
Proposal Workflow Center Quarterly Administrator Meeting Update
Stay updated on the latest changes to the proposal workflow process at the Quarterly Administrator Meeting. Starting March 17th, proposals will go through InfoEd, offering advantages like a more consistent process but also adding an extra layer of required action. Learn about the new processes, review and submission updates, and upcoming OSR Brown Bag sessions. Have questions? Find answers here!
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Presentation Transcript
Proposal Workflow Center Quarterly Administrator Meeting 2/24/16 Josh Richards, Assistant Grants Officer - OSR
Starting March 17th, all proposals will go through workflow in InfoEd. Advantages: -Data -A more consistent process -Action item lists Disadvantages -An additional layer of action required 1
Proposal Review and Submission Current Process Email used to let OSR know admin shell is ready for review New Process Status change used to let OSR know admin shell is ready for review OSR review notes/department updates over email OSR review notes/department updates tracked by status changes, with substantive content over email Email used to alert OSR that proposal is ready for final review Status change used to alert OSR that proposal is ready for final review Final review notes/department updates over email Final review notes/department updates tracked by status changes, with substantive content over email Proposal is submitted, GA changes status to submitted during closeout Proposal is submitted and OSR puts proposal into status ready for closeout 2
OSR Proposal Workflow Brown Bags: Tuesday March 1st Tuesday March 15th 3