In Sponsored Projects, Ad Hoc Teams are groups of individuals that are involved in proposal routing and review. Ad Hoc Teams can be notified of when a proposal needs to be reviewed through notification rules.
- Within the Admin Module, click on Teams.
- Click + New Team.
- Fill out the fields to create your Ad Hoc Team. You can search for individuals within the Cayuse database to add them to the team. Click here for more information on adding people.
- Click
.
You will now see the new team displayed on the Ad Hoc Teams page.
Ad Hoc Team Fields
- Name (required): This is the name of the Ad Hoc Team. It's best to name the team something that clearly represents the members of the team. This will prevent confusion when form builders are adding rules in Cayuse SP.
- Description: Provide a brief description of the team and their function within Cayuse SP.
- Add a Person: Use the search box to add members to the team. Individuals must already be in the Cayuse database. Once added, team member names will show up in a blue box as seen above. You can click on the 'x' next to a team member's name to remove them from the team. Please note: to prevent proposals from getting stuck in routing, teams should always have at least two members.