On this screen – Submit

A.  Summary/Submit left navigation button: click to open the Submit screen.

B.  Proposal Submission Status Visual Indicator. The indicator begins at Saved, updates to Routing when submitted and under review, to Approved when all reviews are complete.

C.  Summary Tabs:  Click a tab header to review the information. Proposal Summary, Personnel, Credit Allocation, Compliance, Attachments, Questionnaire, Supplemental Info, Keywords.

D.  Summary/Submit actions:  (prior to submitting for review)

a.  Submit for Review: starts the proposal into workflow for review and approval.

b.  Ad Hoc Recipients: create a custom routing requirement.

c.  View Route Log:  opens the routing log.

d.  Cancel Proposal: cancels the proposal.

e.  Delete Proposal: deletes the proposal in progress document.

f.   More Actions:

i. Send Notifications

ii.            Reload Proposal

iii.           Blanket Approve

g.  Close

 

A.  Summary/Submit actions:  (post submitting for review)

a.  Send Adhoc

b.  Ad Hoc Recipients: create a custom routing requirement.

c.  View Route Log:  opens the routing log.

d.  Recall: remove the proposal from the workflow and return it to the aggregator for edits.

e.  Submit to Sponsor: generates the Institutional Proposal.

f.   Submit to S2S: send the electronic proposal to Grants.gov or Research.gov

g.  More Actions: Send Notifications

h.  Close

 

 

Subtopics:

Proposal Summary tab

Personnel tab:

Credit Allocation tab:

Compliance tab:

Attachments tab:

Questionnaire tab:

Supplemental Info tab:

Key Words tab: