Delivered Workflows for PeopleSoft Grants
This appendix discusses delivered workflows for PeopleSoft Grants.
See Also
PeopleTools PeopleBook: Workflow Technology
PeopleTools PeopleBook: Using PeopleSoft Applications
Managing Credit, Collections, and Exceptions
Delivered Workflows for PeopleSoft Grants
This section discusses PeopleSoft Grants workflows. The workflows are listed alphabetically by workflow name.
Milestone Due Notification
This section discusses the Milestone Due Notification workflow. The workflow sends reminder email notifications to a group of roles prior to the milestone due date.
Description
|
Event Description |
The user sets up in the system the number of days that the role needs to be notified prior to the milestone due day. |
|
Action Description |
The system sends reminder email notifications to a group of roles that are listed in the Approval/Notification Process page prior to the milestone due date. |
|
Notification Method |
Email notification only. |
Workflow Objects
|
Approval Rule Set |
None |
|
Business Process |
PeopleSoft Grants Business Process: GM_GRANTS_BP |
|
Activity |
Activity for Milestone Notification: GM_MILE_NOTI_DUE1 |
|
Role |
None |
Proposal Component Approval Process
This section discusses the Proposal Component Approval Process workflow. The workflow generates worklist and notification that requests the approval or review of a proposal.
Description
|
Event Description |
The user submits, reviews, and approves a PeopleSoft Grants proposal either at the proposal/primary project component level or at the all projects component level. This triggers workitems and email notifications. |
|
Action Description |
When the proposal's status changes to the status that is listed in the Grant's Award Setup Definition page, an approval process will be triggered, sending workitem/email notification for multi-layered approval. |
|
Notification Method |
Email or worklist. |
Workflow Objects
|
Approval Rule Set |
None. |
|
Business Process |
PeopleSoft Grants Business Process: GM_GRANTS_BP |
|
Activity |
Two activities exist: GM_COMPONET_APPR and GM_COMP_STATUS_NOTI |
|
Role |
None. |
Proposal Notification
This section discusses the Proposal Notification workflow. The workflow send informational email notifications to a group of roles when the proposal status changes.
Description
|
Event Description |
An email notification is triggered when the proposal status changes. |
|
Action Description |
An email notification is generated to the roles that are listed in the Approval/Notification Setup page. |
|
Notification Method |
Email notification only. |
Workflow Objects
|
Approval Rule Set |
None. |
|
Business Process |
PeopleSoft Grants Business Process: GM_GRANTS_BP |
|
Activity |
Activity: GM_PROPOSAL_NOTI |
|
Role |
None. |
Protocol Approval Process
This section discusses the Protocol Approval Process workflow.
Description
|
Event Description |
When the user submits the protocol, this action triggers the initial workflow worklist to be sent to the committee administrator. After the administrator assigns the review type, workflow sends the worklist and/or email notification to the roles listed in the Approval/Notification Setup page. The approver then selects Approved, Denied, or Returned for the protocol. |
|
Action Description |
When the administrator acts on it, it disappears from the worklist. The system triggers an approval process, sending workitem/email notification for multi-layered approval. |
|
Notification Method |
Worklist and email. |
Workflow Objects
|
Approval Rule Set |
None. |
|
Business Process |
Protocol Business Process: GM_PCL_BP |
|
Activity |
Approval Process Activity for Full Review: GM_PCL_APPROVE_FL Approval Process Activity for Except/Expedited Review: GM_PCL_APPROVE_EE |
|
Role |
None. |
Protocol Batch Notification
This section discusses the Protocol Batch Notification workflow.
Description
|
Event Description |
The workflow for committee meeting reminders, continuing reviews, expirations, and renewals is triggered by a user-initiated batch process that can be run for whatever interval the user defines. |
|
Action Description |
An email notification is generated. |
|
Notification Method |
Email notification only. |
Workflow Objects
|
Approval Rule Set |
None. |
|
Business Process |
Protocol Business Process: GM_PCL_BP |
|
Activity |
Activity for batch notification: GM_PCL_BATCH |
|
Role |
None. |
Protocol Notification
This section discusses the Protocol Notification workflow.
Description
|
Event Description |
When the protocol status changes the system sends the worklist/email to the roles defined on the workflow rules. |
|
Action Description |
The system generates a worklist/email notification. |
|
Notification Method |
Worklist and email. |
Workflow Objects
|
Approval Rule Set |
None. |
|
Business Process |
Protocol Business Process: GM_PCL_BP |
|
Activity |
Two activities exist: GM_PCL_SUBMIT and GM_PCL_ASSIGNMENT |
|
Role |
None. |