details until a reviewer approves your changes. If the update is declined, the item simply stays as it was (you can be notified either way). People you add or remove as contacts are notified once the change is approved.

• Retire (active items) — takes the item out of the active inventory while preserving its history. Retired items move to the Other column under Retired. Only an Insights Dashboard site administrator can re-activate a retired item.
• Remove — clears an item off your list. Drafts, returned items, and declined items can be removed at any time (this cannot be undone). An active item must be retired first; removing a retired item then clears it from your list for good.

You can designate up to two colleagues as your proxies — useful if an assistant or teammate enters items for you.

1. Open Settings (top right) and use Add a Proxy. The person must already be a registered user within the dashboard.
2. Choose their authority level:
   • Submit only — can add items on your behalf.
   • Submit and full editing authority — same edit/retire/update rights as you.

If you are someone's proxy:

• The Add Items page shows an extra option, Add on Behalf of {name}. Items you submit this way are recorded as theirs from the start.
• A dropdown at the top of My Items lets you switch to Viewing as {name} to see and (with full editing authority) manage their items. Submit-only proxies see this view read-only — except items they personally submitted, which they can always follow up on.
• If a reviewer returns or declines an item you proxy-submitted, the notification email comes to you — you're the one who can act on it.

The Overview page greets you with colored banners about your items: red means something needs fixing or went differently than planned (returned, declined), amber means something is in motion (awaiting review, awaiting a response, an invitation for you), and blue is informational.

• Banners that need an action from you — like an invitation awaiting your response — reappear every time you visit until you've dealt with them.
• Purely informational banners — status updates like "accepted," "declined," or "awaiting review" — show once only (they'll reappear once if the situation changes).
• The × on any banner hides it for the current visit.