Proposal routing chains are built during proposal development. Generally, proposal development proceeds routing to ensure what a reviewer approves represents the state of the final proposal.
The routing chain can be found on the Approving Units page of the proposal.This is the only place where it can be edited.
The routing chain can also be found on the Proposal Administration screen beneath the Routing tab.
Building the Routing Chain
- Search and find the proposal from your Project Dashboard.
- Click on the proposal number.
- Click on Approving Units.
- Add a unit by searching for and choosing a unit, and then clicking Add Unit.
- Rearrange the unit order by using the drop-down menus beneath routing order.
- Click Authorize Unit Listing.
The routing chain is a string of units and individuals who need to approve a proposal. The Award Admin unit is always the first on the routing chain. Other units will be added when:
- a person in a unit is added to the research team as a key participant.
- the unit is added as an affiliated unit.
- the unit is added as a cost sharing unit.
- the unit is a parent of the unit that has been added.
Units can be added manually if a unit has an interest in the proposal. You can also manage the routing chains manually. Manually added units can be removed from the Proposal Administration screen, but automatically added units can only be removed from their role on the proposal.
If your institution has parallel routing enabled, any number of units can be assigned the same number. This means that one unit does not have to wait for the other unit with the same number before approving.