On this screen – Personnel
A. Key Personnel Category Left Navigation button: Click Key Personnel to expand and select Personnel
B. Personnel Left Navigation: Click to display the Key Personnel screen.
C. Add Personnel button: click to launch the Add Personnel series of windows (search, select, define role, add)
D. Notify All button: click to send notifications to proposal personnel
E. Proposal Person Header row (collapsed): displays the Name, Role, and proposal certification status.
o Click the right-facing triangle to expand and display the proposal person details panel & tabs.
o Click the down-facing triangle to collapse the panel and only display the name row.
F. Trashcan icon: click the trashcan icon to remove the proposal person.
G. Up, Down, and Up & Down arrows: click on the up-facing arrow to move the proposal person before the person in the next row above; click the down-facing arrow to move the proposal person after the next row below. Each click will move the person one row in that direction.
H. Proposal Person Panel:
o Details: contains some of the information from the person record, and the Proposal Role.
o Organization: contains information from the person record.
o Extended Details: contains information from the person record.
o Degrees: if data is fed, degree information is displayed; otherwise degrees are added in this panel
o Unit Details: the person’s unit information is displayed and units may be added.
o Person Training Details: If data is fed, training information is displayed in this panel
o Proposal Person Certification: the questionnaire based proposal certification is located here.
I. Proposal Footer actions:
o Back: click to navigate to the previous screen on the left navigation bar
o Save: click to save the proposal data and stay on this screen
o Save and Continue: click to save the proposal data and navigate to the next screen on the left navigation bar
o Close: click to exit the proposal document
Process to Add
Personnel: