Setting Up Your Group In Enquire

Once your group space has been created in Enquire, you will be able to login vi the Enquire live site. Your user login details will be provided to you via an auto response email on behalf of Enquire.

How information is accessed in Enquire is based on what role a user has. For full explanation on the different Enquire roles and the permissions they have, view the Roles page.

Adding and managing all users is done at the group level. It is important to understand the different types of users you can add, which are user-members and user-affiliates.

Learn more about these different user types via the Manage Users page.

Adding and managing non-users is also done at the group level. A non-user could be a contact your group has with an organisation or individual, i.e. a landholder.

More information on adding non-users is available via the Manage Contacts and Organisations page.

Delivery areas refer to how you group your projects and what they are aligned to. Projects can be aligned to one or multiple Delivery Areas. These are Reports to Delivery Areas, Category Delivery Areas and Reports To and Category Delivery Areas.

A full explanation of the difference between these types is available via the Concepts page. For instructions on how to identify and create new Delivery Areas, view the Create New Delivery Areas page.

Rounds are a way of grouping projects within a Delivery Area by funding periods, sub-regions or project type and can be used to distribute funding. For more details please see the Create Rounds page.

Activity Agreements indicate the funding and performance contracted between two bodies. They act like an online version of your paper based contract. Visit the Concepts page for further definition of Activity Agreements. Entering in and creating your Activity Agreements in Enquire is done via the primary navigation tabs. Selecting the drop down menu of the Activity Agreement tab will allow you to do so.

For detailed instructions on how to enter in your Activity Agreements, visit the Create Activity Agreement page.

Adding/creating projects in Enquire is a flexible process, the initial stages only require minimal details. You can then return and edit/complete all mandatory information. It is done via the drop down menu of the Projects tab, located in primary navigation.

For instructions on how to enter in projects, visit the Create Project page.

Active projects are managed and reported on through Enquire. Projects then have the option to be Parked (they no longer need to report but aren't necessarily complete) or Completed. Projects with the status Parked or Completed can also be reactivated at any time.

For full instructions on managing the complete lifecycle of your projects, view the Project Lifecycle page.