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:
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.