Once a proposal has been prepared, the PI or first approver can begin the routing process.
Starting the Routing Process
- Find and open the proposal.
- Click on the routing and approval button in the top right-hand corner.
- On the Routing & Approval page, click on the first box (or the box highlighted black) in the routing chain.
- In the new Action: Approve window, leave any comments you may have on the proposal, and then click Approve.
What is Triggered
- The routing event is logged in the Routing History as well as in the Proposal History.
- An email is sent to the next person on the routing chain, letting them know an approval action has taken place and their attention is required.
- An entry is added to each routing chain member's Routing Hot List with the proposal, the number of steps before they need to approve, and how long it has been waiting.
- The PI's access rights to the proposal forms are curtailed. Attachments, such as the Research Plan, can still be modified and added, but no changes can be made to the form data or the budget.
- The next reviewer in the routing chain, if they did not have full access to the proposal, is granted full access. This access only lasts until the reviewer accepts or rejects the proposal. (Delegate(s) of the next reviewer will also have this access.)
- Other reviewers also have enhanced access while the proposal appears in their Routing Hot List.
Each approver takes the approval action in turn until the proposal reaches the final reviewer, generally the AOR.
Please note: Once the routing chain has been built, either before or after users have begun approving, the first person listed in the routing chain who has not approved will receive email notification that their attention is required for that proposal. If users are added or removed after the routing chain has been built, the first person in line to approve will receive an email notifying them that their attention is required. This email is triggered every time a user is added or removed from the routing chain.