Initiating Routing

Routing begins when a proposal is submitted for routing. In order to be submitted for routing, the proposal must be complete, as indicated by the green check marks next to each section in the Item List.

However, the Item List check marks only denote minimal completion of required questions. You must train your users on what information they need to provide to make the proposal complete from your Central Office's point of view.

The proposal creator or any member of the Research Team can submit the proposal for routing once it is complete. An Administrator can also submit the proposal for routing.

When a proposal is submitted for routing, a number of interrelated events occur:

  • The proposal is locked to editing by everyone except the IPF Approver(s) in the Award Admin Department and Cayuse SP Administrators.
  • Emails are sent to the Lead PI and any PIs indicating that the proposal is awaiting their certification.
  • Emails are sent to the IPF Approvers in the Award Admin Department indicating that the proposal is awaiting their approval.
  • The proposal status changes from Unsubmitted to Dept Approval In Process:

    And as a result, it appears in the Departmental Routing bucket on the Proposal Admin screen.

  • The proposal moves from the Unsubmitted tab to the Submitted tab in each member of the Research Team's My Proposals dashboard.
  • The proposal appears in the PI Certification Inbox for each Lead PI and PI named on the proposal.
  • The proposal appears in the Dept Approval Inbox for the Admin Award Dept.
  • A status history record is generated indicating that the proposal has been submitted for routing, and by whom and when:

Some of these items are configurable in the system. For example, the emails may also be sent to other parties as desired (or may not be sent at all, although this is uncommon), and the names of the statuses may be different. However, the functional effect of the action is the same regardless of the names of the statuses.